Real Estate Investing Social Media and Updates
Real Estate Investing Social Media and Updates
Real Estate Investing Pulse
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Tuesday recap
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
Condos are softer than the detached market. Cancellations have continued into 2026. Nothing at all like all-time highs in 2007, but this submarket is notably softer than detached homes. https://t.co/3krxTga2qS
It's not actually that complicated: 1️⃣ There's no evidence that institutional purchases of existing single-family homes drives up prices. 2️⃣ Institutional financing, building, and ownership of new single-family homes expands the housing supply and drives down prices.
There's not going to be a revenue base here after they drive ultra HNW to Florida and Texas and keep giving boomers property tax breaks.
It's a strange thing: density bonus laws have created orders of magnitude more affordable housing than inclusionary zoning laws, which evidence suggests may reduce overall housing production. Yet the latter remains more popular, I suspect because NIMBYs recognize its utility.
NAAIM Exposure Index down from 100% in mid-December to 67% in mid-March. Seems bullish to me! $SPX https://t.co/e0bywZknAH
Over the past 20 years, America has basically stopped building condos. Owing to a mix of restrictive financing regulations and endless defect litigation, the most viable path to urban homeownership has largely disapprared. In my latest for @TheAtlantic, we explain...
For a $600,000 home, a borrower will now have to pay $130 more per month than what they would have paid the day before the war started when rates were 5.99%
Prediction: We'll eventually see a wave of articles (followed by policymakers fretting over it) about "Wall Street" investing in manufactured housing. It'll be positioned as a "loophole" and/or consequence of the ban on single-family rentals. But it's not new at all. There...
Here’s a look at median price change since last year. We hit an inflection point in the spring where the trend went negative. Of course, the median isn’t a perfect price metric, but other price indexes are telling the same...
Unless you’re angling to sell or refinance your building in the short term: If the rental market is slow, better to lower your asking rents than to accept vacancy or fill your building with people who will dishonor their lease obligations.
A sobering trend: #Manhattan apt inventory dropped every month for 2 years running. Building boom fails to stem tide of rising demand. 'Construction expanding but it's been uneven by boro' #NYC #realestate #CRE #multifamily #condo #mortgage https://t.co/a0FkHCJC3x
While Congress wrongly attacks institutional housing investors, my latest @opinion column explores several of the govt policies that actually increase US home prices and make building a "starter home" impossible today: /1
The “Holding Power” Rule Why In Gurgaon, The Rich Don’t Always Buy Better — They Hold Longer Most people think wealth in real estate comes from: • better location • better builder • better timing But NCR history shows something else. The biggest fortunes were not made...
Will “build-to-rent” (BTR) go down in history as the worst rebranding of low-density apartment development?
Over the past 2 years, we’ve owned and developed 10,000 housing lots in “for-sale” housing. Everyone is thinking about it like building a single house, but the typical development is 20-50 acres for a community of hundreds of new homes. The biggest...
Lennar—America's second largest homebuilder—gross margins fall to the lowest levels since 2009 Among giant public homebuilders, Lennar has been the most aggressive in using affordability adjustments/incentives to maintain volumes/take market share @ResidentialClub research
The U.S. housing market isn’t slowing down, it’s frozen. Homes are massively overpriced, and when prices finally fall, millions of homeowners could lose their equity and banks will be stuck with bad mortgages. This is exactly what happens when decades...
Questions to ask: - How high can the 30-year fixed go again? Is 6.5% a reasonable guess? Is 7% out of the question? I think 7% is unlikely as we'd be getting into recession talk and bond yields would likely...
How did homes sell compared to their original list price? Here's a way to show that. Anything above the 0% line went above, and anything below went below. FEB 2026 SAC REGION Above: 30.7% Below: 56.0% At Original List Price: 13.3% Any thoughts?
A $500K mortgage was $1,900/month in 2021. A $500K mortgage is now $3,200/month. $1,000+ more each month for the same home.
Reventure's homebuyer demand index inched up this week to a 9/100. This index tracks pending sales, mortgage apps, internet searches for real estate, and buyer sentiment. A "normal" reading on the index is 50, a level which we saw before the pandemic. Note...
She's not wrong. One reason "we're in trouble" is young adult access to the American Dream is so diminished--as evidenced, for instance, by this decline in home ownership.👇🏽 ✔️ 1980: 59% of young adults owned a home ✔️Now: 37% of young adults...
A lot of the criticism about build-to-rent on this app is grounded in ignorance about what BTR is, who builds it, who funds it, who lives in it, and why it's appealing to the small share of families who choose...
#Housing market is poised for growth this year if Iran conflict doesn't raise rates, says HousingWire Mohtashami https://t.co/ZBWUvaAFKo
Housing starts surprised to the upside in the latest report, rising to a 1.487 million SAAR and coming in above consensus expectations. On the surface, the headline suggests renewed momentum in residential construction. However... https://t.co/1r862BDOdv
After this week's existing home sales report. Let's do an inventory checkup, today we stand at 1,290,000. Historically, it's been between 2-2.5 million; it was 4,000,000 in 2007. @housingwire @sarahteresa6 #housing #realestate #economics #chartdaddy
It's going to be a boring year for housing inventory, unless rates spike up big time However, now that we are in 2026 You can see the difference in the inventory channel When comparing sales crashing from 2005 to 2008, vs sales...
The self storage rental market could finally be taking steps in the right direction. First 10 days of March last year: 206 rentals First 10 this year: 301 rentals
Have any of the people who oppose investors owning “build to rent” housing called on Fannie/Freddie to liberalize their lending standards to lower FICO buyers?
Working on a property with a $500,000 accessory dwelling added two years ago. It’ll be interesting to see how much this adds to value. That’s a big price tag for an ADU.
The problem with this view is that the number of single-family rental homes in the U.S. has been in decline for years, as research from Harvard, John Burns and Redfin have all shown.
NAR's existing home sales came out for February and it doesn't yet reflect what we're seeing in the weekly pending sales that we track. NAR is trying to publish this data earlier to keep up, but it still has...
Bond yields are back near their highest levels of 2026. Mortgage rates are also close to their 2026-highs, with MND putting the 30-year fixed at 6.19% today, just 2 bps below its peak thus far this year. There's a decent chance mortgage...
It's even worse than this guy makes it seem. If someone rents out their "$1.2M" home for $4k/month, that's the all-in cost (property tax, insurance, maintenance, etc.) So, the mortgage would have to be even LESS than $4k/month, valuing the home even...
Fresh stats. Some differences, but nothing too crazy. Eleven other counties on my blog today. What stands out to you? https://t.co/6HKzLYqDvO
Home sales just dropped to the lowest level since 2009. Down 35% from pandemic peak, and by 25% from pre-pandemic norms. This was the 2nd-worst February reading in the last 30 years. Traditional news outlets tried to claim there was...
The housing market so far in 2026? Let's talk about it. Today, I have fresh stats for twelve counties and some new price visuals to help interpret what is happening. I also talk about my favorite phrase, "all ships rise...
if you keep increasing the taxy levy without real benefits, eventually new supply (some forced) comes into market and lowers price, which then increases the tax rate burden as a % of asset that makes it very unattractive this is the...
Here's a crazy-yet-telling apartment stat: Among the top 15 markets CUTTING rents, they collectively had 2x more demand (absorption) than the top 15 markets INCREASING rents. Why? Because it's all about supply, not weak demand or affordability etc. Among the top 15 markets...
That empty big box store in your shopping center might not become another retailer. Fitness, pickleball, and entertainment concepts are taking over second-generation retail space as goods retailers shrink. Landlords are repurposing boxes instead of waiting years for another anchor. Still marketing retail...
I'm trying to decide which asset class will have worse returns over the next 5 years: Private assets or U.S. residential real estate. Private assets are illiquid and investors are getting impatient, while home prices have outrun incomes and no one...
Frustrating. China won't use the "clean" balance sheet of the central government to support a real recovery from the prolonged property market slump. The net result: a rising trade surplus supports China's growth at the expense of its trading...
#SUPR results OK. EPRA NTA per Share 87.5p (up) against Share price 82p; so discount relatively small now. Cost down from bringing operation in-house. Target minimum 2% Dividend Growth from FY2027. Appears to be lots of opportunities to acquire Supermarket...
What the institutional homebuying ban actually does, according to ResiClub’s reading of the bipartisan Senate housing bill Me + @MalasMeghan's latest ResiClub PRO report: https://t.co/GIci6e5eqY
Supply of Single-Family Homes Surges to Highest for February in 9 Years, Demand Stuck in the Deepfreeze. Condo sales plunged to a record low shared with two other months https://t.co/U3vgbxThRe https://t.co/3Dk5D9QugD
Joined @SchwabNetwork to discuss the spring housing outlook. Affordability is improving, rates are lower than a year ago, and pent-up demand is real. But a low-hire, low-fire labor market and geopolitical uncertainty keep the outlook fragile. I'm still cautiously optimistic.
Not a shocker to see the median sales price tick up in February. This was expected. Happens almost every single year. Remember, the median isn't a perfect metric to gauge price change (there is no perfect metric). Lots of stats...
Institutional landlord AMH says some Florida homebuilders are buying out their tenants leases "Some of the builders in our Florida markets got pretty aggressive, and we're willing to buy out some of our leases for our residents who were...
The housing market is hitting stagflation. Jobs are cooling, but the unauthorized war in Iran is keeping oil prices and rates high. Sellers are losing patience and re-listings are at a decade high, giving buyers more leverage. https://t.co/tK43N2ajFT
The average 30-year fixed mortgage rate today: 6.09% Same day last year: 6.72% -------------------- 10-year Treasury yield: 4.12% Spread today: 197 bps
