The REconomy Podcast

Latest Episodes:

The Sun Belt Apartment Glut Has Peaked. Now Comes the Hard Part: Leasing It. - EP 152 Oct 08, 2026

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In this episode of the REconomy Podcast™, Deputy Chief Economist Odeta Kushi and Principal Commercial Real Estate Economist Xander Snyder examine how the post-pandemic apartment building boom reshaped the Sun Belt rental market, leaving many cities with far more vacant units than they had just a few years ago. The conversation explains why vacancy varies so widely across the region, what elevated vacancy means for both renters and owners, and why the market may have reached a turning point. Don’t miss a single REconomy episode, subscribe today.

The Silver Housing Handoff: How the Aging of America Will Reshape Housing Market by Market - EP 151 Sep 24, 2026

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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.

How the Housing and Real Estate Conversation Has Evolved Over 150 Episodes - EP 150 Sep 10, 2026

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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.

The Slow-Motion Shift That Will Reshape the Housing Market - EP 149 Aug 27, 2026

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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.

Are Rising Foreclosures a Concern for the Housing Market? - EP 148 Aug 13, 2026

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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.

CRE Mid-Year Outlook: The Great Repricing Is Mostly Over. Now What? - EP 147 Jul 30, 2026

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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.

2026 Mid-Year Outlook: What to Expect from the Housing Market for the Rest of the Year - EP 146 Jul 16, 2026

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In this episode of the REconomy Podcast™, Chief Economist Mark Fleming and Deputy Chief Economist Odeta Kushi revisit their 2026 outlook and discuss where the housing market is headed in the second half of the year. The conversation unpacks why stability in a volatile year represents real progress, how nearly five million missing home sales represent demand deferred rather than demand destroyed, and what the slower-moving dynamics of jobs, incomes, demographics and supply signal about what’s ahead. Don’t miss a single REconomy episode, subscribe today.

The Overlooked Infrastructure Underpinning America’s $5 Trillion Real Estate Economy - EP 145 Jul 01, 2026

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In this episode of the REconomy Podcast™, Chief Economist Mark Fleming and Deputy Chief Economist Odeta Kushi explore the often-overlooked infrastructure that makes America's $5 trillion real estate economy1 possible: private property rights and property records. The conversation explains how private property rights fuel wealth creation and economic growth, how title insurance emerged from the need to protect those rights and why property records qualify as critical economic infrastructure — all in honor of America's 250th anniversary and the enduring legacy of Kurt Pfotenhauer, First American Title's former vice chairman. Don’t miss a single REconomy episode, subscribe today.

1 The National Association of Home Builders (NAHB), using data from the U.S. Bureau of Economic Analysis (BEA), reported that housing's share of U.S. GDP was approximately 16.1% in 2024, equivalent to roughly $4.7–$5.0 trillion annually based on U.S. GDP.

Data Center Demand, it’s Not Just an AI Story - EP 144 Jun 18, 2026

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In this episode of the REconomy Podcast™, Deputy Chief Economist Odeta Kushi and Principal Commercial Economist Xander Snyder examine the seemingly endless demand for data centers and explain why the story is more nuanced than the headlines suggest. The conversation breaks down why vacancy rates near record lows and surging pre-leasing activity reflect a demand base that extends well beyond AI, and highlights the real bottleneck to new data center supply. Don’t miss a single REconomy episode, subscribe today.

Four Million Missing Home Sales: The Hidden Scale of America's Pent-Up Housing Demand - EP 143 Jun 04, 2026

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In this episode of the REconomy Podcast™, Chief Economist Mark Fleming and Deputy Chief Economist Odeta Kushi mark National Homeownership Month by examining whether America's enduring appetite for homeownership can overcome the most affordability-challenged era in decades. Their conversation explains what the long-run increase in the share of 25-to-34 year olds living with their parents means for homeownership demand, why the housing market is short more than four million sales since the pandemic, and why the demographic case for future housing demand remains firmly intact. Don’t miss a single REconomy episode, subscribe today.

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