UK Property Fund Outflows Double in March on Middle East Tensions
UK property funds saw outflows double in March, driven by heightened Middle East tensions and broader market weakness. Net withdrawals rose to roughly £200 million (about $255 million), up from £100 million in February. Investors are trimming exposure to risk‑on assets, favoring safer cash or government bonds. The trend reflects growing war‑related uncertainty and a cautious stance toward commercial real‑estate exposure.
Multiplan Empreendimentos Imobiliários S.A. (MLTTY) Discusses Growth Strategy, Expansion Projects and Innovation in Shopping Mall Portfolio Transcript
Multiplan Empreendimentos announced a US$1.5 billion investment plan over the next five years to expand and modernize its shopping‑mall portfolio. The company highlighted a recent decline in operating expenses coupled with rising revenues, underscoring disciplined growth. Management stressed a focus on...
Iran Conflict and Mansion Tax Wipe £360k Off Top-End Homes, Says Savills
Savills' latest research shows UK top‑end country homes have lost 7.8% of value over the past year, with the average price now around £4.3 million ($5.5 million) and a £365,000 ($467,000) drop since Q1 2025. The decline is attributed to heightened geopolitical risk...
What Mayors Have to Say About the Housing Shortage
A 2025 Menino Survey of over 100 U.S. mayors revealed a consensus that multifamily housing shortages and insufficient rental supply are crippling affordability. While 80% of respondents agree more housing should cluster around transit and jobs, partisan splits appear on...
Regional Divide Highlighted as Buyer Demand Drops
Homebuyer demand in England slipped 1.6% in Q1 2026, falling to 42.4% overall. The decline masks a stark north‑south divide, with southern counties like Bristol and the City of London posting the steepest quarterly drops, while Midlands and northern regions such...
Report: Penn Station Submarket Emerges as Dynamic Office Destination
Manhattan’s Penn Station submarket has become a leading office destination, driven by extensive renovations and new high‑end developments. Between 2023 and 2025, over 3.5 million square feet of office space relocated there, representing roughly a quarter of all Manhattan moves. The...
Multi-Story Warehouse Sale Sets Pricing Benchmark for LIC
Marcus & Millichap closed the sale of 43-10 21st St., a two‑story, 40,400‑sq‑ft warehouse in Long Island City, for $14.5 million, or $359 per square foot. The price markedly exceeds recent comparable trades that hovered in the low $200s per square...
Mercedes-Benz Condo Developer in Miami Scrambles for Financing After Foreclosure Lawsuit
Mercedes‑Benz Places, a 67‑story, 791‑unit luxury tower in Miami’s Brickell district, is under pressure as developer Michael Stern’s JDS Development faces a foreclosure lawsuit over a $775 million bridge loan. The loan, originally funded by Maxim Capital and later transferred to...
Building a New Home Surges Among Solo Women Property Seekers
Australian homebuilders report a sharp rise in solo female buyers. Metricon says women’s enquiries have climbed from 2‑3% to 5%, while Summit Homes recorded a 33% year‑on‑year increase, with 81% opting for single‑storey homes. The trend is driven by first‑time...
Welltower Buys Palm Beach County Assisted Living Facility for $87M
Welltower, the senior‑living REIT, acquired The Arbor at Lake Worth in Florida for $87.2 million, a price roughly 36 percent higher than the $64 million paid two years earlier. The 366,000‑square‑foot campus houses 377 assisted‑living units, a recreation center, auditorium and a nursing...
From Land Grab to Structured Scale: Kirkland & Ellis Explains How Capital, Power, and Deal Complexity Are Defining the AI...
Kirkland & Ellis partners Melissa Kalka and Kimberly McGrath explain that the AI data‑center boom has moved beyond the initial land‑grab into a phase where power certainty and execution risk dominate dealmaking. Capital remains abundant, but investors now pull money earlier,...
Are Signs of Life Finally Reappearing in Florida’s Condo Market?
Florida’s condo market is showing early signs of recovery as February 2026 sales jumped nearly 40% year‑over‑year in Naples, while Miami‑Dade and Palm Beach posted gains in the $400,000‑$500,000 price band. Mortgage rates have steadied, giving buyers more confidence and...
Terminal Logistics: A New Type Of Platform For The IOS Sector
Industrial outdoor storage (IOS) has surged, with rents climbing 123% since 2020 and vacancy rates holding at just 4.9% across 15 major markets—far better than bulk warehouses. Center Capital Partners, through its Terminal Logistics platform, has been acquiring IOS assets...
Property Prices Rose in March, But Iran War Is Stymying Improvement
Commercial property prices rose 0.4% in March, a modest improvement over February’s 0.2% gain, bringing the 12‑month increase to 2.6% but still 15% below the 2022 peak. The rise is constrained by a 10‑year Treasury yield of 4.3%, which climbed...
Spring Homebuying Season Opens on a Split Housing Market
U.S. home prices rose just 0.5% year‑over‑year in February 2026, while monthly prices slipped 0.16% from January, setting a cautious tone for the spring buying season. The Midwest and Northeast posted the strongest gains, with New Jersey, North Dakota and...
Developer Pivots Little Havana Apartment Project Midstream To $300K Condos
Miami developer The Astor Cos. halted its original market‑rate rental plan for the 179‑unit Havana Enclave and relaunched it mid‑construction as affordable condominiums priced between $300,000 and $700,000. The pivot comes as Miami’s multifamily market faces oversupply, with occupancy slipping...
Dave Ramsey Warns That Timing the Housing Market Will Leave Both Buyers and Sellers Unhappy: The Perfect ‘Time’ Is Now
Dave Ramsey warns that waiting for a perfect moment in the housing market will leave buyers and sellers dissatisfied, urging action now as spring inventory rises and median list prices fall for five consecutive months. Mortgage rates sit at 6.46%,...
Iran War Upends Spring Housing Market. Here's What Real Estate Agents Are Seeing
The Iran‑Israel conflict has pushed 30‑year mortgage rates from a pre‑war low of 5.99% to around 6.5%, dampening buyer enthusiasm in the spring housing season. Real‑estate agents report that buyers now worry more about the broader economy and financing costs...
Carmel Partners Raises Nearly $1.4B For U.S. Multifamily Fund
California‑based Carmel Partners closed its ninth investment vehicle, raising nearly $1.4 billion for the Carmel Partners Investment Fund 9. The capital, combined with $477 million of committed equity, has already funded nine operating multifamily assets, bringing the firm’s cumulative fund series to over...
Low-Rate Borrowers Dig in as High Mortgage Costs Reshape Housing Plans
Survey data from Best Interest Financial and Clever Real Estate reveal that 76% of U.S. homeowners hold mortgages below 6%, and 35% would never abandon those rates despite changing housing needs. Borrowers with rates above 6% report significantly higher stress,...
Cottonwood Group, City of Boston Provide $172M Construction Loan for Housing Complex
Cottonwood Group, the City of Boston, Leggat McCall Properties and Joseph J. Corcoran Company have secured a $172 million construction loan to build a nine‑story, 266‑unit mixed‑income building in Boston’s Charlestown Bunker Hill redevelopment. Cottonwood is providing $122 million in debt while...
Office, Multifamily Distress Push CMBS Special Servicing Rate Higher
The Trepp CMBS special‑servicing rate jumped 27 basis points in March, reaching 11%, the highest level in over a year. Office‑backed loans drove the surge, accounting for more than half of the roughly $2.9 billion in debt that moved to special...
Baby Boomers Tighten Grip on Large Home Ownership
Redfin data shows baby boomers now own roughly 28% of U.S. three‑bedroom‑plus homes, while millennials with children control only 16% and Gen Z parents less than 1%. The imbalance stems from boomers aging in place, many with fully paid‑off mortgages,...
Workforce Housing Mogul Bob Hart Knows His Market Well
TruAmerica Multifamily announced the closing of a $708 million workforce housing fund, its second large‑scale capital vehicle aimed at building affordable rental apartments across the United States. The fund, raised from a mix of domestic and international investors, adds to TruAmerica’s...
Don't Expect an NYC Exodus Under Mamdani, Says Veteran Broker
Veteran broker Kevin Leibowitz says the sensational headlines about a mass exodus from New York City under Mayor Zohran Mamdani are unfounded. He notes the market has moved from a pandemic‑driven seller’s frenzy to a more balanced buyer‑seller environment, though a housing...
Rising Rates Weigh on Mortgage Activity
Mortgage activity slipped in March as the average 30‑year fixed rate climbed to 6.37%, up 13 basis points from February. The Mortgage Bankers Association’s Market Composite Index fell 4.3% month‑over‑month, though it remains 30.8% above a year ago. Refinance applications...
Investment Giant Puts £2B Into Building Housing
Dutch pension fund ABP, via APG Asset Management, has committed €350 million together with CBRE Investment Management to build 1,000 senior‑housing rental units in the Netherlands, half of which will be affordable. The deal brings ABP’s total housing investment to €2.2 billion...
In New York City, the Ballot Is the New Zoning Map
The article argues that New York City real‑estate valuation now hinges on a fourth variable—voter behavior—because council elections decide zoning outcomes. Low‑turnout primaries often select a small, motivated electorate that shapes rezoning approvals and housing supply. As a result, two...
MF1 Lends $170M for Flatbush Multifamily Development
MF1 Capital has extended a $170 million refinancing loan to Clipper Equity for its 354‑unit multifamily project at 2366 Bedford Avenue in Flatbush, Brooklyn. The loan replaces a $140 million construction facility previously supplied by Scale Lending and is part of a...
Trump, Senate Want to Ban Institutional Investors From Single-Family Homes. They’re Already Having an Impact on Real Estate.
The Senate, backed by former President Donald Trump, is drafting legislation to bar institutional investors—such as pension funds and REITs—from purchasing single‑family homes for rental portfolios. The proposal follows growing concerns that large‑scale investors are inflating home prices and limiting...
How NEXA Created a Servicing-Based Incentive for LOs
NEXA Lending has unveiled a compliant incentive program that ties loan officers' compensation to the long‑term value of mortgage servicing rights (MSRs). The model grants eligible originators a share of recurring servicing revenue and full access to loan performance data...
Sonnenblick-Eichner Company Arranges $26,000,000 Of First Mortgage Financing for Residence Inn By Marriott Walnut Creek, Walnut Creek, California
Sonnenblick‑Eichner Company arranged a $26 million first‑mortgage loan for the Residence Inn by Marriott in Walnut Creek, California. The non‑recourse, fixed‑rate loan is interest‑only for five years and replaces an interim bridge loan. The 160‑room extended‑stay hotel, located less than half a mile from...
ABP, CBRE IM Launch €350m Dutch Senior Housing Strategy
ABP Pension Fund and CBRE Investment Management have launched a €350 million vehicle to develop sustainable, affordable senior rental housing in the Netherlands. The strategy plans to deliver roughly 1,000 new senior homes, with more than 50 % aimed at the affordable...
Here’s an Overlooked Reason the Housing Market Could Soon Get Even Worse
Seaport analyst Kenneth Zener reversed his bullish stance on U.S. home builders, downgrading seven stocks to sell and three to neutral. He cites weakening job growth and a declining break‑even employment rate as the primary risk, arguing that the market...
“Last Milking”: How “Rough and Dirty Operators” Profit From Failing Buildings
The piece exposes a niche of investors snapping up New York rent‑stabilized buildings at roughly $30,000 per unit, betting on a "last milking" strategy that extracts cash while neglecting upkeep and eventually defaulting on mortgages and taxes. The 2019 Housing...
War Adds ‘Uncertainty Premium’ to Canadian Mortgages as Fixed Rates Jump
A Middle‑East conflict has pushed Canadian bond yields higher, adding an "uncertainty premium" to fixed‑rate mortgages. In three weeks, three‑ and five‑year rates jumped about 0.5 percentage points, taking the five‑year average to roughly 4.95%. About 1.4 million mortgages—23% of the...
Dubai-Based Firm Launches ‘Tokenised’ BTR Product with UK Asset
Dubai‑based Tokinvest has introduced the first regulated tokenised build‑to‑rent (BTR) product in the UK, backed by a 29‑unit residential conversion in Birmingham’s Jewellery Quarter. The Great Hampton Street Works development, completed in 2025, will be offered as digital tokens that...
The Investment Case for Farmland: Inflation Hedge Meets Growing Global Demand
Farmland is emerging as a strategic asset as global food demand is set to rise 60% by 2030 while arable land shrinks. Historical data show the class delivering roughly 10% annualized returns with only 5% volatility, outperforming fixed‑income and acting...
Orion Closes Deal for Majority Stake in Corinthia Hotel Lisbon
Orion European Real Estate Fund VI has acquired a majority stake in the Corinthia Hotel Lisbon, adding a flagship hospitality asset to its portfolio. The transaction, valued at several hundred million euros, underscores Orion's strategy of targeting premium, cash‑flow‑positive properties...
3 Financial Strategies for Young Farmers
Jordan Howe outlines three core financial tactics for young growers: making strategic land decisions that balance ownership versus rental, managing cash flow through disciplined working‑capital practices and selective financing, and cultivating strong credit relationships. He highlights a 40% rise in...
San Francisco House Prices Hit Record $2.15 Million on AI Boom
San Francisco’s median home price surged to a record $2.15 million in March, an 18% year‑over‑year increase, driven by wealth from AI startups such as OpenAI and Anthropic. Condo prices jumped 27% to $1.36 million, nearing the April 2022 peak. The market saw...
BTL Landlords Continue to Flee the Rental Sector
Buy-to-let landlords in the UK are still exiting the private rental sector, but the pace is slowing. Goodlord’s survey of 1,200 landlords shows 24% are actively selling or considering selling property, down from 35% a year earlier. Meanwhile, 72% are...
Prime House Price Falls Ease as Sales Activity Holds Firm
Prime property prices in the UK eased in Q1 2026, with central London down 0.7% (≈$43 k) and the broader London domestic market slipping 0.5%. South West and West London held flat, bucking the overall decline, while regional prime markets fell only...
Commercial Property Deals Rise
Commercial property transactions in Taiwan surged to NT$99.3 billion in Q1 2026, more than double the previous year and the highest since Colliers began tracking the market. Technology firms drove the boom, investing NT$79.3 billion—about 79% of total activity—highlighted by Micron Technology’s...
Major Housebuilder Halts Land Purchases Amid Slowdown in Buyer Demand
Berkeley Group announced it will pause all new land acquisitions as rising construction costs, tighter regulation and weakening buyer demand make new purchases uneconomic. The London‑focused developer kept its pre‑tax profit guidance at £450 million (about $576 million) for the year to...
CONFIDENCE IN THE EUROPEAN HOTEL MARKET REMAINS HIGH
Investor confidence in Europe’s hotel sector remains robust as 86% of large‑scale backers plan to maintain or increase spending heading into 2026. Over the 2020‑2025 period, investors poured roughly €18 bn (about $19.5 bn) into lodging assets across the continent. Return expectations...
GSEs Ease Prefunding Rules, Extend Manufactured Housing Terms
Fannie Mae eliminated the mandatory 10% minimum sampling rule for prefunding checks and now permits lenders to craft their own risk‑based sampling methods, with oversight to ensure adequacy. Freddie Mac extended the maximum term for cash‑out refinances on manufactured‑housing loans...
FOA Launches New Reverse Mortgage Line of Credit Product
Finance of America introduced HomeSafe Second Line of Credit, a second‑lien reverse‑mortgage line for homeowners 55 and older, debuting in California. Borrowers receive an initial 25% draw and can access up to $1 million over a 10‑year draw period, with a...
Another DTLA Office Tower May Sell
Manulife U.S. REIT is proposing to sell the 35‑story TCW Tower in downtown Los Angeles to the Los Angeles Department of Water and Power for $92.5 million, roughly $129 per square foot, pending City Council approval. The tower was only 46%...
Goldman Sachs Lends $80 Million Refinance
Goldman Sachs has issued an $80 million, five‑year, fixed‑rate, interest‑only mortgage to refinance the Del Rey Campus, a 162,031‑square‑foot creative office complex in Marina del Rey. The loan, arranged by Sonnenblick‑Eichner, targets a premium Silicon Beach asset anchored by tenants such as the World...