Jon Brooks

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Jon Brooks

Jon Brooks

@jonbrooks

Most housing headlines are wrong. I break down what’s actually happening in real time. $3.5B+ sold | 8,500+ units since 2020 60k+ subs on Substack Newsletter

Jacksonville, FL Katılım Ağustos 2015
269 Takip Edilen12K Takipçiler
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Jon Brooks
Jon Brooks@jonbrooks·
In our market, the $500-1M price point is being hit the hardest. Price drops everywhere. Pending sales down. Why do you think this is?
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Carolina ❤️‍🔥
Carolina ❤️‍🔥@realCarola2Hope·
Sperm counts down 51.6%. Testosterone down 60%. Birth rates in total collapse. By 2030, nearly half of women aged 25–44 will have zero children and stay single. This is civilizational suicide happening right in front of us. We are sterilizing ourselves into extinction. It boggles my mind that there’s no major campaign in the West to reverse this, and importing people from other continents is not the answer. Wake up and fix it NOW, before it’s too late.
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Star
Star@magastar2026·
🚨BREAKING:🚨TUCKER CARLSON MAKING PREPARATIONS TO RUN FOR PRESIDENT IN 2028 - The former Fox News anchor turned podcast host Tucker Carlson is reportedly STRONGLY WEIGHING RUNNING FOR PRESIDENT as a Republican in 2028. Would YOU support TUCKER FOR PRESIDENT?
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Jon Brooks
Jon Brooks@jonbrooks·
@DiMartinoBooth it's just a matter of time, the setup is there. imagine what would happen if mortgage rates went up 1% from here.
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Danielle DiMartino Booth
Danielle DiMartino Booth@DiMartinoBooth·
Starting points matter. “This isn’t 2008 yet, but the pressure mechanism is serious. This time the stress is coming from the price of entry. Home prices, mortgage rates, insurance, taxes, debt payments, and job insecurity are colliding at once.”
EndGame Macro@onechancefreedm

The Spring Housing Season Failed Its Stress Test This is a warning that the strongest part of the housing season is losing momentum under affordability, rates, debt stress, and labor softness. The Freddie Mac House Price Index showed a 0.07% seasonally adjusted decline in March, with year over year growth slowing to roughly 0.7%. It isn’t inflation adjusted, so flat nominal prices are already falling in real terms. Why March Matters February to March is when housing normally gets its spring bid. Buyers return, listings improve, families plan moves, and builders lean into the selling season. So when the seasonally adjusted index turns negative and the non seasonally adjusted gain is the weakest since 2011, that is not ordinary cooling. That is affordability overpowering the inventory shortage story. Housing usually breaks in volume before price. Buyers disappear first. Inventory builds. Price reductions spread. Then official indexes catch what transactions already showed. The Historical Echo These rare February to March declines were not random. The early 1980s were crushed by mortgage rates. The early 1990s followed credit tightening and the Savings and Loan crisis. The 2008 to 2011 period was forced deleveraging after the housing bubble burst. This isn’t 2008 yet, but the pressure mechanism is serious. This time the stress is coming from the price of entry. Home prices, mortgage rates, insurance, taxes, debt payments, and job insecurity are colliding at once. The Buyer Pool Is Thinning Existing home sales fell 3.6% in March to a 3.98 million annualized pace. Inventory rose to 1.36 million homes, or 4.1 months of supply, while the median price was around $408,800. Prices are still too high for the marginal buyer, but demand is already weakening. Mortgage rates around 6.3% to 6.5% are enough to do damage when prices remain near record highs. The issue is no longer just payment math. It is confidence, job security, insurance, taxes, debt, and the loss of room for error. The Broader Economy Is Not Helping This slowdown is happening while other stress points are building. Auto loan delinquencies are rising. Credit card stress is elevated. Student loan distress is reappearing. Commercial real estate and CMBS stress are worsening. Small business bankruptcies are accelerating. The labor market also looks less stable beneath headline unemployment. Long term unemployment is rising, involuntary part time work remains elevated, and many people outside the labor force still say they want a job. Housing is priced for perfect household balance sheets. The economy underneath is saying perfection is fading. My Read Housing is not crashing nationally yet. It is freezing, thinning, and cracking by region, income tier, and seller urgency. The homeowner with a 3% mortgage can wait. The builder can offer incentives. The bank can extend. But the first time buyer, leveraged seller, unemployed worker, small business owner, and investor facing refinancing pressure cannot pretend forever. This is how downturns begin. Transactions disappear while official price data still looks calm. The Freddie Mac print matters because price indexes are catching what volume, credit, labor, and affordability data warned for months.

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Wall Street Apes
Wall Street Apes@WallStreetApes·
This is literally insane This bag of chips is from the new Frito-Lay ‘Simply’ Variety 30 Pack at Sam’s Club This is the amount of chips they put in the bags This isn’t shrinkflarion anymore, it’s fraud We are being robbed blind. This box is $16 and look how many chips you get Americans have to keep speaking out against this
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Nick Papagiorgio, From Yuma
@packmulejohn728 @jonbrooks Florida & Texas, with a smattering in Arizona. Here in Illinois, prices continue to skyrocket. Bidding wars on every property, and new construction everywhere. Whole subdivisions sold before they're finished. Can't keep a house on the market. Every listing is "Price Increase."
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Jon Brooks
Jon Brooks@jonbrooks·
1,000,000 homeowners are officially underwater. They owe more on their mortgage than their home is worth -- the highest level in 3 years. This isn’t a headline from 2008. It’s right now. Prices falling. Equity evaporating. Leverage works both ways. Housing risk is creeping back -- quietly.
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Jon Brooks
Jon Brooks@jonbrooks·
no one is talking about this, but it's happening. In fact, the opposite is happening, there's economists and analysts out there still tricking buyers into thinking we have a housing shortage and to buy their overpriced slop at the end of the market cycle. they're completely bought and paid for. s someone has to share what's actually going on. starting sharing whats really happening. consumers deserve to know the real data.
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NC Mountain Real Estate
NC Mountain Real Estate@wncmountainre·
@jonbrooks Jon - What’s the upside of constantly posting this stuff? I’m not disagreeing with you, but it’s a lot of doom posting. Are you just trying to bring awareness?
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Jon Brooks
Jon Brooks@jonbrooks·
In our market, the $500-1M price point is being hit the hardest. Price drops everywhere. Pending sales down. Why do you think this is?
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Jon Brooks
Jon Brooks@jonbrooks·
@sweatystartup so many self storage places have been built, it is out of control in florida, they're on every corner.
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Nick Huber
Nick Huber@sweatystartup·
The days of buying self storage facilities site unseen and hiring somebody from the Philippines to run it are long gone. You need excellent digital ads, SEO, facility management, leasing team and more. The business is hard right now.
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Jon Brooks
Jon Brooks@jonbrooks·
@WallStreetApes that is actually crazy. im fairly certain this is not what EBT was intended to be used for.
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Wall Street Apes
Wall Street Apes@WallStreetApes·
We need Donald Trump to close this insane loophole American shows how she can go through the Jack in the Box drive thru, order anything ahead wants, and it’s free. Paid for by taxpayers with EBT Paying $16 for a fast food combo should never be allowed on food stamps. It’s insanely over priced, horrible nutritional content and it’s abuse of the system There are many states that allow hot item fast food purchases with EBT - Arizona - California - Illinois - Maryland - Massachusetts - Michigan - New York - Rhode Island -Virginia California has the largest and most established program, with thousands of participating restaurants. This includes basically all fast food chains like Jack in the Box, McDonald’s, Subway and more
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Heisenberg
Heisenberg@Mr_Derivatives·
"We've never had people in a more gambling mood than now." -Warren Buffett
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Leading Report
Leading Report@LeadingReport·
Tucker Carlson hits all-time high in the 2028 Presidential Election odds.
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Jon Brooks
Jon Brooks@jonbrooks·
@DarrigoMelanie depends on what he does with it. it also depends on what he did to earn it. wealth accumulation is often a reflection of value creation.
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Jon Brooks
Jon Brooks@jonbrooks·
a lot of this depends on where you live and what you observed. if you live in the sunbelt and see luxury multifamily being built, 5 for sale signs up on certain streets and all around town, and more and more being built, while migration is falling, you tend to take that as a strong signal of what's happening.
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Mike Simonsen 🐉
Mike Simonsen 🐉@mikesimonsen·
Do you observe a correlation between vocal Housing Doomer* and vocal MAGA** twitter accounts? *People who assume home prices will crash/are crashing/have crashed. The market is toast. People are screwed. **Post about/defend MAGA agenda. Share anti-left content.
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Jon Brooks
Jon Brooks@jonbrooks·
71% of real estate agents didn’t sell a SINGLE property in 2025.
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Darth Powell
Darth Powell@VladTheInflator·
Auto loan crisis: Car debt grows and negative equity explodes. 30% of Americans with vehicle loans are upside-down on their loans. The report says that's to the tune of $7,183 in the red on the finances, and that's also the highest number ever reported for a first quarter and simultaneously the second highest quarter ever on record. Google searches for "Give car back" are skyrocketing to the highest levels in history
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Jon Brooks
Jon Brooks@jonbrooks·
@WhiteHouse the middle class does not feel this. check out consumer sentiment. it's the lowest ever.
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The White House
The White House@WhiteHouse·
America is BUILDING, INVESTING & GROWING AGAIN 🇺🇸
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Jon Brooks
Jon Brooks@jonbrooks·
@unusual_whales neither side right now are grown ups. they're both grifters, and continue to erode away our individual freedoms.
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unusual_whales
unusual_whales@unusual_whales·
Mike Johnson: "I hope voters remember this in the fall. You've gotta keep the grownups in charge, and that's the Republicans."
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Mason Home Builder
Mason Home Builder@bankertobuilder·
Imagine how short your commute would be if we had the courage to build highways like this
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Rekt Fencer
Rekt Fencer@rektfencer·
JUST IN: The US is secretly refunding $175 BILLION in tariffs. You paid every cent through higher prices. Now corporations are getting the refunds back. And you just got ROBBED.
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
Hedge funds are rushing to reduce tech exposure: Hedge funds just posted their largest 2-week reduction in US information technology exposure over the last decade, excluding the meme stock frenzy in early 2021. This was driven by long sales outpacing short covers at a ratio of 1.5 to 1. Nearly every subsector saw exposure cuts, led by Semiconductors and Semi Equipment via long sales. Furthermore, hedge funds sold Magnificent 7 stocks in 4 of the last 5 trading sessions. Hedge funds are cashing-in massive profits in tech.
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