Inventory Is Spiking. . .Is That A Problem?

[Michael Carbonare]

𝐈𝐧𝐯𝐞𝐧𝐭𝐨𝐫𝐲 𝐢𝐬 𝐜𝐥𝐢𝐦𝐛𝐢𝐧𝐠 — 𝐛𝐮𝐭 𝐰𝐡𝐚𝐭 𝐝𝐨𝐞𝐬 𝐭𝐡𝐚𝐭 𝐫𝐞𝐚𝐥𝐥𝐲 𝐦𝐞𝐚𝐧 𝐟𝐨𝐫 𝐢𝐧𝐯𝐞𝐬𝐭𝐨𝐫𝐬?

This chart tracks the monthly supply of new single-family homes in the U.S. And yes… we’re back near 2008-level inventory.

Most new investors will see this and freeze.

The savvy will see this and make moves.

"𝐁𝐚𝐝 𝐧𝐞𝐰𝐬" 𝐢𝐬 𝐬𝐨𝐦𝐞𝐭𝐢𝐦𝐞𝐬 𝐠𝐨𝐨𝐝 𝐧𝐞𝐰𝐬 𝐢𝐟 𝐲𝐨𝐮 𝐭𝐚𝐤𝐞 𝐚𝐝𝐯𝐚𝐧𝐭𝐚𝐠𝐞 𝐚𝐧𝐝 𝐫𝐞𝐚𝐜𝐭.

High supply doesn’t mean disaster. It means negotiating power, creative deals, and a prime window for those who know how to help builders, sellers, and buyers stuck in this limbo.

I'm curious. . .what do you think this signals for the next 6–12 months?

How are you adjusting your buying or exit strategies?