Fallacy Alarm

Fallacy Alarm

🔎The Real Estate comeback will still be huge.

Capitulation in progress...

Rene Bruentrup's avatar
Rene Bruentrup
Apr 21, 2026
∙ Paid

TLDR Summary

  • Homebuyers and real estate investors are capitulating. Not because they are forced to sell as part of a margin call, but because they are enviously looking at the stock market where returns are much higher. This sentiment is reminiscent of the late 1990s. A megabid into real estate followed when stock market returns started disappointing.

  • The…

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