Know What's Happening in Real Estate
Know What's Happening in Real Estate
$1.5B Revamp Planned for Kansas City’s Historic Country Club Plaza
A new ownership group unveiled a $1.5 billion redevelopment plan for the Country Club Plaza, the nation’s first outdoor shopping center. The proposal calls for 750 new apartments, about 645,000 sq ft of office space, 278 hotel rooms, a park and expanded walkways.
Citigroup announced its Blueprint for Housing Opportunity, a five‑year plan committing more than $60 billion to increase affordable housing supply in the United States. The initiative targets the creation or preservation of at least 250,000 units and includes $50 million in philanthropic grants from the Citi Foundation, beginning with a $1 million award to the Center for Affordable Housing Lending. Citi also pledged continued support through the Citi Impact Fund and policy advocacy, building on its recent financing of $32 billion in affordable multifamily loans and a $2.5 billion housing bond. CEO Jane Fraser highlighted that expanding financing will free household income for broader economic participation.
Kroger is constructing a 99,000‑square‑foot Marketplace anchored store with a fuel station at the Custer Frontier site in McKinney, Texas. The development will be part of a 170,000‑square‑foot mixed‑use complex that adds 54,000 sq ft of small‑shop and freestanding retail space plus...
Walmart’s CEO John Furner said the retailer’s supply‑chain capital spending will likely peak this year and next, as automation projects accelerate. Twenty‑three of its 42 U.S. distribution centers are being retrofitted with robotics, and similar initiatives are beginning abroad. About...
Inflation Adjusted House Prices 2.2% Below 2022 Peak Price-to-rent index is 9.5% below 2022 peak https://calculatedrisk.substack.com/p/inflation-adjusted-house-prices-22-75d
The reason I draw these black lines in 1980's, 1990's, and 2000s It was common that we had rising sales, rising inventory, and rising prices together, a lot of people = rising inventory with pricing falling on this site (This...
The December Case‑Shiller report shows nominal house prices reaching fresh all‑time highs, while inflation‑adjusted (real) values sit slightly below their 2022 peak—2.2% for the national index and 2.4% for the composite 20. Despite the recent dip, real prices remain 10.3%...
What share of your metro area's apartment units were built since 2020? These numbers put into context the sheer size of this development boom. More than 4 of every 10 existing apartments in Huntsville AL were built just since 2020. More...
Intermountain MLS announced Richard Gibbens as its new chief executive officer. Gibbens comes from Bluegrass REALTORS®, where he drove strategic modernization, strengthened broker collaboration, and expanded data and technology capabilities. His appointment signals a push to sharpen operational focus and...
John Lewis Partnership announced it will abandon its build‑to‑rent (BTR) venture, which began in 2020 and includes four schemes in Reading, Bromley, Stratford and West Ealing. The decision stems from a “fundamental shift” in economic conditions – higher interest rates,...
Purchase application data update -5% week to week +12% year over year So far this year, even with a higher bar to work with, every week has had positive year-over-year growth The last 2 weeks, our weekly pending sales data have...
Hope’s Windows announced its Old World Suite ultra‑luxury steel and bronze windows and doors have achieved certification under the Florida Building Code, including the high‑velocity hurricane zone (HVHZ) standards. The products underwent rigorous testing for wind load, impact resistance, air...
United Wholesale Mortgage’s parent, UWM Holdings, posted 2025 revenue of $3.16 billion, up from the prior year, driven by a record $163.4 billion in loan originations and higher gain‑on‑sale margins. Net income fell to $244 million, reflecting a $435 million mortgage‑servicing‑rights markdown and a...
Rents in Miami have surged 53% since 2019, while San Francisco’s increase is only 13%. The analysis shows that the share of workers operating from home is the strongest predictor of these divergent trends. Metros with high work‑from‑home (WFH) adoption (above...
Lipton Rogers, on behalf of LaSalle, has submitted a revised plan for the 1 Silk Street office project at London’s Barbican Estate, trimming the western tower from 20 to 17 storeys after more than 1,000 objections. The redesign cuts total office space...
The Federal Housing Finance Agency (FHFA) plans to adopt VantageScore 4.0 alongside FICO’s 10T score as part of a mandated modernization effort. A Deep Future Analytics study projects that competitive use of VantageScore could cut mortgage credit‑score fees by more than...
Achieve’s 2026 review highlights its hybrid lending model that blends unsecured personal loans with secured home‑equity products such as HELOCs and fixed‑rate home‑equity loans. The platform targets borrowers with mid‑600s credit scores, offering flexible credit requirements and a digital‑first application...
MBA: "The seasonally adjusted Purchase Index decreased 5 percent from one week earlier. The unadjusted Purchase Index decreased 1 percent compared with the previous week and was 12 percent higher than the same week one year ago."
Looks like #1WTC's "little" brother w/finally reach the sky, if a little late. #Amex agrees to be anchor tenant for #2WTC, clearing way for #Silverstein to erect long-stalled 55-story spire, almost 25 years after terror. #NYC #CRE #WTC https://t.co/5zFupdpk1N...
In June 2020 DQ Dream Properties purchased a Butler County commercial building after the seller asserted the property was vacant and free of tenant rights. A youth football league, the Lakota Tomahawks, had been leasing part of the site since...
For renters, a strong nudge to think about buying a home often comes from a big renewal increase. As the rental market crawls out of its recession, and mortgage rates start with a 5 not a 6, expect more renters...
For those asking about the gap in this chart today vs 2008 2008: 4,000,000 existing home sales 2008: 3.8 million active inventory Currently active inventory here is 1,220,000 roughly a 2.6 million gap Normal inventory levels are actually 2-2.5 million
Atenor has obtained planning permission for a deep‑retrofit of its Fleet House office at 10 New Bridge Street in the City of London. The scheme will preserve roughly 73% of the 1960s‑era structure while adding a ninth floor and a...
#KaliChaudhuri looked at #LA's graffiti-scarred towers+saw potential. Poised to pay $470M for #OceanwidePlaza, storied for its #Chinese failure,+its 2 brethren. 'I'll try my very best to turn it around+make it a jewel' #realestate #multifamily #KPC https://t.co/CANYdyTniX
If you are just learning about the private real estate business, either as a prospective GP or LP, please read this short book. It’s a pretty balanced explanation of the game, including the incentives driving the different players. https://t.co/3pvXJikrV5
The article outlines six essential numbers investors must calculate before purchasing a rental property: current market value, equity, after‑repair value (ARV), rent comparables, holding costs, and cash flow with cash‑on‑cash return. It explains how each metric is derived, from appraisals...
Barnstable County’s Assembly of Delegates approved a home‑rule petition to impose a real‑estate transfer tax on sales exceeding $1 million, lowering the original $2 million threshold and allowing municipalities to set rates between 0.5% and 4% on the amount above the threshold....
U.S. data‑center operators are confronting a surge in extreme weather events, from floods and wildfires to record heat and cold spells. Scenario analyses from S&P Global and the World Economic Forum estimate climate‑driven costs could equal 9.5% of total data‑center...
StayAssist, launched in 2025, is reshaping Nigeria’s short‑let market by offering a unified, tech‑driven platform that verifies listings, streamlines communication, and automates bookings. The service tackles chronic fraud, fragmented discovery channels, and informal payments that have plagued the sector. Rapid...
Tenants are increasingly filing Authorised Push Payment (APP) fraud reports to contest rent and holding‑deposit payments, treating the banking route as a quicker, less adversarial alternative to traditional tenancy dispute mechanisms. Letting agents are left to defend these claims through...
Korean brands are rapidly entering Western retail spaces, with beauty giants like Laneige, COSRX and Amorepacific securing shelf space in Sephora, Boots and Douglas across Europe, while fashion labels such as Ader Error and Gentle Monster open flagship stores in...
Zoopla reports a strong rebound in the UK housing market, with February listings on track for the highest level in a decade and 6% more homes for sale than a year ago. The surge is driven by the lowest mortgage...
The article breaks down exactly what appraisers focus on during a home appraisal and separates essential tasks from cosmetic concerns. Size, floor‑plan functionality, construction quality, visible repairs, recent updates, and site characteristics drive the valuation more than staging or a...
"House Republicans will travel to the Treasury Department on Wednesday morning to meet with Treasury Secretary Scott Bessent and discuss the large investor prohibition. Members will also discuss the Housing for the 21st Century Act" https://t.co/BwCRGysRG8
This effort in Vermont to establish statewide pre-approved plans is a step in the right direction—key to the scalability needed for affordable infill housing, especially modular/manufactured housing. But making it a local "opt in" kind of undermines that. https://t.co/RxlmZXG3iY
President Donald Trump used his State of the Union address to pledge affordable housing while insisting home values must stay high. He highlighted falling mortgage rates, citing a drop from 7.04% to 6.01%, and urged Congress to make permanent an...
Trump's call to ban large investors from buying houses is rare case of bipartisan unity -- and hypocrisy. For GOP, it's anti free market. For Democrats, it's anti diversity-- blocking families from nicer neighborhoods unless they're wealthy enough to qualify for a...
The history of home prices when rates ranged from 2.75% to 18% during this period. https://t.co/I0aE7X40Jt
The Property Solvers study reveals conveyancing fees in the UK climbing well above inflation, with freehold sale costs hitting £1,317 in 2026—a 10.6% rise year‑on‑year. Leasehold and remortgage fees also posted double‑digit increases, outpacing the 3% CPI. Regulatory, AML, and...
Migration patterns for the Chicago MSA in the past few years really illustrate what I've called "The Great Stay." Q2 2025 was the first period in many years where inbound migration exceeded outbound migration. Over the last 8 years, total moves...
UK homeowners have amassed roughly £677 bn of equity since the 2008 crisis, driving the average loan‑to‑value ratio down to 59%, well below the 70% peak in 2012. By 2024, only 42% of private homes retain a mortgage, indicating a shift...
St. Joe Company posted a 63% revenue jump and a 130% surge in net income for 2025, driven by a 94% rise in residential revenue and higher home‑site pricing. Residential gross margins climbed to 53% from 39%, while leasing and...
Brookdale Senior Living reported full‑year 2025 adjusted EBITDA of $458 million, a 19% increase and the fourth straight year of double‑digit growth. Occupancy rose to an 82.5‑83.5% weighted average, the highest level since early 2020, while RevPAR grew 5.7% and adjusted...
Hovnanian Enterprises reported third‑quarter fiscal 2025 revenue of $801 million, an 11% year‑over‑year increase driven by higher deliveries. Adjusted EBITDA reached $77 million, topping the high end of management guidance, while adjusted gross margin slipped to 17.3% due to a rise in...
STAG Industrial reported Q4 2025 core FFO of $0.66 per share and $2.55 for the year, a 6.3% increase YoY, driven by 5.4% same‑store cash NOI growth and record leasing activity. The company added 31 leases covering 3 million square feet,...
Kennedy-Wilson Holdings reported a record $30 billion in assets under management, a 70% increase since 2021, and deployed $1.7 billion of new capital in Q2, bringing year‑to‑date deployment to $2.6 billion. The firm generated $250 million in cash from non‑core asset sales, exceeding its...
FrontView REIT reported Q4 2025 results with occupancy approaching 99% and annualized base rent (ABR) rising to $62.9 million, up $1.6 million from the prior quarter. The REIT completed seven acquisitions at an average 7.5% cap rate and funded its 2026 net‑acquisition...
Centerspace reported solid Q4 2025 results, with same‑store NOI up 3.5% and revenue rising 1% despite a modest occupancy dip. The company completed $493 million of portfolio transactions, entered Salt Lake City, expanded Fort Collins, and trimmed exposure in Minneapolis. Guidance...
EPR Properties reported Q4 2025 adjusted FFO of $1.37 per share, a 5.4% year‑over‑year increase, and AFFO of $1.39, up 7.8%. Total revenue rose to $182.3 million and the company’s investment base reached $6.9 billion across 330 properties, with 99% occupancy. Management...
Interested in real estate but don't know where to start? Here's a list of 9 under appreciated RE asset classes that I love: https://t.co/kyH2JAGQuH
🏥 Medical Office Update: Rent growth is settling back to historical norms (1.9% YoY) as the inflation wave passes. Individual metros still vary widely. Despite the normalization, occupancy remains at a healthy 92.5%. High construction costs are keeping supply in check....
