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:
Could the Current Cold Snap Pummel the Eastern Housing Market?
A severe Arctic blast swept the Eastern United States in February, halting in‑person real‑estate transactions and delaying listings, contracts, and closings across major metros. Mortgage applications fell 8.9% that week, with purchase requests down 14%, despite a modest dip in 30‑year rates. Construction sites faced lost days and higher overtime costs, pushing new‑home delivery timelines back. While most activity is expected to rebound once conditions improve, the episode highlights growing climate‑related risks for borrowers, insurers, and lenders.
Commentary: Case-Shiller Home Price Index Price Growth Slowing Through December
The S&P CoreLogic Case‑Shiller National Home Price Index rose 1.3% year‑over‑year in December, a slight dip from 1.4% in November, indicating a slowdown in price growth. Existing‑home sales fell to a 1995 low while national inventory more than doubled since...
Start Small, Leverage Vacancy Data for First Deal
Your first deal doesn’t need to be big My first deal was tiny. A 3-unit multifamily deal. Bought it for just $200k At the time I was working in real estate private equity and was spending my nights and weekends looking for...
Ashford Trust to Sell New Mexico and Florida Hotels for $153.5M
Ashford Hospitality Trust entered definitive agreements to sell two hotels—La Posada de Santa Fe in New Mexico for $57.5 million and Hilton St. Petersburg Bayfront in Florida for $96 million—totaling $153.5 million. The transactions, slated to close in March, are part of a broader...
KODE Labs Unveils EnerG: Revolutionizing Utility Management for Smarter, Sustainable Real Estate Portfolios
KODE Labs has launched EnerG, an AI‑enabled platform that consolidates utility, sustainability, and performance data for enterprise real‑estate portfolios. The solution replaces fragmented spreadsheets, PDFs and portal pulls with automated ingestion, validation and anomaly detection. Built as an extension of...
Weekend Tracker Shows Positive Housing Market Amid Crazy Headlines
There are a lot of crazy headlines, and the weekend tracker was positive. We discuss it all today. @housingwire @sarahteresa6 #realestate #housing #mortgagerates #economics
Asia-Pacific Commercial Real Estate Extends Rebound in 2026
Asia‑Pacific commercial real estate is set for a 5‑10% investment boost in 2026, extending the rebound that began in 2025. Full‑year transaction activity hit $157 billion, up 22% from 2024, as net buying intentions climb to 17%. Office properties have reclaimed...
Leased DC Office Still Commands Premium Prices
$163M for 2001 M St. NW in downtown DC. Nearly fully leased. Major law firms on long term leases. Retail that supports daily traffic. $573 per square foot in a market many wrote off. Office is not dead. Weak office is struggling....
Does Supply Explain DC’s Low Rent Growth?
Washington D.C. rents have risen 27% since January 2019, trailing the national 39% gain. The conventional view blames excess multifamily supply, yet rent performance mirrors the city’s job market more closely than building permits or completions. During the pandemic D.C....
The Role of Real Estate in F&B Franchise Profitability
Real estate decisions shape profitability in food‑and‑beverage franchising long before menu or branding take effect. Site location, format and lease terms dictate traffic flow, operating costs and scalability. End‑cap, in‑line and freestanding spaces each present distinct trade‑offs between visibility, rent...
The ‘Affordability Trap’: Why Moving to a Cheaper City Is Costing Renters More
Early 2026 saw a 1.5% year‑over‑year decline in U.S. median rent, falling to $1,672, yet several traditionally affordable metros are experiencing the opposite. In Richmond, VA, vacancy plunged from 8.2% to 5.2% while median asking rent rose 1.9% to $1,509,...
AtNorth Announces Plans for 300MW Data Center Campus
Nordic data‑center operator atNorth announced a 300 MW campus in Sollefteå, Sweden, to be built on a 50‑hectare plot at Hamre Industrial Park and targeted for H1 2028. The facility will feature direct liquid cooling and support rack densities up to 1 MW,...
Democrats Counter Trump's Proposal to Limit Institutional Housing Investors
Democratic senators led by Elizabeth Warren introduced a bill that strips tax deductions and mortgage‑interest benefits from corporations owning more than 50 single‑family rental homes, while the Trump administration issued a memo banning institutional investors with over 100 such homes...
Phuket Emerges as Real Estate Hot Spot in Thailand
Phuket is rapidly emerging as Thailand’s next real‑estate hub as developers pivot from a saturated Bangkok market. Sansiri announced a 24 billion‑baht sales target, planning about 20 new projects—including 13 luxury villas and a Bang Tao condominium—by 2028. Rival firms such as...
Spatial Patterns of Access-Density Mismatch Reveal Infrastructure Gaps and Strategic Opportunities for New Housing
Researchers Jantabadi, Ermagun, and Levinson analyze access‑density mismatch across the fifty most populous U.S. metropolitan areas. They find a statistically significant positive correlation between local residential density and both automobile and transit access, with automobile access exerting a stronger effect....
Western Sydney ‘Shack’ Listed for over $1m Ignites Debate
An aging fibro three‑bedroom house on Chapman Avenue in Penrith has been listed for $1.045 million, just below the suburb’s $1.075 million median. The property, bought for about $110,000 in 1999, would represent an 850 percent price jump if sold at the guide...
Credit Card Debt Hits a Record $1.28 Trillion—Why This Is a Problem for First-Time Homebuyers
The Federal Reserve’s latest household‑debt report shows U.S. credit‑card balances surged to a record $1.28 trillion in Q4 2025, up $44 billion from the prior quarter. This rise tightens the financial picture for first‑time homebuyers, who already face limited savings and tighter credit...
Pending Home Sales Reach All-Time Low
The most worrying stat of the month: Pending Home Sales falls to lowest level lowest level ever recorded.
NYC Real Estate Stumped by Roosevelt Hotel
#NYC #realestate scratches its head over future of #RooseveltHotel as owner #Pakistan embraces redev under a #JV, an idea that's only been kicking around for 5 years. #DC baffled. #hotel #GrandCentral #CRE #Trump #GSA https://t.co/quNa74iZS1
Perth’s Coastal North Is Booming — and Prices Are Still Less than Inner Suburbs
Perth’s north‑west corridor, from Scarborough to Yanchep, is experiencing a property boom driven by beach lifestyle, new transport links and master‑planned estates. Over 94,000 residents have moved into the area since 2014, and the median house price reached $975,000 in...
Austin Rents Poised to Rebound Despite Current Oversupply
Still feels a bit too early to declare a rent rebound in Austin, but it'll happen eventually. The demand drivers are still stronger than other headlines have suggested, and massive supply remains the big headwind... until it isn't anymore. https://t.co/gMblq6btg0
Two Incomes Needed to Buy a House as Prices Surge
It takes two incomes to buy a house in modern America, with last year having another sharp increase. Chartbook Top Links of the day is here: https://t.co/Up3SU7RW5f
Westfield Operator Scentre Group Grows Income for Fifth Consecutive Year
Scentre Group, operator of 42 Westfield malls in Australia and New Zealand, reported its fifth year of consecutive growth in 2025. Customer visits rose 2.7% to 540 million, occupancy reached 99.8%, and business partner sales hit $30 billion. Funds from operations increased 4.9%...
IBuyer Hype Faded: Reality Beats the Takeover Myth
Throwback to when the iBuyer model was going to take over the real estate market.
Japanese Builders Double Down on U.S. Housing Market
Japan’s big bet on the U.S. housing market got even bigger today Japanese builders are rapidly acquiring U.S. homebuilders—now Daiwa House is buying United Homes That's just 10 days after Japan-based Sumitomo Forestry said it's buying Tri Point Homes https://t.co/UnPOshRdS1
Home Loan Dealbreaker: Credit Score Red Flags Lenders Won’t Ignore
A strong credit score remains the linchpin for securing a home loan, especially as interest rates climb and property price growth slows. Lenders assess borrowers through the five C's—character, capacity, capital, collateral and conditions—using the credit report as a proxy...
Letting Agents and Landlords Seek Insurance Ahead of Renters’ Rights Act
Goodlord's analysis shows a 41% surge in rental‑insurance demand between September and December 2025 after the Renters’ Rights Bill received Royal Assent. A survey of 234 letting agents and landlords found 76% are now more likely to purchase protection insurance...
Crackdown on Rogue Landlords as Licensing Expanded
Newcastle City Council has extended its selective licensing scheme in Byker Old Town and the Greater High Cross area until September 2031, requiring private landlords to pay a £1,000 licence and meet strict property‑condition and tenant‑management standards. The programme, now in...
Gladstone Land Corp (LAND) Q4 2025 Earnings Call Transcript
Gladstone Investment Corp reported a NAV increase to $14.95 per share, driven by $1.77 per share of unrealized appreciation and $0.09 per share of realized gains. Adjusted net investment income fell to $0.21 per share, while total assets rose to...
Sila Realty Trust Inc (SILA) Q4 2025 Earnings Call Transcript
Sila Realty Trust reported a solid Q2 2025 performance, highlighted by an EBITDARM coverage ratio of 5.31x and a 99.2% lease occupancy after removing the Stoughton asset. Cash NOI rose 1.7% to $41.9 million, while AFFO per diluted share slipped to...
Postal Realty Trust Inc (PSTL) Q4 2025 Earnings Call Transcript
Postal Realty Trust reported Q2 2025 results that lifted full‑year AFFI guidance to $1.24‑$1.26 per share and raised same‑store cash NOI guidance to a 79% range. The REIT added 127 properties for over $60 million at a 7.8% weighted‑average cap rate...
Realty Income Corp (O) Q4 2025 Earnings Call Transcript
Realty Income reported a 4.8% increase in AFFO per share for 2024, delivering a 10.2% total operational return supported by a 5.4% dividend yield. The REIT invested $3.9 billion at a 7.4% weighted‑average cash yield, with Q4 AFFO per share of...
Sun Communities Inc (SUI) Q4 2025 Earnings Call Transcript
Sunoco LP closed its Parkland acquisition, expanding to 32 countries and delivering record Q4 adjusted EBITDA of $706 million and full‑year 2025 EBITDA of $2.12 billion, a 36% increase. Distributable cash flow hit $442 million, supporting a $0.9317 per unit distribution, the fifth...
FrontView REIT Inc (FVR) Q4 2025 Earnings Call Transcript
FrontView REIT reported sequential revenue growth to $17.6 million and a 6.7% rise in adjusted funds from operations (AFFO) per share, reaching 32 cents. The REIT resolved nine of twelve previously troubled assets, achieving over 89% recovery on purchase price and re‑leasing...
Toll Brothers Nabs West Chelsea Development Site for $53M
Toll Brothers purchased the 118 Tenth Ave. site in Manhattan’s West Chelsea for $53 million. The 85,000‑square‑foot parcel, adjacent to the High Line, is one of the last undeveloped lots in the sub‑market. The acquisition follows a shift from office‑centric plans to residential...
Brentwood Apartments Trade for $825K Per Unit
Institutional Property Advisors arranged the sale of Luxe Villas, a 60‑unit multifamily building in Brentwood, Los Angeles, for $49.494 million, or $824,900 per unit. The transaction is one of only three post‑2000, 50‑plus‑unit deals in Brentwood over the past 25 years....
Make Private Lenders Passive, Not Pursuing, for Funding
Raising private capital for your next deal is about keeping the partnership passive. If a private money lender has to chase you down for details, your chances of getting their money is slim to none.
Housing Market Rebounds: Listings, Sales Rise; Price Cuts Fall
🏘️The housing market finally got some relief this week as the country thawed out after weeks of winter storms. New listings jumped, inventory climbed 1.4% to over 700,000 single family homes, and pending sales came in 4.6% ahead of last year....
GEICO Selects Development Team to Revamp Chevy Chase Campus
GEICO has agreed to sell its 26‑acre Chevy Chase campus to Bethesda‑based developer EYA, which will lead a joint venture with Washington, D.C. firm JM Zell Partners. The partnership will transform the former corporate site into a transit‑oriented development featuring...
Industrial Housing Cuts Labor Costs in Pricey Cities
It's also bc site-built home construction is so labor intensive ... which means cities with high housing costs have high CONSTRUCTION costs That's exactly why @americanhousing is doing industrial manufacturing of high quality, non-combustible, beautiful, dense, attached housing We are bringing down...
This Desert Metro Has One of the Largest Drops in Household Size
The National Association of Realtors identified the Lake Havasu City‑Kingman, AZ metro as having the steepest decline in average household size over the past decade, dropping from 2.47 in 2014 to 1.96 in 2024—a 20.6% reduction. Median home prices hover...
State Bill Could End Tax Break for Large Digital Lenders
Washington State’s House Bill 2089 seeks to restore dwindling wildfire‑prevention funding by revoking a tax deduction that currently benefits large digital mortgage lenders. The deduction, originally crafted for community banks, generated $91.6 million in savings in 2024, with 65 % captured by...
Ryman Hospitality Properties, Inc. Reports Fourth Quarter and Full Year 2025 Results
Ryman Hospitality Properties reported record Q4 and full‑year 2025 results, posting $737.8 million in quarterly revenue and $2.6 billion for the year. Adjusted EBITDAre rose 18.9% YoY to $224.3 million in Q4 and $794.7 million annually, while net income reached $74.5 million and $247.3 million respectively....
Homebuying Power Hits Highest Level in Nearly 4 Years
Homebuying power in the United States reached its highest level in nearly four years, driven by a decline in mortgage rates and modest inventory growth. A median‑income household can now afford a $331,483 home with a 20% down payment, roughly...
Servicers Offer Support as Nonagency Gets More Competitive
Traditional lenders are eyeing the expanding non‑agency mortgage market as originations have roughly tripled in recent years, driven by growing appetite for non‑owner‑occupied and non‑QM loans. Securitization activity surged 78% in 2025, while delinquencies on non‑QM assets have risen above...
Mortgage Rates Dip as AI Job Fears Rise
Mortgage rates dropped into the 5s today because everyone is finally realizing the robots are going to take our jobs. Bittersweet.
Essential Pitch Deck Elements for Real Estate Deals
Pitch decks are key: This is a presentation of all the details on the deal. It should include at least: 1) The Property 2) Scope of Work 3) Exit Strategy 4) Terms 5) Timeline 6) Comps 7) Title Company/ Real Estate Attorney 8) Recent Deal History There’s way...
Commercial Real Estate Lease Analysis Tool (Updated Feb 2026)
A new Commercial Real Estate Lease Analysis Tool has been released, offering landlords, tenant‑rep brokers, and prospective buyers a structured Excel model to abstract lease terms and forecast cash flows. The tool features three core worksheets—Lease Abstract, Lease CF, and...
Home Builders Use Options, Paying 2‑3× Premium
The premium is a lot more than this The large home builders structure their contracts as options rather than outright purchase. 2-3X is not uncommon
McLean, VA Holds DC Metro’s Highest Apartment Rents
The apartment building with the highest rents in the entire DC metro ... is in McLean, VA https://t.co/UfLko09g2S