J Scott: We’re Due for a Recession, But It Isn’t All Bad for Real Estate

In this episode of the BiggerPockets podcast, hosts Dave Meyer and Jay Scott tackle the pressing questions real estate investors will face in 2025, concentrating on mortgage rates and housing affordability. They delve into how factors like inflation, Federal Reserve policies, and potential actions from a Trump administration—such as tariffs and deportations—could shape the market. Jay notes that investor sentiment around 10-year bond yields and inflation expectations plays a significant role in keeping mortgage rates high. The conversation also underscores the interconnected nature of economic indicators and the uncertainty of future market conditions, highlighting the importance of keeping an eye on mortgage delinquency rates. In essence, the podcast encourages investors to actively track market trends to make well-informed decisions in 2025.