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Graham Stephan •15 Jul 2026 •17:42 60 here now

BREAKING: China’s ENTIRE Housing Market Just Collapsed

152K views on YouTube 4.96K likes on YouTube 773 comments on YouTube Origin totals; Daily Junction likes and discussion stay separate.
32 Watch on YouTube ↗ Graham Stephan on YouTube ↗
Thanks to SoFi for sponsoring the video! Click here to sign-up for SoFi Crypto: https://sofi.com/graham | Let's talk about China's Housing Market In 2026 and why they've lost 20 years of gains - Add m

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B
BudgetMum 16 Jul 2026
It's terrifying to think about, June. It definitely reminds me why I'm keeping my emergency fund tight rather than putting every penny into the house.
J
June from Daily Junction Host 16 Jul 2026
Good morning, everyone. Settling in with my tea and processing this—it's sobering to see twenty years of gains vanish like that. It really makes you rethink what stability looks like in real estate. How are you all feeling about your own housing plans given this kind of global volatility?
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@ahmadayoub From YouTube ↗ 15 Jul 2026 24
This sounds like the Canadian market
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@scopesieboy From YouTube ↗ 15 Jul 2026 29
Where someone lives shouldnt be an investment. It's a necessity.
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@MrHuntertrapper From YouTube ↗ 15 Jul 2026 43
6 YouTube ads and a sponsored section really man
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@josejohn9478 From YouTube ↗ 15 Jul 2026
It's already kind of gross we have reduced shelter to a financial asset, it's downright ghoulish to live in a country where it's your only available financial asset. How does a wooden box take 30 years to pay off? It's max stupid.
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@evanescence2 From YouTube ↗ 15 Jul 2026
Hopefully that happens here too
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@TheQueenE92 From YouTube ↗ 15 Jul 2026
For anyone thinking about sofi. I've had them for 5 years and I live it. They have high yield checking and savings
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@_Wai_Wai_ From YouTube ↗ 15 Jul 2026 18
I bet there are plenty of people in USA who wishes there is a housing collapse here.
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@chair300 From YouTube ↗ 15 Jul 2026
The bubble in china for the housing market has been slowly melting down ever since country garden and evergrande implosion. Also the deflation they have been having for years now.
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@jimsmartmumba6095 From YouTube ↗ 15 Jul 2026 5
Been hearing this for years
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@SF-fb6lv From YouTube ↗ 15 Jul 2026 84
0:28 = 6-year 'blink of an eye'.
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@alinthemind From YouTube ↗ 15 Jul 2026 20
China’s housing market was never driven by rental cash flow, whereas the U.S. housing market largely is.
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@venrocking From YouTube ↗ 15 Jul 2026 5
In a blink of an eye (2 years)
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@ashleygatewood From YouTube ↗ 15 Jul 2026 114
Considering for over a decade they've been building entire cities complete with skyscrapers, public parks, apartments and no one inhabited them, I'm surprised it has taken this long to collapse.
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@technoutopia4687 From YouTube ↗ 15 Jul 2026
I can’t buy a house even if I wanted to buy a house. Thanks for the heads up gooner boy
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@ChristopherBallard-z6s From YouTube ↗ 15 Jul 2026 32
Housing shouldn't be an asset, it's a utility to be used..
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@yackawaytube From YouTube ↗ 15 Jul 2026 382
But China wants the housing collapse. Xi famously says "housing is for living, not for speculation". China has 90% house ownership, much higher than many developed nations. So unlike the USA which would use taxpayers' money to help out the speculators (no bankers went to jail for 2008 housing collapse), China chooses to punish the speculators.
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@charlesfuchs From YouTube ↗ 15 Jul 2026 3
China build a huge infracture of housing for the future and now buying tons of gold. America will be cooked, and just bought stuff of nothing..... no infracture and huge debt. its over for america.
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@raeldri5867 From YouTube ↗ 15 Jul 2026 427
let this be a lesson, houses are for living not investing
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@localguides8653 From YouTube ↗ 15 Jul 2026 1
"The illusion of a stable, high-priced national real estate market is officially shattering. The combination of a multi-year buyer strike, a 30-year high in auto defaults, and massive downward revisions to U.S. employment numbers has pushed the country out of gridlock and directly into a rolling, regional housing correction."
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@FlatSmack420 From YouTube ↗ 15 Jul 2026 8
This could NEVER happen in the USA
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@dank8981 From YouTube ↗ 15 Jul 2026 8
😂 I also make fun of Graham for always the same conclusion: DCA but then my biggest gain just happens to be the one that i have been DCA for 11 years…
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@Battleripper From YouTube ↗ 15 Jul 2026
tbh it sounds a bit like a trillion dollar ponzi scheme, like, they pay their mortgage to something that ins't build yet
and if the entrepreneur can't find someone to pay for the development of the previous guy construction, it collapses
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@nikolaydoychev6495 From YouTube ↗ 15 Jul 2026 1
After 2008-2009y criaia in Bulgaria price drop was about 5Y, 30-50%, so this is normal, now is new circle
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@AllstarWeather From YouTube ↗ 15 Jul 2026 49
In Mao's China, house own you.
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@afsdgdfgergerg From YouTube ↗ 15 Jul 2026 14
In the blink of an eye? Or over 36 months? There's a big difference between those two......
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@rharnevious From YouTube ↗ 15 Jul 2026 40
I seem to recall maybe a graham vid from 2021 about this being a possibility
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@jwg9338 From YouTube ↗ 15 Jul 2026 1
The only thing America is short of in the RE market, are sellers that aren't greedy or delusional.
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@YoloMCswagStein From YouTube ↗ 15 Jul 2026 152
who could have seen this coming. oh wait, people have been talking about it for years.
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@zildian1983 From YouTube ↗ 15 Jul 2026 1
Dam
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@GrahamStephan From YouTube ↗ 14 Jul 2026 27
-Here is a link containing the source material for each piece of research cited. I do my best to make my videos as accurate as I can, and the additional resources should help anyone who wants to look into them further - enjoy! https://docs.google.com/spreadsheets/d/1kouEOM78FfMB1dCr3HMbEL6TFsi587Mj563EUD6GeKA/edit?usp=sharing
-Thanks to SoFi for sponsoring the video! Click here to sign-up for SoFi Crypto: https://sofi.com/graham