Ep 12: Is the Market Finally Thawing? Shannon Dempsey and Daniel Gutierrez Get Real About 2025 and 2026
Why did luxury home sales jump 32% in 2025 while first-time buyers nearly disappeared from the market?
The 2025 real estate market in Southern California was relentless. Long days on market. Rental vacancy rates at 7.6%. Deals collapsing at nearly five times the normal rate. But here's the thing — the data looked almost identical to 2019. In this episode of AllView 360, Daniel Gutierrez and Shannon Dempsey sit down for a candid debrief: what actually drove the pain, how sellers' locked-in expectations became the real obstacle, and why the emotional weight of 2025 was wildly out of sync with what the numbers actually showed.
From the surprising 32% surge in luxury home sales to the sobering reality that the average first-time homebuyer is now 40 years old, Daniel and Shannon cover a lot of ground. They unpack why baby boomers aren't selling, how California's capital gains rules — unchanged since 1997 — are keeping inventory frozen, and what the permitting crisis means for new construction. Plus, what each host got right going into 2025, where they were flat-out wrong, and what they're watching closely as 2026 gets underway.
In This Episode:
* (00:00) Shannon's seminar moment: 2025 vs. 2019 by the numbers
* (02:58) The expectations problem: sellers, pricing, and the post-2022 hangover
* (05:08) Inventory at a 30-year low: days on market surge, vacancies, and rents dropping
* (09:04) The first true buyer's market: no urgency, pricing strategy, and negotiation reality
* (14:13) Millennials ready to move, baby boomers staying put, and the capital gains logjam
* (17:19) Interest rate psychology, luxury sales up 32%, and FHA loan limits explained
* (23:10) 50-year mortgages, permitting nightmares, tariffs, and the construction cost crisis
* (27:22) Contingent buyers, first-time buyer age hits 40, and rethinking homeownership
* (33:18) Landlord laws tightening, high-net-worth buyer psychology, and a missing generation of agents
* (37:03) What Daniel and Shannon got right, got wrong, and what they're watching for 2026
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ABOUT THE SHOW
Hosted by lifelong friends Daniel Gutierrez, an innovative entrepreneur and CEO of AllView Real Estate, and Shannon Dempsey, a seasoned agent with a communications and community relations background, this podcast shares insider insights to help you buy, sell, rent, and invest with confidence. From market trends and ROI-focused upgrades to property management tips and investment strategies, Daniel and Shannon break down complex topics into actionable steps. Along the way, you’ll hear real stories, lessons learned, and expert guidance you won’t find anywhere else. Tune in to AllView 360: All Things Real Estate and get the tools you need to succeed in today’s market.
Resources:
Realtor.com® Rent Report: U.S. Rental Market Now Firmly Renter-Friendly as Vacancy Rate Climbs to 7.6% [https://mediaroom.realtor.com/2026-02-17-Realtor-com-R-Rent-Report-U-S-Rental-Market-Now-Firmly-Renter-Friendly-as-Vacancy-Rate-Climbs-to-7-6]
Compass 2025 Ultra-Luxury Report: $10M-Plus U.S. Home Sales Re-Accelerate to $31.4 Billion as Wealth Spreads Across and Beyond Top Metros [https://www.compass.com/newsroom/press-releases/1E0XYg5a4vLG32GwnxrcFz/]
Homebuyers Are Canceling Deals at a Record Rate. Here’s Why. [https://www.redfin.com/news/home-purchase-cancellations-august-2025/]
How Often Do Pending Offers Fall Through When Selling a Home? [https://www.homelight.com/blog/how-often-do-pending-offers-fall-through/]
First-Time Home Buyer Share Falls to Historic Low of 21%, Median Age Rises to 40 [https://www.nar.realtor/newsroom/first-time-home-buyer-share-falls-to-historic-low-of-21-median-age-rises-to-40]
NAR releases 2015 Profile of Home Buyers and Sellers [https://www.gotoby.com/nar-releases-2015-profile-of-home-buyers-and-sellers/]
2015 National Association of REALTORS® Profile of Home Buyers and Sellers (full report PDF) [https://coloradorealtors.com/wp-content/uploads/2015/11/2015_NARHBS.pdf]
First-Time Home Buyer Share Falls to Historic Low of 21%, Median Age Rises to 40 [https://www.nar.realtor/newsroom/first-time-home-buyer-share-falls-to-historic-low-of-21-median-age-rises-to-40]
Signs of a Balanced Housing Market Emerge as Inventory Approaches Six-Year High [https://www.zillow.com/research/june-2025-market-report-35351/]
Inventory back to 2019 levels and what that means for 2025 [https://www.housingwire.com/articles/inventory-back-to-2019-levels-and-what-that-means-for-2025/]
February 2025 Average Rent Report: Rents Rise as Construction Slows [https://www.rent.com/research/average-rent-price-report/]
Fewer younger agents holding on amid market headwinds [https://www.realestatenews.com/2025/08/06/fewer-younger-agents-holding-on-amid-market-headwinds]
Kevin Sears says NAR 'is going in the right direction' since commission suit [https://www.inman.com/2025/07/30/kevin-sears-says-nar-is-going-in-the-right-direction-since-commission-suit/]
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[https://allviewrealestate.com/]https://www.linkedin.com/in/shannon-dempsey-aaa39828/
[https://www.linkedin.com/in/shannon-dempsey-aaa39828/]https://www.linkedin.com/in/daniel-gutierrez-mba-68954923/ [https://www.linkedin.com/in/daniel-gutierrez-mba-68954923/]
AllView 360 is the multimedia division of AllView Real Estate, dedicated to providing educational content that empowers clients with market insights and property optimization strategies. Founded by Daniel Gutierrez in 2014, AllView has revolutionized Southern California's property management landscape by integrating expert brokerage services with innovative management approaches. Through its comprehensive "people-first" philosophy, AllView 360 extends the company's mission to deliver exceptional service and maximize property performance. The platform combines economic analysis, behavioral science, and tactical real estate strategies to help viewers navigate market complexities while building lasting value in their real estate assets and communities.