Housing’s New Normal: Part 1

The Ground Game · Aug 27, 2026 · 17m · transcript

Pending home sales just printed one of the weakest June readings on record, and that’s not just a scary headline, it’s a 30 to 60 day signal for where closings may be headed next. We talk through why housing has felt stuck for the last four years, why “waiting for a snapback” can be a losing strategy, and what it means when the market flirts with recessionary-level transaction volume even while prices refuse to fall in a clean, satisfying way.

Then we get practical about what’s happening inside real transactions: fallout. We’re seeing more deals die in due diligence, often not because of one…