Social•Feb 25, 2026
Housing Inventory Down 2.6 M From 2008 Levels
For those asking about the gap in this chart today vs 2008 2008: 4,000,000 existing home sales 2008: 3.8 million active inventory Currently active inventory here is 1,220,000 roughly a 2.6 million gap Normal inventory levels are actually 2-2.5 million
By Logan Mohtashami
Social•Feb 25, 2026
Kali Chaudhuri Bets $470M to Revitalize LA Towers
#KaliChaudhuri looked at #LA's graffiti-scarred towers+saw potential. Poised to pay $470M for #OceanwidePlaza, storied for its #Chinese failure,+its 2 brethren. 'I'll try my very best to turn it around+make it a jewel' #realestate #multifamily #KPC https://t.co/CANYdyTniX
By David Levitt
Social•Feb 25, 2026
Essential Guide to Private Real Estate Incentives
If you are just learning about the private real estate business, either as a prospective GP or LP, please read this short book. It’s a pretty balanced explanation of the game, including the incentives driving the different players. https://t.co/3pvXJikrV5
By Moses Kagan
Social•Feb 25, 2026
Capital Raising Is the Real Estate Bottleneck
The biggest bottleneck in real estate is raising capital for your first deals. In my case, I raised $400k from eight friends after calling everyone I knew when I was 26. Others who’ve built real estate portfolios, how did you raise the...
By StripMallGuy (Don Tepman)
Social•Feb 25, 2026
Shanghai Loosens Homebuying Rules to Combat Property Slump
Bloomberg: "Shanghai eased homebuying rules, in the latest attempt by authorities to contain the nation’s prolonged property slump." https://t.co/7gAmMs7Onw
By Michael Pettis
Social•Feb 25, 2026
House GOP Meets Treasury on Large‑investor Home Ban
"House Republicans will travel to the Treasury Department on Wednesday morning to meet with Treasury Secretary Scott Bessent and discuss the large investor prohibition. Members will also discuss the Housing for the 21st Century Act" https://t.co/BwCRGysRG8
By Lance Lambert
Social•Feb 25, 2026
Vermont's Statewide Pre‑approval Needed; Local Opt‑in Hampers Scaling
This effort in Vermont to establish statewide pre-approved plans is a step in the right direction—key to the scalability needed for affordable infill housing, especially modular/manufactured housing. But making it a local "opt in" kind of undermines that. https://t.co/RxlmZXG3iY
By Nolan Gray
Social•Feb 25, 2026
Home Prices Stay Resilient Across 2.75%-18% Rates
The history of home prices when rates ranged from 2.75% to 18% during this period. https://t.co/I0aE7X40Jt
By Logan Mohtashami
Social•Feb 25, 2026
Missed $15k‑$60k US Homes During GFC
That time during the GFC when you went to buy U.S. real estate, found thousands of listings in a few zip codes with asking prices from $15k CAD to $60k CAD, and Canadians real estate “experts” told you that it...
By Jim Chuong
Social•Feb 25, 2026
Master Five Skills, Close a Deal in 30 Days
If you want a deal in 30 days, master these five things: finding sellers, negotiating contracts, finding buyers, raising capital, and managing construction. Learn the skills, get paid.
By Ryan Pineda
Social•Feb 25, 2026
Chicago's Migration Reverses: In
Migration patterns for the Chicago MSA in the past few years really illustrate what I've called "The Great Stay." Q2 2025 was the first period in many years where inbound migration exceeded outbound migration. Over the last 8 years, total moves...
By Mike Simonsen
Social•Feb 24, 2026
Medical Office Rent Growth Returns to 1.9
🏥 Medical Office Update: Rent growth is settling back to historical norms (1.9% YoY) as the inflation wave passes. Individual metros still vary widely. Despite the normalization, occupancy remains at a healthy 92.5%. High construction costs are keeping supply in check....
By Coy Davidson
Social•Feb 24, 2026
Large Homes Driving Spring Price Surge in Market
Larger homes are starting to get into contract. The dotted line represents preliminary sales for February and pendings that will close in March. We typically see a spring uptick in prices, and some of that has to do with the...
By Ryan Lundquist
Social•Feb 24, 2026
Yoda Targets Transamerica Pyramid Amid German Investor Pressure
#Yoda to buy #TransamericaPyramid, #SanFran icon. as seller #Shvo faces mounting tension w/#German investors. #BVK #DeutscheFinance #realestate #CRE #BayArea #mortgage #foreclosure #MandarinOriental #Egypt https://t.co/7oosJbQTvE
By David Levitt
Social•Feb 24, 2026
Smaller Starter Homes Make Housing Affordable for Young Families
We need to build *smaller* housing Smaller is the primary attribute of "Starter Homes." It's smaller SO THAT that a younger family can afford it, earlier It's why @americanhousing is building rowhomes. They're the perfect prototype. And have been for centuries. In...
By Bobby Fijan
Social•Feb 24, 2026
Amazon Invests $12B in Shreveport Data Centers, Boosting LA Jobs
#Amazon in $12B love affair w/#LA as it plans series of #datacenters near #Shreveport. 'Puts LA at center of operations relied on acx country+connects our community to jobs' #ecommerce #infrastructure #realestate #CRE #AI #electricity #GovLandry https://t.co/27YgUCMaNa
By David Levitt
Social•Feb 24, 2026
Private Credit Boom Delays Maturity Wall, Now Cracks Appear
What my post from December 2023 overlooked was the massive expansion in private credit. Private credit stepped in aggressively to fill financing gaps, refinance maturities, and provide bridge capital, delaying the "wall of maturities" many buyers were eager to capitalize on. Now...
By Omar Morales
Social•Feb 24, 2026
Rates Slip To
The daily average mortgage rate dropped to 5.99% on February 23, the lowest level since September 2022, except for a few hours on January 9 when rates fell to the same level. A buyer on a $3,000 monthly budget can afford...
By Fairweather PhD
Social•Feb 24, 2026
Spring Accelerates Sales: Days on Market Drop
Seeing spring vibes in the stats as expected. It’s taking less time to sell. Here’s a preliminary look at days on market. The dotted line for March is based on pending contracts in February.
By Ryan Lundquist
Social•Feb 24, 2026
Spring Slashes Home Sale Times, Days on Market Drop
Seeing spring vibes in the stats as expected. It’s taking less time to sell. Here’s a preliminary look at days on market. The dotted line for March is based on pending contracts in February. https://t.co/Jqac1DVmAr
By Ryan Lundquist
Social•Feb 24, 2026
Rare 240‑Unit West Palm Beach Deal Under $300K/Unit
Offers Due March 4: Rare, (240-unit) Surface-Parked Multifamily Offering, 7min from Downtown West Palm Beach - Asking less than $300k/door (built in 2019) with a 3.91% Fixed Rate Assumable Loan
By Omar Morales
Social•Feb 24, 2026
GTA New Home Sales Hit 45‑Year Low Amid Population Boom
246 New Construction Homes Sold In The GTA In January: Lowest Since 1981: What Is Going On Here? Lowest in 45 Years? Even Though the Population is more than DOUBLE This a truly disturbing number Why is it happening? How did we get...
By Ron Butler
Social•Feb 24, 2026
Study’s Condo Price Metric Ignores Fees, Misleads
The perfect r example of why not accounting for HOA/Fees + Insurance is an incomplete indicator of “prices” … Which is the methodological error at the core of the paper cited in the viral Atlantic article on housing The study follows...
By Bobby Fijan
Social•Feb 24, 2026
Data Center Expansion Hits Critical Inflection Point
Property Play: Data center expansion reaches an ‘inflection point’ https://t.co/iqTShSOBHO @JLL @NuveenInv #realestate #realestateinvesting #datacenter #AI
By Diana Olick
Social•Feb 24, 2026
U.S. Home Prices Show Modest Year‑Over‑Year Gains in December
Case-Shiller: National House Price Index Up 1.3% year-over-year in December FHFA House Prices up 1.8% YoY in December https://calculatedrisk.substack.com/p/case-shiller-national-house-price-129
By Bill McBride (Calculated Risk)
Social•Feb 24, 2026
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
By David Levitt
Social•Feb 24, 2026
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...
By The Real Estate God
Social•Feb 24, 2026
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
By Jay Parsons
Social•Feb 24, 2026
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
By Logan Mohtashami
Social•Feb 24, 2026
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....
By Hendo Realty
Social•Feb 24, 2026
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
By Adam Tooze
Social•Feb 24, 2026
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.
By Andrew Lokenauth (The Finance Newsletter)
Social•Feb 24, 2026
IBuyer Hype Faded: Reality Beats the Takeover Myth
Throwback to when the iBuyer model was going to take over the real estate market.
By Ryan Lundquist
Social•Feb 24, 2026
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
By Lance Lambert
Social•Feb 23, 2026
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
By Bobby Fijan
Social•Feb 23, 2026
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
By Bobby Fijan
Social•Feb 23, 2026
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.
By Darius (Invest with Darius)
Social•Feb 23, 2026
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....
By Mike Simonsen
Social•Feb 23, 2026
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...
By Bobby Fijan
Social•Feb 23, 2026
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...
By Darius (Invest with Darius)
Social•Feb 23, 2026
Condo Price Study Ignores HOA Fees, Misleads Results
The working paper cited as the core thesis in this essay has a pretty serious data issue ... it follows a 40-story CONDO building and how the pricing effects filter down to the buildings that the new owners leave to...
By Bobby Fijan
Social•Feb 23, 2026
Affinius Deal Values Veris REIT at $3.4 B
Fuggetabout all that tsouris over investors claiming #Veris, fka #MackCali, w/undervaluing itself. #Affinius group in deal that values #REIT at $3.4B. #WallSt #multifamily #residential #VistaHill #realestate #CRE #Kushner https://t.co/W7mr3PhzY4
By David Levitt
Social•Feb 23, 2026
Mortgage Spreads Push Rates Under 6% Despite 10‑yr Yield
#mortgagespreads have allowed rates to get below 6% without the 10-year yield below 4% @housingwire @sarahteresa6 #realestate #housing #mortgagerates #chartdaddy
By Logan Mohtashami
Social•Feb 23, 2026
Unfunded Inclusionary Zoning Perpetuates Exclusion; Fund Affordable Housing
Unfunded "inclusionary" zoning is a recipe for permanent exclusion. It presupposes that rents/prices will always be high enough to cross-subsidize a tiny number of lottery-assigned affordable units. If you actually want affordable housing at scale, you have to fund it.
By Nolan Gray
Social•Feb 23, 2026
Vanbarton Leads Office‑to‑Residential Conversion Surge
The office>resi #conversion frenzy+#Vanbarton's central place in it. Boss #RichardACColes discusses that+other issues. #NYC #realestate #CRE #multifamily #MayorMamdani #467M #NoMad #mortgage https://t.co/ceQM1ZXDsf
By David Levitt
Social•Feb 23, 2026
Permits Drive 50% Premium, Blocking LA Housing Supply
Developers are willing to pay 50% more for land that already has permits to build in the city of Los Angeles: "Overall, our results suggest permitting is a major barrier to housing supply in Los Angeles"
By Liam Dillon
Social•Feb 23, 2026
Mortgage Rates Dip Below 6%, Lowest Since 2022
#Mortgage rates just dropped below 6%, matching lowest level since 2022 https://t.co/MSs7B1Npgs @mortgagenewsmnd @MG_MBS #realestate #realestateinvesting
By Diana Olick
Social•Feb 23, 2026
Toronto Starter Homes Cost $750k, Rent $2.4k
$750,000 purchase price with a $600k mortgage is a “starter home” in Toronto btw. Rents for $2,400/month.
By Jim Chuong
Social•Feb 23, 2026
Mortgage Rates
5-handle The average 30-year fixed mortgage rate today: 5.99% Same day last year: 6.89% ---------------------- 10-year treasury yield today: 4.03% Spread today: 196 bps
By Lance Lambert
Social•Feb 23, 2026
Veris Residential Joins Wave of Apartment REIT Liquidations
Another one bites the dust ... Veris Residential becomes the latest apartment REIT sold or liquidated (18+ in the last 15 years vs. ~12 still remaining). Veris (6.6k units) is best known for its wildly high renter incomes ($480k or 10-12%...
By Jay Parsons