Market Commentary · Video

Northeast Florida market updates, in our own words.

Video commentary from Jon Brooks on what's happening in Jacksonville, Ponte Vedra, St. Augustine, and surrounding markets. Every video paired with a full searchable transcript and links to the relevant data behind the story.

Boomers Can't Sell Their Homes. It's About to Get Worse
Demographics · Florida
Boomers Can't Sell Their Homes. It's About to Get Worse
13M+ boomers will exit homeownership by 2036. Why the silver tsunami breaks the Florida housing market and where prices land in the next 3 to 4 years.
Jon Brooks 23 min
Florida Housing Isn't Crashing. It's Worse Than That
Florida Market
Florida Housing Isn't Crashing. It's Worse Than That
Florida is a slow structural unwind, not a crash. Insurance, taxes, migration, and inventory all converging into a multi-year normalization.
Jon Brooks 20 min
500K More Sellers Than Buyers. Housing Collapse Begins
Inventory · Macro
500K More Sellers Than Buyers. Housing Collapse Begins
Redfin data shows the largest seller-to-buyer gap on record. Why Fed rate cuts haven't pulled buyers back and what happens next.
Jon Brooks 30 min
Home Buyers Are Disappearing. The Market Is Changing Fast
Buyer Behavior
Home Buyers Are Disappearing. The Market Is Changing Fast
After brief optimism in summer 2025, buyers vanished as geopolitical shock returned. Why the demand recovery stalled.
Jon Brooks 34 min
Fed Cuts Won't Save Housing: Crash Fears Rising
Rates · Policy
Fed Cuts Won't Save Housing: Crash Fears Rising
The narrative that Fed rate cuts will rescue housing is breaking down. Why mortgage rates aren't following the Fed.
Jon Brooks 27 min
80% of Home Price Growth Was FAKE Demand
Rates · Affordability
80% of Home Price Growth Was FAKE Demand
Up to 80% of home price appreciation since 1990 came from falling interest rates, not real demand. The math that explains today's affordability crisis.
Jon Brooks 72 min
92% of Real Estate Agents Are Going Broke
Agent Business
92% of Real Estate Agents Are Going Broke
Why most agents lose money and what brokerages need to do differently. Jon and Brittany break down the actual P&L math.
Jon Brooks 33 min
Big Landlords Are Losing Everything Right Now
Investor Distress
Big Landlords Are Losing Everything Right Now
Multifamily landlords who bought 2021-2023 are underwater on personal guarantees. What happens to large investor portfolios.
Jon Brooks 88 min
Employment Just Cracked. Housing Is Next
Macro · Jobs
Employment Just Cracked. Housing Is Next
Layoffs are surging and job openings collapsing. Why employment cracking changes the housing trajectory for the next 12 to 18 months.
Jon Brooks 33 min
FHA Is Breaking First. The Data Confirms It
Loan Performance
FHA Is Breaking First. The Data Confirms It
FHA delinquencies are surging well above conventional loans. Why first-time buyers are cracking under affordability pressure first.
Jon Brooks 52 min
Don't want to wait for the next video?

The full housing data is live.

70+ live trackers across 11 Northeast Florida metros. Updated quarterly. The same numbers driving every video on this page.