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%, 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:
Kent Lardner, head of research at FoundIt, argues that migration has been a primary driver of Adelaide's soaring house prices, outweighing the traditionally emphasized supply constraints. He suggests that curbing net migration could reduce annual price growth from around 5% to 2%, delivering a faster impact than building more homes. The analysis highlights five suburbs—Elizabeth, Christie Downs, Hackham West, Salisbury and Smithfield—where values have risen 12%‑20% over the past year. Lardner calls for policy that links migration volumes to housing supply to ease affordability pressures.
California CRE owners: 2026 is about refinancing — not appreciation. Higher rates + tighter DSCR + lower valuations = equity pressure. If you want to stress-test your property’s refinance position, DM me “REFI.” #CaliforniaRealEstate #CREInvesting #CommercialFinance #RealEstateStrategy #marketshift
Why did rates and bond yields drop today despite a hot inflation report? #Labor over #inflation. #mortgagerates #realestate #chartdaddy
RXR and One Investment Management have closed a $500‑million‑plus financing package to convert the historic 61 Broadway office building in Manhattan’s Financial District into a 796‑unit residential tower. Construction is slated to begin this month with the first apartments expected in...
There is a property with 94 offers in Sacramento County. This is an insane amount, but this isn't about the market. It's about pricing strategically low. The list price was $199K, the very lowest sales are $300K, and similar-sized flips...
The U.S. General Services Administration announced it will sell the former Chet Holifield Federal Building, known as the Ziggurat, in Laguna Niguel, partnering with CBRE to market the property. The 90‑acre, one‑million‑square‑foot, 1971‑era landmark sits on a prime Southern California...
Greenstone Partners has closed the sale of Conway Park, a 225,000‑square‑foot office complex in Lake Forest, Illinois, for $8.9 million. The transaction emerged from a competitive auction that attracted 15 qualified bidders, with The STG Group acting as the buyer. The property is currently 43%...
Marcus & Millichap closed a $4 million sale of the Pine Street Apartments in Attleboro, Massachusetts. The 19‑unit, mixed‑size complex sits less than half a mile from the Attleboro MBTA commuter rail station, offering transit‑oriented appeal. The seller’s diligent upkeep and...
Government‑sponsored enterprises Fannie Mae and Freddie Mac pushed their combined retained portfolio to a multiyear high of $278.45 billion in January, up from $271.69 billion the month before. Fannie’s retained assets rose to $141.64 billion, while Freddie’s mortgage‑backed securities holdings increased to $49.46 billion despite...
Cushman & Wakefield has launched the AI Impact Barometer, a data‑driven platform that quantifies how artificial intelligence is reshaping commercial real estate. The tool aggregates economic, capital‑market and property indicators into “AI momentum scores” that reveal demand trends across data...
Canadian mortgage arrears surged to a five‑year high of 0.219% in December 2024, marking the fastest monthly increase since the pandemic’s early days. The number of mortgages 90 days past due rose 4.2% month‑over‑month, adding roughly 520 delinquent loans and...
Mortgage brokers targeting investors are scouting hot markets as rates dip below 6%. Veteran investor Danny Fishman highlights South Florida’s condo boom, driven by international buyers, as the top opportunity. He also points to strong fundamentals in Nashville, West Palm...
Sprouts Farmers Market has signed a lease for the former 99 Cents Only store at 6235 York Blvd. in Highland Park, Los Angeles, with plans to open a new grocery outlet in 2027. The existing 21,000‑square‑foot building will be demolished and...
Arbor Realty Trust, a major multifamily bridge lender, reported that ICE immigration raids have sharply reduced occupancy in its REO apartment assets, now averaging 45% occupancy. The enforcement actions have hit properties in Houston, San Antonio, Dallas, Atlanta and parts...
Chicago’s industrial market is demonstrating steady fundamentals, with vacancy holding at 4.6% in 2025 and leasing activity climbing to 40.5 million sq ft, while rents rose 4.6% to $8.97 per sq ft. Mid‑market investors Matterhorn and SparrowHawk each secured $300 million in equity, giving Matterhorn...
Freddie Mac House Price Index Decreased in January; Up only 0.4% Year-over-year Punta Gorda House Prices Down 22% from Recent Peak, Austin Down 18% https://calculatedrisk.substack.com/p/freddie-mac-house-price-index-decreased
Small landlords are an expanding segment of the rental market, but their limited scale creates underwriting challenges for lenders. To gauge creditworthiness, lenders must scrutinize the borrower’s financial stability, including cash flow, tax returns, and debt ratios. Portfolio performance—occupancy rates,...
Institutional investors are increasingly financing UK coliving projects, especially in London, with typical deal sizes of £50‑150 million. Developers are now required to contribute meaningful equity, pushing any profit upside to the back‑end and tying returns to IRR hurdles. The funding...
Hotel executives at a recent industry forum championed asset‑heavy ownership, citing control over development, favorable debt terms, and stronger ESG execution. Whitbread, Fattal and Essendi disclosed that a majority of their portfolios are owned outright, enabling rapid market entry and...
Private fixed investment in student dormitories rose 1.5% in Q4 2025, reaching a seasonally adjusted annual rate of $3.9 billion. The gain follows three quarters of decline but remains 1.3% below the same quarter a year earlier. Pandemic‑induced drops had pushed investment...
Las Vegas’ casino and hotel market showed modest declines in 2025 visitation compared with 2024, yet resilience persisted thanks to a robust calendar of major events and sports‑driven traffic. Per‑visitor spending rose, shifting performance drivers from sheer volume to premium...
The HVS Europe Hotel Transactions Bulletin for the week ending 20 February 2026 lists a series of high‑profile hotel deals across the continent. Indian conglomerate SanRaj, via Clearsense Ventures, bought three Accor‑branded hotels in the UK (478 rooms) from Ares and EQ....
Cheering for lower mortgage rates has always been a delicate balance of hoping for payment relief w/o a wider economic downturn. In other words, getting a cheaper 30-year fixed without a big increase in unemployment or a stock market crash. The fact...
NewMark Merrill, World Premier Investments and R.Y. Properties secured entitlements for Desert Sky Plaza II, a 30‑acre, 297,000‑sq‑ft retail center in Victorville anchored by Target and Burlington. The project, slated to break ground in Q2 2026 and open in fall...
Industrial real‑estate activity is rebounding after pandemic‑induced vacancies as reshoring, automation and third‑party logistics (3PL) demand drive a flight to higher‑quality space. Vacancy absorption has accelerated, and CBRE projects renewals to exceed 35% of total leasing volume, well above the...
Canada Is Being Destroyed By Bureaucracy & Over Regulation It takes an average of 19 years to get an approval to build a new Mine Australia's shipping Liquid Natural Gas to Canada's East Coast: Canada has 300 years of Gas Reserves Let's look...
Lawmakers eye tax changes to tackle institutional investors in housing: Semafor "this is not a free market for the American family, because investors… have special tax write-offs… that aren’t available to single families" -Rep. Marlin Stutzman, R-Ind. https://t.co/4JRvuFhZMv
Fairway Independent Mortgage Corp. announced a partnership with The Baldwin Group to launch Fairway Home Insurance Agency, offering homeowners insurance at loan origination. The collaboration embeds Baldwin’s proprietary technology into Fairway’s workflow, allowing real‑time policy quotes during the mortgage application....
Medical office building starts are set to drop 26% in 2026 ... the lowest level in ten years. Developers are turning their attention to office conversions. But even then, the building's design and the math have to be spot on...
Home prices were already slowing down before Trump took office, and many markets went negative last year. I don’t think any president can really control the direction of the housing market. https://t.co/LoaiFTlI85
Marcus & Millichap announced the sale of the 107‑room Best Western Swiss Clock Inn in Pecos, Texas, to a private investor group. The exclusive listing, managed by senior managing director Allan Miller, represented seller Catering of Central Texas, LLC, and...
After the White House confirmed that Fannie Mae/Freddie Mac would increase their retained MBS by $200B, the 'spread'—which had already been compressing—slipped sub 200 bps for the first time in more than 3 years Today is first +200 bps spread since...
As Max and others often point out: The more apartments you build for the wealthy, the fewer wealthy people living in moderate- and lower-priced apartments... thereby creating more affordable supply. It's not "trickle down economics." (Different thing.) It's just common sense.
The article outlines current interior office build‑out costs for a typical 25,000‑sf floor plate in Houston, breaking down basic, mid‑range, and high‑end tenant improvement (TI) allowances. It provides per‑square‑foot cost ranges—$83‑$104 for basic, $107‑$140 for mid‑range, and $158‑$280 for premium...
Buyers are liking new supply. So many of the stats right now are showing spring vibes as crusty listings from last year expired, and buyers are focusing on the new stuff. https://t.co/OoyH4E4hAI
UK retail property is re‑emerging as a high‑yield asset class, with prime shopping centre yields near 8% and secondary assets offering double‑digit returns. Transaction volumes in 2025 were modest at £5.83 bn, but the market saw a flurry of marquee deals,...
The Rookie Reply podcast outlines a hybrid real‑estate strategy that blends house hacking, flipping, and the Burr rehab‑while‑living approach to generate cash flow, appreciation, loan paydown, and tax benefits within five years. It advises new investors to leverage modest capital...
The 2026 luxury housing report shows the median entry price for the nation’s top 10 % of homes steady at about $1.2 million, while the elite “ultraluxury” ZIP codes now start at $5.5 million. Newport Coast, CA (92657) displaced Fisher Island, FL to...
Canada Pension Plan Investment Board (CPP Investments) and global data‑center operator Equinix have signed a $4 billion agreement to develop the atNorth platform across the Nordics. The partnership will fund the construction of multiple hyperscale facilities, targeting the region’s growing demand...
The episode examines the recent slowdown in REIT take‑private activity as market conditions improve, highlighting the $3.4 billion Affinius Capital acquisition of Varus Residential REIT as a benchmark. Guests Jonathan Brass, Sarah Marks, and Matthew Norris explain that higher valuations, abundant...
The article breaks down how Home Equity Line of Credit (HELOC) rates are calculated, emphasizing the prime‑plus‑margin formula. It shows competitive margin ranges by credit tier—prime + 0‑1% for excellent scores and higher for fair credit. It also warns that introductory rates...
All of the bills we're sponsoring are great, but I'm especially excited about this one: after years of state mandates to plan and adopt policies, SB 1216 will recognize cities that are actually building housing and afford them warranted flexibiltiy/grace...
Former housing secretaries Angela Rayner and Lord Michael Gove will appear before the Housing, Communities and Local Government Committee on 3 March to give evidence on the Draft Commonhold and Leasehold Reform Bill. The session will also hear leasehold campaigners, the Residential Freehold Association...
Upsizers reclaimed dominance in the UK housing market, accounting for 70.3% of all property moves in Q1 2026 – the strongest share since May 2021. Mortgage usage rose to 82.5%, the highest level in eight years, reflecting renewed borrower confidence as borrowing...
Sunstone Hotel Investors (SHO) reaffirmed its full‑year earnings outlook despite a choppy operating environment and a government shutdown. Third‑quarter RevPAR rose 2% year‑over‑year, led by strong performance in San Francisco and Miami Beach, while adjusted EBITDAre reached $50 million and adjusted...
The real opportunity right now? Understanding product-level demand. Not all industrial is equal in 2026. If you’re evaluating an industrial deal in California and want a disciplined underwriting perspective, DM me “INDUSTRIAL.” #CaliforniaCRE #IndustrialInvesting #WarehouseSpace #CREStrategy #CommercialInvestor
The Albanese government has asked Treasury to examine limiting negative gearing deductions to a maximum of two investment properties. Data from the ATO shows fewer than 100,000 Australians currently own three or more negatively geared homes, but the figure has...
Camber Property Group sold a rent‑stabilized Brooklyn portfolio for $79.9 million, nearly matching its 2020 purchase price of $81.5 million. The eight pre‑war buildings comprise 387 units and benefit from a Section 610 rent‑subsidy amendment and a 40‑year Article XI tax abatement. The deal...
Big quarter for figure: - 50% marketplace → they've become a fintech platform, not a lender - 19% first lien → they've entered a market 32x larger than their original one (HELOCs are $400 billion Market. 1st lien mortgages are $13...
I spoke at a property management event today, and the general consensus is the rental market is somewhat like the resale market. Slightly lower rents, it’s taking longer to market properties, the good stuff goes quickly, and overpriced listings sit.
