Cashflow Quest

The Future of the Housing Market: Predictions and Betting on Trends


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The Panel Dive into the Key Takeaways:

Housing Prices May Face a Short-Term Correction

Affordability Crisis is Being Driven by High Interest Rates

Inventory is Rising, But Sellers Are Still Holding Out

Experienced Realtors Thrive in Tough Markets

Market Outlooks Vary Widely, But Timing is Key

Consumer Confidence Could Shift the Trajectory

Tax Policy and Treasury Yields Are Critical Indicators

Long-Term Demand Remains Strong Despite Short-Term Risks

Equity-Rich Sellers May Be the Market Movers

A Bumpy Ride Ahead—But Not a Crash

Guest Bio and Links:

Tide Eldridge is a Partner & Chief Operating Officer at Comfort Communities.

Listeners can connect with Tide Eldridge on LinkedIn @TideEldridge

Benjamin Schuster leads Capital Formation and Investor Relations for Comfort Capital.

Listeners can connect with Benjamin Schuster on LinkedIn @BenjaminSchuster

IRS Bonus Depreciation Guidance

Redfin Housing Data Center


 

Notes: 

  • (00:00) – Welcome to the CashFlow Quest podcast
  • (00:30) – Current housing market observations
  • (01:30) – Impact of interest rates on housing affordability
  • (03:30) – Realtor insights and market predictions
  • (05:00) – Debating future housing market trends
  • (06:00) – Economic factors and housing prices
  • (12:00) – “Housing prices nationwide are gonna drop 5% between June 2025 and June 2026. That’s my bet.”
  • (13:30) – Role of Treasury yields in real estate
  • (14:30) – Understanding mortgage rate spreads
  • (15:30) – Debating housing market trends
  • (16:30) – Impact of economic policies on housing
  • (19:00) – Comparing past and present housing crises
  • (23:00) – Future predictions for the housing market
  • (24:30) – Final thoughts and viewer engagement

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Blake Comfort, Co-founder of ComfortCommunities and Comfort Capital in 2008, embarked on a journey to acquire manufactured home communities, laying the foundation for the investment and management company we have today. In 2009, Comfort Communities acquired its first manufactured home community, and since then, the company has continued to expand, purchasing and managing numerous manufactured housing communities. Blake oversees all capital market functions, acquisitions, and deal sourcing forComfortCommunities and Comfort Capital. When he’s not working, Blake cherishes spending quality time with his wife and two young children and occasionally takes to the skies, flying around San Diego.

Jennifer Purcell, Co-founder of Comfort Communities and Comfort Capital, was raised in a real estate-loving household with her father being a general contractor and developer of over 4,000 units in San Diego County. Her mission is to change the perception of “Trailer Parks” and create exceptional living environments with top-notch service for residents. A San Diego State University graduate, Jennifer previously worked with R&V Management for their multi-family apartment portfolio at a leading global corporate housing company. Since 2009, she’s been instrumental in building Comfort Communities management team and fostering relationships with trusted investors and advisors, contributing to Comfort Capital’s success today. When she is not operating mobile home communities, she loves spending time outdoors, throwing the ball for her dog, and spending quality time with her husband and her two young children.

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Cashflow QuestBy Blake Comfort, Jennifer Purcell