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
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%, a quarter‑point decline, while the 15‑year rate eased to 5.72%. Forecasts diverge, with the Mortgage Bankers Association expecting rates near 6.30% through 2026.
Also developing:
Brad Newman‑Bennett of Cushman & Wakefield warns that Canadian real‑estate insolvencies have moved beyond secondary lenders to senior banks, as land values have slumped roughly 50 % since purchase. The fallout has stalled high‑rise, concrete projects while distressed sales remain scarce and lenders are increasingly cautious. Credit‑bid activity is rising, but banks prefer income‑producing assets over new development. Looking ahead, developers will likely need substantially more equity, and only smaller wood‑frame or townhouse projects appear to retain modest demand.
2nd Look at Local Housing Markets in February Altos: Active single-family inventory was down 0.6% week-over-week https://calculatedrisk.substack.com/p/2nd-look-at-local-housing-markets-b1a My sense - based on limited data - is sales will be above the consensus forecast, but will likely be down slightly year-over-year.
Adjustable‑rate mortgage (ARM) originations climbed in 2025 despite falling 30‑year fixed rates, reaching a 20.5% share of conventional volume, the highest in three years. The 5/1 ARM remained about 80 basis points cheaper than the fixed‑rate benchmark, saving borrowers roughly...
BMO Capital Markets declares Toronto’s condo segment in recession, citing a 9.5% year‑over‑year price drop and sales falling 6.4% in February. The market is awash with new units, many of which lack buyer interest, leading to project cancellations and delayed...
California’s Housing Finance Agency has reopened the Dream For All Shared Appreciation Loan program, offering first‑generation, first‑time homebuyers up to $150,000 in down‑payment or closing‑cost assistance. Applicants must meet income and residency criteria and are chosen through a lottery, with...
Steven Roth sold the 340,000‑square‑foot former Alexander’s department store in Queens for $236 million, generating roughly $150 million in profit. The property, vacant since Burlington and Marshalls left, includes a 1,236‑space parking garage and sits near the Long Island Expressway. Northwell Health,...
San Luis Obispo County has become California’s third‑hottest market for single‑family home investment, with 7,454 purchases last year. The surge is driven primarily by mom‑and‑pop investors—small owners who hold fewer than five properties—who now own about 91% of the state’s...
Encouraged to see pro-housing voices pushing to keep build-to-rent. I'd also suggest pushing to keep "renovate-to-rent." Three things: 1) Freddie Mac wrote in 2022 that investors "heavily target under-market-value homes that need more repair than what most first-time homebuyers are willing to...
The “Corridor Gravity” Law Why 80% of Real Estate Wealth Is Created Within 2–3 km of One Road Most people buy property based on: • sector number • builder brand • brochure amenities But in real estate, the real economic unit is not the sector. It’s the...
Megaworld Corp. raised P945 million by selling 70 million MREIT shares at P13.50 each, adding to prior REIT fundraises of P1.32 billion in December and P2.24 billion in September 2025. The proceeds support a P65 billion capital‑expenditure plan focused on provincial township expansion. MREIT posted...
Rightmove’s latest analysis reveals Winnington Road in Barnet as the UK’s most expensive street, with an average asking price of £12.5 million. London dominates the top‑ten list, contributing nine streets, while the sole non‑London entry is East Road in Elmbridge, Surrey,...
Texas home prices slipped 1.2% to a median of $335,000 in 2025, while most metros posted price gains and sales volume rose modestly. Active listings jumped 23.1%, pushing months of inventory to 4.6, a level near market balance. Fourteen of...
So much talk about another 2008 price collapse, but that's very challenging to get with 2026 stats. I'm not sugarcoating. All I'm saying is very limited supply has kept prices higher. Not much of a dip over the past four...
A new Enterprise Community Partners report finds that 39,880 affordable housing units across 461 California developments are shovel‑ready but stalled due to insufficient state funding. The projects, which could house over 432,000 low‑income households, require $2.3 billion in subsidies, $1.8 billion in...
The Las Vegas housing market tipped toward buyers in February 2026 as median single‑family prices slipped to $481,995, a 0.6% year‑over‑year decline, and condo prices fell 5.9%. Inventory rose sharply, with a 17.2% increase in listed single‑family homes and a...
Realtor.com’s latest report finds Texas faces a severe housing shortfall, needing hundreds of thousands of new homes to keep pace with rapid population growth and in‑migration. Despite leading the nation in homebuilding, the state’s supply lagged for a second consecutive...
Fact 1: On today's numbers, apartment buildings take 15-20 yrs to pay back the investment in building them. Fact 2: To justify that investment, investors need to expect the buildings to generate returns for decades thereafter. So, if your city wants private...
A great dataset I recently got access to: Xactus Mortgage Intent Index. Xactus processes credit pulls in the mortgage application process. The index is based on actual apps. It is highly correlated with the Altos weekly pendings data. Now at highest...
Dubai’s property market entered 2026 on a record high, with AED 917 bn in 2025 transactions and residential prices up 60‑75% since 2021. In January 2026, residential values surged 44% year‑on‑year, reinforcing the city’s reputation as a safe‑harbour for wealth. The sudden...
Inventory has a shot of being negative year over year by the end of March or the first week of April if the seasonal increase doesn't happen soon. https://t.co/yYspHxEdvu
The first two months of the year have started off with lower closed sales volume than 2025. The hope is for March 2026 to be a little higher in light of slightly more pendings lately. https://t.co/Ctj0EyVXqx
Penzance, a Washington, D.C.-based real‑estate developer, announced a $4 billion private investment to build a 1.9 million‑square‑foot data center campus in Berkeley County, West Virginia. The facility will generate 600 MW of IT power and create roughly 1,000 construction jobs during development. The...
You are forgetting nobody wants their towns to get cheaper. They want their homes to appreciate and for poor people to be priced out of becoming their neighbors. The developers, landlords and homeowners in Austin are PISSED rents are dropping.
Every major metro area in Florida has experienced declining home values in the last year. Orlando, Tampa, Jacksonville, Lakeland, Naples. Now even Miami is getting in on the action. Demand and sales volume continue rest at the lowest level in nearly 15 years....
KKR and UK developer Puma have launched a £500 million joint venture to provide debt financing for the UK living sector. The partnership will supply bridge and construction loans to best‑in‑class developers aiming to deliver new homes. By combining KKR’s deep...
The iconic Rockefeller Center. Ben Epstein and his team handle the leasing, and they’re crushing it. 6.5M square feet, 98% leased. Rents? The highest they’ve ever seen. Fun geeking out on the market - hard to imagine a more incredible leasing assignment anywhere. https://t.co/yBZqAs7D2v
Are elected officials about to pass the "Rental Inflation bill?" The requirement to sell future Build-to-Rent homes to homeowners within 7 years will effectively stop the construction of rental homes, decreasing new supply and thus increasing rents. https://t.co/SEU7Kc03c3
London’s Square Mile is poised for one of its strongest construction years, driven by record‑low vacancy and robust demand for premium office space. Tender price inflation has eased to low single digits and interest rates are trending down, improving project...
Symptom of the low mortgage rate golden handcuffs narrative that’s keeping housing market turnover depressed
Home contract cancellations slipped to 7.2% in February 2026, down from 7.4% a year earlier and 7.6% in January, signaling growing buyer resolve. At the same time, pending home sales rose 4.2% year‑over‑year, the strongest gain in 15 months, buoyed...
Mortgage‑rate prediction markets have launched on Kalshi and Polymarket, letting traders wager on the 30‑year fixed‑rate mortgage’s path in 2024. Kalshi has generated over $16,000 in volume since its January debut, while Polymarket’s activity remains under $1,000. The markets track...
A historic red‑brick townhouse on West 74th Street is listed for $14.9 million, featuring a rare 41‑foot indoor swimming pool with skylight. The five‑story, 6,500‑sq‑ft residence includes five bedrooms, six full baths, two elevators, and a terrace‑enabled primary suite. Purchased by...
Rising mortgage rates in Vietnam have surged to 13‑15 % and even 15‑16 % for floating loans, doubling many borrowers' monthly payments and prompting a wave of forced apartment sales. Sellers are slashing prices by 10‑15 % as buyer inquiries fell 20‑28 % month‑on‑month,...
Delhi’s high‑street retail market posted solid rent growth in 2025, with Khan Market climbing 8 percent to Rs 1,700‑1,800 per square foot, while Gurugram’s Galleria Market led the region with a 14 percent increase. Across Delhi‑NCR, monthly rents rose between 2 and 14...
The stickiness that once anchored people and capital to great cities is gone. It is not coming back https://t.co/D0BFIOpVUy
Modern commercial construction is abandoning traditional wood and brick in favor of high‑performance metals, composites, and modular systems that promise longer service lives and lower upkeep. The rise of data‑intensive tenants drives demand for moisture‑resistant, tech‑ready infrastructure, prompting developers to...
Landlords in England and Wales must bring 3.38 million rental properties up to a minimum EPC Band C by October 2030 under the government’s Warm Homes Plan. The average retrofit cost is £7,633, rising to over £12,000 in rural and northern areas, creating...
The UK private rented sector (PRS) has shed £79 billion in value over the past 36 months, a 5.1% decline and the only housing segment to fall since early 2022. In contrast, the broader residential market grew by £336 billion, up 3.8%....
Asia‑Pacific property investors are entering 2026 with a cautiously firmer outlook, shifting capital toward sectors that still offer supply constraints and structural demand. A new CBRE survey shows data‑centre assets have become mainstream, attracting the strongest investor interest across the...
Brooklyn‑based luxury developer Eckstrøm is using a subscription‑style waiting list, called the Little Black Book, to sell 60% of its townhomes off‑market. The model lets vetted ultra‑wealthy buyers lock in properties 12‑18 months ahead and co‑design finishes such as Danish...
Zillow just updated their 2026-27 rental market forecast. They're projecting single-family rent growth at only +1.1% in 2026, and +0.5% in 2027. With multifamily rents dropping -0.2% and -1.5%. They also project CPI rent growth to fall to ~1.0% by early 2027, which...
Andrew Carey argues that 2026 could become a turning point for hospitality investment as interest rates retreat and debt constants settle between 7% and 9%, reopening the door to positive leverage. However, cap‑rate expectations have not yet risen, keeping pricing...
A game-plan that works in supply constrained markets: Identify older buildings with apartments that are too large relative to the number of beds and baths they have (for example a 1,000 sq ft one bed). During renovation, using permits, reconfigure the units...
Kinda embarrassing for the #housing 2008 crowd, and, worse than 2008. At this pace, if rates stay low, inventory might show some negative week-to-week data. 🤯🤯🤯😳😱 What a bunch of scrubs 😁😉🥂 @housingwire @sarahteresa6 read the tracker reports and join...
This ResiClub table helps you see through the seasonal inventory shift noise The inventory growth slope has decelerated from last year However, based on the February figure—the most important print of the year—we’re pacing a tad above the normal seasonal pace https://t.co/6IrsSaR9mW
List prices are 1.38% below last year. Home prices have been negative since October and are moving lower, relative to last year. Here's two views https://t.co/xHl3d0HNvs
Look at the distribution of units built in Bellevue, Washington. In buildings since 2010 with more than 20 units ... over 70% of new units are Studio or 1BRs, and less than 2% have 3+ bedrooms We don’t build apartments for...
High-income job declines don’t work well for the housing market. This is a trend (namely at local level) we’ve been hammering on the last few years as we maintain a weak outlook for housing in general. https://t.co/jN2DMafhy5 https://t.co/NhCzjO8knR
The housing market shifted mid-June 2025. Inventory growth was running at 33% and now it's running at 6.91% with a risk of some negative week-to-week prints. https://t.co/VgpdKDUPpd
The National Inventory is expected to turn negative at some point this year, and the percentage of price cuts is lower compared to last year. Whoever you're getting your housing info from, I would question them about this. https://t.co/AHHEytiMoR
