U.S. Home Prices Edge Higher, Up 0.7
U.S. single-family home prices rose 0.3% month-over-month without seasonal adjustment between the January 2026 to February 2026 print Year-over-year: +0.7% Since March 2020: +52.1% Since 2022's peak: +6.2% Table via @ResidentialClub https://t.co/swLLdluSbF
Medical Office Demand Strong; Costs Stall New Supply
Medical office occupancy has reached a cyclical high of 92.4% across the top 100 metros. Absorption is keeping pace with completions. Demand is not the problem. The constraint on new supply isn't lack of tenant demand; it's construction costs that hit an...
US Home Prices Rise Only 1.2% YoY, Still Deflationary
US home price appreciation slowed to 1.2% YoY in March, and inflation-adjusted remained negative. weighing on US inflation @soberlook AEI Housing Center https://t.co/EGLX7QmA3x https://t.co/5h5g2SST3S
Forced Sale Clause Undermines Build‑to‑Rent Viability
This line from the WSJ article on build-to-rent construction freeze tells you a lot: The authors of the ROAD to Housing heard this statement (which is generally true), and totally whiffed on understanding what it meant and why a forced...
EQT Real Estate Secures Record $3.5bn European Logistics Fund
Fundraising alert: @eqt Real Estate closes record European logistics fund at $3.5bn hard-cap Read the full story here: https://t.co/r3mrXSHDAM https://t.co/Y3pqTMbiu2
Florida Housing Correction Softening in Multiple Regions
The intensity of Florida’s housing market correction is easing across many pockets of the state My latest for @ResidentialClub https://t.co/4ORe8qnyC1
Purchase Price Drives Yield More than Value‑add Returns
Majority of your yield is locked in at acquisition, which is why buying well is so important Even an accretive, high return-on-cost value-add action only represents a fraction of the purchase price - which is why having great deal flow (good...
Scottsdale Prices Soar as Californians Flee State
Scottsdale home prices make no sense until you realize they’re mainly bought by people fleeing California
Create Commercial Real Estate Value Through NOI, Upgrades, Retention
In commercial real estate, value isn’t given. It’s engineered. • Increase NOI • Upgrade the asset • Strengthen tenant retention Smart investors don’t wait for appreciation — they create it. #CommercialRealEstate #CREInvesting #cre #fyp #trending
Spring Market Spikes: Highest Pending Sales Since 2022
Spring housing market showed real signs of life this week: ➡️Pending sales hit 96,000, the highest weekly count since 2022. 4-week average now growing vs last year for the first time in 2026 ➡️Inventory grew 2.8% to 990,000 homes, +4% YoY but...
CRE Loans Shift From Extensions to Resolution Strategies
Fewer CRE loans are being extended, and more are moving toward resolution, whether through refinancing, asset sales, restructurings, or defaults. For CRE borrowers, the era of ‘extend and pretend’ is giving way to ‘resolve or reset.’ More in the blog: https://t.co/5Y55rpYdTU https://t.co/DEu6UC6bXE
SF Homes Routinely Sell Above Asking, Priced Low Strategically
Almost everything sells over the original asking price in San Francisco. The market is hot, and properties tend to be priced strategically low. Both things are true. https://t.co/5Zdk6OUhzn
Nashville Home Sales Plummet, Inventory Peaks—Buyers Win
A silent homebuyer exodus is sweeping through Nashville. Sale transactions have collapsed 28% from the pandemic peak. And just hit their lowest March level in 12 years. There's a giant vacuum in demand, with many of the California buyers who propped...
Median Home Prices Mirror Tidal Shifts Across Counties
All ships rise and fall with the tide. Here’s the median sales price in 12 local counties. https://t.co/SXUYQEFXTq
Lodha to Self‑Fund Park by Monetizing Land at ₹70 Cr/Acre
Self-Funding Model: Lodha plans to fund this massive outlay by selling or monetizing other land parcels within the same 400-acre park. They anticipate land values in the area to reach as high as ₹70 crore per acre due to high...
Active Listings Below Historic Norm, Inventory Remains Healthy
My stance has always been the same: 1.52-1.93 million active listings with over four months of supply. Inventory is fine. Data from 2020-2024 was never seen historically with active listings. Normal is 2-2.5 million listings, we have 1,360,000 today, the...
Self‑Storage Rentals Surge 48% Year‑Over‑Year
Self storage leasing is picking up for us: First 20 days of April 2026: 642 rentals Same period 2025: 435 rentals From 21.75 rentals per day last year to 32.1 this year. We are beginning to increase rents at a lot of our locations.
Miami Overtakes New York as Top Million‑Dollar Home Market
For the better part of a decade, New York consistently held the nation’s largest inventory of million-dollar homes. However, in a major geographic realignment, the Miami metro officially surpassed New York by the end of 2025" -NAHB
High Rates Spark Buying Opportunity in Fast‑Growth REITs
Loading up on 3 REITs with rapid growth potential: Realty Income, VICI Properties, and Essential Properties. High rates created a buying opportunity for these yield + growth plays. 🏢💸 REITs
Inflation Spikes: War, Credit Booms, Pandemic Pressures
1943-1947 1974-1979 Both high inflationary periods 2002-2005 didn't have high inflation, but a credit demand boom and bust 2020-2022 Pandemic Inflation https://t.co/Jjov0fsNAY
Sacramento Sellers Return, April Growth Slows vs March
Sellers are still coming back to the market in Sacramento, but is momentum slowing? April will be the fifth month in a row of beating 2024 levels again after sellers really backed off last year. However, April won't be as...
Sun Belt Inventory Surges, Northeast Housing Shortage Spikes
The housing market has broken into two. Sun Belt markets like Denver, Austin, Seattle, and Orlando are experiencing exploding inventory (+30% or more from 2019 levels). Prices are now dropping in these markets. However, in New York, Chicago, Providence, and Hartford,...
Mid‑June 2025: Housing Market Rebalances Supply and Demand
The national housing market generally shifted in mid-June of 2025 🫡 S.D.E Supply Demand Equilibirum
Fast Growth Relies on Leveraging Others' Capital
PSA: most people scaling fast are not using their own money. They’re using other people’s money, partnerships, creative financing, retiment funds. They understand the power of leverage
Real Estate Success Often Fueled by Falling Rates
I don’t know who needs to hear this, but many real estate fortunes were helped along by one of the greatest tailwinds in history: falling interest rates. Be careful when judging track records. Some of it is skill. Some of it is...
Deals Hinge on Stabilized Yield, Not Current Income
There are generally two main myths that you hear about how real estate deals are sold. The first is that properties are sold based on their in-place income. The second is that properties are sold based on the market cap rate. These...
NYC Housing Crisis Narrative Turns Any Dip Into New Panic
You can bet, though, that after 40 years of the “crisis” of rising house prices and rents in NYC, the minute they even hint at falling, that will also be a “crisis.”
Existing Homes Dominate Inventory; New Builds Stay Under 120k
One thing to remember, new construction, just nationally speaking, rarely gets above 120,000 completed units for sale. Even in 2008, it never reached 200,000, even though we had 4,000,000 active inventory. The majority of all inventory comes from the existing...
2005 Bankruptcy Reform and 2010 Qualified Mortgage Laws Revolutionized Lending
2005 BK reform law, notice all the BK filings before the law went into effect. Then add the 2010 Qualified Mortgage Law on top. Those two laws changed everything forever https://t.co/2gnt1ETE2e
Japanese Investors Surge to 5% of U.S. Homebuilders
Japan’s growing ownership of U.S. homebuilders, as told by one chart According to Zonda, in 2015, Japanese owned builders had around 0.2% of the market—by 2025, that figure had risen to 4.8%. It'll soon be higher. My latest for ResiClub: https://t.co/oO9GdezI2v
Improved Spread Levels Shave a Percentage Point
If we had the worst mortgage spread levels of 2023, mortgage rates would be 7.50% today, not 6.32%. If we had the worst levels of 2024, mortgage rates would be 7.12% today. If we had the worst levels of 2025, mortgage rates...
Stop Saving, Start Strategizing: Scale Real Estate Quickly
If it feels like it’ll take you a decade to buy the next property, it’s because you’re relying only on savings. The people you see scaling fast aren’t “lucky.” They understand: • How to structure partnerships • How to choose high-margin models •...
Housing Market Set to Grow Across All Sectors in 2027
There’s maybe another 3-6 months of softness as builders work down inventories but I think residential construction, resale transactions, new home sales, and home prices will all grow in 2027.
Institutional Homebuying Ban's Effect Tied to 7-Year Rule
D.R. Horton: Impact of institutional homebuying ban hinges on 7-year selloff rule During the Tuesday earnings call, Alan Ratner at Zelman and Associates asked how an institutional homebuying “ban” could impact D.R. Horton’s business? D.R. Horton CEO's response 👇
Uniform Regulations Inflate Costs of Small Housing Projects
The main reason more so-called "missing middle" housing doesn't get built: In most states (including CA), there is little regulatory distinction between a 5 unit building and a 500 unit building. Despite posing 1/100 of the risk, the 5 unit building is...
Weekend Housing Tracker Ranks Among Best in Years
This weekend's housing tracker was one of the better reports in years for many reasons do.
Single-Family Rentals Redefine Starter Homes, Challenge Homeownership Myth
“Single-family rentals are a modern version of a starter home, which have gone nearly extinct in the United States. But their existence challenges the American ideal that suburban single-family houses are meant for homeowners.” https://t.co/dA4eZdCiPZ
Smart Money Moves Before Prices Signal Opportunity
When money moves vs when people notice. Most investors think price = opportunity. It doesn’t. Price is just a reflection of what has already happened. This chart shows two things: Capital flow (smart money) Price movement (public reaction) First, understand the axes: X-axis = Market cycle stage (early...
Austin Expands with Affordable Detached Homes Beyond City Limits
That’s exactly what Austin has done. And continues to do Yes some infill (which developers like @americanhousing are doing) … but a TON of small, inexpensive detached homes outside the City https://t.co/uFSuYKWH2m
Chicago's Housing Inventory Plummets, Driving Price Spikes
Chicago's housing market is in crisis. Listings are down 59% from pre-pandemic norms. There were 30k listings across the metro back in 2019. Now there's only 12k. Such a massive inventory shortage is creating bidding wars and double-digit value...
Pending Home Sales Surge in Unprecedented Weekly Spike
A very noticeble pickup in demand for our weekly pending home sales this week. More on this with our weekend tracker, with some more interesting data lines. One of the more interesting weeks over the past few years, in fact.
Seasonal Market Shows Prices Converging Year‑over‑year
Seasonal vibes. The average and median price twinning through the years. And we're having a seasonal market this year in all the stats (prices, days on market, etc...). https://t.co/LZLx8aCcYJ
US Commercial Property Prices Surge to Strongest Gain Since 2022
U.S. commercial property prices just hit a major turning point. In March, the RCA CPPI US National All-Property Index climbed 2.1% year-over-year, marking the strongest annual gain since late 2022. The momentum is building quickly. The index rose 1.1% on a quarter-over-quarter...
U.S. Apartment Leasing Remains Flat, Defying Expectations
Latest newsletter: A ho-hum start to the leasing season for the U.S. apartment market. If you thought the market would tank due to weak job numbers, you were wrong. And if you expected a strong rebound, you were wrong, too. https://t.co/CFNiA6Ycf7
Mid-Size Buildings Dominate Studio Unit Share Since 2008
Here’s an interesting fact about apartment building SIZE For buildings built since 2008 ... mid-size buildings (50-150 units) have a great share of Studios, compared to smaller or larger buildings. https://t.co/QC9eXAaoRH
Top 12 County Hotspots for Real Estate Buyers
Where are the transactions happening? Here’s a look at 12 counties in the region. If you work in real estate, this is the focus. Where are the buyers buying? https://t.co/ltaiJj1McN
Sales and Price Volume Data for 12 Counties
Just in case you wanted to see the number of sales and price volume so far in 12 counties. I know you woke up wanting this. 
Record Mortgage Renewals Spur Higher Rates, Dampening Spring Market
Will Higher Fixed Mortgage Rates Slow Down An Already Slow Spring Real Estate Market? PROBABLY Thing is when you're coming off ridiculously low 2025 Home Sales numbers in BC & Ontario: a very small increase in resales is inevitable But very bad...
Austin Leads 2026 Resale Housing Price Decline
The Austin, TX metro area is the epicenter of resale housing market weakness in 2026 On a seasonally adjusted basis, the Austin, TX metro just saw the biggest month-over-month home price decline in the country via ResiClub Terminal
March Housing Slows; April Sales Poised for Rebound
Final Look at Local Housing Markets in March and a Look Ahead to April Sales https://calculatedrisk.substack.com/p/final-look-at-local-housing-markets-05f