Know What's Happening in Real Estate
Know What's Happening in Real Estate
New Owner Unveils $1.5B Revitalization Plan for Kansas City’s Country Club Plaza
A new ownership group targeting the historic Country Club Plaza announced a $1.5 billion redevelopment that will add 750 apartments, about 645,000 sq ft of office space, a 278‑room hotel, a park and expanded walkways. The mixed‑use vision aims to combat high vacancy and aging infrastructure at the nation’s first outdoor shopping center.
U.S. 30‑year mortgage rates jumped 10 basis points to 6.19% in the week ending March 6, marking the steepest rise since September. The increase mirrors a sharp climb in the 10‑year Treasury yield, spurred by geopolitical tension after Iran’s conflict disrupted oil flows. Mortgage Bankers Association data showed home‑purchase applications surged 7.8%, the strongest gain since early January, while refinancing activity continued its upward trend. Analysts warn that higher financing costs could dampen demand as the critical spring‑selling season approaches.
The article argues that commercial‑real‑estate owners should treat Data & Digital Infrastructure (DDI) as a long‑term platform rather than a one‑off project. A project mindset leads to isolated installations, vendor lock‑in, and limited ROI, while a platform approach creates a...
Amelie’s French Bakery opened a 400‑square‑foot, no‑seating outlet in Plaza Midwood, a stark contrast to its typical 4,500‑square‑foot locations. The micro‑format targets pedestrian traffic and leverages delivery apps to meet demand for quick, convenient meals. COO Justy Martinez describes the...
An independent analysis by Raymond Chabot Grant Thornton estimates Montreal’s seasonal short‑term‑rental ban will leave a deficit of more than 26,000 accommodation nights during the 2026 Formula 1 Grand Prix and UCI World Cycling Championships. The shortfall translates into over $19 million in lost visitor...
Supermarket Income REIT (SUPR) has more than doubled the value of its joint venture with Blue Owl Capital to £845 million, edging close to its £1 billion AUM target. The partnership, launched in April, added £398 million of acquisitions in the second half...
Landsec reports that its premium flexible workspace MYO at King’s Cross has surpassed 60% occupancy within six months, driven primarily by AI and technology firms. More than ten tech companies, including Perplexity AI and PlanHat, have signed leases, and the...
At age 62, a couple with $1.1 million savings and a $1.2 million home consider downsizing to fund retirement, but their daughter and two grandchildren currently live with them. Selling the house could generate roughly $500 k in equity, boosting their retirement portfolio...
A 1922 Craftsman bungalow in Pasadena’s Bungalow Heaven neighborhood is listed for $899,000, offering 1,232 square feet of living space at $730 per square foot. The home features a covered front porch, hardwood‑floored living areas, a modest kitchen, and two...
DreamLand, the Belgian toy retailer, will launch three new experience stores on March 13 at Cora Shopping locations in Rocourt, Châtelineau, and La Louvière. The openings replace two existing outlets and add one new footprint, bringing DreamLand’s total to 93 stores...
Persimmon reported 2025 earnings that beat expectations, driven by higher completions and a rise in average selling price. The firm kept its GBX 1,680 fair‑value estimate and reaffirmed 2026 guidance of 12,000‑12,500 completions with a £284,000 average selling price. While results...
In this episode, veteran‑turned‑CRE professional Will Curtis shares how his Army experience and a pivotal financial‑specialist presentation sparked his transition into commercial real estate, leading him to specialize in office and industrial assets across Texas. He emphasizes the importance of...
Aldi will create more than 1,100 new store roles in 2026 as it invests over £370 million to open 40 additional UK stores. The hiring wave includes full‑time and part‑time positions ranging from store assistants to managers. This follows a second...
Recent filings for the UK’s largest estate‑agency groups reveal a surge in leverage as interest rates climb. Chianti Holdings, Leaders Romans, Strike and Yopa all posted higher revenues but deepening losses, with total debt ranging from £5.7 m to over £370 m...
North West developers Ray Guy and Geoff Knight argue that hands‑on management can overturn the negative reputation of houses in multiple occupation (HMOs). They manage 40 HMOs themselves, emphasizing tenant vetting and proactive maintenance to ensure quality. Their latest project...
New analysis by the Daily Telegraph reveals that 18% of UK homes sold for over £1 million changed hands at a loss in 2024, with the figure climbing above 25% in the final quarter of the year. Adjusted for inflation, the...
The EU Short‑Term Rental Regulation (EUSTRR) takes effect in May, creating a unified registration system and mandatory data‑sharing protocol for an estimated four million short‑term rental units across all 27 member states. While substantive rules such as caps or quotas...
The article dissects Saks Global’s bankruptcy to illustrate a broader retail paradox: private‑equity‑backed chains often falter while multi‑generation, family‑led stores like Mitchells, Dillard’s and Von Maur thrive. It argues that misaligned capital structures—excess debt, lease‑backs, and premature equity deals—accelerate a...
Planning permission has been granted for the Duchy of Cornwall’s South East Faversham scheme, a 2,500‑home development on 137.7 hectares of Kent farmland owned by Prince William. The plan includes 400 social‑rent homes, 475 affordable units, a primary school, nursery,...
AI-powered tools are reshaping how homebuyers visualize properties and negotiate deals. Collov AI, a new platform, provides virtual staging, 3‑D tours and interior‑design suggestions directly from listing photos, with subscription plans from $19 to $127 per month. Realtors report that...
Sydney’s housing market is poised for a steep correction, with SQM Research now projecting up to a 6% price decline by 2026, while Melbourne may see a 4% drop. Recent data show zero growth in Sydney and a 0.1% dip...
Excellent post From the GP's perspective, it is *so* tempting to view each value-add deal in isolation and make a go-no go decision based on that deal's projected returns. But you don't have infinitely many "Number 1" contractors, "Number 1" project managers,...
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...
Existing home sales rose 1.7% in February, reaching a seasonally adjusted annual rate of 4.09 million units, surpassing the NAR forecast of 3.89 million. The rebound follows a 5.9% drop in January and coincides with mortgage rates slipping to 6.05%, the lowest...
#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...
Bundesbank will abandon its old brutalist headquarters, with the building now set to become a school https://t.co/Ao2BQqWndL via @laura_malsch https://t.co/vyAx8mitA9
The Bank of England reports UK residential mortgage stock reached a record £1.734 trn in Q4 2025, up 0.8% from the previous quarter and 3% year‑on‑year. New mortgage advances slipped 1.3% to £79.4 bn and commitments fell 11.9%, indicating a slowdown in...
What type of business can go into this shop ? My latest #cre listing https://t.co/wXu2o5vMna
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
LoanDepot reported a 23% quarter‑over‑quarter increase in loan origination volume, reaching $8.04 billion—the highest since 2022. The surge lifted its market share to 1.4%, up 19% from the prior quarter. Company executives attributed the growth to recent technology investments, including AI...
This NJ property tax credit for almost all seniors is the sort of upside down priority I was thinking of in my column. It notes the elderly are physically and financially healthier than ever, yet their needs keep taking priority...
UK renters are experiencing the weakest competition for homes in six years, as Zoopla’s Rental Market Report shows demand down 14% and supply up 11% over the past year. The average number of enquiries per listing fell to 4.8, and...
MR. D.I.Y. Holding will invest 4 billion baht in 2024, allocating 2.1 billion baht for 210 new stores and 1.9 billion baht for a 160‑rai automated warehouse in Samut Prakan. The warehouse will support distribution for about 3,000 outlets by 2031, with partial operations starting...
The UK property‑management industry is set to approach £38 bn in revenue by 2026, according to Rushbrook & Rathbone research. After a 1.7 % dip in 2024, the sector rebounded with a 4.1 % gain in 2025, marking a decade‑long growth of roughly...
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
Flexible workspace operators are confronting a steep rise in business rates after the Valuation Office Agency reclassified serviced office buildings, shifting full liability onto operators and stripping small‑business relief. The new methodology has produced rateable‑value increases of up to 40%,...
Netskope (NTSK) posted record Q4 2025 activity, investing $245.4 million and $657.1 million for the year at a 7.5% blended cash yield while extending lease terms to an average of ten‑plus years. The REIT achieved an AFFO increase of 3.1% YoY, raised...
Sonida Senior Living announced a $1.8 billion merger with CNL Healthcare Properties, slated to close in late Q1 2026. The deal is positioned to upgrade the portfolio’s real‑estate quality, boost AFFO per share and cut leverage toward a six‑times target. In Q3 2025...
The AFME seminar in London underscored that resilient borrowers and chronic housing shortages are reshaping the EU mortgage market. Even as central banks keep rates elevated, default rates remain low, bolstering strong performance of UK residential mortgage‑backed securities (RMBS). Refinancing...
Smith Douglas Homes Corp reported a sharp decline in Q3 2025 results, with pre‑tax income dropping to $17.2 million, a 56% year‑over‑year decrease, and gross margin slipping to 21% from 26.5% a year earlier. Home sales revenue fell 6% to $262 million,...
The General Services Administration has quietly signed roughly 150 office leases for U.S. Immigration and Customs Enforcement since September 2025, accelerating acquisitions to meet the agency’s rapid expansion after the $75 billion One Big Beautiful Bill Act funding. In the first wave, 17 leases...
SHoP Architects has signed a 15‑year lease renewal and expansion, bringing its total footprint in New York’s historic Woolworth Building to roughly 56,000 sq ft. The firm will occupy the entire 10th and 11th floors, adding 5,486 sq ft to its existing 50,710 sq ft. SHoP...
Big News: @nyccouncil today approved what will be one of the largest residential buildings in the nation. 395 Flatbush Ave Ext in Downtown Brooklyn will no long be an (ugly) low-rise. It will become a tower with 1,200 homes, 25% of...
An underutilized office building in Downtown Brooklyn will become 1200 homes (300 permanently affordable), with a new subway entrance. More of this, please.
Northern Builders announced a 365,000‑square‑foot build‑to‑suit industrial facility in New Lenox, Illinois, within the Cherry Hill Business Park. The project sits on roughly 19.9 acres near the I‑80 corridor and the I‑355 interchange, offering strong regional connectivity. The building will...
Malaysia’s housing market remains “seriously unaffordable,” with median home prices in Kuala Lumpur climbing 7% to RM560,000 in 2025 and the house‑price‑to‑income ratio staying above the World Bank’s affordability threshold of three. First‑time buyers like Nur Syarah Alya, earning RM3,900 a...
Construction has begun on City Lights, a 350,000‑square‑foot open‑air retail destination on the former East Hills Mall site in Northeast Bakersfield. The project, driven by Parnagian Capital Group, ZDI’s Stephen Zimmerman, and developer Michael Heslov, targets a spring 2027 opening....
Firm Capital Property Trust (TSX:FCD.UN) posted a strong Q4 2025, with net income jumping 118% to $12.5 million and AFFO per unit rising 2% to $0.133. The Trust’s portfolio now includes 62 commercial assets, 599 multi‑residential units and 537 manufactured‑home units, with...
Sticking with the 24 theme for 2026, a new variable pushes the 10-year yield above 4.15%! #housing #mortgagerates #realestate #chartdaddy
This is going to wreck housing production in a lot of Sun Belt cities, and leave many young families without access to a single-family home.
The @nytimes dropping facts on The ROAD to Housing [Inflation] Act. Also, not enough attention going to big pro-supply provisions removed around supply incentives and zoning -- which leaves only a patchwork of incremental (though still good) pro-supply wins left in...
