Miami ZIPs: Single‑Family Prices Rise, Condos Lag Behind
LEFT: Year-over-year shift across Miami single-family home prices by ZIP RIGHT: Year-over-year shift across Miami condo home prices by ZIP via ResiClub Terminal
Health Systems Trim Assets; Third‑party MOB Projects Rebound to 30%
Health systems aren't selling off real estate. They're getting smarter about which assets are worth owning and which ones aren't. Third-party MOB development rebounded to 30% of projects in 2025 after dipping to 22% in 2024.
NYC's New Second‑home Tax Will Double Wealthy Owners' Bills
"New York City’s new tax on second homes will more than double property taxes owed by many wealthy luxury apartment owners" https://t.co/Ox2SgA0Hx5 This will be fun to watch - from afar. https://t.co/kgF37rHAI4
Plaza District Office Rents Hit $300 per Square Foot
Is the new normal $300/sf? Welcome to the new reality of what offices in the #PlazaDistrict cost. 'There's a limited supply at the very top end, so tenants are competing for it' #9West Soloviev #NYC #realestate #CRE #JLL https://t.co/5QVHGlMFjH
U.S. Home Prices Show Modest Gains in March
Case-Shiller: National House Price Index Up 0.7% year-over-year in March FHFA House Prices Up 0.1% in March; Up 1.7% Year-over-year https://calculatedrisk.substack.com/p/case-shiller-national-house-price-172
Temporary
New @nberpubs: "Unlocking Mortgage Lock-In: Equilibrium Effects in a Spatial Housing Ladder Model" https://t.co/JzXAeBI1wS "A temporary rate hike causes lock-in, increasing aggregate house prices by 4.4% and rents by 1.5% relative to a counterfactual without lock-in" https://t.co/55VqtrmtJP
Retail Centers Surge: Ideal Time to Sell or Refinance
Retail centers are still attracting serious investor attention in 2026. Strong tenant demand, limited inventory, and active 1031 exchange buyers are creating opportunities for strip center owners looking to maximize value. If you’ve considered selling, refinancing, or repositioning your retail asset —...
Private Capital, Not Government, Solves Housing Shortage
What every voter and apparently, the NY Times Editorial Board, should know about housing policy: 1. Rents reflect the balance of supply of apartments and demand for those apartments in a given area. That’s it; there’s no magic. If you want...
US Home Prices Edge Up, YoY Growth Slows
U.S. home prices, as measured by the Zillow Home Value Index, rose +0.6% month-over-month between the March 2026 to April 2026 reading That's a soft spring arch Year-over-year came in at +0.7% (decelerated from last month's +0.8% YoY) Table via @ResidentialClub https://t.co/g7V9gP9I0T
Homeowners Are Strong; Non‑owners Face the Real Crisis
Every time I share data on the amazing financial strength of American homeowner, the commenters are fixated on 2007. Let’s state it plainly: ➡️LTV is way better now than in 2007. ➡️Credit quality and credit scores are way better now....
SF Luxury Homes Surge 13%, Affordable Prices Slip
Everyone said San Francisco 🌉 was dead 💀, but the data 📊 says the opposite. Since ChatGPT launched: Bay Area luxury home prices +13% yoy, affordable neighborhoods -4%. I broke down the data on whether this is a bubble or the...
Blackstone Secures $1.75B REIT IPO for AI Data Centers
Blackstone raises $1.75bn in record blind-pool REIT IPO to chase AI data centres Read the full story here: https://t.co/eEATkVaeYf https://t.co/uYbhCNOZH6
One in Three U.S. Real Estate Markets Set to Decline
1+ of 3 USA #realestate markets heading for decline as #pandemic-era boomtowns crater, #Zillow study shows. #CRE #mortgage #Sunbelt #GulfCoast #flooding #insurance #Austin #NewOrleans #NOLA #HoumaLA https://t.co/0em39O7CqZ
Quick 5‑Minute Deal Check: Yield > Cap Rate Wins
How to analyze a real estate deal in 5 minutes: Basically what you’ll be doing is 1. Multiplying market rents by the property’s unit count 2. Applying a vacancy factor to get total revenue 3. Multiplying the total revenue by the market NOI...
Brookfield, Qatar to Earn $273M From 2 Manhattan West Refi
Spectacular $273M to accrue to #Brookfield, #Qatar on refi of #2ManhattanWest. Yes they have to pay it back but that's years from now+refi sh/be an option. 97%-occupied+avg in-place rent a nosebleed $132/sf. #realestate #CRE #mortgage #NYC #ManhattanWest https://t.co/BTu6KOSQar