Where is the housing market taking the economy?

The Consumer Price Index showed housing inflation higher than overall inflation, but the for-sale home market has been softening, leading some to question whether falling single family home prices will lead to broader economic disruption.Link to sources discussed in this episode:Bureau of Labor Statistics: “Consumer Price Index, June 2025” - https://www.bls.gov/news.release/cpi.nr0.htm Cotality: “The rising cost of staying put” - https://www.cotality.com/insights/articles/serious-mortgage-delinquencies-rising CNBC: “Nearly one third of major U.S. housing markets now see falling home prices” - https://www.cnbc.com/2025/07/14/us-housing-markets-falling-prices.html Zillow: “The National Housing Deficit Grew by 159,000 Homes in 2023, Reaching 4.7 Million” - https://www.zillow.com/research/housing-deficit-35317/ Learn more about Gray Capital's Midwest Multifamily Fund: https://www.graycapitalllc.com/midwest Download Gray Capital's latest report: ⁠https://www.graycapitalllc.com/future Sign up for our free multifamily newsletter here: ⁠https://www.graycapitalllc.com/newsletter⁠ DISCLAIMERS: This podcast does not constitute professional financial advice and is for educational/entertainment purposes only. This podcast is not an offer to invest. Any offering would be made through a private placement memorandum and would be limited to accredited investors.