10 U.S. Towns That Will Collapse First As The Housing Market Crashes
The U.S. housing market is crashing, with 10 towns collapsing first as active foreclosures hit a six-year high
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Most coveredUS housing market 10 →U.S. commercial/multifamily real estate 3 →D.R. Horton 3
The U.S. housing market is crashing, with 10 towns collapsing first as active foreclosures hit a six-year high
Multifamily/commercial real estate is heading into mass bankruptcies and foreclosures as $875B of commercial mortgages mature in 2026.
With the Shiller CAPE at 41.66, higher than before the 1929 crash, U.S. stocks face a crash and will return only ~1.5% annually over the next decade.
Michael Burry's $5 trillion warning points to an aggressive Nvidia crash.
An AI-bubble-driven stock crash (~25%) will drag down U.S. home values, with 12 metros directly exposed.
With consumers stretched paycheck to paycheck and FHA loans driving 55% of seriously past-due mortgages, foreclosures accelerate across 12 Sun Belt metros and housing weakens.
Shilling's call for a 20-30% stock correction alongside a near-inevitable recession by year-end 2026.
The U.S. housing market has hit a breaking point in 2026 with a mortgage delinquency surge and cities already in freefall.
D.R. Horton is under continued pressure — 29% profit drop with 19,000 unsold homes and heavy incentives implying further deterioration.
Corporate collapses across restaurants, retail, and real estate are dragging down home values and local economies.
Nearly $2 trillion of CRE debt coming due and record 12.3% office loan defaults signal a deepening commercial real estate crisis with buildings selling for pennies on the dollar.
$1.8 trillion in commercial real estate debt coming due in 2026 combined with mass layoffs will trigger a CRE crisis.
The dollar is weakening in a way that changes the housing/investment picture.
Something is happening with gold and the dollar that 'changes everything' — implied gold strength against a weakening dollar.
Wall Street's housing bet is backfiring — Blackstone has lost $600M+ on one portfolio and the new data is worse than expected.
Meritage Homes is among the builders whose earnings are collapsing heading into 2026.
PulteGroup is among the builders whose earnings are collapsing heading into 2026.
KB Home is among the builders whose earnings are collapsing heading into 2026.
Major homebuilders including Lennar reported the worst earnings in over a decade and expect further deterioration in 2026.
D.R. Horton is among the builders facing collapsing profits and worse conditions in 2026.
The $55 trillion housing market is cracking and builders are bracing for worse in 2026.
Rents are crashing in 2026 as multifamily delinquencies climb and landlord defaults spread.
Blackstone's $1.8 billion housing portfolio is collapsing with $600M+ losses and broader institutional pullback ahead.
Institutional investors spent $483 billion on ~1 million homes positioning for the largest wealth transfer in housing history, with pension funds betting billions more in 2026 — implying institutional capital sees upside ahead.
10 cities are about to collapse in 2026 and 105 major markets are already bleeding value.
Buffett doubled down on Lennar, framed as the homebuilder that will survive the crash.
Buffett's exit from D.R. Horton signals the homebuilder/housing market is heading for a crash; DHI framed as the one that won't survive.
The 18-year housing cycle (2008 + 18 = 2026) points to a housing collapse in 2026-2027, with warning signs already visible in 105+ U.S. markets.
A commercial real estate crisis is unfolding, creating distressed buying opportunities.
Inventory is surging and power has shifted to buyers; sellers are panicking and prices are falling.