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:
Reason for Optimism: Why One Agent Expects a ‘Healthy’ Spring Despite Market Volatility
Despite record‑high contract cancellations and a 630,000‑seller surplus, Coldwell Banker agent Maria Kourepenos remains optimistic, forecasting a steady, healthy spring season. She cites persistent buyer interest, though consumers are more deliberate amid rate volatility and geopolitical uncertainty. Limited inventory in major cities is prompting buyers to consider renovations and a rent‑first approach, especially in New York, to secure footholds before committing to purchase.
Canadian Homes Have Been Losing Money for a Decade
Canadian real estate is getting DEMOLISHED 🇨🇦 If you bought a principal residence in the last 10 years you lost money. Even if you bought all-cash you’re negative with inflation, property tax, insurance, and maintenance. And if you had interest payments, you’re even...
Here's How Developers Are Trying To Reduce The Cost Of Conversions
Developers in Washington, D.C. are buying under‑priced office buildings and converting them into residential apartments to sidestep the scarcity of new multifamily projects. By reusing existing infrastructure such as underground parking and designing larger, fewer units, they trim capital expenditures...
Ares Buying 36 Industrial Properties From EQT For $650M
Ares Management is purchasing 36 industrial warehouses from EQT Real Estate for more than $650 million, marking its second major acquisition from the seller in four months. The transaction includes 7.3 million square feet of space, financed with a $500 million two‑year floating‑rate...
Sacramento Listings See Rising Cancellations, Condos Hit Hardest
Some listings don’t make it to the finish line, and cancellations are slightly higher this year so far in the Sacramento region. Why are some listings canceling? And why are condos struggling more?
LondonMetric, Schroders REIT Consider All-Share Bid for Picton
LondonMetric Property and Schroders Real Estate Investment Trust are reportedly weighing an all‑share bid to acquire Picton Property Services. The proposal would involve exchanging shares rather than cash, preserving liquidity for Picton’s shareholders. Picton has not received a definitive offer...
Rising Mortgage Rates Threaten Struggling Canadian Housing Market
If Mortgage Rates Keep Rising What Happens To The Canadian Housing Market? We have seen some Fixed Mortgage Rates rise nearly 20% since the Middle East War began: depends on which Bank & length of term Important: the War could end Friday...
Beginner’s Blueprint: Analyze Rents, Expenses, and Market Before Buying
Let’s say you’re a beginner looking at a new market for the 1st time Figuring out where to start can be daunting Here’re the steps you should take so you can start buying deals 1. Source market rents 2. Understand expense load 3. Get to...
Oklahoma Has Over 200,000 Vacant Homes. None Are Affordable to Low-Income Families.
Oklahoma’s Housing Finance Agency reports more than 220,000 vacant homes, with roughly 39,000 listed for rent. However, virtually none meet affordability criteria for low‑income families, leaving a gap of over 80,000 rental units for the poorest households. The shortage stems...
U.S. Housing Market Flips: Record Seller Surplus
🚨 The U.S. housing market just flipped. There are now 630K more sellers than buyers, which is the largest gap on record.
14% of Home-Sale Agreements Fell Through Last Month–A Record for February
Redfin’s February 2026 analysis shows 42,000 U.S. home‑sale contracts—13.7% of pending deals—fell through, the highest February share on record since 2017. Cancellations spiked in buyer‑friendly metros such as Tampa (18.1%) and San Antonio (17.9%), while seller‑tight markets like San Francisco...
U.S. Home Prices Barely Budged in February
U.S. home prices in February barely moved, rising just 0.1% month‑over‑month—the slowest pace in seven months—while year‑over‑year growth stood at 1.9%. The Redfin Home Price Index shows price gains in only a handful of metros, with 16 of the nation’s...
Low-Deposit Mortgage Deals Hit as Rates Continue to Soar
Mortgage rates in the UK are climbing sharply, with two‑year fixed mortgages now averaging 5.51% and five‑year fixes 5.52%, the highest levels since early 2023. Low‑deposit products favored by first‑time buyers have been rapidly withdrawn – more than 200 deals...
Home‑Flipping Profits Hit Lowest Since 2008, Only a Handful of Metros Remain Lucrative
ATTOM data shows the average profit on a flipped home fell to $65,981 in 2025, a 25.5% return on investment – the weakest level since 2008. Nationwide flips dropped 4% to 297,045, while a minority of metros such as Binghamton...
French Commercial Real Estate Posts 3.3% Total Return in 2025
French commercial real estate delivered a 3.3% total return in 2025, while investment volumes surged 27% year‑over‑year, according to MSCI data. The strong year‑end performance attracted both domestic and foreign capital, underscoring confidence in the market’s yield stability. This growth...
Lument Finance Trust Posts $7.5 M Net Loss for 2025, Stresses Real‑Estate Debt Outlook
Lument Finance Trust (NYSE:LFT) announced a GAAP net loss of $7.5 million for the full year 2025, or $0.14 per share, after a $8.9 million loss in Q4. The REIT highlighted $7.6 million in distributable earnings for the year and reiterated its commitment...
Raleigh Vs. DC: How High-End Living in the Research Triangle Compares to the Nation’s Capital
Washington, DC’s luxury market remains the nation’s most expensive, with the entry‑level threshold at $1.45 million and prices in the top 1% falling 18% year‑over‑year. Raleigh’s high‑end segment is cheaper at $1.05 million but is expanding rapidly, posting 6% annual growth for the...
Trump's Brand Expands Across GCC Amid Iran Tensions
With the Iran conflict now in its 4th week, an important angle worth noting: President Trump’s family business (Trump Organization) has substantial licensing deals across the GCC - Trump Towers, hotels & golf resorts in Saudi Arabia, UAE, Qatar & Oman,...
War‑Driven Dollar Spike Likely Boosts Gurgaon Real Estate
War, Dollar @ 93–94, Gulf Risk — Will NRI Money Rotate to India and Push Gurgaon Real Estate? This is not fear talk. This is capital-flow math. Right now rupee has touched ~93–94 per USD during the Middle-East war volatility, near record lows....
Housing Sales to Remain Soft Unless Developers Shift Focus From Luxury to Mid-Income Segment: Nuvama
India's housing sales are projected to stay weak unless developers pivot from luxury projects to mid‑income and premium offerings, Nuvama reports. While sales value grew 18% YoY in February 2026, volume growth lagged at 11% and inventory stretched to 20...
Property Market ‘Considerably Less Rattled’ than Expected, Says LRG
LRG's Spring 2026 Sales Report finds 52% of active property buyers in England and Wales are purchasing with cash, indicating the market is less sensitive to mortgage‑rate fluctuations. The Bank of England kept its policy rate at 3.75% as Middle‑East tensions...
Farmland Value Growth Holds Steady at 9.3%, but Regional Cracks and Tighter Margins Signal Caution Ahead
In this episode, J.P. Gervais, Executive Vice President of the Ag Lending Portfolio at Farm Credit Canada, breaks down the 2025 Farm Credit Canada farmland value report, which shows a national average increase of 9.3%—the same as 2024—but reveals stark...
Two $60M‑plus CMBS Loans Move to Special Servicing, Highlight Residential Credit Strain
A $61 million CMBS loan on Lurin Capital’s Estates at Palm Bay townhouse community and a $62.5 million loan on Houston’s Waterford Grove Apartments have both been transferred to special servicing. The moves reflect mounting distress in residential‑linked CMBS amid bankruptcy filings...
Walker & Dunlop Funds $75 Million Quest Acquisition of Baltimore‑Area Worthington Apartments
Walker & Dunlop has closed a $75 million acquisition loan for Quest Management Group’s purchase of the 612‑unit Worthington Apartments in the Baltimore suburbs. The financing, described as long‑term agency debt, highlights continued investor appetite for cash‑flowing assets in secondary‑tier multifamily...
Walker & Dunlop Secures $350 Million Debt Facility for Centerbridge‑Reframe Self‑Storage Platform
Walker & Dunlop arranged a $350 million aggregation debt facility with JPMorgan Chase to fund a new self‑storage REIT backed by Centerbridge Partners and Reframe Holdings. The financing will support the joint venture’s plan to acquire over $500 million of Class A and...
SL Green Nears $1.7 B Refinancing of Fully‑Leased One Madison Tower
SL Green is on the cusp of securing a $1.7 billion commercial mortgage‑backed securities loan to refinance its fully‑leased One Madison office tower. The deal will retire $1.2 billion of construction debt, fund $136 million in reserves, and allow owners to cash out...
JP Morgan and Vici Capital Extend $4.3 Billion Loan to Finish One Beverly Hills Luxury Tower
JP Morgan Chase and Vici Properties have jointly pledged a $4.3 billion construction loan to the One Beverly Hills project, a joint venture led by Cain and Eldridge Industries. The financing, the largest single loan announced for a luxury residential tower this...
Office Construction Hits 2011 Lows; B‑space Demand Uncertain
We’re currently seeing the lowest level of office construction since 2011. ▫️A+ is full ▫️A is almost full What happens to B space is the question? Some B+ will be competitive in good locations and with renovations. Tear Downs and Conversions are up. In...
Housing Likely to Underperform Private Equity in Five Years
Predicting forward returns is notoriously difficult but setting expectations can be helpful Which asset class will have worse returns over the next 5 years: Housing or private equity? https://t.co/AbfW2cXe9G https://t.co/ig9j4zorjK
CapitaLand Ascendas REIT Spends S$1.4 Billion to Rejuvenate Portfolio- #BeltAndRoad #Economy #Infrastructure
CapitaLand Ascendas REIT announced a S$1.4 billion (approximately US$1.1 billion) investment to acquire two Singapore properties and a hyperscale data‑centre in Japan. The deal brings the total outlay to S$1.41 billion, marking the REIT’s first direct entry into the Japanese market. The acquisitions...
Florida Housing: Extreme Booms, Sharper Downturns
When it comes to housing, Florida doesn't do "average" It overheats more during booms—and corrects more during downturns Florida is the epicenter of the boom-bust phenomenon https://t.co/q5q3SyDu44
Florida Housing Downturn Softens After Post‑pandemic Boom
The intensity of Florida's post-pandemic housing boom correction is easing Softness—and even outright weakness—remains across parts of Florida’s housing market. However, the intensity of the downturn in Florida has eased over the past 6 months
Tokyo Used Condo Prices Drop for First Time in 37 Months
Used condominium prices in central Tokyo fell 0.2% in February, marking the first monthly decline in 37 months. The dip follows a similar slowdown in bay‑side neighborhoods, where average contract prices fell for the first time in five months. Analysts...
Rising Oil, Falling Stocks Pressure New‑home Sales
Recent drop in U.S. new home sales and abundant inventory could weigh on new construction ahead. Elevated oil and falling stock prices are likely to weigh on home sales. https://t.co/XpvBbc9mwe
Florida's Housing Boom Peaks, Then Corrects Dramatically
What's happening across Florida housing markets, as told by 10 charts Florida experienced one of the most intense Pandemic Housing Booms—and subsequent corrections. Here’s where things stand now. My latest ResiClub PRO report https://t.co/Nesqr0w1OL
Avatar Lends on Vacant Industrial Campus in Hawthorne’s “Space Corridor”
Avatar Financial Group LLC has extended a $16.1 million bridge loan to acquire and revitalize The Yukon, a 52,074‑square‑foot industrial campus in Hawthorne’s “Space Corridor.” The two‑year loan, structured at a 62 % loan‑to‑value ratio, financed the sponsor’s bankruptcy‑sale purchase and funded...
Gowanus Refi Scores a First with Freddie Mac’s New Lease Up Program
JLL Capital Markets arranged a $136 million senior loan for 655 Union, a newly delivered 193‑unit trophy multifamily building in Brooklyn’s Gowanus neighborhood. The financing, provided by Freddie Mac and CenterSquare Investment Management, refinances an existing construction loan and marks the first...
Simon Lines Up $465M Refi For Pentagon City Mall, Office And Hotel
Simon Property Group and Institutional Mall Investors are set to close a $465 million refinancing loan for the Fashion Centre at Pentagon City, its adjacent Metro Tower office building, and the Ritz‑Carlton hotel. The five‑year, interest‑only loan, originated by Goldman Sachs,...
Corporate Housing Investment Ends as Cap Rates Match Bonds
The era of corporate investment in the U.S. Housing Market is ending - potentially forever. And not just because of the investor bans. But because of the relationship of interest rates to Cap Rates, otherwise known as investor returns. From 2008-2022,...
Tishman Speyer’s Jacx Loan Sent to Special Servicing
Tishman Speyer’s $425 million CMBS loan for The Jacx in Long Island City has been moved to special servicing as the September maturity looms. The loan, originated in 2021 to refinance the 1.2‑million‑square‑foot office‑retail complex, faces refinancing challenges due to high...
Housing Demand Now Driven by Prices, Not Rates
Mortgage rates have spiked in the last 3 weeks. But it won't matter for the housing market. Mortgage rates stopped being the driver of demand 3-4 years ago. Whether mortgage rates are 6.5%, or 6.0%, makes no categorical difference on demand right now. The...
Housing Market Unchanged Despite War, Higher Rates
No noticeable impact from the war/higher mortgage rates in the weekly housing data yet: https://t.co/f4wx5tgXQn
CrossCountry, UWM Vie for Two Harbors in Bidding War
Two Harbors said CrossCountry’s unsolicited $10.70‑per‑share cash offer is superior, but a higher $10.75 cash bid from an unnamed party is also on the table. The REIT would receive a $25.4 million fee if the pending $1.3 billion all‑stock merger with United...
Midwest Real Estate Booms as Climate Haven Emerges
Is the Great Lakes region the ultimate Climate Haven? 🌎🌊🔥 With over $15T in real estate at risk from floods & fires, I explore why the Midwest is seeing a pricing boom. Low risk, low cost, high quality of...
Zoning Flexibility Key for Commercial‑to‑residential Conversions
A necessary, if not sufficient, condition for commercial to residential conversions is to provide maximum zoning flexibility, e.g. the exemptions on parking mandates provided for by AB 2097. I provide comment: https://t.co/O3dF26SHCm
New Luxury Store Openings Rise in Europe, Cushman Data Shows
Luxury brands opened more European stores last year, with a 13% rise on premier retail streets despite a broader sector slowdown. Cushman & Wakefield recorded 96 new outlets in 2025, down from 107 in 2023, and noted that LVMH was the...
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Renters relocating from California prefer Texas and Nevada. Renters relocating from New York prefer Florida and New Jersey. Interesting data from Apartment List. https://t.co/qJvXYBSwxJ
Rates to Exceed 7% with Worsening Spreads
2023-2025 rates would already be over 7% with the worse levels of spreads each year. https://t.co/2c2qtO9Hlx
Former Olympian Homes CEO Simpson Joins £500m Living Platform
Former Olympian Homes CEO Richard Simpson has been appointed managing director of investment for a new UK living platform founded by Student Roost creator Tim Butler. The platform, backed by Australia’s largest pension fund AustralianSuper, has secured a £500 million (≈ $625 million)...
EJS’ 200 E 75th St Tops Manhattan’s Lux Market
Manhattan’s luxury condo market cooled after a year‑high, with 20 contracts signed for homes priced $4 million or more between March 16‑22. Ted Segal’s 200 East 75th Street led the week, logging the two most expensive deals: penthouse PH4 at $19.7 million and PH2 at $17.5 million....