🗞️ News&Moves 🏠

Smart sellers are playing the long game rather than getting trapped in price-cutting wars. Delistings jumped 47% year-over-year in May while new listings grew just 32%, with markets like Miami, Phoenix, and Houston leading the tactical retreat. Instead of panicking over increased inventory from new construction, savvy homeowners are choosing to wait for better conditions or pivot to rental income—especially those sitting on low mortgage rates and solid equity. Real estate agents are embracing delisting as a strategic reset tool, allowing properties to return as "fresh" listings with renewed market appeal. With 21% of June listings seeing price cuts (the highest since 2016), sellers who can afford to wait are making the smart move by avoiding the race to the bottom.

The US office market is showing its strongest recovery signals yet, with vacancy rates dropping for the fourth straight quarter to 23.2% and transaction volume climbing to $40.8 billion—a 69% jump over the past year. Premium and Class A buildings are capturing more than 71% of deals as buyers chase quality assets. While leasing activity still trails pre-pandemic levels by 16%, standout markets like San Francisco (up 61% annually) and Manhattan (up 17%) are leading the charge. The flight-to-quality trend continues accelerating, with trophy properties nearly doubling their market share while lower-tier buildings get left behind. Limited new construction is creating scarcity value for existing premium space.

🚨The Fed Pulse🚨

U.S. 5 Year Treasury

U.S. 10 Year Treasury

Fed Funds Rate

3.938% ⬇️

4.358% ⬆️

4.33% ⏸️

Fed officials cracked the door open for rate cuts by year-end, but July's meeting is basically off the table, according to minutes released Wednesday. The central bank is caught between two scenarios: either Trump's tariff-driven inflation fizzles out faster than expected, or economic weakness forces their hand on easier policy. Only a "couple" of officials backed a July move (Fed governors Waller and Bowman have publicly come out swinging for cuts), while most want to wait and see how tariffs actually hit inflation. Some policymakers are already eyeing labor market "softness" as a bigger worry than price pressures. For CRE people, this confirms September as the earliest realistic timeline for cheaper money—but the Fed's "wait and see" stance means financing costs stay elevated through summer.

When you're flipping 300 houses a year, most people expect you to talk about systems and scale.

But when I sat down with Brad Chandler for our podcast this week—a guy I've known for over a decade from our mastermind days when I was still renovating and flipping houses—he didn't want to talk about his latest marketing funnel or deal sourcing strategy.

Brad was already a legend in the housing business back then, and I learned more from watching him operate than from most courses I've ever taken.

He wanted to talk about the three-hour session that completely rewired his brain - and why it was the most profitable thing he's ever done.

"I made five business mistakes that cost me $9 million," he told me. "Not because I didn't understand real estate. Because of childhood programming that convinced me I wasn't enough."

Your Mindset Runs Your Business

For years, Brad made business decisions driven by a need to prove himself - taking unnecessary risks, chasing deals that didn't make sense, making choices that cost him millions.

The consequences were real: failed partnerships, stress that led to drinking and substance use, two divorces, and a business plagued by chaos instead of methodical growth. 

Success felt like something he had to constantly fight for rather than something he deserved.

It wasn’t until he was 47 that Brad got serious about fixing his mindset.

He worked with a professional who facilitated ‘memory reconsolidation’ - a process that rewrites limiting beliefs. 

In three hours, he confronted the stories he'd been telling himself for 47 years and replaced them with the truth.

Now he wakes up every day without that weight on his chest. 

No more drinking to change his state.

No more triggered reactions. 

His net worth has grown faster in the last four years than any other period of his life.

Not because he learned new business tactics, but because he fixed the thinking that was sabotaging everything.

The truth is, we all develop stories about ourselves like this that feel protective but actually hold us back. 

“I'm not enough" becomes the operating system, buried in your subconscious and running everything decades later.

Maybe you take crazy risks trying to prove your worth.

Maybe you sabotage success because you don't believe you deserve it.

Maybe you avoid difficult conversations because your brain thinks authenticity leads to rejection.

Brad's transformation isn't unique - this is the hidden epidemic among entrepreneurs, investors,  and business owners that no one talks about, keeping most from reaching their potential.

The Success Sabotage Pattern

I see this constantly in our industry.

The investor who hits his first $1 million in revenue, then mysteriously self-sabotages back down.

Or the investor who finds five deals at once, then suddenly stops making calls because they're on pace to outpace their best year ever.

Sound familiar? 

Here's how to spot it: You're building momentum, hitting your numbers, everything's working - then you suddenly change what's working. 

You stop prospecting.

You chase a shiny new strategy.

You create problems that don't exist.

Most people think the solution is another mastermind, a better marketing funnel, or a new capital source. 

But if you keep hitting the same ceiling over and over, your business systems aren't the problem. 

Your mindset about deserving a better, more successful business is the problem.

Brad now helps other entrepreneurs break through their own mental barriers, and his clients consistently report the same pattern: 

Once they fix the underlying programming, their businesses explode.

One real estate investor went from constantly self-sabotaging deals to closing consistently month after month.

Another entrepreneur finally felt comfortable raising capital because he stopped believing he didn't deserve success.

The results speak for themselves - not just in revenue, but in the ability to show up authentically in business without the internal resistance that kills momentum.

How to Break the Cycle

All change begins with awareness.

Most of us don't even know we have these internal barriers.

We keep blaming market conditions, competition, or bad luck when the real obstacle is the programming running in the background.

The first step is accepting that something inside might be sabotaging your success.

Most of us are carrying around stories from childhood that helped us survive then but are killing our success now.

The beautiful thing is that you can rewrite those stories.

And when you do, everything changes.

Not just your business.

Your relationships, your health, your ability to show up authentically in every aspect of life.

The biggest breakthrough for your business may not be finding the next deal - it's fixing what's been blocking you from the success that you already deserve.

If you're curious about this stuff—and I'm not sponsored by Brad or getting paid to say this—you can reach out to him and fill out the form they have for this

I know I'm going to try his method.

That's it for this Sunday.

Hope you enjoyed!

Please reply if you have any feedback on this topic—and yes, I read every email you send back.

It's not AI.

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