2026 Forecast: Tariffs, Jobs, Housing Demand скачать в хорошем качестве

2026 Forecast: Tariffs, Jobs, Housing Demand

2026 could be the best buying window in years—if you pick the right markets. Neal Bawa breaks down the 2025 macro backdrop (jobs, inflation, GDP, markets) and what major forecasters expect for 2026. Then he connects the dots to housing: why mortgage rates may stay in a tight range, why home prices may rise only slightly, why the lock-in effect still constrains inventory, and why the rent-vs-buy payment gap remains historically wide. The segment ends with the key multifamily setup: starts are down sharply from peak—yet rent growth was flat in 2025 due to the supply wave finally hitting the market. 💡 KEY HIGHLIGHTS 💡 00:00 – What this annual webinar is (data-driven, chart-heavy, no upsell) 00:00:38 – Grocapitus portfolio + multi-asset perspective 00:02:52 – Disclaimer + recording note 00:03:29 – 2025 economy recap: inflation, spending, jobs weakness 00:04:26 – 2025 markets: global equities rebound after tariffs 00:04:49 – USD down ~10% (macro ripple effects) 00:05:13 – Inflation: fell into April, then ticked up after tariffs 00:06:31 – The 2025 jobs stall: from “normal” to anemic job creation 00:07:13 – Productivity + AI as a labor demand headwind 00:08:34 – 2026 forecast (CBRE): GDP, inflation, unemployment, rate cuts 00:09:17 – The red flag: projected weak job growth in 2026 00:10:00 – Growth forces: tax cuts & lower rates vs tariffs & immigration drag 00:11:36 – 401k-for-down-payment proposal: benefits vs risks 00:13:27 – Policy impacts: bonus depreciation, labor shortages, tariffs, supply constraints 00:15:08 – Mortgage-rate outlook: clustered near ~6% range 00:15:47 – Home-price outlook: low single-digit growth (state-by-state variation) 00:16:59 – The affordability gap: qualifying income vs median income 00:17:30 – Lock-in effect: why inventory stays tight 00:18:29 – Rent vs buy payments: the gap explodes post-2021 00:19:29 – Multifamily starts down ~72%: why future rent pressure builds 00:20:12 – Reality check: 2025 rent growth was flat (supply wave timing) 📚 Download a free copy of the Location Magic™ ebook by Neal Bawa to discover the latest real estate hotspots driven by data and not gut feeling 👉 https://multifamilyu.com/lm-ebook 📈 Become a smarter, more successful investor today. Be sure to subscribe now to get notified of his newest videos. 👉 https://go.multifamilyu.com/muyt Neal Bawa is recognized as the TRIED AND TRUSTED LEADER in multifamily investing. He speaks at events & meetups across the country. 🌎 📌 Nearly 5,000 students attend his multifamily webinar series each year. #Multifamily #RealEstateInvesting #RealEstate #MultifamilyRealEstate #NealBawa #HousingMarket #Investing #MortgageRates #Affordability #RentVsBuy