Episode 3

March 03, 2026

00:19:47

Housing Market: Under Observation

Housing Market: Under Observation
Dementia in CRE
Housing Market: Under Observation

Mar 03 2026 | 00:19:47

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Show Notes

The U.S. Housing Market is currently in the ICU, but it thinks it’s training for a marathon. In the latest edition of Dementia in CRE, we diagnose Affordability Anosognosia—a clinical condition where the patient (the housing market) is physically unable to recognize its own impairment. We’re dissecting the "Golden Age" hallucinations coming out of the latest SOTU and why a 6% mortgage rate isn't the "cure" everyone thinks it is.

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