Know What's Happening in Real Estate Investing
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Mortgage rates dip to 6.22% as 30‑year fixed falls a quarter point
The national 30‑year fixed mortgage rate slipped to 6.22%, marking a quarter‑point decline since last weekend. The 15‑year fixed rate eased to 5.72% and refinance rates averaged 6.43% for a 30‑year loan. Industry forecasts diverge, with the Mortgage Bankers Association seeing rates near 6.30% through 2026.
Also developing:
The Real Brokerage’s February 2026 Agent Survey shows a pronounced optimism among its agents, with 73% expecting a stronger spring selling season than 2025 and 36% forecasting a significantly stronger market. Despite a dip in the Transaction Growth Index to 48.1, agents cite pent‑up buyer demand and modest improvements in mortgage rates as catalysts. AI adoption has surged, with 86% of agents using AI tools and 59% increasing usage, turning technology into a core workflow component. Nonetheless, economic anxiety and affordability remain the chief headwinds, delaying decisions for 76% of clients.
Life sciences real estate is entering a normalization phase in 2026 after a pandemic‑driven construction surge left the market oversupplied. Investors are pulling back, vacancy rates are climbing, and venture capital funding fell 25% to $33 billion in 2025. Demand may...
Developers at a Bisnow South Florida event dissected the Biscayne 21 condo‑tower debacle, where Two Roads’ attempt to lower the termination threshold sparked a lawsuit that forced a $65 million repair bill. The case highlighted how a minority of holdout owners can halt...
Wedbush analysts say any secondary share offering by Fannie Mae and Freddie Mac will likely be delayed until after the 2026 midterm elections, as the administration focuses on lowering mortgage costs. Low trading prices—around $5.88 for Fannie and $5.16 for Freddie—combined...
Prediction: We'll eventually see a wave of articles (followed by policymakers fretting over it) about "Wall Street" investing in manufactured housing. It'll be positioned as a "loophole" and/or consequence of the ban on single-family rentals. But it's not new at all. There...
Beeline has introduced a self‑service mortgage experience that lets borrowers complete applications, explore scenarios, lock rates and upload documents without a loan officer. The platform’s AI‑driven loan tracker processes data in seconds and offers real‑time assistance via a digital assistant...
Berkeley Group, a leading UK housebuilder, reaffirmed its profit outlook for the current fiscal year despite a backdrop of macro‑economic uncertainty. The company highlighted ongoing geopolitical tensions in the Middle East as a potential risk to housing market sentiment. While...
The United States is experiencing a deepening condo crisis as construction of condominium units has failed to recover from the Great Recession, falling dramatically below pre‑2005 levels. Restrictive zoning, onerous parcel‑designation processes, higher income‑tax treatment, and aggressive defect‑law litigation have...
International brokerage firms claim global networks attract foreign capital to NYC real estate, but data from veteran broker Robert Knakal shows otherwise. Over 14 years at CBRE, Cushman & Wakefield, and JLL, 538 transactions generated 9,146 offers, yet none originated...
Despite a 6% decline in overall single‑family housing starts in 2025, custom home building posted growth. NAHB data show 186,000 custom starts for the year, a 3% increase over 2024, even though fourth‑quarter starts slipped 4% year‑over‑year. Custom homes now...
Beos and Swiss Life have formed a joint venture to launch a premium core fund aimed at Berlin’s technology‑focused real estate sector. The fund’s inaugural transaction is the acquisition of the Berlin Deck property, marking its first deal. By targeting...
Midtown South’s retail market is rebounding sharply after pandemic‑induced closures, with storefront vacancy falling 19% over the past two years. The area’s leasing activity now outpaces Manhattan overall by 41%, driven largely by a mixed‑use rezoning that permits new residential...
The global hotel development pipeline remains robust, with hundreds of thousands of rooms in various stages across key regions. Despite higher construction costs, rising interest rates and tighter financing, developers in the Middle East, Asia‑Pacific and North America continue to...
The Office for National Statistics reports that private housing construction output in Britain fell 6.3% in the three months to January 2026, contributing to a 2% decline in total construction output. While repair and maintenance activity rose 3.3% in January,...
The report finds that large institutional investors—defined as owners of 350+ single‑family homes between 2015‑2025—represent only about 1% of all single‑family home purchases nationwide and their share has been falling since a 2021 peak. Their activity is highly concentrated in...
CLS, a UK commercial real estate manager, announced a 2026 property sales target of up to £150 million. The firm disposed of assets worth £144.2 million in 2025, indicating near‑term momentum. The new goal suggests a modest increase over last year’s performance....
Analyzing comparable sales, or comps, is essential for vacant‑land investors to determine realistic market values based on size, location, and zoning. By reviewing recent transactions, investors can gauge price gradients influenced by amenities, infrastructure, and regulatory shifts. Accurate comps prevent...
The “Holding Power” Rule Why In Gurgaon, The Rich Don’t Always Buy Better — They Hold Longer Most people think wealth in real estate comes from: • better location • better builder • better timing But NCR history shows something else. The biggest fortunes were not made...
In this episode, Francois Trouch, CEO and CIO of PIMCO Prime Real Estate, explains why real estate credit is a top investment theme for 2026, highlighting its attractive risk‑adjusted returns versus corporate debt and equity. He details the five segments...
UK property price growth is decelerating, with many regions showing flat or falling values. Belfast and Liverpool remain outliers, posting year‑on‑year gains of 10.3% and 9.5% respectively, while cities such as Aberdeen are experiencing a 6.1% decline. Land Registry data...
Chancellor Rachel Reeves' mansion tax, a £2 million high‑value council tax surcharge slated for April 2028, is already shaping England's premium property market. In London and the South East, sellers are trimming prices just below the threshold while buyers are discounting offers to...
In this episode, Michelle Martin talks with REIT specialist Kenny Lowe about why investors should look beyond the headline Distribution Per Unit (DPU) when evaluating Singapore REITs. Kenny explains how one‑off bonuses, sponsor rental support, lease incentives and financial engineering...
Over the past 2 years, we’ve owned and developed 10,000 housing lots in “for-sale” housing. Everyone is thinking about it like building a single house, but the typical development is 20-50 acres for a community of hundreds of new homes. The biggest...
NAAIM Exposure Index down from 100% in mid-December to 67% in mid-March. Seems bullish to me! $SPX https://t.co/e0bywZknAH
The episode examines how a sudden oil price shock from Middle East tensions is reigniting dual risks in commercial real estate: sticky inflation and slowing growth. Stephen Bushbaum explains that this volatility is likely to tighten financing conditions, widen credit...
Over the past 20 years, America has basically stopped building condos. Owing to a mix of restrictive financing regulations and endless defect litigation, the most viable path to urban homeownership has largely disapprared. In my latest for @TheAtlantic, we explain...
For a $600,000 home, a borrower will now have to pay $130 more per month than what they would have paid the day before the war started when rates were 5.99%
Canadian building permits rose 4.8% to $13.3 billion in January, but inflation‑adjusted values only reached $12.3 billion, still below pre‑2023 levels. Residential permits increased 1.8% to $8.0 billion yet fell 9.4% year‑over‑year, with single‑family permits up 8.9% and multi‑family down 1.5% amid a...
Here’s a look at median price change since last year. We hit an inflection point in the spring where the trend went negative. Of course, the median isn’t a perfect price metric, but other price indexes are telling the same...
Unless you’re angling to sell or refinance your building in the short term: If the rental market is slow, better to lower your asking rents than to accept vacancy or fill your building with people who will dishonor their lease obligations.
Single-family built‑for‑rent (SFBFR) construction slipped in Q4 2025, with starts falling to roughly 15,000 units, a slight decline from the prior year and contributing to a 19% drop in total 2025 starts versus 2024. The slowdown reflects higher financing costs...
A sobering trend: #Manhattan apt inventory dropped every month for 2 years running. Building boom fails to stem tide of rising demand. 'Construction expanding but it's been uneven by boro' #NYC #realestate #CRE #multifamily #condo #mortgage https://t.co/a0FkHCJC3x
While Congress wrongly attacks institutional housing investors, my latest @opinion column explores several of the govt policies that actually increase US home prices and make building a "starter home" impossible today: /1
UK hotel investment contracted 23% in 2025, falling to £4.9bn from £6.3bn the prior year. Single‑asset transactions surged 37% YoY, now representing 76% (£3.7bn) of total deal volume, while portfolio activity dropped to £1.2bn amid private‑equity fundraising constraints. RevPAR jumped...
Will “build-to-rent” (BTR) go down in history as the worst rebranding of low-density apartment development?
The U.S. housing market isn’t slowing down, it’s frozen. Homes are massively overpriced, and when prices finally fall, millions of homeowners could lose their equity and banks will be stuck with bad mortgages. This is exactly what happens when decades...
Foreclosure auction notices jumped sharply in December 2025, with 23,235 filings representing a 25.1% month‑over‑month rise and a 68% year‑over‑year increase. The surge was most pronounced in Texas, which logged over 4,100 notices and a 36% monthly gain, while Ohio, North...
Questions to ask: - How high can the 30-year fixed go again? Is 6.5% a reasonable guess? Is 7% out of the question? I think 7% is unlikely as we'd be getting into recession talk and bond yields would likely...
How did homes sell compared to their original list price? Here's a way to show that. Anything above the 0% line went above, and anything below went below. FEB 2026 SAC REGION Above: 30.7% Below: 56.0% At Original List Price: 13.3% Any thoughts?
Foreclosure activity rose 20% year‑over‑year nationwide, marking the 12th consecutive month of increases, though monthly numbers slipped 4% from January. Florida’s distress deepened, with Lakeland posting the worst metro filing rate and Punta Gorda second‑worst. Completed foreclosures jumped 35% from...
A $500K mortgage was $1,900/month in 2021. A $500K mortgage is now $3,200/month. $1,000+ more each month for the same home.
A new report finds that only 17% of Gen Z Americans own a home, a stark contrast to the more than half of Millennials who have already bought property. In the past five years, Gen Z renters surged sixfold, climbing from 700,000...
Reventure's homebuyer demand index inched up this week to a 9/100. This index tracks pending sales, mortgage apps, internet searches for real estate, and buyer sentiment. A "normal" reading on the index is 50, a level which we saw before the pandemic. Note...
Lennar—America's second largest homebuilder—gross margins fall to the lowest levels since 2009 Among giant public homebuilders, Lennar has been the most aggressive in using affordability adjustments/incentives to maintain volumes/take market share @ResidentialClub research
The article argues Australia’s rental crisis is primarily caused by rapid post‑pandemic immigration outpacing the construction of higher‑density housing. Data from the Commonwealth Bank shows a strong correlation between population growth and rent inflation, with national advertised rents rising 47%...
She's not wrong. One reason "we're in trouble" is young adult access to the American Dream is so diminished--as evidenced, for instance, by this decline in home ownership.👇🏽 ✔️ 1980: 59% of young adults owned a home ✔️Now: 37% of young adults...
A lot of the criticism about build-to-rent on this app is grounded in ignorance about what BTR is, who builds it, who funds it, who lives in it, and why it's appealing to the small share of families who choose...
Cushman & Wakefield reports a 32% year‑over‑year jump in large‑format warehouse deals, with 113 million sq ft of net absorption accounting for 64% of all industrial space taken. Third‑party logistics providers and manufacturers drive two‑thirds of this activity, while build‑to‑suit projects rise 11% and...
#Housing market is poised for growth this year if Iran conflict doesn't raise rates, says HousingWire Mohtashami https://t.co/ZBWUvaAFKo
Housing starts surprised to the upside in the latest report, rising to a 1.487 million SAAR and coming in above consensus expectations. On the surface, the headline suggests renewed momentum in residential construction. However... https://t.co/1r862BDOdv
