Know What's Happening in Real Estate Investing
Know What's Happening in Real Estate Investing
Real Estate Investing Pulse
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
NYC office market shows resilience as AI firms drive record leasing
New York City’s office market posted 8.5 million sq ft of leasing volume in Q1 2026, with vacancy slipping to 13.5%. Average rents rose 3.5% year‑over‑year, highlighted by a record $320 per square foot lease at One Vanderbilt signed by AI‑focused firms.
Also developing:
Retail‑to‑residential conversions are emerging as a national strategy to tackle Canada’s housing shortage by repurposing vacant department stores, suburban malls and under‑used parking lots. Developers highlight the advantage of fully serviced land, which slashes infrastructure costs compared with greenfield builds. Municipalities such as Calgary, Edmonton and Ottawa are already revising policies to accelerate these projects, while provincial zoning reforms remain a critical hurdle. Mixed‑use models that blend housing with retail and community amenities are being positioned as the most resilient outcome.
The UK stamp‑duty surcharge on second homes, introduced in April 2016, has dramatically reshaped the rental market. Hamptons’ research estimates that 2.2 million rental homes would exist today if the levy had not been applied, translating to a 25.4% drop in...
UK Housing Secretary Steve Reed’s pledge to deliver 1.5 million new homes by 2029 has been undermined by a 6.3% drop in private homebuilding in the three months to January, according to ONS data. Despite emergency planning reforms in London and...
Vietnam has climbed to fourth place globally in branded residences, with more than 50 projects backed by 34 international brands, according to Savills' 2025‑2026 report. The market, previously dominated by coastal resort units, is now shifting toward high‑end apartments in...
EcoWorld Development Group has signed three 50:50 joint‑venture agreements with JLand Group to develop Macquarie Park in Sydney (RM425 million GDV), the mixed‑use Larkin project in Iskandar Malaysia (RM1.02 billion GDV), and the IBTEC South industrial park (RM1 billion GDV). The partnerships give EcoWorld...
MBSB Investment Bank has shifted to a positive outlook on Malaysia's REIT sector, citing defensive attributes and earnings stability that appeal to investors in volatile markets. The bank expects the retail segment to remain resilient through 2026, driven by strong...
Chinese primary‑market property transactions have steadied after the Lunar New Year, but the broader year looks weak. The secondary housing market remains sluggish, with daily transaction volumes lagging across major cities. New‑energy vehicle (EV) sales slipped in February, falling below...
London’s prime estate agents are seeing a sharp rise in enquiries from Gulf‑region buyers and renters as the regional conflict fuels safety concerns. Beauchamp Estates reported a 15% increase in Gulf‑origin enquiries over the past two weeks, with Gulf nationals...
Ray White, Australia’s largest real‑estate network, warned that the federal government’s plan to reduce or eliminate the 50 % capital gains tax discount for investors in established homes could destabilise the rental market. The proposal would also tighten negative‑gearing rules, targeting...
Stop guessing your NOI. 🛑 If you can’t run the numbers in 30 seconds, you’re going to lose the deal to someone who can. The 50% Rule is your “back of the napkin” litmus test for multifamily. If the math doesn’t...
UK households spent a record £226 bn on housing in 2025, a 41% increase over the past five years. Mortgage interest payments surged 9% to £53.6 bn, pushing average borrower costs to £13,000 annually. Rental expenses grew more modestly, rising 2.75% to...
Engel & Völkers has identified a new cohort of high‑earning Gen Z and millennial buyers—dubbed HENRYs (high earners, not rich yet)—who are entering the luxury market with household incomes above $100,000. 86% of them see homeownership as essential to the American...
The Mortgage REIT and BDC Ratings newsletter released its 130th edition, continuing a weekly series that tracks credit quality and performance trends across mortgage real‑estate investment trusts and business development companies. The latest issue provides updated rating changes, sector outlooks,...
Some crazy deals are popping up on condos. On this listing, seller in ATL is taking a 22% loss from their 2023 purchase. Current list of $229k almost back to pre-pandemic valuation. A mortgaged buyer can buy at all-in cost of $1,750/month,...
To give you an idea of what levels were rates locked in 2026 before the conflict started, a bunch of rate locks came in at 6.20%-6.35% @housingwire @sarahteresa6 #mortgagerates #housing #realestate #chartdaddy
Florida’s real estate market is experiencing a billionaire‑driven boom, with ultra‑wealthy buyers snapping up multi‑million‑dollar condos and mansions in Miami and Fort Lauderdale. At the same time, a Florida Atlantic University poll shows half of residents are contemplating leaving the...
After initial have a concerned reaction to tariffs back in spring 2025, most giant public homebuilders walked back their tariff concerns last summer. That commentary shift reflected a combination of factors: some of the proposed tariffs didn’t ultimately go through,...
If you’re active on “Housing Twitter,” you’ll likely see charts circulating this coming week that show Lennar’s average selling price down roughly -23.8% from its 2022 peak. It’s worth noting, however, that the figure reported by Lennar is net of...
New York’s luxury real‑estate market stayed strong after Zohran Mamdani’s November mayoral win, with contracts for homes priced $4 million or more jumping 24 percent in the 60 days following the election. Median listing discounts slipped to 6 percent, and inventory actually declined by...
The mortgage rate lockdown theory has not existed in the data since 2022, as nobody would sell their low rate to buy another home. https://t.co/E2q1j8TMjQ
Austin Mayor Kirk Watson told Realtor.com’s CEO that expanding housing supply is the city’s "secret weapon" against soaring costs. Recent reforms slashed permitting cycles from up to 99 days to an average of 32 days, spurring a 250% jump in...
Lennar says pushing institutional homebuyers out of the housing market could cause big builders to 'build less supply' Lennar CEO Stuart Miller said on Friday that institutional investors are already pulling back further this year given the heightened policy pressure
So we're signing executive orders to "improve housing affordability" when we already had the lowest mortgage rates in nearly FOUR YEARS. We were ever so close to that elusive magic number of 5.5% for a 30-year fixed, which gets home buyers...
Rental listings across New York City's five boroughs fell about 6% in February compared with a year earlier, marking a second straight year of inventory contraction, according to StreetEasy. Meanwhile, the median asking rent jumped more than 8% to $3,950,...
Industrial real estate continues to be one of the most resilient sectors in commercial real estate — and the demand is being driven by structural shifts in the global economy. For investors and operators, understanding these macro drivers is critical when...
Lots of focus on the ‘90s lately. What was the housing market like back then? Here’s what was happening in Sacramento and many markets across the country.
Service Properties Trust is accelerating its transition from a hotel‑centric REIT to a net‑lease model, selling hotels to cut a heavy debt load. While Q4 2025 results beat expectations, guidance for 2026 predicts normalized FFO could fall another 17% after...
This is also why unit typology in new construction matters If we build lots of Studio units in Neighborhood A does that “free up” larger units for families in THAT neighborhood? Maybe More likely, it lowers prices in the Metro and ...
This is the big problem I see with U.S. housing. If incomes can't support prices, something has to give. While wealth transfers can offset this temporarily, most people won't have such a windfall. If incomes don't rise, prices will fall in...
The United States is entering a "Silver Tsunami" as Baby Boomers begin to liquidate trillions of real‑estate and equity holdings. This generational wealth transfer will swell housing inventory, likely slowing home‑price appreciation for years to come. Simultaneously, retirees shifting from...
“Tragedy of the commons” in interesting neighborhoods: Each individual owner incentivized to rent to national chains, due to their higher credit-quality. But, once too many do, the neighborhood loses what made it interesting in the first place.
India’s top 50 cities recorded a 3% decline in housing unit sales in 2025, totaling 6.14 lakh units, while the market’s total value jumped 16% to Rs 8.46 lakh crore, according to CREDAI and Liases Foras. The surge was driven by premium‑segment demand, with 78%...
Rate were under 3% in 2021 and now over 6 What did 5 years of renting really get him
WOW. ANOTHER ONE. Japanese builders are rapidly acquiring U.S. homebuilders—striking their third deal in a month This week, Japan-based Hajime Construction agreed to buy Utah-based Wright Homes My latest for ResiClub: https://t.co/FgJwjNewbx
The Senate passed the 21st Century Road to Housing Act, targeting increased supply and tighter rules on institutional investors. Inflation eased to 2.4% in February, prompting the Federal Reserve to likely hold rates at its March meeting, while mortgage rates rose...
In 2010, homes in Vegas were $100K and people still said “I’m waiting for the crash.” Today they’re $500K…
Rate locks between 6.20% - 6.35% corrinadting with positive purchase application data and weekly pending sales all year long, so far, yes. At 6.41% today is the first day that pricing is above the September 17th, 2025 data point https://t.co/lqWqldYe3s
Northeast Private Client Group closed a $4.375 million sale of 21 Spring St., a 31‑unit multifamily building in Windsor Locks, Connecticut. The buyer and seller were not disclosed, and NPCG’s investment VPs represented the seller and sourced the buyer. The property, known as...
Since 2000, the average year has seen an 87 bps range between the highest 30-year fixed mortgage rate reading in the calendar year and the lowest reading So far in 2026, that range has been 42 bps Lowest this year: 5.99% Highest...
Home equity fell $78.8 billion in Q4 2025, a 0.5 % year‑over‑year decline, marking the second consecutive quarter of losses. The average homeowner lost $8,500 of equity, reducing total accumulated equity to about $295,000 per borrower. Slower price appreciation—annual gains of only...
New York’s 2019 Housing Stability and Tenant Protection Act capped rent increases on rent‑stabilized buildings, turning them from value‑add opportunities into income‑only assets. As a result, institutional investors and private‑equity firms have largely exited, leaving local families as the primary...
Redfin’s latest survey shows investor activity in Florida slumping, with Orlando down 16% and Fort Lauderdale 15% year‑over‑year, while national investor purchases rose about 2% in Q4 2025. The decline is driven by soaring insurance premiums—averaging $5,838 annually, more than double...
Condos are softer than the detached market. Cancellations have continued into 2026. Nothing at all like all-time highs in 2007, but this submarket is notably softer than detached homes. https://t.co/3krxTga2qS
After years of double‑digit rent gains, the national median rent slipped 1.4% YoY to $1,353 in January 2026, its lowest level in four years. Vacancy rates climbed to 7.3% as new supply flooded the market, prompting landlords to offer concessions...
It's not actually that complicated: 1️⃣ There's no evidence that institutional purchases of existing single-family homes drives up prices. 2️⃣ Institutional financing, building, and ownership of new single-family homes expands the housing supply and drives down prices.
There's not going to be a revenue base here after they drive ultra HNW to Florida and Texas and keep giving boomers property tax breaks.
Morningstar DBRS has issued provisional credit ratings for the residential mortgage‑backed securities of Braccan Mortgage Funding 2026‑1. The senior Class A tranche received a (P) AAA rating, Class B a (P) AA rating, while lower tranches were rated (P) A, (P) BBB‑high and (P) BBB‑low respectively. All ratings...
It's a strange thing: density bonus laws have created orders of magnitude more affordable housing than inclusionary zoning laws, which evidence suggests may reduce overall housing production. Yet the latter remains more popular, I suspect because NIMBYs recognize its utility.
Redfin’s new methodology quantifies how phased marketing—letting sellers test price and control exposure before a formal MLS listing—can lower effective selling costs by 1.2‑2.4% of home value. By improving pricing accuracy and privacy, the model predicts a 15‑30% reduction in...
FIGRE Trust is launching the 2026‑HF3 securitization, selling $335.7 million of revolving home‑equity lines of credit (HELOC) in eight SOFR‑linked tranches. The A1A tranche holds $164.3 million and receives a 44.5% credit‑enhancement cushion, while lower tranches have progressively smaller enhancements. The underlying...
