🧯Buyer Strike Forces Fire Sales
Orlando, Houston markets flooded with abandoned deals and motivated sellers
Mortgage delinquencies are ticking up among borrowers who recently came out of forbearance, while cities like Orlando and Houston are dealing with a backlog of zombie foreclosures that never got resolved.
Meanwhile, more buyers are canceling their home purchase contracts, which is putting properties back on the market and giving sellers less negotiating power.
The supply of affordable starter homes under $300K has gotten pretty thin, and even office buildings are changing hands at steep discounts.
Passive Cash-Flowing Properties
Buy shares of investment properties, earn rental income & appreciation for anywhere from $100 to $20k — let Arrived take care of the rest.
All of these trends are creating pockets of opportunity where properties are sitting longer and sellers are more motivated to make deals.
For distressed asset investors with cash ready, this environment is opening up chances to buy below market value across several different property types.
In this edition of the AltReports:
🎯 NPL opportunities emerge from forbearance graduates
🏚️ Abandoned inventory creates bargain hunting grounds
🔄 Canceled deals trigger fire-sale pricing
💰 Affordable housing shortage opens arbitrage plays
📈 Downtown office distress hits double-digit returns
Video of the Week: Kevin O'Leary Issues Shocking Warning for US Housing Market
Chart of the Week: The housing market’s affordability problem
Podcast of the Week: Home Builders PANIC And Buyers Are Winning The Housing Market Game
TransUnion Flags Cracks in Mortgage Delinquencies
Mortgage borrowers are starting to crack under sky-high rates and thin budgets, and delinquencies are creeping up.
TransUnion found that these early defaults are concentrated among folks just out of forbearance and those with heavy debt loads and shaky credit.
💡 Investor Takeaway: Target
90+ day delinquencies in the $200-500K range—focus on recent forbearance graduates with 620+ credit scores who overleveraged.
Zombie Foreclosure Hotspots Surge in Q3 2025
Q3 data shows Orlando, Houston, Memphis and other big metros are choked with zombie foreclosures that never got cleaned up.
Those empty houses are dragging down nearby home values and flooding local markets with unpriced, abandoned inventory.
💡 Investor Takeaway: Target zombie properties in Orlando/Houston with title research complete and municipal lien assessments in hand—focus on properties vacant 6+ months where cities haven't yet filed cleanup citations
July Pending Home Sales Tank as Cancellations Soar
Pending home sales tanked in July as buyers freaked out and pulled the plug on deals.
That avalanche of canceled contracts is dumping piles of unsold homes on the market and forcing deep price cuts.
💡 Investor Takeaway: Monitor MLS for 'back on market' listings and contact listing agents directly within 48 hours of re-listing—offer cash with 10-day close on properties that fell through financing.
Cheap Homes Vanish, Buyers Left Stranded
The market for starter homes is broken: listings under $300K have collapsed, leaving eager buyers stuck on the sidelines.
That drought in cheap options is blowing up prices and forcing entry-level buyers to either wait it out or chase overpriced crap.
💡 Investor Takeaway: Talk to bankruptcy attorneys and tax lien servicers to access pre-foreclosure inventory under $300K—focus on 3BR/2BA homes in school districts with 7+ ratings.
Philly Market Street Office Deals Signal Downtown Meltdown
Two Market Street office towers just changed hands at prices that lock in 13% returns, proof Philly’s downtown office market is in freefall.
Vacancy is spiking and remote work is here to stay, so holders are slashing price tags while buyers demand sky-high returns.
💡 Investor Takeaway: Target 50,000+ sq ft office buildings with 70%+ vacancy rates and distressed CMBS loans maturing in 2025-2026.