[@opinion] My housing friends may think I'm early, but I think the outlook for homebuilders has shifted from 🔴to 🟡 this year -- resale inventory is stabilizing, costs are coming down, and they've made a big enough dent on affordability that the worst feels behind us: https://t.co/I75mhl5n9D

Even with all the drama this year, purchase application data has been positive year over year every week. @housingwire @sarahteresa6 #mortgagerates #realestate #economics #chartdaddy

America's rental stock is aging. The median age of a rental unit is now 45 years old, the oldest on record, according to Harvard's Joint Center for Housing Studies. And that will likely have major implications on housing policy and trends...
Why is real estate private equity so lucrative? Because you basically get a 2x return on your capital before the deal even starts Let’s take a sample deal: $10MM purchase price. The deal will be purchased with a $7.5MM loan and $2.5MM of...

Purchase application data update: +1% week to week +12% year over year Every week this year has had positive year-over-year data. https://t.co/gfHZLTffev
Through mid-March, homebuilder sales and pricing trends have underwhelmed. Not a great start to the spring selling season, with homebuilders we survey noting Iran/oil/rising interest rates becoming part of the consumer psyche for staying on the sidelines.
File under: Wish someone had told me When interest rates go to zero, the main reason to sell real estate is bc pricing goes crazy. But a secondary reason to sell is that interest rates at zero will catalyze a development boom,...

China's housing market has been undergoing a nasty correction since '22 Goldman Sachs: "If China follows the typical timeline of housing busts around the world, there might be another 10% drop in home prices ahead, and real prices may not...
People buy homes for 2 reasons: 1) To invest in what is (hopefully) an appreciating asset 2) So that they don't have to move. And this is particularly true for families, or people looking to start them. It's why the...
Lenders sometimes ask appraisers for short-term rent during the loan process, but that's totally different than market rent. Short-term rent is going to be much higher as it's basically hotel rent based on the daily rent instead of a tenant...

So the National Storage Affiliates acquisition puts Public on par with Extra Space as far as total square footage managed. Industry consolidation continues apace. https://t.co/Ce69lYGYsk https://t.co/Rqz8xdySVZ
US farmers are rejecting $33 to $80 million offers for their land from data center companies. The tension between AI and land is real.

Pending home sales recorded an unexpected beat in February, rising 1.8% month-over-month versus a forecast of -1%. However, sales were down 0.8% year-over-year and the outlook isn't great given mortgage rates hit those 3.5-year lows in February. They are now markedly higher...

Pending Home Sales Ticked Up from Record Low. But Now Mortgage Rates Spiked Back over 6.3%. Home sales in February, as feeble as they were, benefitted from the lowest mortgage rates in years. Those rates are now gone https://t.co/2mll3eAbGK https://t.co/lVfYXLQXRz
The housing market is like a hot pocket taken out of the microwave too early. Some spots are warm, and others are cold or hot. Not every part has the same temperature. The trend could be different if we’re talking...

How is the housing market? It really depends on what we are talking about. Condos? Entry-level price points? Homes that check all the boxes? Properties on busy streets? What parts of the market are cold, warm, or hot? I’d love...
#Apartment concessions hit highest level in over a decade https://t.co/VtxRVMQc37 @RealPage @ApartmentList @Yardi @jayparsons #rent #realestate #realestateinvesting

Will Home Sales Improve In 2026? Almost Certainly Yes: Because They Just Couldn't Get Any Worse When some Regions hit 30 year lows in Home Sales it's just reasonable to believe the case for a SMALL increase is real But nobody should...

The TSA HQ in Arlington is becoming 637 apartments. Down the road, 675 units just opened in a converted Falls Church office park. Northern Virginia’s office-to-residential wave is moving fast. Is your portfolio positioned for it or exposed by it? #commercialrealestate...
"With supply far outweighing demand, Austin has turned into a firm buyer’s market - giving house hunters more options, more negotiating power and more time to shop around." 😲 https://t.co/d4pZOxWqcs

Canadian residential real estate is down -20% from its peak in 2022, a crash in prices worse than the U.S. in 2008. But no one is talking about it, primarily because the financial system is well-functioning (so far), as creditors do...

Why did Sacramento's suburbanization extend the to the northeast and southeast, rather than to the north, west, or southwest—toward the prosperous Bay Area? (1/2) https://t.co/fYIcWzLEsu

RTO keeps grinding higher. February was the strongest since COVID even with NYC snow dragging numbers. Severe Northeast snowstorms weighed on NYC and Boston, while major markets outside the region continued to post YoY gains. 🔗 https://t.co/1IhvNZPYUS https://t.co/uIpOony3hv

A lot of real estate is simply finding structural sellers Over the last few years, a lot of bad operators made some big mistakes. So you’re simply going to target them: 1. Position yourself in lower liquidity markets (markets where owners will have...
Exactly A large group of people have locked in below market shelter costs for decades to come
A jump in "accidental landlords" often occurs when a housing market softens/weakens Some sellers list their home, fail to sell, and then test the rental market—often temporarily—while they wait for for-sale conditions to improve https://t.co/dFiL2EDnQJ
Spending on data center projects in the US has exploded, surpassing offices for the first time at the end of last year. https://t.co/0qR4WGHhjm

Properties are getting into contract pretty quickly. Here's a look at pendings over the past week in the Sacramento region. The good stuff goes quickly if it's priced well, but overpriced stuff will sit. https://t.co/FkJxfXf4uo
The “Ticket Size Trap” Why Most Investors Get Stuck in ₹2–5 Cr Properties — And Wealth Gets Made Above or Below That This is one of the least discussed rules in Gurgaon real estate. Prices don’t move equally across all budgets. They move in...

Where are the transactions happening in 2026? Here’s a look at sales volume so far in the wider region within 12 counties. If you work in real estate, where are you positioning your business? https://t.co/kBtzz6MJGL

Altos: Single family existing home inventory up 1.5% week-over-week. This is the time of year inventory starts to build - and it will be important to track.
Merger Monday…NationalStorage (NSA) a REIT (real estate investment trust)that operates storage facilities being bght by Public Storage(PSA)..also a REIT .. for 0.14 share of its stock per share of NSA

Stop guessing your NOI. 🛑 If you can’t run the numbers in 30 seconds, you’re going to lose the deal to someone who can. The 50% Rule is your “back of the napkin” litmus test for multifamily. If the math doesn’t...

Some crazy deals are popping up on condos. On this listing, seller in ATL is taking a 22% loss from their 2023 purchase. Current list of $229k almost back to pre-pandemic valuation. A mortgaged buyer can buy at all-in cost of $1,750/month,...
The mortgage rate lockdown theory has not existed in the data since 2022, as nobody would sell their low rate to buy another home. https://t.co/E2q1j8TMjQ

To give you an idea of what levels were rates locked in 2026 before the conflict started, a bunch of rate locks came in at 6.20%-6.35% @housingwire @sarahteresa6 #mortgagerates #housing #realestate #chartdaddy

After initial have a concerned reaction to tariffs back in spring 2025, most giant public homebuilders walked back their tariff concerns last summer. That commentary shift reflected a combination of factors: some of the proposed tariffs didn’t ultimately go through,...

If you’re active on “Housing Twitter,” you’ll likely see charts circulating this coming week that show Lennar’s average selling price down roughly -23.8% from its 2022 peak. It’s worth noting, however, that the figure reported by Lennar is net of...

Lennar says pushing institutional homebuyers out of the housing market could cause big builders to 'build less supply' Lennar CEO Stuart Miller said on Friday that institutional investors are already pulling back further this year given the heightened policy pressure
So we're signing executive orders to "improve housing affordability" when we already had the lowest mortgage rates in nearly FOUR YEARS. We were ever so close to that elusive magic number of 5.5% for a 30-year fixed, which gets home buyers...
This is also why unit typology in new construction matters If we build lots of Studio units in Neighborhood A does that “free up” larger units for families in THAT neighborhood? Maybe More likely, it lowers prices in the Metro and ...

Industrial real estate continues to be one of the most resilient sectors in commercial real estate — and the demand is being driven by structural shifts in the global economy. For investors and operators, understanding these macro drivers is critical when...

Lots of focus on the ‘90s lately. What was the housing market like back then? Here’s what was happening in Sacramento and many markets across the country.
This is the big problem I see with U.S. housing. If incomes can't support prices, something has to give. While wealth transfers can offset this temporarily, most people won't have such a windfall. If incomes don't rise, prices will fall in...
“Tragedy of the commons” in interesting neighborhoods: Each individual owner incentivized to rent to national chains, due to their higher credit-quality. But, once too many do, the neighborhood loses what made it interesting in the first place.
Rate were under 3% in 2021 and now over 6 What did 5 years of renting really get him

WOW. ANOTHER ONE. Japanese builders are rapidly acquiring U.S. homebuilders—striking their third deal in a month This week, Japan-based Hajime Construction agreed to buy Utah-based Wright Homes My latest for ResiClub: https://t.co/FgJwjNewbx

Rate locks between 6.20% - 6.35% corrinadting with positive purchase application data and weekly pending sales all year long, so far, yes. At 6.41% today is the first day that pricing is above the September 17th, 2025 data point https://t.co/lqWqldYe3s

In 2010, homes in Vegas were $100K and people still said “I’m waiting for the crash.” Today they’re $500K…
Since 2000, the average year has seen an 87 bps range between the highest 30-year fixed mortgage rate reading in the calendar year and the lowest reading So far in 2026, that range has been 42 bps Lowest this year: 5.99% Highest...