The Richard Haynes Real Estate Show

This podcast is dedicated to residential real estate and income properties in the South Bay and Greater Los Angeles areas. Whether you are new to real…
Nov 18th, 2025 | 35:15

Real Estate vs. the S&P 500:Seasonality, Turnover & Long-Term Returns

In today’s episode, Richard covers three big themes shaping today’s housing decisions. First, he breaks down what he’s seeing on the ground in Q4 across the South Bay: slower transaction volume, a return to pre-COVID seasonality, and how today’s market is playing out across the South Bay. Next, Richard unpacks fresh national data from Redfin showing U.S. housing turnover at a 30-year low and explains how “golden handcuff” low-rate owners are keeping inventory tight, even with affordability still stretched. Finally, he dives into the numbers behind real estate versus the S&P 500, using real South Bay land deals and a 30-year Case-Shiller vs. S&P comparison to explore when you may be better off buying property—and when a simple index fund might quietly win.