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Hey community!
 

Here’s what just hit the headlines and what it means right now for wholesalers and investor-buyers on Investorlift:
 

🚨 1. Housing Starts Dropped 7% in August
 

Source: Reuters – Sept 17, 2025

New single-family home construction declined sharply last month. Builder sentiment is weak, and permits are down too. Some builders are starting to cut prices or offer incentives to move unsold inventory.
 

➡️ For investors: Look for builders with standing inventory - they may deal.
➡️ For wholesalers: New builds that didn’t sell? That’s your next acquisition opportunity.
 

📈 2. Investors Bought 27% of U.S. Homes in Q1
 

Source: AP News – Sept 2025

Investor activity surged to a record 27% of all U.S. home purchases in early 2025. Unlike 2022, this wave isn’t being led by institutions - it’s small and mid-tier investors who are buying strategically.
 

➡️ What this means: Your buyer pool is active - but selective.
➡️ For sellers: Polish your dispo game. Clean property data, pro-level photos, and accurate ARVs will make your deal the one they act on.
 

📊 3. U.S. Will Need 18 Million New Housing Units by 2035
 

Source: Morgan Stanley – Sept 2025

A new report projects the U.S. needs 18 million additional homes over the next decade. But construction is lagging far behind, squeezed by labor shortages, regulatory barriers, and high financing costs.
 

➡️ What this tells you: The long-term trend still favors real estate.

  • Focus on affordable markets with underbuilt supply.

  • Explore senior housing or build-to-rent partnerships.

  • Use today’s slowdown to acquire strategically.
     

🧠 What You Can Do This Week

  • Search for builder listings sitting for more than 60 days unsold

  • Audit your buyer list - who’s still active and what are they buying?

  • Explore undervalued markets where supply-demand gaps are growing
     

💬 Join the Conversation:
 

Are you seeing price cuts in your market? Are your buyers pulling back or doubling down?

👇 Drop your insights in the comments - this community wins when we share what’s working.

Here in Florida, I’m already seeing some new construction homes sitting longer, especially in Tampa, Orlando, and Jacksonville. With higher insurance costs and tighter lending, builders are starting to get motivated.

For me, that signals opportunity. If a subdivision has homes that have been sitting 60+ days, I know builders may be open to discounts or creative terms. As a wholesaler, that’s where I’m looking for my next acquisition. As an investor, I’d focus more on suburban/inland deals where builders are cutting prices, versus hot markets like Miami that still move fast.

The buyers I talk to are still active, but they’re selective. They’ll pass if my ARVs are off or if comps aren’t clear.


Great insight ​@Sarah Johannes, thanks for sharing!

Builders sitting on inventory + rising costs = real opportunities for creative deals. Love your 60+ DOM strategy - smart move. And yes, buyers are active but sharp, tight comps and ARVs matter more than ever.

Keep us posted on what you lock up! 


🔥 Solid market update.

I’m seeing price cuts around Atlanta, especially in the outer suburbs. Builders with sitting inventory are getting flexible, and some off-market sellers are finally coming down off 2022 numbers.

Buyers are still active but way more selective. My serious buyers are doubling down on deals with real equity or strong cash flow, but anything borderline gets ignored. Dispo now takes sharper numbers and cleaner packaging to move deals fast.

 

Here’s how I’m moving on it:

Builder Inventory = Deal Flow
Just found 2 new builds sitting 75+ days. Builders are quiet desperate. Reaching out direct to agents - they’ll talk if you bring cash buyers.

Buyers Still Buying - But Only the Best
My serious buyers want tight deals with real upside. I started sending full deal packs (comps, photos, pro forma) and response shot up.

18M Housing Gap = Long-Term Play
I’m doubling down in affordable, underbuilt zips. Even looking at small build-to-rent JVs in secondary markets.


Really interesting points here. What caught my attention is how different the short-term picture looks compared to the long-term. On one hand, builders are slowing down and struggling to move inventory — that feels like an opportunity right in front of us. On the other hand, the U.S. still needs millions of homes in the next decade, so the demand isn’t going anywhere.

For me, it raises a simple question: are we ready to adapt quickly enough? The investors and wholesalers who stay flexible now will probably be the ones who come out stronger when the market shifts again.