This week’s Saturday Strategy hits a theme that’s picking up steam across the financial world right now: liquidity risk. Even Ray Dalio has been talking about how tightening conditions could create pressure points heading into 2026 — not a crash prediction, but a reminder that the people who stay liquid will have the most control when markets shift.
And that’s exactly what we’re seeing locally. When the right home hits the market or a property unexpectedly becomes available, the buyers who have cash or access to cash are the ones who win. The ones who don’t? They miss opportunities they should have captured.
Most banks aren’t offering flexible liquidity tools right now, which is why your clients need someone who can actually help them plan ahead. HELOCs, bridge-style access-to-equity options, and proactive mortgage management can give your clients the ability to move fast when the market gives them a window.
Inside the video, we cover:
• How economic uncertainty makes liquidity more valuable
• Why buyers with access to cash dominate in competitive pockets
• Smart ways to tap equity without disrupting long-term plans
• How proactive planning protects clients if things tighten further
Your quick action items:
• Check in with buyers who are stretched on cash
• Flag homeowners with big equity but little liquidity
• Loop me in early if someone needs a strategy session
• Forward the video to anyone asking about “market risk” or planning for 2026
P.S. If you want me to walk one of your clients through a liquidity review, simply connect us. It’s one of the easiest ways to protect them and strengthen your relationship.
