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 majority of investment. Projects range from a $35.6 billion Olympic sports city in Hanoi to large tourism hubs and sea‑reclamation sites near Ho Chi Minh City. Analysts caution that rapid supply growth could outpace demand amid soaring housing prices.
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...
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...
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...
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...
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...
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...
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...
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...
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 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,...
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...
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...
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...
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...
Buyer Confidence Edges Back, but Mortgage Rate Volatility Risks Recovery
The Bank of England reports UK residential mortgage stock reached a record £1.734 trn in Q4 2025, up 0.8% from the previous quarter and 3% year‑on‑year. New mortgage advances slipped 1.3% to £79.4 bn and commitments fell 11.9%, indicating a slowdown in...
Renters Benefit as Competition for Homes Eases
UK renters are experiencing the weakest competition for homes in six years, as Zoopla’s Rental Market Report shows demand down 14% and supply up 11% over the past year. The average number of enquiries per listing fell to 4.8, and...
UK Property Management Sector Nears £38bn
The UK property‑management industry is set to approach £38 bn in revenue by 2026, according to Rushbrook & Rathbone research. After a 1.7 % dip in 2024, the sector rebounded with a 4.1 % gain in 2025, marking a decade‑long growth of roughly...
Resilient-Borrowers-and-Housing-Shortages-Shape-EU-Mortgage-Market
The AFME seminar in London underscored that resilient borrowers and chronic housing shortages are reshaping the EU mortgage market. Even as central banks keep rates elevated, default rates remain low, bolstering strong performance of UK residential mortgage‑backed securities (RMBS). Refinancing...
IN FOCUS: Why Have Malaysia’s Homes Remained ‘Seriously Unaffordable’ for a Decade and Counting?
Malaysia’s housing market remains “seriously unaffordable,” with median home prices in Kuala Lumpur climbing 7% to RM560,000 in 2025 and the house‑price‑to‑income ratio staying above the World Bank’s affordability threshold of three. First‑time buyers like Nur Syarah Alya, earning RM3,900 a...
Credit Diverges: Jumbo Rises, FHA Slips
Government loan performance issues have tightened underwriting, while jumbo credit availability rose 2.9% in the past month, driven by non‑QM loan growth. In contrast, FHA‑backed loan availability slipped 0.8% as delinquencies topped 11%. The Mortgage Credit Availability Index edged up...
Newrez, Pennymac, Rate Roll Out Fresh Offerings
Newrez introduced TitlePass, a title‑insurance waiver for qualified rate‑and‑term refinances in 18 states, promising up to $2,200 savings for borrowers. Pennymac’s third‑party origination arm launched a non‑QM menu featuring debt‑service‑coverage‑ratio, bank‑statement, and asset‑qualifier loans aimed at entrepreneurs and retirees. Rate’s...
2 Homebuilders Navigating a Challenging Industry Backdrop
U.S. homebuilders face a tough 2026 backdrop marked by strained affordability, rising land and material costs, and cautious buyer sentiment despite underlying demand. Builders are leaning on mortgage buydown incentives and selective land acquisitions to sustain sales, while technology adoption...
Sector and Country Diversification Are Integral to Investment Strategy, but Real Estate’s Resilience Should Shine, Says ULI and PwC Report
The PwC‑ULI Emerging Trends in Real Estate 2026 report finds that, despite geopolitical volatility, real‑estate fundamentals are strengthening and capital availability is rising worldwide. Investors are prioritizing sector and country diversification, with office transactions up 18% to $195.8 billion and data...
How Durham, North Carolina, Kick-Started Affordable Housing Development
Durham, North Carolina, approved a $95 million affordable‑housing bond in 2019, supplemented by $65 million in federal and local funds. The program has delivered 1,668 new rental units and preserved 888 existing homes, exceeding its original targets, and has housed over 2,030...
Digital Realty Trust: A 34% Dividend Buffer Meets AI Data Center CapEx Cycle
Digital Realty Trust posted 2025 Core FFO of $7.39 per share, delivering a roughly 34% dividend buffer against its $4.88 payout. The REIT maintains a 4.9× leverage ratio and BBB ratings from S&P, Moody’s and Fitch, keeping credit risk low....
AD&C Loan Volume Falls Despite Declining Financing Costs
Single‑family acquisition, development and construction (AD&C) loan stock slipped 1.5% in Q4 2025, reaching $456.3 billion despite two Fed rate cuts. While overall AD&C volume fell, 1‑4‑family residential construction loans rose 1.7% year‑over‑year, marking a second consecutive YoY gain. Nonaccrual and...
Morningstar DBRS Assigns Credit Rating to the Mortgage Loan Made to 516 Northwestern Associates L.P.
Morningstar DBRS assigned a stable A rating to the $10.8 million mortgage loan for 516 Northwestern Associates, secured by a 135,324‑sq‑ft office‑lab‑classroom building on Purdue University’s West Lafayette campus. The loan carries a 4.14% interest rate, matures in November 2039, and...
Morningstar DBRS Assigns Credit Rating to the Mortgage Loan Made to Miracle Mile Properties, LP
Morningstar DBRS assigned an A (low) rating with a Stable trend to a 4.14% mortgage loan due July 1, 2038, financing Miracle Mile Properties' Glenwood Apartments in Reseda, California. The 237‑unit, garden‑style property is valued at $12.4 million, yielding a loan‑to‑value...
Hounslow Unveils £7.5bn Golden Mile London Regeneration Plans
Hounslow Council unveiled the Golden Mile London regeneration programme, a 15‑year, £7.5 billion initiative. The plan calls for 14,000 new homes and aims to generate 25,000 jobs in creative, digital and technology sectors along the 4 km stretch between Heathrow and central...
PBSA Remains Top Choice for European Investors, Savills Survey Finds
A Savills survey of European real‑estate investors shows purpose‑built student accommodation (PBSA) remains the most favoured asset class, outpacing other sectors. While PBSA holds the top spot, allocations to single‑family rentals, co‑living, senior living and care homes are rising. The...
UAE Homebuilders to Prioritise Cash Conservation After Geopolitical Shock, Fitch Warns
Fitch Ratings warned that UAE homebuilders will shift focus to cash conservation after the regional conflict, as property viewings have already declined. The agency noted that pre‑sale escrow accounts provide short‑term stability for projects already under construction, but future developments...
Liverpool Launches £2bn Investment Fund to Boost Housing and Regeneration
The Liverpool City Region has unveiled a £2 bn Investment Fund designed to accelerate housing construction, office and lab development, and transport upgrades. The fund aggregates existing and new public capital to support a £2 bn pipeline of up to 64,000 homes...
Florida’s C-PACE Program Is a Game Changer for Hotel Owners
Florida’s commercial‑property‑assessed‑clean‑energy (C‑PACE) program has shifted from a niche financing tool to a core capital solution for hotel owners. Legislative changes, notably Senate Bill 770, broadened eligible resiliency upgrades, and the state eliminated the 3.5‑year lookback, allowing retroactive financing on...
Hines, Burstone Form Pan-European Light Industrial Joint Venture
Hines and Burstone have announced a pan‑European joint venture focused on light‑industrial properties. The partnership is seeded with six existing assets located in Germany and the Netherlands. The new entity aims to capitalize on the accelerating demand for logistics and...
Africa’s Hotel Development Pipeline Hits Record High as East Africa Leads in Construction Momentum
The 2026 Hotel Chain Development Pipelines report from W Hospitality Group shows a record 123,846 rooms across 675 hotels and resorts, an 18.6% year‑on‑year increase. Egypt dominates the continent with 45,984 rooms in 185 properties, accounting for over one‑third of...
Iran War Could Knock UK Homebuyer Confidence, Says Builder Persimmon
Persimmon warned that the escalating conflict with Iran could erode UK home‑buyer confidence, adding pressure to an already fragile mortgage market. The builder still expects to complete 12,000‑12,500 homes in 2026, a modest rise on 2025, and reported a 9%...
William Lauder Sells Park Avenue Co-Op in Robust Week for Luxury Deals
Luxury co‑ops on Manhattan’s Upper East Side saw a record‑breaking week, with 15 units priced above $4 million sold—the most in five years. Olshan Realty reported 43 contracts for properties over $4 million between March 2‑8, totaling $421.5 million, up from 32 deals the...
Hilco Expands Into Medium-Term Lending Market
Hilco has announced its entry into the medium‑term commercial real‑estate lending market, targeting loans with maturities of three to five years. The move is designed to capture growing investor demand for longer‑duration property financing that bridges the gap between short‑term...
Ardian, ADIA Agree to Launch Real Estate Secondaries Platform
Ardian and the Abu Dhabi Investment Authority (ADIA) have signed an agreement to launch a dedicated real‑estate secondaries platform. The initiative arrives as the global real‑estate secondaries market recorded a record $20 billion in transaction volume for 2025. The platform will...
Stagwell Inc (STGW) Q4 2025 Earnings Call Transcript
Stag Industrial reported a record 2025, posting core FFO of $2.55 per share, up 6.3% year‑over‑year, and same‑store cash NOI growth of 4.3%. Leasing activity accelerated with 31 new leases covering 3 million square feet and cash spreads of 16.3%, while...
Why ARMs Are Rising Even as Rates Drift Lower
Adjustable‑rate mortgage (ARM) originations climbed in 2025 despite falling 30‑year fixed rates, reaching a 20.5% share of conventional volume, the highest in three years. The 5/1 ARM remained about 80 basis points cheaper than the fixed‑rate benchmark, saving borrowers roughly...
Steven Roth Sells Former Queens Department Store to Northwell Health for $236M
Steven Roth sold the 340,000‑square‑foot former Alexander’s department store in Queens for $236 million, generating roughly $150 million in profit. The property, vacant since Burlington and Marshalls left, includes a 1,236‑space parking garage and sits near the Long Island Expressway. Northwell Health,...
Megaworld Raises P945 Miilion From Sale of MREIT Shares
Megaworld Corp. raised P945 million by selling 70 million MREIT shares at P13.50 each, adding to prior REIT fundraises of P1.32 billion in December and P2.24 billion in September 2025. The proceeds support a P65 billion capital‑expenditure plan focused on provincial township expansion. MREIT posted...