Today's Real Estate Investing Pulse
Housing Prices Slip 2.4% as Buyers Return, Pending Sales Rise 4.3%
Median list prices dropped 2.4% year‑over‑year to $429,500, the steepest decline since 2017. Pending sales climbed 4.3% YoY, extending a six‑month growth streak. New listings rose sharply in the Northeast (+8.6%) and Midwest (+4.7%) while remaining flat in the South.
Also developing:
Nordstrom to Close Two Full-Line Stores in 2026, Sparking Retail-Space Concerns
Nordstrom announced it will close its full-line locations at Galleria Dallas Mall and Christiana Mall in spring 2026. The closures come as the retailer accelerates its off-price Rack expansion and follows a $6.25 billion ownership deal, raising questions for investors in commercial real estate.
Ackerman & Co. Launches Investment Sales Division, Adds Eight Senior Advisors
Ackerman & Co. announced the creation of a new Investment Sales Division, appointing commercial‑real‑estate veteran Charles Pledger as managing director and hiring eight senior professionals. The move broadens the boutique firm's capital‑markets platform across retail, medical‑office, office, industrial and self‑storage...
Fannie Mae Pilots Crypto‑backed Mortgages with Better Home, Coinbase
Fannie Mae has approved a pilot that lets homebuyers pledge Bitcoin or USDC as collateral for a down‑payment loan, partnering with digital lender Better Home and Finance and Coinbase. The two‑tier structure lets borrowers keep their crypto while borrowing against...
Beyond Book Closing: Investors Reposition Real Estate in March Rebalance
In March 2026, Indian high‑net‑worth and retail investors are treating the fiscal year‑end as a data‑driven rebalance opportunity rather than merely a tax‑saving sprint. Real‑estate allocations are moving toward premium, tokenised assets, with total sales value in the top seven...
$1.4 Million Newport Home Sale Highlights Ongoing Luxury Market Strength
A $1.4 million home in Newport changed hands this week, ranking among the top property transfers in Hamilton County and signaling continued strength in the luxury residential market. The sale adds to a string of high‑value transactions that investors are watching...
Bear Den Partners Unites Berkshire East and Catamount, Forming New Northeast Ski Resort Operator
Bear Den Partners has merged Berkshire East Mountain Resort and Catamount Mountain Resort, creating a four‑mountain alliance that includes Burke Mountain and Smugglers’ Notch. The deal, announced on Feb. 11, adds to Bear Den’s $11.5 million bankruptcy‑sale acquisition of Burke Mountain and...
Summit Hotel Properties: Undervalued With High Yield Make This A Buy
Summit Hotel Properties (INN) has been reaffirmed as a Buy, driven by a robust balance sheet, a 7.46% dividend yield and a deep valuation discount. The company holds $240 million in liquidity, no debt maturities until 2028, and 77% of its...
“Dubai Is Over”? Not for Ultra‑Luxury. And Definitely Not for the Queen of Palm Jumeirah
Dubai’s mass‑market real estate is showing signs of cooling, but the ultra‑luxury segment continues to thrive, according to top agent Elena Yurgeneva, who has closed over $20 billion in sales. Yurgeneva says properties priced above $5 million are insulated from mortgage‑rate concerns,...
Tampa Records First Net Outflow in 40 Years
Tampa, FL just hit its lowest migration level on record. A net 1,539 people left Tampa's metro area in 2025 - the first decline ever recorded going back four decades. Worse yet - birth rates are plummeting, and the area now...
Housing Market in Bubble: Avoid Buying Now
I had such a great conversation with @themarketsniper on a lot of topics. He says: don't buy a property right now. We're in one big bubble. Listen to his explanation here: https://t.co/beqsm622Dc
Westgate Resorts Raises $207 Million in Timeshare ABS
Westgate Resorts announced a $207 million asset‑backed securities (ABS) issuance to securitize cash flow from its timeshare mortgage loans. Structured as a 144A transaction, the Westgate Resorts 2026‑1 deal will issue four tranches—Class A, B, C and D—set to mature on October 20, 2039. The...
Australian Treasurer Delays CGT Discount Decision, Sparking Property Investor Shift
Treasurer Jim Chalmers confirmed tax reform will be part of the May 12 budget but said a cut to the capital gains tax (CGT) discount remains undecided. The uncertainty has already prompted property investors like Abdullah Nouh to adjust tactics,...
Florida Realtor Turns Airbnb Success Into $100K Coffee Franchise
Jordan Hooten, a 34‑year‑old Florida real‑estate agent, used earnings from four Airbnb properties to invest over six figures in a Southern Grounds coffee‑shop franchise that opened in St. Petersburg in August 2025. The move highlights a growing trend among agents...
Developer Incentives Drive Unwise Construction, Fueled by Investor Money
What ~everyone in this debate misses: Institutional developers, who build most new supply (at least in large metros), aren't using their own $$. They are using investor $$. And the terms of the deals give them large developer fees, which are generally...
Housing Shortage: Affordable, Desired Homes Missing in Prime Locations
I too have studied "housing square footage per capita" very deeply. Except rather than looking at it from the macro level, I approach it from the bottom of ... aka floorplans. And I looked at it from the multifamily lens,...
JLL Secures $74.5 Million in Refinancing for Grocery-Anchored Shopping Center in Central Virginia
JLL Capital Markets arranged a $74.5 million, three‑year refinancing loan for the 267,294‑square‑foot Shops at Stonefield shopping center in Charlottesville, Virginia. The center, anchored by Trader Joe’s and featuring tenants such as L.L. Bean, lululemon, Sephora and a 14‑screen Regal Cinema, is 98 percent...
Farmland Outlook Remains Solid Even as Farm Incomes Lag, Economist Says
Economist Ernie Goss of Creighton University says farmland values are strengthening even as farm incomes remain flat. The Rural Mainstreet Index showed the March farmland index rose above growth‑neutral for the first time in 2026, signaling renewed price momentum. Goss...
Mortgage Rates Inch Up to Another Long-Term High
U.S. mortgage rates edged higher on March 27, reaching a 30‑year fixed rate of 6.64%, the highest level in eight months. Lenders initially posted a top‑tier rate near 6.7% before trimming it mid‑day as bond market movements softened. The adjustment...
Capital Group Buying Downtown's Distressed Bank Of America Plaza
Capital Group announced it will purchase the 55‑story Bank of America Plaza in downtown Los Angeles for roughly $210 million, converting its long‑time tenancy into ownership. The building, previously appraised at $212.5 million, had seen its value plunge from $605 million a decade...
Mortgage Rates Likely Peaked, May Stay Under 7%
Are mortgage rates nearing a top? One could argue they've already baked in the ME conflict and $100 oil. Perhaps they go another ~0.25% higher, but manage to stay below 7%.
Freddie Mac's Former Chief Charts Path to GSE Capital Reform
Former Freddie Mac CEO Donald Layton argues that the government‑sponsored enterprises (GSEs) can achieve capital reform faster by lowering minimum capital standards and using the 2018 Enterprise Regulatory Capital Framework (ECRF) as a template. He cites the Trump administration's executive order...
What Is the 2026 Senior Housing Outlook?
Senior housing in 2026 is experiencing a rare convergence of strong demand, constrained supply, and renewed investor confidence. The U.S. 80‑plus population is projected to grow 36.6% over the next decade, while more than 10,000 Americans turn 65 each day,...
Community Banks Fund Deals With 1.25 DSCR
Let’s say you’re looking to buy a real estate deal and want to use a community bank for the financing These lenders will be looking to make sure you satisfy 5 main requirements in order to fund your deal: The 5 lender...
Pending Home Sales Remain Positive Year‑Over‑Year
Housing data is still postive year over year with our weekly pending sales data; if there were no war, it would have easily grown in 2026. In any case, more on this with the weekend tracker. 🫡
News Roundup for March 27, 2026
U.S. buyers are increasingly scouting Ontario cottage properties, yet transaction volumes stay in a holding pattern as price pressures persist. Environmental groups have mobilized against a proposed residential‑commercial development in northeast Pickering, citing habitat loss and water‑quality risks. Ontario’s already...
Lock‑in Effect Keeps Sub‑3% Mortgages Alive, ARMs Plummet
Update on the “Lock-in Effect” in the Housing Market: Below-3% & 4% Mortgages Fade Very Slowly. Share of ARMs originations fell further and is at historic lows: FHFA’s National Mortgage Database https://t.co/ZUvlUdW3RE https://t.co/bqPa12CUrs
San Rafael Shifts From 30-Year Housing Freeze to Rapid Build
San Rafael, a city that hasn't permitted 1,600 homes over the past 30 years combined, is on gearing up to build ~1,600 homes in the next two or three years alone. https://t.co/XNcGIGM2zZ
Redfin Shows Median Home Price at $389K as Inventory Rises and Sales Accelerate
Redfin’s weekly report for the four‑week period ending March 22 shows the median home price nudging up to $389,000 – a 2% year‑over‑year increase – while new listings rose 0.3% YoY to 99,287. Homes are also selling faster, with the median...
California Housing Boom Fuels Odd Mixed‑use Projects
He's joking, and this is an absurd example, but expect to see more weird mixed-use development as it gets easier to build housing in California and harder to build anything else. I'm aware of one self-storage project that added ~30...
Housing Guidance Expected to Tighten Earlier in 2026
Last year it took until early summer for the housing industry to throw in the towel and lower guidance across the board (namely housing starts). Thinking we pull the timing of that directional guidance revision forward a few months in...
Lenders Backed Big Manhattan Office Towers in February
Lenders poured over $2.5 billion into Manhattan’s top‑tier office assets in February, with Brookfield and Olayan each securing $800 million refinancings and Vornado obtaining a $525 million loan. The deals featured higher‑interest rates near 5.9 percent but were backed by strong occupancy and fresh...
US Office Vacancy Drops Slightly, Sunbelt Leads Recovery
A glimmer of hope for offices. US vacancy falls 2 % points Though 17.6% vacancy shows there's still a long way to go. #Tech-heavy metros like #Seattle #Austin #SanFran still struggle w/#Sunbelt leads way w/12.8% #realestate #CRE #pandemic #NYC #DC...
7% Mortgage Rates Trap Sellers in Negative Real Yield
Mortgage interest rates are hitting 7 percent and sellers are locked into COVID era mortgages that are in negative real interest rate territory. More charts and graphs featured on today's Chartbook Top Links in the comment below. https://t.co/jUHCvyVvDx
EQT Sells 7.3m Sq Ft US Logistics Portfolio to Ares Fund
Swedish private‑equity firm EQT has sold a 7.3 million‑square‑foot U.S. logistics portfolio to Ares Management’s real‑estate fund. The assets are located across major distribution hubs and key transport corridors, strengthening Ares’ presence in high‑growth supply‑chain locations. Financial terms were not disclosed,...
6.64% Rate Threshold Determines Mortgage Demand
6.64% has always been my line in sand for rates when they tick higher from here demand slows when they go lower toward 6% things improve. Hug a mortgage spread today https://t.co/DeRZntaHsC
Two Decades of Growing Seller‑Buyer Gap in Sacramento
The gap between sellers and buyers. Here's a wide view in Sacramento over the past 25 years. More on my blog this week. https://t.co/jfVvNTgTO5
TD Slashes 2026 Housing Forecast as Ontario, BC Face Sharper Pain
TD Economics has sharply revised its Canadian housing outlook, now projecting a 1.8% year‑over‑year decline in national home sales and a 0.3% drop in average prices for 2026, reversing its previous bullish forecasts. The downgrade is most severe in Ontario,...
Falling Home Prices Offer a Window as Mortgage Interest Rates Edge Higher
Home prices continued to slip in the spring, with the median list price falling 1.9% year‑over‑year—the 22nd straight week of flat or negative growth. Inventory rose 7.8% year‑to‑date, though the pace of new listings remains 3.4% below last year’s level....
NYC’s Top Deals: Pontiac Land Group Sells MoMA Tower Condo for $13M
Pontiac Land Group’s flagship condo at 53 West 53rd Street sold for $12.8 million, under its $15.3 million asking price, marking the day’s top residential transaction. The largest commercial deal recorded was a $126.4 million sale of four mixed‑use properties across Brooklyn, the Bronx and...
Garage Door Replacement Tops ROI List with 268% Return, Real Estate Pros Say
A coalition of real‑estate agents and the Good Housekeeping Home Improvement & Outdoor Lab released a ranking of the seven upgrades that generate the highest resale returns. The report spotlights garage‑door replacement as the top performer, recouping 268% of its...
Industrial Real Estate Boom: $112.5M Oakland Sale, OpenAI Richmond Lease, $35M Westchester Portfolio
WPT Capital Advisors paid $112.5 million for a 374,700‑sq‑ft Oakland warehouse, OpenAI signed a lease for up to 202,371 sq ft at Richmond’s Portside Commerce Center, and East Capital Partners acquired six small‑bay warehouses in Mamaroneck for $35.23 million. The trio of transactions highlights...
Ackerman Hires CRE Veteran Charles Pledger to Lead Investment Sales
Ackerman & Co. announced the hire of commercial‑real‑estate veteran Charles Pledger to head a newly created Investment Sales Division. The move deepens the firm’s capital markets franchise and adds a slate of seasoned brokers to serve investors in the Southeast.
L Catterton and Cedar Capital Launch Luxury Hotel JV, Acquiring Two Iconic Properties
L Catterton Real Estate and Cedar Capital Partners announced a strategic joint venture to build a luxury hospitality platform, immediately acquiring the 177‑key Garden Beach Hotel on the French Riviera and the 204‑key Penha Longa Resort near Lisbon. The partnership...
Coinbase, Better Home & Finance and Fannie Mae Launch First Crypto‑Backed Mortgages
Coinbase, mortgage platform Better Home & Finance and government‑sponsored Fannie Mae announced a pilot that lets homebuyers use Bitcoin or USDC as collateral for down‑payment loans. The product keeps crypto holdings intact, avoids taxable sales and marks the first integration...
Hong Kong Home Prices Jump to Near 2-Year Peak
Hong Kong’s second‑hand home price index rose 1.6% in February, reaching a 22‑month peak and extending an 11‑month streak of gains. The rally comes amid tightening supply, with private residential completions projected to fall 35% from the 2024 peak by...
RHB Downgrades S-Reits to ‘Neutral’ as Middle East Conflict Dims Hope for Rate Cuts
RHB downgraded its call on Singapore REITs to neutral from overweight, citing the Iran‑Israel conflict’s impact on global bond yields and delayed rate‑cut expectations. Analysts now see the U.S. Federal Reserve postponing its first cut until 2027, while European and...
BLOG: What Next for the Property Market as the Economy Falters?
The UK property market shows muted activity as the economy stalls, with transaction volumes thinning and prime London prices slipping 20‑25% while the £1‑3 million (≈$1.25‑$3.75 million) segment has softened about 10%. Despite the slowdown, there is no flood of distressed sales;...
Refinancing Your Mortgage? Here’s Why a Professional Home Appraisal Is Step One
Before refinancing, a professional home appraisal establishes the true market value of the property, which directly influences the loan‑to‑value (LTV) ratio. In a typical scenario—a $900,000 CAD home (≈ $657,000 USD) with a $500,000 CAD mortgage (≈ $365,000 USD)—the LTV sits around 56%, positioning...
London Luxury Property Market Shows ‘Renewed Confidence’ After Years of Slowdown
Carter Jonas’ Spring 2026 luxury market update shows London’s high‑end residential sector rebounding after a sharp 2025 slowdown. Transaction volumes fell about 65% year‑over‑year, with total investment dropping from £7.8 billion (≈$10 billion) to roughly £2.2 billion (≈$2.8 billion). The upcoming High‑Value Council Tax surcharge,...
Outpatient Growth Fuels Surge in Healthcare Real Estate
Strong medical office fundamentals are driving a real surge in healthcare real estate investment right now. With outpatient care continuing to expand quickly and favorable demographics still firmly in place, owners and investors alike are moving fast to reposition their...