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:
AUKUS Submarine Base Sparks Property Rush in Osborne Precinct
The AUKUS‑backed $30 billion submarine facility at Osborne is driving a property boom in Adelaide’s coastal precincts, especially Osborne and North Haven. Real‑estate agents report exponential inquiry growth and record‑high sales activity, with developers targeting the area’s generous 690 sqm lots for multi‑dwelling projects. Employment projections show up to 5,500 workers at full production by 2040, creating urgent housing demand. Simultaneously, Adelaide faces a critical shortage of development‑ready industrial land, tightening the timeline for supporting infrastructure.
Darwin House Prices Skyrocket as Crippling Supply Crisis Grips the Capital
Darwin is experiencing Australia’s most severe housing supply crunch, with total listings plunging 37.6% year‑on‑year, the steepest decline among capital cities. The scarcity has pushed the median dwelling price to almost $600,000, marking a 16.2% annual increase and a $89,800...
Vietnam Building 27 Mega Real Estate Projects Worth over $115B: Report
Vietnam is undertaking 27 mega‑real‑estate projects valued at over $115 billion, according to a S&I Ratings report. The developments, spanning more than 30,000 hectares, are concentrated in the north, central and southern regions, with Vingroup and Sun Group accounting for the...
UK Housing Demand Rebounds with London Leading the Charge
Buyer demand for UK homes rebounded in February, with new applicant registrations up 1.5% year‑on‑year, marking the strongest start since 2022. London led the surge, posting an 8% increase and a 35% rise versus February 2019, especially in Outer London where...
Flat Housing Inventory Persists Unless Rates Spike Dramatically
It's going to be a boring year for housing inventory, unless rates spike up big time However, now that we are in 2026 You can see the difference in the inventory channel When comparing sales crashing from 2005 to 2008, vs sales...
Strong Tenant-Landlord Relationships Linked to Longer Tenancies
The LRG Winter 2025/26 Lettings Report finds that 68% of tenants cite a strong relationship with their landlord or agent as the top factor for staying long‑term, outpacing rent, location and property quality. The report also notes that 24% of renters...
Self‑storage Rentals Surge 46% in Early March
The self storage rental market could finally be taking steps in the right direction. First 10 days of March last year: 206 rentals First 10 this year: 301 rentals
UK Housing Market Cools as RICS Price Gauge Falls to -12
The Royal Institution of Chartered Surveyors (RICS) reported its February house‑price balance slipping to -12, missing both the January reading of -10 and analysts’ forecast of -9. New buyer enquiries plunged to a net -26, the lowest level since December,...
Identiv Inc (INVE) Q4 2025 Earnings Call Transcript
InvenTrust Properties Corp. reported a 5.3% rise in same‑property NOI for 2025, delivering NAREIT FFO of $1.89 per share and core FFO of $1.83 per share. The REIT completed $460 million of Sunbelt‑focused acquisitions while maintaining sector‑low leverage, with net debt...
AWP: NAV Has Declined Due To Weak Earnings But Has Potential
The abrdn Global Premier Properties Fund (ticker AWP) has seen its net asset value erode as earnings failed to fully cover its 12.2% distribution, raising concerns about payout sustainability. While the fund offers high‑quality REIT exposure, the current NAV discount...
Canada’s Rental Bubble Moves East: Halifax Nears Toronto Prices
Statistics Canada data shows that while headline rents in Toronto and Vancouver cooled modestly in Q4 2025, the gap with traditionally affordable markets has narrowed dramatically. Halifax’s average asking rent for a two‑bedroom unit reached $2,260, about 84% of Toronto’s $2,670,...
Skilled Nursing Dealbook: NY Nursing Home Sells for $75M; Selectis Selling 2 Facilities to Journey for $15.7M
The skilled‑nursing market saw several high‑profile transactions this week. Excelsior Group acquired the 280‑bed Union Plaza Care Center in Flushing, New York for $75 million, while Selectis Health agreed to sell its two Georgia facilities—Glen Eagle and Eastman Healthcare—totaling 201 beds...
Second Liens Appear on 16% of U.S. Mortgages
Approximately 16% of active first‑lien mortgages in the United States also carry second liens, representing $522 billion in outstanding balances, according to Experian’s Mortgage Loan Performance data. The new loan‑level visibility into these secondary claims gives agency MBS investors clearer insight...
How to Get Equity Out of Your Home Without Refinancing | 2026
Homeowners can tap their property’s equity without refinancing by using a range of products such as home equity loans, HELOCs, home equity agreements, sale‑lease‑back deals, second‑mortgage combos, reverse mortgages, and secured personal loans. Each option draws 80‑85 % of appraised value...
Existing Home Sales Lag, Yet Show 4% Post‑Storm Gain
NAR's existing home sales came out for February and it doesn't yet reflect what we're seeing in the weekly pending sales that we track. NAR is trying to publish this data earlier to keep up, but it still has...
27-Story Center City Building Refinanced For $145M: The Philadelphia Deal Sheet
Southern Land Co. has refinanced its 27‑story Josephine apartment tower in Philadelphia’s Rittenhouse Square with a $145 million loan from Affinius Capital. The development, built at a total cost of $204.5 million—including a $24.5 million land purchase and $180 million construction—features 255 residential units...
Slow Home Sales Are Creating Accidental Landlords
Zillow data shows accidental landlords now represent 2.3% of listed rentals, the highest in its six‑year record aside from a 2.4% peak in November 2022. A surplus of sellers—about 44% more than buyers—combined with modestly lower mortgage rates is prompting...
These Housing Markets Face the Greatest Risk of Decline
Attom’s latest housing‑risk report finds Florida leading the nation with 16 counties among the 50 most vulnerable, overtaking California’s 11. The analysis flags rising foreclosures, stagnant wages, and historically high median home prices—now $365,185—as key stressors. Charlotte County, Florida, tops...
Mortgage Rates Near 2026 Highs as Bond Yields Climb
Bond yields are back near their highest levels of 2026. Mortgage rates are also close to their 2026-highs, with MND putting the 30-year fixed at 6.19% today, just 2 bps below its peak thus far this year. There's a decent chance mortgage...
Liquidity, Risk, and Real Estate’s Comeback with Dennis Mitchell, CEO & CIO at Starlight Capital
In this episode, hosts Aaron Cameron and Adam Pawlik sit down with Dennis Mitchell, CEO and CIO of Starlight Capital, to discuss the current state of commercial real estate, liquidity challenges, and the sector’s resurgence. Mitchell explains how real‑estate earnings...
Weinstein ‘Buying Pessimism’ With Discount Private Fund Bids
Boaz Weinstein is targeting the current turmoil in private credit by extending discounted bids to investors seeking to exit distressed funds. JPMorgan’s recent decision to curb lending to software‑focused credit firms, citing AI‑related risk, has amplified market stress and forced...
U.S. Home Sales Hit 2009 Low; Buyers on Historic Strike
Home sales just dropped to the lowest level since 2009. Down 35% from pandemic peak, and by 25% from pre-pandemic norms. This was the 2nd-worst February reading in the last 30 years. Traditional news outlets tried to claim there was...
Midtown Office Landlord Charles Cohen Gets Deadline to Repay $135M Debt or Face Forced Property Sales
Charles Cohen, a Midtown office landlord, was given a 45‑day deadline by a New York state Supreme Court judge to repay $135 million in outstanding debt or face forced sales of his properties. A Fortress Investment Group executive, David Moson, was...
2026 Housing Trends: County Data Shows T
The housing market so far in 2026? Let's talk about it. Today, I have fresh stats for twelve counties and some new price visuals to help interpret what is happening. I also talk about my favorite phrase, "all ships rise...
The Gaping Hole in the Housing Market
The existing‑home market is entrenched in a deep recession, contrary to recent optimistic forecasts. While lower mortgage rates have eased affordability pressures, they address only a fraction of the sales slowdown. Persistent inventory shortages and muted buyer confidence continue to...
401(k) Loan vs Personal Loan: Which Is Better for a House Down Payment?
Homebuyers often consider borrowing to cover a down payment, weighing 401(k) loans against personal loans. A 401(k) loan lets you tap retirement savings with no credit check, typically offering lower interest but a five‑year repayment limit that can erode future...
Supply Surge, Not Weak Demand, Drives Rent Cuts
Here's a crazy-yet-telling apartment stat: Among the top 15 markets CUTTING rents, they collectively had 2x more demand (absorption) than the top 15 markets INCREASING rents. Why? Because it's all about supply, not weak demand or affordability etc. Among the top 15 markets...
Big‑Box Spaces Pivot to Fitness, Pickleball, Entertainment
That empty big box store in your shopping center might not become another retailer. Fitness, pickleball, and entertainment concepts are taking over second-generation retail space as goods retailers shrink. Landlords are repurposing boxes instead of waiting years for another anchor. Still marketing retail...
Africa Needs 50 Million New Homes, but Building Is Bad for the Environment: How to Finance ‘Green’ Solutions
Africa must build 50 million homes by 2050, yet construction generates roughly 39% of global carbon emissions, with concrete alone accounting for 8%. Green housing—using energy‑efficient designs, recycled resources, and low‑water fixtures—offers a climate‑friendly alternative, but financing options are scarce across...
Opponents Haven't Urged Fannie/Freddie to Ease Credit Standards
Have any of the people who oppose investors owning “build to rent” housing called on Fannie/Freddie to liberalize their lending standards to lower FICO buyers?
500K ADU Raises Questions on Property Value Impact
Working on a property with a $500,000 accessory dwelling added two years ago. It’ll be interesting to see how much this adds to value. That’s a big price tag for an ADU.
Agentic AI 'Cyber Hunting Machines' Coming to Global Real Estate
World Property Markets announced development of three AI-driven platforms aimed at fixing deep structural inefficiencies in the $600 trillion global real estate market. The dual‑platform "Matching Engine" will combine World Property Search, a planetary‑scale listing and buyer‑intent engine, with Global Listings,...
Single-Family Rentals Decline, Challenging Neoliberal Housing Narrative
The problem with this view is that the number of single-family rental homes in the U.S. has been in decline for years, as research from Harvard, John Burns and Redfin have all shown.
Renting $1.2M Home for $4k Shows Overvaluation
It's even worse than this guy makes it seem. If someone rents out their "$1.2M" home for $4k/month, that's the all-in cost (property tax, insurance, maintenance, etc.) So, the mortgage would have to be even LESS than $4k/month, valuing the home even...
Single-Family Permits End 2025 on a Soft Note
Single-family housing permits slipped to 909,280 units in 2025, a 7.4% year‑over‑year decline, while multifamily permits rose to 516,886 units, up 5.6%. The downturn was most pronounced in the South and West, where single‑family activity fell 8.5% and 10.4% respectively,...
New County Data Shows Minor Variations Across Eleven Regions
Fresh stats. Some differences, but nothing too crazy. Eleven other counties on my blog today. What stands out to you? https://t.co/6HKzLYqDvO
Rising Taxes Trigger Housing Supply Surge, Fuel Doom Loop
if you keep increasing the taxy levy without real benefits, eventually new supply (some forced) comes into market and lowers price, which then increases the tax rate burden as a % of asset that makes it very unattractive this is the...
The Players Championship: How The PGA Tour Turned A $1 Swamp Into A $150 Million Real Estate Business
Former PGA Tour commissioner Deane Beman bought 415 acres of Florida swampland for $1 in 1979 and built TPC Sawgrass, a public course that also serves as the Tour’s headquarters. By hosting The Players Championship at the venue, the PGA...
Where It’s Cheaper to Buy a Home than Rent – or Almost the Same Price
Research from Cotality shows that in several Australian metros, especially Melbourne’s city core, buying a unit can be cheaper than renting, with savings of up to $322 per fortnight. In Sydney’s western suburbs, the mortgage premium over rent is as...
Mortgage Rates Climb to 6.19% in Biggest Gain Since September
U.S. 30‑year mortgage rates jumped 10 basis points to 6.19% in the week ending March 6, marking the steepest rise since September. The increase mirrors a sharp climb in the 10‑year Treasury yield, spurred by geopolitical tension after Iran’s conflict disrupted...
Both Private Assets and US Housing Face Dismal Returns
I'm trying to decide which asset class will have worse returns over the next 5 years: Private assets or U.S. residential real estate. Private assets are illiquid and investors are getting impatient, while home prices have outrun incomes and no one...
Bite-Sized Restaurants
Amelie’s French Bakery opened a 400‑square‑foot, no‑seating outlet in Plaza Midwood, a stark contrast to its typical 4,500‑square‑foot locations. The micro‑format targets pedestrian traffic and leverages delivery apps to meet demand for quick, convenient meals. COO Justy Martinez describes the...
Supermarket Income REIT Closes in on £1bn Value Target for Blue Owl JV
Supermarket Income REIT (SUPR) has more than doubled the value of its joint venture with Blue Owl Capital to £845 million, edging close to its £1 billion AUM target. The partnership, launched in April, added £398 million of acquisitions in the second half...
China's Trade Surplus Grows as Property Recovery Stalls
Frustrating. China won't use the "clean" balance sheet of the central government to support a real recovery from the prolonged property market slump. The net result: a rising trade surplus supports China's growth at the expense of its trading...
SUPR Trades Near NTA, Targets Dividend Growth, Acquisition Opportunities
#SUPR results OK. EPRA NTA per Share 87.5p (up) against Share price 82p; so discount relatively small now. Cost down from bringing operation in-house. Target minimum 2% Dividend Growth from FY2027. Appears to be lots of opportunities to acquire Supermarket...
Will Curtis: Bridging the Military-to-CRE Gap One Veteran at a Time
In this episode, veteran‑turned‑CRE professional Will Curtis shares how his Army experience and a pivotal financial‑specialist presentation sparked his transition into commercial real estate, leading him to specialize in office and industrial assets across Texas. He emphasizes the importance of...
Million Pound Homes Sell for Massive Loss, New Analysis Reveals
New analysis by the Daily Telegraph reveals that 18% of UK homes sold for over £1 million changed hands at a loss in 2024, with the figure climbing above 25% in the final quarter of the year. Adjusted for inflation, the...
Institutional Homebuying Ban: What It Actually Changes
What the institutional homebuying ban actually does, according to ResiClub’s reading of the bipartisan Senate housing bill Me + @MalasMeghan's latest ResiClub PRO report: https://t.co/GIci6e5eqY
Sydney Faces Heavy House Price Falls
Sydney’s housing market is poised for a steep correction, with SQM Research now projecting up to a 6% price decline by 2026, while Melbourne may see a 4% drop. Recent data show zero growth in Sydney and a 0.1% dip...
Existing Home Sales Rebound 1.7% In February, Beat Expectations
Existing home sales rose 1.7% in February, reaching a seasonally adjusted annual rate of 4.09 million units, surpassing the NAR forecast of 3.89 million. The rebound follows a 5.9% drop in January and coincides with mortgage rates slipping to 6.05%, the lowest...