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:
Mamdani Launches Program for Homeowners to Plan and Finance ADUs
Mayor Zohran Mamdani announced the Plus One ADU program to simplify creation of accessory dwelling units in New York City. The initiative provides an ADU guidebook, an online application portal, and a library of pre‑approved plans managed by the Department of Housing Preservation and Development and the Department of Buildings. Homeowners can receive up to $395,000 in financial and technical assistance to convert attics, basements or backyards into rental units. The program expands earlier pilot efforts and leverages state funding to address the city’s housing crisis.
Top Homebuilders Trust ResiClub for Data-Driven Decisions
Teams inside major homebuilders, lenders, and operators are using ResiClub research and analysis to inform real decisions—including firms like Meritage Homes, a giant homebuilder ranked No. 554 on the Fortune 1000. That’s exactly what we’re aiming for: clear, data-driven housing market...
Ken Griffin and Goldman Properties Land $118M for Wynwood Office
Ken Griffin and Goldman Properties secured a $118 million loan from J.P. Morgan Chase to finance 545 Wyn, a 10‑story office tower in Miami’s Wynwood district. The duo purchased the 499,370‑square‑foot asset for $180 million in January, just three months after acquiring it. The...
2 Residential REITs to Consider Despite Persistent Market Headwinds
The residential REIT sector is grappling with excess supply, uneven demand and rising operating costs, which are compressing rent growth and margins. Despite these near‑term headwinds, fundamentals such as limited for‑sale housing and strong household formation keep occupancy stable. Equity...
IMB Profits Drop Sharply Even as Volume Surges in Q4
Non‑bank mortgage lenders reported a sharp 44% decline in net production profit per loan in Q4 2025, falling to $674 from $1,201 a quarter earlier, even as origination volume rose to $643 million per company. The industry’s profit margin slipped to 17...
Get a Year of Mortgage‑Free Payments on New Home
You've heard of big mortgage rate buydowns... But what about NO mortgage payments for an entire year when you buy a new home?
Purchase Applications Stay Positive Weekly Year‑Over‑Year
Even with all the drama this year, purchase application data has been positive year over year every week. @housingwire @sarahteresa6 #mortgagerates #realestate #economics #chartdaddy
Architecture Billings Declined Slightly in February
The American Institute of Architects’ Architecture Billings Index (ABI) slipped to 49.4 in February 2026, remaining just below the 50‑point breakeven that separates growth from contraction. The score rose from 43.8 in January but still marks the 38th month of...
Aging Rental Stock Forces New Construction and Renovations
America's rental stock is aging. The median age of a rental unit is now 45 years old, the oldest on record, according to Harvard's Joint Center for Housing Studies. And that will likely have major implications on housing policy and trends...
Real Estate PE Delivers 2x Return Before Deal Begins
Why is real estate private equity so lucrative? Because you basically get a 2x return on your capital before the deal even starts Let’s take a sample deal: $10MM purchase price. The deal will be purchased with a $7.5MM loan and $2.5MM of...
Homebuyers and Builders Look Ready for a Truce
Entry‑level homebuilders and buyers appear to be reaching a tentative truce, highlighted by Lennar Corp.'s aggressive price cuts and incentive programs. Over the past four years Lennar lowered average selling prices by 22%, while construction costs fell 7% and its...
The ASC Sale-Leaseback Opportunity
Ambulatory Surgery Center owners are increasingly using sale‑leasebacks to turn trapped building equity into cash while keeping operational control. By selling the property to an investor and signing a 10‑15‑year triple‑net lease, physicians can boost EBITDA, improve valuation multiples, and...
Zero Rates Spark Price Spikes, Then Rent Collapse
File under: Wish someone had told me When interest rates go to zero, the main reason to sell real estate is bc pricing goes crazy. But a secondary reason to sell is that interest rates at zero will catalyze a development boom,...
ME Asset Management Launches Platform Targeting Assets Affected by Building Safety Challenges
ME Asset Management has launched a specialist investment platform that targets real‑estate assets burdened by building‑safety and remediation challenges. The platform pairs capital with in‑house remediation capabilities to acquire assets where technical complexity has caused pricing dislocation. Its first deal...
Room00 Plans €330 Million Investment to Scale Platform in 2026
Room00 announced a €330‑€420 million investment plan for 2026 to add 20 properties and more than 1,400 rooms across Spain, Italy, Portugal and the UK. Eighty percent of the capital will fund acquisitions of existing hostels and hotels, with the remaining...
Don’t Miss the ‘Goldilocks’ Window: The Best Week To Sell Your Home Is Almost Here
Realtor.com’s latest research pinpoints the week of April 12‑18 as the nation’s most advantageous period to list a home. The seven‑day "Goldilocks" window combines higher listing prices, stronger buyer demand, faster sales cycles and reduced competition. Sellers who...
European Data Centre CMBS: Regulatory Clarity Could Supercharge Italy's Data Centre Expansion
Regulatory reforms in Italy are set to clarify the legal framework for financing data‑centre projects, addressing long‑standing ambiguities in mortgage enforcement and securitisation structures. The country’s data‑centre market is projected to double its capacity within five years, driven by hyperscale...
Who Is Buying Homes Being Sold by Buy-to-Let Investors?
The UK private rented sector (PRS) fell 5.1% in value last year, marking a third consecutive year of decline and a £79 bn loss since 2022. While overall UK housing rose 3.8%, landlord exits are accelerating, prompting questions about who purchases...
Multifamily Giants Swallow Small NYC Landlords as Rent‑Stabilized Rules Tighten
On March 18, 2026, major multifamily owners such as Related Companies and AvalonBay announced a surge in purchases of rent‑stabilized apartments across New York City, as small family‑run landlords retreat under newly‑enforced rent‑stabilization reforms and mounting policy pressure.
Senate Passes 21st Century Road to Housing Act, Curbing Institutional Investor Power
On March 12, 2026, the U.S. Senate voted 89-10 to advance the 21st Century Road to Housing Act, a bipartisan bill aimed at expanding affordable housing. The legislation caps institutional investors at 350 single‑family homes and requires build‑to‑rent owners to...
Blackstone Rebalances CRE Portfolio Toward Data Centers, Logistics and Trophy Offices
In January 2026, Blackstone announced a strategic reallocation of its commercial real‑estate investment trust, selling legacy assets while ramping up purchases of data‑center facilities, logistics warehouses and trophy‑grade office properties across the United States. The move, reported by CNBC and...
Hundreds of Homes to Be Sold After Shadow Bank’s Collapse
Market Financial Solutions, a £2 bn shadow bridging lender, entered administration after allegations of double‑pledged assets, leaving an estimated £1.3 bn shortfall for creditors. Administrators FRP Advisory and Begbies Traynor have been tasked with selling more than 250 property companies linked to...
Most and Least Affordable Areas to Move up the Property Ladder Revealed
Rightmove’s March data shows the price gap between a typical first‑time‑buyer home and a mid‑market three‑to‑four‑bedroom property has hit a record 52%, widening to £118,902. Nationally the average first‑time price is £226,955, while a second‑step home costs £345,857, demanding a...
Short‑term Leases Can Replace Buying for Young Families
People buy homes for 2 reasons: 1) To invest in what is (hopefully) an appreciating asset 2) So that they don't have to move. And this is particularly true for families, or people looking to start them. It's why the...
Mortgage Rates Dip, Spread Hits 206 Bps
The average 30-year fixed mortgage rate today: 6.31% Same day last year: 6.78% 10-year Treasury yield today: 4.25% Spread today: 206 bps
Sub-4% Fixed Rate Mortgages Disappear From the Market
Sub‑4% fixed‑rate mortgages have vanished from the UK market as major banks withdrew the last remaining two‑ and five‑year products in early March. The pull‑back follows a wave of lender repricing driven by rising swap rates and heightened margin concerns....
San Francisco Lags Sacramento in Closed Home Sales
What do you notice about San Francisco compared to Sacramento? These are closed home sales so far this month. https://t.co/BK12H6rwip
Housing Bubbles Vary: Some Cities Plunge, Others Soar
The Most Splendid Housing Bubbles in America: Price Drops & Gains in 33 Big Expensive Cities, February 2026. Each city has its own housing market. In some, home prices have dropped a lot; in others, prices have hit new highs https://t.co/ILCCiyvcIJ https://t.co/AfImn5LKKw
Orlando Area Home Sales Uptick Three Percent Annually in February
Orlando home sales rebounded in February, with closed transactions climbing 15.5% month‑over‑month to 1,888 and a 2.8% year‑over‑year increase. Pending contracts rose 13.8%, signaling strong spring demand, while inventory edged higher by 2% to 11,975 homes but months‑of‑supply slipped to...
Refinance Demand Drops 19% as Rates Surge
#Mortgage refinance demand plunges 19% after interest rates shoot higher https://t.co/qypWBX8GTm @mortgagenewsmnd @MBAMortgage #realestate #realestateinvesting #housing
Homebuilder Outlook Improves: Inventory Stabilizes, Costs Decline
[@opinion] My housing friends may think I'm early, but I think the outlook for homebuilders has shifted from 🔴to 🟡 this year -- resale inventory is stabilizing, costs are coming down, and they've made a big enough dent on affordability...
Exclusive: Manulife Buys RED Sol Project In Coquitlam From Adera For $60M+
Manulife Financial completed a low‑$60‑$65 million acquisition of the RED Sol rental project in Coquitlam, British Columbia, from developer Adera Development. The deal was structured as a share sale, allowing Manulife to avoid roughly $1.8 million in property transfer tax. RED Sol consists of...
Purchase App Data Up 1% Weekly, 12% YoY
Purchase application data update: +1% week to week +12% year over year Every week this year has had positive year-over-year data. https://t.co/gfHZLTffev
Homebuilder Sales Stall as Rates, Oil Concerns Loom
Through mid-March, homebuilder sales and pricing trends have underwhelmed. Not a great start to the spring selling season, with homebuilders we survey noting Iran/oil/rising interest rates becoming part of the consumer psyche for staying on the sidelines.
February Pending Home Sales Edge Up 1.8% Amid Shifting Market
Pending home sales in February rose 1.8% month‑over‑month but slipped 0.8% year‑over‑year, reflecting a modest rebound after a brief dip in mortgage rates. Active inventory jumped 7.9% YoY, giving buyers more leverage in many regions. The South and West posted...
China Housing Prices Could Fall Another 10% by 2027
China's housing market has been undergoing a nasty correction since '22 Goldman Sachs: "If China follows the typical timeline of housing busts around the world, there might be another 10% drop in home prices ahead, and real prices may not...
Pending Home Sales Beat Forecast, Yet Rates Rise Amid Conflict
Pending home sales recorded an unexpected beat in February, rising 1.8% month-over-month versus a forecast of -1%. However, sales were down 0.8% year-over-year and the outlook isn't great given mortgage rates hit those 3.5-year lows in February. They are now markedly higher...
Despite Pressures, Healthcare Construction Spending to Increase
Construction spending for hospitals and clinics is set to hit $30.7 billion in 2026, an 11.6% jump from 2025 and the highest level since the 2024 record. ConstructConnect projects a 7% compounded annual growth rate, reaching $38.8 billion by 2030, driven by...
Housing Market Varies: Condos, Entry‑Level, Prime Homes Differ
How is the housing market? It really depends on what we are talking about. Condos? Entry-level price points? Homes that check all the boxes? Properties on busy streets? What parts of the market are cold, warm, or hot? I’d love...
2026 Home Sales May Edge Up, Not Boom
Will Home Sales Improve In 2026? Almost Certainly Yes: Because They Just Couldn't Get Any Worse When some Regions hit 30 year lows in Home Sales it's just reasonable to believe the case for a SMALL increase is real But nobody should...
Survey Shows More Young Canadians Choose Renos over Moves as Condo Values Slip
A Toronto Regional Real Estate Board report shows GTA condo sales fell 15% year‑over‑year in Q4 2025, with listings down 8.1% and average prices slipping 5.1% to $652,945. With a surplus of new units and falling rents, many owners—especially 18‑34‑year‑olds—are choosing...
NV Office-to-Residential Surge Challenges Portfolio Strategies
The TSA HQ in Arlington is becoming 637 apartments. Down the road, 675 units just opened in a converted Falls Church office park. Northern Virginia’s office-to-residential wave is moving fast. Is your portfolio positioned for it or exposed by it? #commercialrealestate...
Short‑term Rent Isn’t Market Rent—It's Hotel‑style Pricing
Lenders sometimes ask appraisers for short-term rent during the loan process, but that's totally different than market rent. Short-term rent is going to be much higher as it's basically hotel rent based on the daily rent instead of a tenant...
How the Federal Reserve Affects Home Equity Loan and HELOC Rates
The Federal Reserve does not set home‑equity loan rates directly, but its policy shapes borrowing costs. HELOCs, which are variable‑rate products tied to the prime rate, adjust within 24‑48 hours after a Fed move, while fixed‑rate home‑equity loans react more...
Public Matches Extra Space After NSA Acquisition, Consolidation Accelerates
So the National Storage Affiliates acquisition puts Public on par with Extra Space as far as total square footage managed. Industry consolidation continues apace. https://t.co/Ce69lYGYsk https://t.co/Rqz8xdySVZ
Farmers Reject Million‑Dollar AI Data‑Center Land Offers
US farmers are rejecting $33 to $80 million offers for their land from data center companies. The tension between AI and land is real.
Pending Home Sales Rise, Yet Mortgage Rates Surge Past 6.3%
Pending Home Sales Ticked Up from Record Low. But Now Mortgage Rates Spiked Back over 6.3%. Home sales in February, as feeble as they were, benefitted from the lowest mortgage rates in years. Those rates are now gone https://t.co/2mll3eAbGK https://t.co/lVfYXLQXRz
Housing Market Temperature Varies by Property Type
The housing market is like a hot pocket taken out of the microwave too early. Some spots are warm, and others are cold or hot. Not every part has the same temperature. The trend could be different if we’re talking...
Apartment Concessions Reach Decade‑high, Signaling Market Shift
#Apartment concessions hit highest level in over a decade https://t.co/VtxRVMQc37 @RealPage @ApartmentList @Yardi @jayparsons #rent #realestate #realestateinvesting
Austin's Housing Surplus Turns Market Into Buyer’s Paradise
"With supply far outweighing demand, Austin has turned into a firm buyer’s market - giving house hunters more options, more negotiating power and more time to shop around." 😲 https://t.co/d4pZOxWqcs