Everyone is talking about tariffs. home
But according to Homes.com Chief Residential Economist Brad Case, they’re not the biggest reason housing costs continue to rise.
In this episode of Real Estate Insiders Unfiltered, James Dwiggins sits down with Brad Case for a wide-ranging conversation about the U.S. economy, mortgage rates, inflation, immigration policy, tariffs, consumer confidence, and what all of it means for real estate professionals and homebuyers.
Brad explains why uncertainty, not just policy, is shaping today’s market, why mortgage rates are likely to stay near current levels, and why life events continue to drive home sales more than interest rates alone. He also shares why immigration policy may be having a larger impact on housing affordability than tariffs by affecting the labor force that builds America’s homes.
The conversation also dives into:
- Why mortgage rates may not fall anytime soon
- Whether tariffs are really driving housing prices
- How immigration affects construction costs
- The housing market outlook for 2026 and 2027
- How geopolitical events influence real estate
If you’ve been trying to make sense of today’s housing market, this episode provides one of the clearest economic breakdowns you’ll hear from one of the industry’s leading economists.
Connect with our guest, Brad Case:
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