Real Estate Investing Social Media and Updates
Real Estate Investing Social Media and Updates
Real Estate Investing Pulse
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
From December to January, US new home sales DROPPED by a STUNNING 17.6%. Sales were at their lowest level since the COVID-19 pandemic. AMERICAN HOUSING MARKET = IN THE TANK. https://t.co/AMSqv9ZMsT
"The market value of household real estate assets fell for the second consecutive quarter to $47.9 trillion in the fourth quarter of 2025" -NAHB
In 2010, the median U.S. homebuyer was 39. Today, it’s 59. Home prices have doubled in a decade, and construction productivity has fallen. Sweden builds 45% of single-family homes in factories, year-round, cutting costs and build time. If we built...
Large market with the worst single-family rent growth in the U.S. entering 2026? Miami Wouldn't have guessed that from the headlines about Zuckerberg and Palantir. While billionaires are moving in, local residents are moving out. Rents are up 50% in Miami from...
Housing market is poised for growth this year if Iran conflict doesn't raise rates, says HousingWire Mohtashami https://t.co/ZBWUvaA7UQ
This additional rental supply is putting downward pressure on single-family rents. One reason why SFR rent growth is at 10-year low. https://t.co/wh9Qyhz6TK
If you look at this chart of mortgage rates, do you say rates are: Up, Flat, or Down? (poll follows below) https://t.co/f44iFahBSk
Homeowners who are having trouble selling their homes are becoming landlords at a near record pace About 2.2% of rental listings on Zillow in November had previously been listed for sale—highest level since late 2022 when mortgage rates surged...
If new homes can fall below the 2022 lows in sales for at least 5-7 months, that would do it, but their purchase application data hasn't shown that yet. https://t.co/Jv2eyLip1u
A bit of weekend announcement aimed at stabilising soaring mortgage rates FANNIE, FREDDIE PLACE LARGE BIDS FOR MORTGAGE-BACKED SECURITIES
2023 had the peak spreads of the cycle at 3.11%. Since then, it has gradually improved each year. By 2026, spreads approached normal levels again. February 2022 is when the spreads started to worsen. https://t.co/hK3qQPLtIs
New York City builds smaller 2BR apartments Here's the distribution of 2BR sizes in NYC vs Seattle & Austin NYC average is 5% smaller than Seattle & 14% smaller than Seattle ... and more than 2/3 of NYC 2BRs are smaller than...
We have to be mindful that existing home sales, unlike new home sales, are still working from all-time lows; the bar is very low for growth. Sales haven't collapsed since the end of 2022, no matter where rates went, but...
Also, be mindful that the inventory decline in Florida YoY was working from an easier bar to do so. Just like the national data, the YoY comps get easier up until mid-June. https://t.co/z4GnIpxb5B
Home prices sure look like they could be back under 2022 levels by late summer. *This is list prices, which is subject to a shift in the mix of homes available, but it a direct measure of how much homes cost,...
If we had the worst levels of mortgage spreads in 2023, mortgage rates would be 7.67% today, not 6.53% If we had the worst levels of 2024, mortgage rates would be 7.29% today. If we had the worst levels of 2025,...
As crazy as this sounds, the weekly demand with our tracker data is still positive YoY, just remember that rates are still lower YoY; more on this with our weekend tracker. 🫡
The thing everyone gets wrong in the housing market is they think it's about mortgage rates. When it's actually about prices. Buyer demand is at record lows because prices (inflation-adjusted) are at record highs. No one wants to buy a house they know...
We have experienced many recessions since WWII, but only one nationwide home price crash and foreclosure crisis, household debt leverage ratio was much higher back then. https://t.co/VjgmPgQgRv
Rental market deflation is spreading across the U.S. Austin is down 22% from peak. Fort Myers is down 19% Denver is -13% Atlanta is -11% Nashville is -11% Dallas is -11% Landlords are doing big rent cuts across the Sun Belt and West. In some cases, they're...
This is an example of why I dislike "per unit" metrics in housing discourse & policy $827K/per unit sounds really really bad ... and it's not GOOD BUT ... when you take unit mix, and size, into account it gets a little...
In less than a month, hope for a decent spring selling season has all but vanished in housing as oil spikes, rates jump, and inflation expectations reset higher. Can’t even get an adjustable-rate mortgage below 6% anymore. https://t.co/YOV544jjTl
The spring #housing market is on, but mortgage rates just shot higher. Here's what to know. https://t.co/RH3r7ufpUH @realtordotcom @cotality @mortgagenewsmnd @jonathanmiller #realestate #realestateinvesting @SelmaHepp
47 of the nation's 50 largest metro area housing markets have a weaker year-over-year home price shift this early spring than a year ago The biggest exception is New Orleans—which is firming up after passing through a 'material' correction Analysis via @ResidentialClub...
A 6.50%+ 30-year fixed mortgage rate is coming today. Crazy we had sub-6% rates less than a month ago. It's going to get worse before it gets better.
Falling construction costs were a rare positive for homebuilders in 2025. That’s quickly shifting as transport costs jump, as will build costs since many construction products are petroleum based. Hard for homebuilders to push new cost increases through, so more...
Inventory growth has been much slower this year vs last; the housing demand curve has been positive this year because rates are still lower YoY. If mortgage spreads didn't improve rates would have already been above 7% already https://t.co/J8onCbn0WP
"The typical homebuyer would save $150 per month taking out an adjustable-rate mortgage instead of a 30-year fixed rate mortgage. That’s a 5.8% discount, the biggest ARM users have had since June 2022 in both dollar and percentage terms." -Redfin
"U.S. homebuyers are taking their time as we head into spring, which is usually the busy season for the housing market. The typical home that went under contract in February spent 66 days on the market. That’s the slowest February...
Prices of New Single-Family Homes Drop Further, Inventory of Completed New Homes for Sale Highest since 2009. Hoping for lower mortgage rates that may not come https://t.co/xfMYbwdtVK https://t.co/ImauhfwDWA
California's ADU preemption law—of the sort Michigan is considering this year—has directly led to the construction of over 100,000 housing units that would have been illegal prior to 2017. https://t.co/dtgk8BfnNT
U.S. home prices, as measured by the Zillow Home Value Index, rose +0.1% month-over-month between January 2026 and February 2026. Year-over-year: +0.4% Since the 2022 peak: +1.6% Since March 2020: +43.2% Table via @ResidentialClub https://t.co/LC4jle3nVp
Let's look to multiple price metrics to try to understand the market. Here are various sources I watch every month. I think we can generally say prices are down about 2% from one year ago in the Sacramento region. Look...
New home sales and prices stumble in January. But my eyes are on that Under Construction line... https://t.co/ba6EOBkX36
One of the more interesting things in the housing market right now is the divergence between Builders and existing owners. Builders are now near 9 months of supply (heavy correction / near crash level) But existing owners are at only 4...
This assumes that the probability of development of zoned capacity is 100%. That's unrealistic. Let's math it out: DC needs 120,000 units by 2050. Assume a high p(dev) of 5% every 5 years. DC would need to zone for 622,100...
I'd say a 6.50% 30-year fixed seems like a foregone conclusion at this point. When not if... That'd be the first time rates were that high since last summer. Pretty sure the housing market can't handle a return to 7%, not...
New home share of total inventory remains historically elevated, but is moving back toward normal. https://t.co/fgRMXqrkuk
Temporary Freeze or Deeper Chill? New home sales fell sharply in January to 587K (vs. 722K expected), marking the slowest pace since Oct 2022 and the steepest monthly drop since 2013. https://t.co/W9Fwrwtvjb
Real estate could be the big winner in the private credit exodus https://t.co/DFzvuJjBGz #realestateinvesting @JLL @blackstone @CoStarGroup
Even if your rental properties do outperform the market (unlikely), when you include the "return on hassle", it's not even close. The cost of your time, dealing with tenants, etc., is far higher than a few percentage points a year.
Gave a quick talk for agents in San Francisco today. Would you be surprised to learn that all the pandemic-era inventory in the city is completely gone? We really are in the next era of the housing market https://t.co/JmnzqbgEMn
Spoke with @SchwabNetwork about the outlook for the housing market. Some fragile green shoots are beginning to emerge. https://t.co/AnXqQAj4mN
Private money lending isn’t 100% passive. There’s upfront work you need to do. Vetting borrowers will take a majority of your time and this part isn’t nor will ever be passive. The closest thing you get is if you have...
Teams inside major homebuilders, lenders, and operators are using ResiClub research and analysis to inform real decisions—including firms like Meritage Homes, a giant homebuilder ranked No. 554 on the Fortune 1000. That’s exactly what we’re aiming for: clear, data-driven housing market...
The average 30-year fixed mortgage rate today: 6.31% Same day last year: 6.78% 10-year Treasury yield today: 4.25% Spread today: 206 bps
What do you notice about San Francisco compared to Sacramento? These are closed home sales so far this month. https://t.co/BK12H6rwip
The Most Splendid Housing Bubbles in America: Price Drops & Gains in 33 Big Expensive Cities, February 2026. Each city has its own housing market. In some, home prices have dropped a lot; in others, prices have hit new highs https://t.co/ILCCiyvcIJ https://t.co/AfImn5LKKw
You've heard of big mortgage rate buydowns... But what about NO mortgage payments for an entire year when you buy a new home?
#Mortgage refinance demand plunges 19% after interest rates shoot higher https://t.co/qypWBX8GTm @mortgagenewsmnd @MBAMortgage #realestate #realestateinvesting #housing
