Know What's Happening in Real Estate Investing
Know What's Happening in Real Estate Investing
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Every morning
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Tuesday recap
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 author challenges the growing political push to ban large corporate landlords, suggesting that an extreme opposite—where institutional investors own all rental housing—might be equally unwise. He notes that corporate landlords currently hold only a small fraction of U.S. homes, yet their presence can increase rental supply and professional management. By drawing parallels to the media industry, he argues that both scale and independence have value, and public policy should not force a monopoly of either model. Ultimately, the piece calls for a balanced housing ecosystem rather than outright prohibition of corporate ownership.
Manchester‑Nashua, New Hampshire reclaimed the top spot in February 2026, attracting 3.4 times the national average viewers per listing and selling homes in a median 36 days. The Midwest and Northeast dominate the Top 20, with Wisconsin contributing seven metros and overall median days...
UK house prices have plateaued, with agents noting a shift from the sealed‑bid and gazumping frenzy of two years ago to more cautious price negotiations. The latest RICS survey shows buyer confidence eroding amid heightened geopolitical risk, including Gulf tensions...
Labour’s proposed £250 annual ground‑rent cap is projected to generate an £8.7 billion windfall for buy‑to‑let landlords, according to WPI Strategy analysis. While intended to protect over five million leaseholders, the cap could erase up to £18 billion of ground‑rent investment value,...
South Australian parents are moving away from cash gifts and increasingly using guarantor loans to help their children purchase homes. Rising property values have left many families with substantial home equity, which they now pledge as security rather than provide...
The AUKUS‑backed $30 billion submarine facility at Osborne is driving a property boom in Adelaide’s coastal precincts, especially Osborne and North Haven. Real‑estate agents report exponential inquiry growth and record‑high sales activity, with developers targeting the area’s generous 690 sqm lots for...
Darwin is experiencing Australia’s most severe housing supply crunch, with total listings plunging 37.6% year‑on‑year, the steepest decline among capital cities. The scarcity has pushed the median dwelling price to almost $600,000, marking a 16.2% annual increase and a $89,800...
Vietnam is undertaking 27 mega‑real‑estate projects valued at over $115 billion, according to a S&I Ratings report. The developments, spanning more than 30,000 hectares, are concentrated in the north, central and southern regions, with Vingroup and Sun Group accounting for the...
Buyer demand for UK homes rebounded in February, with new applicant registrations up 1.5% year‑on‑year, marking the strongest start since 2022. London led the surge, posting an 8% increase and a 35% rise versus February 2019, especially in Outer London where...
It's going to be a boring year for housing inventory, unless rates spike up big time However, now that we are in 2026 You can see the difference in the inventory channel When comparing sales crashing from 2005 to 2008, vs sales...
The LRG Winter 2025/26 Lettings Report finds that 68% of tenants cite a strong relationship with their landlord or agent as the top factor for staying long‑term, outpacing rent, location and property quality. The report also notes that 24% of renters...
The self storage rental market could finally be taking steps in the right direction. First 10 days of March last year: 206 rentals First 10 this year: 301 rentals
The Royal Institution of Chartered Surveyors (RICS) reported its February house‑price balance slipping to -12, missing both the January reading of -10 and analysts’ forecast of -9. New buyer enquiries plunged to a net -26, the lowest level since December,...
InvenTrust Properties Corp. reported a 5.3% rise in same‑property NOI for 2025, delivering NAREIT FFO of $1.89 per share and core FFO of $1.83 per share. The REIT completed $460 million of Sunbelt‑focused acquisitions while maintaining sector‑low leverage, with net debt...
The abrdn Global Premier Properties Fund (ticker AWP) has seen its net asset value erode as earnings failed to fully cover its 12.2% distribution, raising concerns about payout sustainability. While the fund offers high‑quality REIT exposure, the current NAV discount...
Statistics Canada data shows that while headline rents in Toronto and Vancouver cooled modestly in Q4 2025, the gap with traditionally affordable markets has narrowed dramatically. Halifax’s average asking rent for a two‑bedroom unit reached $2,260, about 84% of Toronto’s $2,670,...
The skilled‑nursing market saw several high‑profile transactions this week. Excelsior Group acquired the 280‑bed Union Plaza Care Center in Flushing, New York for $75 million, while Selectis Health agreed to sell its two Georgia facilities—Glen Eagle and Eastman Healthcare—totaling 201 beds...
Approximately 16% of active first‑lien mortgages in the United States also carry second liens, representing $522 billion in outstanding balances, according to Experian’s Mortgage Loan Performance data. The new loan‑level visibility into these secondary claims gives agency MBS investors clearer insight...
Homeowners can tap their property’s equity without refinancing by using a range of products such as home equity loans, HELOCs, home equity agreements, sale‑lease‑back deals, second‑mortgage combos, reverse mortgages, and secured personal loans. Each option draws 80‑85 % of appraised value...
NAR's existing home sales came out for February and it doesn't yet reflect what we're seeing in the weekly pending sales that we track. NAR is trying to publish this data earlier to keep up, but it still has...
Southern Land Co. has refinanced its 27‑story Josephine apartment tower in Philadelphia’s Rittenhouse Square with a $145 million loan from Affinius Capital. The development, built at a total cost of $204.5 million—including a $24.5 million land purchase and $180 million construction—features 255 residential units...
Zillow data shows accidental landlords now represent 2.3% of listed rentals, the highest in its six‑year record aside from a 2.4% peak in November 2022. A surplus of sellers—about 44% more than buyers—combined with modestly lower mortgage rates is prompting...
Attom’s latest housing‑risk report finds Florida leading the nation with 16 counties among the 50 most vulnerable, overtaking California’s 11. The analysis flags rising foreclosures, stagnant wages, and historically high median home prices—now $365,185—as key stressors. Charlotte County, Florida, tops...
Bond yields are back near their highest levels of 2026. Mortgage rates are also close to their 2026-highs, with MND putting the 30-year fixed at 6.19% today, just 2 bps below its peak thus far this year. There's a decent chance mortgage...
In this episode, hosts Aaron Cameron and Adam Pawlik sit down with Dennis Mitchell, CEO and CIO of Starlight Capital, to discuss the current state of commercial real estate, liquidity challenges, and the sector’s resurgence. Mitchell explains how real‑estate earnings...
Boaz Weinstein is targeting the current turmoil in private credit by extending discounted bids to investors seeking to exit distressed funds. JPMorgan’s recent decision to curb lending to software‑focused credit firms, citing AI‑related risk, has amplified market stress and forced...
Home sales just dropped to the lowest level since 2009. Down 35% from pandemic peak, and by 25% from pre-pandemic norms. This was the 2nd-worst February reading in the last 30 years. Traditional news outlets tried to claim there was...
Charles Cohen, a Midtown office landlord, was given a 45‑day deadline by a New York state Supreme Court judge to repay $135 million in outstanding debt or face forced sales of his properties. A Fortress Investment Group executive, David Moson, was...
The housing market so far in 2026? Let's talk about it. Today, I have fresh stats for twelve counties and some new price visuals to help interpret what is happening. I also talk about my favorite phrase, "all ships rise...
The existing‑home market is entrenched in a deep recession, contrary to recent optimistic forecasts. While lower mortgage rates have eased affordability pressures, they address only a fraction of the sales slowdown. Persistent inventory shortages and muted buyer confidence continue to...
Homebuyers often consider borrowing to cover a down payment, weighing 401(k) loans against personal loans. A 401(k) loan lets you tap retirement savings with no credit check, typically offering lower interest but a five‑year repayment limit that can erode future...
Here's a crazy-yet-telling apartment stat: Among the top 15 markets CUTTING rents, they collectively had 2x more demand (absorption) than the top 15 markets INCREASING rents. Why? Because it's all about supply, not weak demand or affordability etc. Among the top 15 markets...
That empty big box store in your shopping center might not become another retailer. Fitness, pickleball, and entertainment concepts are taking over second-generation retail space as goods retailers shrink. Landlords are repurposing boxes instead of waiting years for another anchor. Still marketing retail...
Africa must build 50 million homes by 2050, yet construction generates roughly 39% of global carbon emissions, with concrete alone accounting for 8%. Green housing—using energy‑efficient designs, recycled resources, and low‑water fixtures—offers a climate‑friendly alternative, but financing options are scarce across...
Have any of the people who oppose investors owning “build to rent” housing called on Fannie/Freddie to liberalize their lending standards to lower FICO buyers?
Working on a property with a $500,000 accessory dwelling added two years ago. It’ll be interesting to see how much this adds to value. That’s a big price tag for an ADU.
World Property Markets announced development of three AI-driven platforms aimed at fixing deep structural inefficiencies in the $600 trillion global real estate market. The dual‑platform "Matching Engine" will combine World Property Search, a planetary‑scale listing and buyer‑intent engine, with Global Listings,...
The problem with this view is that the number of single-family rental homes in the U.S. has been in decline for years, as research from Harvard, John Burns and Redfin have all shown.
It's even worse than this guy makes it seem. If someone rents out their "$1.2M" home for $4k/month, that's the all-in cost (property tax, insurance, maintenance, etc.) So, the mortgage would have to be even LESS than $4k/month, valuing the home even...
Single-family housing permits slipped to 909,280 units in 2025, a 7.4% year‑over‑year decline, while multifamily permits rose to 516,886 units, up 5.6%. The downturn was most pronounced in the South and West, where single‑family activity fell 8.5% and 10.4% respectively,...
Fresh stats. Some differences, but nothing too crazy. Eleven other counties on my blog today. What stands out to you? https://t.co/6HKzLYqDvO
if you keep increasing the taxy levy without real benefits, eventually new supply (some forced) comes into market and lowers price, which then increases the tax rate burden as a % of asset that makes it very unattractive this is the...
Former PGA Tour commissioner Deane Beman bought 415 acres of Florida swampland for $1 in 1979 and built TPC Sawgrass, a public course that also serves as the Tour’s headquarters. By hosting The Players Championship at the venue, the PGA...
Research from Cotality shows that in several Australian metros, especially Melbourne’s city core, buying a unit can be cheaper than renting, with savings of up to $322 per fortnight. In Sydney’s western suburbs, the mortgage premium over rent is as...
U.S. 30‑year mortgage rates jumped 10 basis points to 6.19% in the week ending March 6, marking the steepest rise since September. The increase mirrors a sharp climb in the 10‑year Treasury yield, spurred by geopolitical tension after Iran’s conflict disrupted...
I'm trying to decide which asset class will have worse returns over the next 5 years: Private assets or U.S. residential real estate. Private assets are illiquid and investors are getting impatient, while home prices have outrun incomes and no one...
Amelie’s French Bakery opened a 400‑square‑foot, no‑seating outlet in Plaza Midwood, a stark contrast to its typical 4,500‑square‑foot locations. The micro‑format targets pedestrian traffic and leverages delivery apps to meet demand for quick, convenient meals. COO Justy Martinez describes the...
Supermarket Income REIT (SUPR) has more than doubled the value of its joint venture with Blue Owl Capital to £845 million, edging close to its £1 billion AUM target. The partnership, launched in April, added £398 million of acquisitions in the second half...
Frustrating. China won't use the "clean" balance sheet of the central government to support a real recovery from the prolonged property market slump. The net result: a rising trade surplus supports China's growth at the expense of its trading...
#SUPR results OK. EPRA NTA per Share 87.5p (up) against Share price 82p; so discount relatively small now. Cost down from bringing operation in-house. Target minimum 2% Dividend Growth from FY2027. Appears to be lots of opportunities to acquire Supermarket...
