/biz/ - Business & Finance

>>50191361
Real estate is the endgame.
It is the last thing to fall because it is the first thing everyone tries to protect -- their home. The home ties in closely with the average consumer's purpose in life.

It is also the average consumer's largest store of equity/value.

Right now the real estate market, at least in the US, is debt fueled -- there are a lot of speculators in the market as well. We've already seen a hiccup after the Fed bumped IR 75 basis points.

Consumers that bought a home within their means will be fine to ride it out. Consumers who leveraged their property and/or leveraged themselves to carry high-value and/or multiple properties will crash very soon. Institutional investors are already adjusting quietly. Retail has not... yet.

When it goes, it will go quickly, and it will drag the availability of consumer credit with it. Invest accordingly.