Airbnb warns of MAJOR reset. (40% losses emerge)
Airbnb hosts face a major reset with 40% losses emerging, slowing demand growth, rising costs and tighter regulation pressuring short-term-rental property values.
50 is a coin flip. Higher means a creator's past calls beat chance on the assets and periods they were made in; lower means they did worse.
A high score does not predict the next call. We tested whether it does, and it does not. We publish the ranking because the record should exist and be checkable. Our scoring is not financial advice and the method behind it is not published.
yucky — well below luck. This does not predict their next call. We tested whether it does and it does not. Our scoring is not financial advice.
Most coveredUS housing market 25 →Short-term rental / Airbnb housing markets (Orlando, Nashville) 9 →Mortgage rates 6 →
Airbnb hosts face a major reset with 40% losses emerging, slowing demand growth, rising costs and tighter regulation pressuring short-term-rental property values.
A supply squeeze from landlords pulling units plus people flooding back into Manhattan will push NYC rents higher and worsen the affordability crisis.
Rising foreclosures and FHA delinquencies point to continued home price declines
The balance of power in Southern California is shifting from Los Angeles to Orange County, which should outperform going into 2026-2027.
Apartment rents falling with rising multifamily delinquencies; downturn continues
Mortgage rates stay elevated / higher-for-longer rather than falling
Higher-for-longer rates under Fed Chair Warsh will pressure housing prices through 2026
Michael Burry's warning on Nvidia and AI stocks is echoed as a bubble risk
Stock market is in a historic bubble by Shiller CAPE and Buffett Indicator, at risk of correction
The AI data center boom is surging Abilene home values, making it Texas' best performing housing market.
Home values are dropping across Orlando amid a 60% investor-purchase collapse and near-record inventory
Blackstone's private credit business is deteriorating — redemptions restricted, defaults climbing, Moody's outlook downgraded — with risks resembling the early stages of 2008
Bond yields are surging globally and mortgage rates are spiking again, with the Fed potentially hiking rates instead of cutting
The AI boom is driving a surge in San Francisco home prices and rents, with inventory down 30% and sales up
The stock market and AI frenzy resemble the final months of the 1999-2000 Dot-Com Bubble, with a correction likely over the next 12 months
Colorado has the biggest inventory spike in the U.S. and prices are now dropping
Rents are dropping in Miami for the first time in years
Connecticut has the biggest housing boom and fewest homes for sale (inventory down 73%), making it America's hottest housing market with prices rising into 2026-27
Home tours are down 5% YoY to near 10-year lows, a warning that U.S. homebuyer demand and prices will weaken into spring/summer 2026
Rents are dropping all across the Denver area
NYC rents are rising and expected to keep rising as people move back into the city.
NYC's housing market is bouncing back hard in 2026 — undervalued relative to rent and income, with rents rising and vacancy at 1.4%.
The biggest condo crash since 2008 is underway with prices dropping due to HOA fees, rising inventory, and apartment supply pushing rents down
Austin home values will drop 5-6% over the next 1 year.
Reventure believes rent cuts could spread across the housing market in 2026, making it more affordable.
A $200B mortgage bond intervention would only push mortgage rates into the high-5% range (marginal decline).
Reventure's forecast suggests Florida home prices will continue to drop in 2026.
San Francisco real estate is positioned to rise again in 2026 — the crash is over and this may be the confirmed bottom of the cycle.
U.S. housing has entered a deflationary stage; homebuyers in 2026 can expect better deals as values decline.
U.S. apartment rents are falling nationwide and the trend is likely to continue into 2026.
Reventure believes Fed rate cuts will help bring mortgage rates down slightly.
Lower home prices in many markets will continue through late 2025 and 2026 as listings rise and buyer demand falls.
The AI market is in a bubble that could pop in the future, per Sam Altman's warning echoed in the video.
Wyoming is the top state for home price growth and tight inventory continues to drive prices higher.
S&P 500 gains are dangerously concentrated in a handful of AI companies at record highs, implying downside when the AI capex boom unwinds.
CEOs scaling back payrolls to boost profits results in higher stock prices.
Mortgage rates are spiking despite Fed cuts and there is a hard floor around 6% — 4-5% mortgages in 2025 or 2026 will not happen
The Fed is expected to cut and mortgage rates could dip into the low 6% range later this year
Hartford has an inventory deficit and prices there are still rising
Austin values are down and declines could get worse as inventory piles up
After 2+ years of rent cuts, rents could now be on the way back up amid record demand and rising occupancy.
The Fed is expected to cut rates several times before end of 2025 and as many as six times by mid-2026.
In Nashville, rents are well below the cost of buying a condo, suggesting the condo downturn will continue.
Home values across Florida are dropping, down -3.8% YoY and by -10% in certain markets, with declines continuing as investors become net sellers.
The Fed is about to pivot and could cut interest rates by as much as 1% over the next year.
The U.S. housing market is heading toward a correction in 2025 — the biggest housing bust since 2008 is underway
California's housing market has flipped and prices are dropping in 2025 with a correction coming
Reventure's forecast model says Texas home prices are most likely to drop
Connecticut is the #1 state for home price growth in 2025