The REconomy Podcast

In this episode of the REconomy Podcast™, Chief Economist Mark Fleming and Deputy Chief Economist Odeta Kushi explain the looming the silver housing handoff: how aging baby boomer homeowners may gradually release housing stock back into the market, who might absorb these homes, and why the answer could look very different depending on market. Ultimately, what many refer to as the ‘silver tsunami’ appears to be a more nuanced and measured trend that plays out very differently depending on the local demographic dynamics at play. Don’t miss a single REconomy episode, subscribe today.

In this episode of the REconomy Podcast™, Chief Economist Mark Fleming and Principal Commercial Real Estate Economist Xander Snyder commemorate reaching the 150th episode mark by examining how the real estate market has evolved since the inception of the podcast in 2021, highlighting key trends that have shaped the market dynamics present today. The conversation traces the arc from pandemic recovery through rising inflation and corresponding interest rate shocks to the rise of AI and data centers. Don’t miss a single REconomy episode, subscribe today.

In this episode of the REconomy Podcast™, Chief Economist Mark Fleming and Deputy Chief Economist Odeta Kushi examine the slow-moving demographic forces reshaping housing demand, supply and transaction activity. The conversation unpacks the great housing handoff from baby boomers to millennials and Gen Z, explains the growing population of ‘shadow homeowners’ lurking just one or two moves away from a purchase, and details why turnover of existing homes may matter more than net household growth to the future of the housing market. Don’t miss a single REconomy episode, subscribe today.

In this episode of the REconomy Podcast™, Chief Economist Mark Fleming and Deputy Chief Economist Odeta Kushi examine rising foreclosure data and help put the latest numbers into perspective. They breakdown where mortgage stress is concentrated, why today’s market differs from the Great Financial Crisis, and the key conditions that could turn financial distress into foreclosure. Don’t miss a single REconomy episode, subscribe today.

In this episode of the REconomy Podcast™, Deputy Chief Economist Odeta Kushi and Principal Commercial Real Estate Economist Xander Snyder examine the commercial real estate market at the midpoint of 2026. The conversation explains why price discovery appears mostly behind us, why demand from consumers and businesses is the next major test for the recovery, and what investors waiting for perfect clarity may already be missing. Don’t miss a single REconomy episode, subscribe today.