Today's Real Estate Pulse

Berkshire Hathaway to Acquire U.S. Homebuilder in $6.8B Deal
Berkshire Hathaway, now led by CEO Greg Abel, announced a $6.8 billion acquisition of a U.S. homebuilder, marking the conglomerate’s first major entry into residential construction. The purchase is intended to add stable, long‑term cash flow from the housing sector to Berkshire’s portfolio.
Also developing:

Ireland's Apartment Rental Crisis Deepens in 2026
Ireland’s rental market tightened sharply in early 2026, with 2025 rents climbing 4.4% to an average €2,086 for a two‑bedroom unit. Listings plunged 22% year‑over‑year, leaving fewer than 1,800 homes available nationwide in February, the lowest February figure since 2006. Dublin saw the steepest pressure, where average two‑bedroom rents hit €2,438 and city‑center units approached €2,700. New nationwide rent‑control rules taking effect on March 1 cap annual increases at 2%, but they do not apply to existing leases.

All of SA’s $1m-Plus Suburbs Revealed
PropTrack data shows South Australia now has 191 suburbs with a median house price of $1 million or more, up 54 suburbs from the previous month. Adelaide’s most expensive suburb is Tennyson, where the median sits at $3.48 million, followed by Medindie...
Dwight Capital Expands Servicing Platform With Midland State Bank Deal
Dwight Capital has purchased Midland States Bank’s HUD mortgage‑servicing rights portfolio, encompassing more than $500 million in unpaid principal balance tied to skilled nursing facilities, assisted living centers, and hospitals. The acquisition pushes Dwight’s total loan‑servicing assets above $15 billion, reinforcing its...
West Palm Beach’s Luxury Housing Market Is Booming, With Sales Up 30%
West Palm Beach’s luxury housing market surged in January, with pending luxury sales climbing 30% year‑over‑year – the strongest gain among the nation’s 50 largest metros. Median luxury home prices jumped 10.7% to $4.2 million, more than double the national price...

Why Good Real Estate Deals Are Failing in 2026
Passive real‑estate investors are seeing deal stress not because properties are weak but because debt structures have unraveled. Between 2019 and 2022 most syndications relied on short‑term, floating‑rate or bridge loans assuming low rates and easy refinancing. As rates jumped...

Economic Wild
Today's topic is #economic wildcards; this was prepared before the Iran situation began, but that topic was discussed. @housingwire @sarahteresa6 #mortgagerates #realestate #housing #chartdaddy
$1 Rental Properties and “Infinite” Returns with a 100% On-Market Strategy
Joe Meehan turned a $30,000 salary and 90‑hour weeks into an 11‑unit cash‑flowing rental portfolio by buying on‑market properties with tiny down payments, seller assists, and HELOC leverage. He started with a $1‑down duplex house‑hack, then used the rental suite’s...
Multifamily Man: The Dermot Company’s Andrew Levison
Andrew Levison, who started buying small New Haven apartments after college, now serves as chief investment officer of The Dermot Company, a 35‑year‑old multifamily firm that manages roughly $5 billion in assets and over 7,500 units. Under his leadership Dermot has...

Build-to-Rent and Workforce Housing: Practical Capital Solutions for a Real Housing Crisis
The U.S. faces a shortage of over three million homes, with prices up 40% since 2020 and mortgage rates climbing, leaving middle‑income families unable to buy or qualify for subsidized units. Build‑to‑Rent (BTR) offers single‑family rentals that blend the space...

UK Needs Earlier, Joined-Up Planning to Unlock Land for Data Centres, Aecom Argues
Aecom’s new report warns that the UK’s data‑centre boom will stall unless landowners, planners, utilities and infrastructure providers coordinate far earlier in project pipelines. It identifies grid reinforcement, water capacity and planning consent as recurring bottlenecks that delay "powered land"...

Galeries De La Capitale Adding Retail Tenants
Galeries de la Capitale, owned by Primaris REIT, is adding a wave of new retailers—including a 36,000 sq ft Winners store, a 3,750 sq ft lululemon, Kiokii, Lovisa, Chaudron Bavard, Beau et Bon, Boustan and a future 50,000 sq ft Les Ailes de la Mode anchor—boosting...
A Crisis in the Alps: Airbnb, Climate Change and Americans
In the French Alps, short‑term rentals now occupy half of all beds, creating seasonal vacancy cycles known as “lits froids.” Airbnb listings have surged from 38,000 in 2019 to 72,000 in 2025, making France its second‑largest market after the United States....
Gurgaon Property Gains Mask Hidden Transaction Costs
Gurgaon’s ₹1 Crore Illusion: Why 70% of “Paper Profits” Are Financially Misunderstood Most investors proudly say: “My property doubled.” Let’s test that with numbers. Because appreciation is not profit. It’s arithmetic. Case Study (Realistic 2020–2026 Cycle) Bought in 2020: ₹2.00 Cr Value in 2026: ₹3.50 Cr Headline gain: ₹1.50 Cr Looks like...
Data Center Outages Threaten Power Grid, Prompting Drastic Action
Dark side of the #datacenter craze: unplugging. Abt 40, using enough power for 1M homes, simultaneously went offline last year, forcing the #VA operator into drastic action. 2d such incident. #realestate #tech #AI #warehouses #industrial https://t.co/zdjJyMPnlt via @WSJ

Two Landmark Vietnam Hotels Sold for Combined 53 7million
Two landmark hotel assets in Vietnam were sold for a combined $53.7 million. Singapore‑based UOL Group off‑loaded the 186‑room Park Royal Saigon in Ho Chi Minh City to a domestic investor, while the five‑star Hotel Perle D’Orient Cat Ba on Cat Ba Island was...
Condo Owners Fight Demolition of Miami’s 1964 Tower
How a see-thru bldg came to be on some of America's hottest #realestate. 10 #condo owners sued the teardown of a 1964 tower on #Miami waterfront+neither side looks ready to budge. #multifamily #SoFla #litigation #TwoRoads #Marriott #Biscayne21 https://t.co/3FoaZTV7hq via @WSJ

Metrics Credit Partners on Australia’s Real Estate Debt Pipeline
Metrics Credit Partners' Andrew Lockhart highlighted the robustness of Australia’s real estate debt market, noting that the pipeline remains strong despite recent macroeconomic pressures. He cited a pipeline of roughly AUD 15 billion in senior and mezzanine loans slated for issuance...
Ctrl Alt and Dubai Land Department Unlock Secondary Market Trading in Phase Two of Real Estate Tokenisation Pilot
Ctrl Alt and the Dubai Land Department have launched Phase Two of Dubai’s real‑estate tokenisation pilot, adding a controlled secondary market for tokenised property assets. The new phase makes roughly 7.8 million tokens issued in Phase One eligible for resale, allowing investors to...

Inside the $11.5m Surfers Paradise Penthouse that Just Set a New Record
A full‑floor penthouse at Nera Residences on Chevron Island sold off‑plan for $11.5 million, eclipsing the previous $10 million record. The 459 sqm unit features four bedrooms, four‑and‑a‑half baths, a Michelin‑chef‑designed kitchen and extensive wellness amenities. With 70% of the 87‑unit development already...
Reduced Listing Transparency Sparks Political Pressure, Consumers Resist
If listing transparency meaningfully declines in the housing market, political pressure will follow, IMO. Consumers are unlikely to relinquish the market access they’ve gained over the past decade-plus.
Reits that Don’t Trade Well Should Be Privatised, or Sell Assets and Be Liquidated
OUE Real Estate Investment Trust is weighing a sale of its flagship asset, One Raffles Place, which is priced between S$2.3 billion and S$2.4 billion. The trust holds an effective 68 percent interest, contributing roughly 25 percent of its portfolio revenue, yet trades S$0.56 below net...

SB 684-1123 Bypasses SB 9 Owner-Occupancy Limits
Yet more SB 684-1123 projects starting entitlement in Sacramento. In this case, it's being uses to do the exact sort of thing intended by SB 9. Why did it work? Doesn't have the SB 9 owner-occupancy poison pill. https://t.co/mXfsiuKvEJ

Booking Window Strategy: When to Raise and Lower Your Airbnb Prices
The article highlights booking‑window management as the most overlooked revenue lever in short‑term rentals. By tracking when reservations are made—especially 60‑90 days out—hosts can avoid deep last‑minute discounts and capture higher‑ADR early bookers. Real‑world data from Freewyld Foundry shows that...

Ticker Launches Latest Show BROKER BUSINESS for Mortgage Professionals
Ticker News has launched Broker Business, a new finance‑focused series aimed at Australia’s more than 20,000 mortgage and finance brokers. Hosted by Rex Afrasiabi, founder of New Chapter Legal, the weekly program delivers practical, broker‑to‑broker conversations on client acquisition, scaling...

Big-Box Boom: The Clues That Signal Your Community Is About To Grow
Big‑box retailers such as Home Depot, Target, and BJ’s are increasingly opening stores in fast‑growing suburbs, a pattern that signals rising population and new residential construction. Recent data shows Home Depot will add 15 locations in 2026 after 12 in...

Vietnam: Digital Leap Set to Transform the Real Estate Market
Vietnam will assign a unique identification code to every land plot, apartment, house and land‑attached asset starting March 1, 2026, integrating them into a single national land database. The digital platform will consolidate rights, planning data, transaction history, mortgage status and tax...
Australian Renters Endure Needless Suffering
Australian renters have faced a severe affordability squeeze as advertised rents surged 42% over the past five years, outpacing wage growth by nearly three‑to‑one. The median rental home now costs roughly $10,600 more per year than it did in early...

Ian Scott's Guide to Unforgettable Retail - Where We Buy #371
In this episode, retail strategist Ian Scott walks host James Cook through the concept of a "retail safari," explaining how he curates immersive store tours for clients seeking inspiration beyond their own categories. Scott highlights the importance of mixing specific...

Access for Appraisal: A Systematic Review of Estimating Transport Benefits via Real-Estate Uplift
The paper by Mann and Levinson (2026) argues that real‑estate value uplift can serve as a robust alternative to travel‑time savings in transport cost‑benefit analysis. A systematic review identified fourteen empirical studies, most of which apply difference‑in‑differences for ex‑post appraisal,...

‘I Left New York City and Invested $47K Upgrading a Tuff Shed Into a Tiny House in Kentucky’
Sophie Goldie left her Manhattan consulting job, spent three years living in a Sprinter van, and ultimately bought a $23,000 Tuff Shed on Kentucky land. She renovated the 12 × 40‑foot shed into a 480‑sq‑ft tiny house, spending a total of $47,000...

States Push Data Center Pauses to Buy Time to Gauge Impacts
Several U.S. states are introducing legislation to pause data‑center expansions that support artificial‑intelligence workloads. The measures aim to give regulators time to assess water and power consumption, grid impacts, and potential electricity cost increases for local communities. These pauses follow...

Lease Incentives Impact Yield and Refinancing Strategy
Retail landlords: TI vs. Free Rent isn’t just negotiation — it’s balance sheet strategy. TI = upfront capital out. Free rent = delayed income. Both reduce effective yield. But they affect refinancing and liquidity differently. In today’s lending environment, structure matters more than optics. If you’re...

How Big Data Is Changes How We Buy and Sell Real Estate
Big data is reshaping real estate by giving developers, agents, and investors real‑time demographic, economic, and environmental insights. Over 80 % of agents now use AI‑driven tools, and predictive analytics enable precise scenario modeling for pricing, density, and amenities. The technology...

Ancora Advisors Opens New $148 Million Americold Realty Position Amid the REIT's 42% Pullback
Ancora Advisors disclosed a $148.26 million purchase of 11.5 million Americold Realty Trust shares, representing about 3.05 % of its $4.85 billion U.S. equity portfolio and making the REIT its fourth‑largest holding. The stake was taken while Americold’s stock is down 42 % from its...

Discovery World Invests ₱265 Million to Expand Palawan Properties
Discovery World Corp. is injecting ₱265 million into its Palawan resort portfolio, subscribing to ₱250 million of shares in Euro Pacific Resorts and ₱15 million in Palawan Cove to fund new beachfront developments and bolster working capital. The move also raises JT Perle Corp.'s...
Moody’s Signals Rethink Of CRE Risk Exposure As Off-Book AI Data Center Leases Top $662B
Moody’s latest ratings report reveals that the five largest U.S. hyperscalers have amassed $662 billion in future AI data‑center lease commitments that remain off their balance sheets under current GAAP. These leases, slated to commence between 2025 and 2031, represent 113 %...
China Home Prices Plunge, Property Slump Hits Growth
China new home prices fell at fastest pace in 3+ yrs (Feb). Macro: property slump drags growth. Key factors: weak demand, limited policy relief. Risks: wealth erosion, consumption hit. Trade: short Chinese property developers/RE ETFs 🔻 — Viktor Kopylov, PhD,...

Demand Rises, Inventory Falls Amid Mortgage Rate Tension
What will happen? What did happen with the housing data last week? Demand went up, inventory went down, but I also have a special section about #mortgagerares and the conflict. @housingwire @sarahteresa6 #realestate #housing #economics #chartdaddy

‘Dementia Village’ in Wisconsin Will House Patients in ‘Main Street USA’ Setting
Agrace Hospice is developing a $40 million, six‑acre Dementia Village in Madison, Wisconsin, modeled after the Dutch Hogeweyk community. The project will feature eight one‑level homes, each housing eight residents, plus a day‑club for 40‑50 non‑resident participants and on‑site housing for...
LA Metro Land Value Doubles National Average at 68%
In the Los Angeles–Long Beach–Anaheim, CA metro, land accounts for 67.7% of the total property value. That's 2X the national average. If you’re not already following ResiClub on X, show your support: @ResidentialClub https://t.co/n4Tlenhfco

Nearly One‑Fifth of California Property Transfers Are Inherited
Wild stat: “~18% of all property transfers in California last year were made through inheritance.” https://t.co/LPI84VU4Uh https://t.co/oHzRbjVzOn
National Storage Affiliates Trust Q4 Earnings Call Highlights
National Storage Affiliates Trust reported a Q4 core FFO of $0.57 per share, hitting the high end of its guidance, while same‑store revenue decline narrowed to 0.7% from a 2.6% drop in Q3. Occupancy showed year‑over‑year improvement in January, indicating...
Texas, Florida, California Lead; Who Ranks Fourth?
The biggest three states for existing home sales are 1. Texas 2. Florida 3. California Who is #4?

US Housing Market Splits Amid Ongoing Weather Impacts
Another shocking example of the divided US housing market. I believe a lot of this is still showing weather effects from early in the month. But still... https://t.co/Ze7mUcxJS4

2023 Spread Surge Pushes Mortgages to 7.17%
The worst levels of the spreads in 2023 resulted in 7.17% mortgage rates today instead of 5.99%. https://t.co/PkASya1lri

Factory Construction Outspends Data Centers Fivefold
Construction Spending on Data Centers, Factories, Powerplants, and Office Buildings: Boom, Bust, and in Between. Despite the hoopla about data centers, spending on factory construction was five times larger https://t.co/rBJr9DUgSX https://t.co/OyvbCGaHrk
California's Development Boom: New Opportunities Unleashed
Release the Kraken. A lot of new development opportunities are about to open up across California...

New Lease Rents Slip, Rental Market Softens
WOW Invitation Homes' earnings point to clear softness in the rental market. Renewal rent growth remains positive at +4.2% YoY, but new lease rent growth is negative (-4.1% YoY), a sign that pricing power on new move-ins has weakened @ResidentialClub research...
Snow Data Vanishes, Hits Weekly Housing Report
On this note, snow data is totally fading away from our weekly housing, one more existing home sales report that gets impacted, and that's it
Housing Inventory and New Listings Dip, See Weekend Tracker
Housing Inventory and new listings took a noticeble dip but I do explain it in this weekend's tracker