What 58,000 Canceled Deals in One Month Mean for Housing
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A record month of canceled home purchase agreements just hit. In this episode we dig into what 58,000 failed deals could signal for prices, inventory, and buyer seller psychology. You will hear where cancellations are clustering, the indicators we are tracking next, and a practical plan to protect cash flow in a high cancellation environment. For investors and serious buyers who want signal over noise.
In this episode
- Why cancellations spiked and what that tells us about fear in the market
- Where deals are falling through first and why those metros matter
- What to watch next. Inventory, days on market, and pricing power
- Why this cycle is not 2008 and why the lock in effect still matters
- Playbook for investors and agents. Creative terms and cash flow first underwriting
Timestamps
00:00 The 58,000 cancellation shock
03:00 Where the damage is showing up first
07:30 Pricing power and months of supply
12:10 Not 2008. How lending and lock in change the setup
16:45 Strategy to protect cash flow and find opportunity
22:00 Signals to watch before the next print
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