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.
Federal Reserve Vice Chair Michelle Bowman hinted at regulatory tweaks that could pull banks back into mortgage lending, reversing a decline from 60% of originations in 2008 to roughly 35% today. By reconsidering how mortgage‑servicing rights are accounted for, the Fed may make mortgage exposure more appealing to banks. The shift could raise servicing‑rights prices and open wholesale channels for brokers, but the process is expected to be slow, with meaningful market impact not likely before 2027.
Brokers are promoting home‑equity lines of credit (HELOCs) as a financial safety net for homeowners facing job uncertainty in a volatile economy. Matt Stahl of Edge Home Finance highlights that first‑position HELOCs give borrowers unrestricted access to equity for up...
The Erdmann Housing Tracker notes that core inflation—excluding rent—has now been tracking a 2% trend for roughly three and a half years. This prolonged alignment suggests price pressures are stabilizing outside the rental sector. The brief also hints at deeper...
Cuby Technologies, led by COO Aleks Gampel, is tackling the chronic housing shortage by deploying Mobile Micro‑Factories (MMFs) that produce components on‑site, slashing construction time to about 60 days at roughly $103 per square foot. The startup also built a...
Neal Bawa warns that 2025‑2026 will be a muddle year for multifamily as the final wave of new supply overwhelms demand, pushing concessions to over a third of units and flattening rent growth. Cap rates have already fallen about 30%...
A new down‑payment assistance program lets homebuyers receive funds in exchange for sharing future equity. Buyers who qualify for an FHA loan with 3.5% down keep all appreciation, while others must surrender a portion of future gains. Critics ask what...
Aven’s 2026 offering blends a home‑equity‑backed revolving line of credit with a credit‑card interface, letting homeowners draw only what they need and pay interest on the outstanding balance. The fintech’s digital‑first application speeds pre‑qualification and eliminates many in‑person appraisals, positioning...
Hanley Investment Group Real Estate Advisors arranged the sale of a new single‑tenant ground lease for a McDonald’s restaurant at Southern Dunes Commons in Indianapolis for $1.9 million. The lease is a 20‑year absolute triple‑net agreement backed by McDonald’s corporate guarantee....
JPMorgan Chase has launched a limited‑time mortgage rate promotion that applies to both home‑purchase and refinance loans. The program offers an automatic 0.25 percentage‑point discount, with rates potentially dropping from 5.50 % to 5.25 %, and is available until March 8 2026 with a 60‑day...
Bank holdings of residential mortgage‑backed securities (MBS) fell sharply in the fourth quarter, registering a net outflow of roughly $12.4 billion, the lowest level since early 2021. The decline was uneven, with large banks cutting positions more aggressively than regional lenders,...
Investors are showing strong appetite for GSE‑eligible loans embedded in non‑agency mortgage‑backed securities, tightening spreads and lifting prices across the segment. The surge reflects limited agency supply and the premium investors assign to loans that meet Fannie Mae and Freddie Mac eligibility...
The Consumer Financial Protection Bureau reported a sharp decline in the share of consumer complaints that receive relief, dropping to 38% in the most recent quarter. Complaint filings rose 12% year‑over‑year, driven largely by mortgage‑related issues. Mortgage lenders now account...
Better.com announced it will use a US‑backed stablecoin to finance its mortgage warehouse line, marking a first for a major U.S. mortgage originator. The company plans to tap USDC on a public blockchain to raise short‑term capital, bypassing traditional bank...
Home prices edged higher in the latest quarter, while Chase announced a modest rate discount to spur loan demand. Retail giant Bed Bath & Beyond entered the mortgage origination space, signaling non‑traditional players’ interest in housing finance. Bayview Capital began stocking GSE‑eligible loans...
Crazy how both parties are racing to be more anti-science than the other one on housing policy. It ain't complicated: If you drive up the cost of managing rental homes, you drive up the costs for renters -- exacerbating challenges for...
Genuinely curious to see how ICE converts large warehouses into detention centers. A report stated it would cost $158M to retrofit one in particular, not to mention the cost of buying it in the first place. Why buy a building not intended...
Large CRE owners face rising energy costs, volatile pricing and tightening regulations that pressure NOI. Smart building technologies—IoT sensors, AI analytics and automated controls—promise 15‑25% energy savings when deployed at scale. The article outlines five actionable steps: thorough assessments with...
Case-Shiller: National House Price Index Up 1.3% year-over-year in December FHFA House Prices up 1.8% YoY in December https://calculatedrisk.substack.com/p/case-shiller-national-house-price-129
#Yoda to buy #TransamericaPyramid, #SanFran icon. as seller #Shvo faces mounting tension w/#German investors. #BVK #DeutscheFinance #realestate #CRE #BayArea #mortgage #foreclosure #MandarinOriental #Egypt https://t.co/7oosJbQTvE
A severe Arctic blast swept the Eastern United States in February, halting in‑person real‑estate transactions and delaying listings, contracts, and closings across major metros. Mortgage applications fell 8.9% that week, with purchase requests down 14%, despite a modest dip in...
#Amazon in $12B love affair w/#LA as it plans series of #datacenters near #Shreveport. 'Puts LA at center of operations relied on acx country+connects our community to jobs' #ecommerce #infrastructure #realestate #CRE #AI #electricity #GovLandry https://t.co/27YgUCMaNa
There's always another boogeyman waiting around the corner to explain high home prices without admitting we need to deregulate It was Airbnb - banned in NY Then it was rent algorithms - banned in NY Now it's private equity Meanwhile rents just keep...
The S&P CoreLogic Case‑Shiller National Home Price Index rose 1.3% year‑over‑year in December, a slight dip from 1.4% in November, indicating a slowdown in price growth. Existing‑home sales fell to a 1995 low while national inventory more than doubled since...
Hot take: We should care more about helping families (particularly those who can't qualify for a mortgage) than about demonizing businesses, and more cognizant of collateral damage caused by the latter.
For #CRE investors who crave stability, Fridays' #SCOTUS ruling w/a big 'huh?' W/#Trump moving for alternatives to impose #tariffs. 'This is a very convoluted system. The devil's always in the details.' #realestate #IEEPA #supplychains #warehouse https://t.co/aIdO8aeSdM
Asia‑Pacific commercial real estate is set for a 5‑10% investment boost in 2026, extending the rebound that began in 2025. Full‑year transaction activity hit $157 billion, up 22% from 2024, as net buying intentions climb to 17%. Office properties have reclaimed...
#NYC #realestate scratches its head over future of #RooseveltHotel as owner #Pakistan embraces redev under a #JV, an idea that's only been kicking around for 5 years. #DC baffled. #hotel #GrandCentral #CRE #Trump #GSA https://t.co/quNa74iZS1
Still feels a bit too early to declare a rent rebound in Austin, but it'll happen eventually. The demand drivers are still stronger than other headlines have suggested, and massive supply remains the big headwind... until it isn't anymore. https://t.co/gMblq6btg0
Young adult headship rates slipped to 43.7% in 2024, reversing the post‑pandemic rise that peaked at 44.2% in 2023. While this figure still exceeds the 40.2% level recorded in 2017, it remains below the roughly 46% benchmark of the 1990s‑early...
Washington D.C. rents have risen 27% since January 2019, trailing the national 39% gain. The conventional view blames excess multifamily supply, yet rent performance mirrors the city’s job market more closely than building permits or completions. During the pandemic D.C....
A Redfin‑Ipsos survey of 4,000 U.S. adults finds that 49% of Americans now struggle to afford their rent or mortgage, up from 44% last spring. The burden falls hardest on Gen Z, with 67% reporting payment stress versus roughly 53% of...
Walmart closed Q4 2025 with foot‑traffic up 2.3% YoY and a 4.5% comparable‑sales gain, bolstered by 28% e‑commerce growth, positioning new CEO John Furner for a strong start. Target’s Q4 2025 visits fell 2.0% YoY and comparable sales dropped 2.7%, with weekend...
Costco raised membership fees and tightened access rules, yet foot traffic kept rising through late 2025 and early 2026. Same‑store and total visits posted year‑over‑year gains, supporting mid‑single‑digit comparable‑sales growth reported in 2025. The higher cost of commitment appears to...
Dollar stores experienced a 4.5% year‑over‑year increase in foot traffic during Q4 2025, matching growth rates of off‑price clubs and outpacing traditional holiday categories such as apparel and electronics. Five Below led the surge with strong same‑store visits focused on gifting,...
Commercial real estate (CRE) is not being displaced by AI, but a strategic tech stack can accelerate insight, cut risk, and sharpen strategy. The industry’s reliance on local knowledge and relationships remains, yet COVID‑driven digital adoption highlighted the need for...
Placer.ai’s January 2026 Office Index shows that winter storm Fern dented foot‑traffic but did not derail the broader return‑to‑office (RTO) recovery. Adjusted for working days, office visits reached the highest January level since the pandemic began, even as overall traffic stayed...
Foot‑traffic analysis from Placer.ai shows The Home Depot and Lowe’s each posted roughly 3% year‑over‑year visit growth in November 2025, with a rebound in January 2026 driven by storm‑prep shopping. Both retailers reported sales expansion and higher big‑ticket purchases in Q3 2025, indicating...
Placer.ai’s January 2026 index shows both e‑commerce distribution centers and brick‑and‑mortar retailers recorded year‑over‑year foot‑traffic growth, extending holiday‑season momentum. Distribution centers posted a 2.6% increase while retail chains rose 1.8% YoY. In contrast, the Industrial Manufacturing Index slipped, driven by Winter...
LMS, through its NPTN network, has entered the Bank of England’s Synchronisation Lab to pilot a synchronized settlement model for remortgages. The eight‑week test will run in a simulated Real‑Time Gross Settlement (RTGS) environment, splitting payments into earmark and settle...
The UK government announced that closing three central London office buildings has generated more than £17 million in annual savings, with the latest closure of 10 Victoria Street delivering around £8.8 million in rent reductions. The closures are part of a broader...
A Washington district court declined to issue an injunction against the State's Secure Property Credit Program (SPCP), allowing the program to continue operating. Plaintiffs argued the SPCP violated federal mortgage regulations, but the court found insufficient evidence of immediate harm....
Bank holdings of residential mortgage‑backed securities dropped in Q4, while investor appetite for GSE‑eligible non‑agency loans surged. The CFPB reported a lower share of complaints receiving relief, and fintech Better turned to stablecoins for warehouse funding. M&A activity is reshaping...
A new Commercial Real Estate Lease Analysis Tool has been released, offering landlords, tenant‑rep brokers, and prospective buyers a structured Excel model to abstract lease terms and forecast cash flows. The tool features three core worksheets—Lease Abstract, Lease CF, and...
A new web application wraps A.CRE’s short‑term rentals acquisition model, letting users input property data through a guided form while Excel remains the calculation engine. The app validates inputs, runs the model, and instantly displays key return metrics such as...
It's only Monday and I've already heard 2 people refer to a "clean" environmental. There is no such thing. It's just a casual way of describing an environmental site assessment that ostensibly has no issues or concerns. But not only is it misleading,...
Kinda says everything about what the state’s new approach on housing does and doesn’t do that Huntington Beach has been in litigation over it for the entirety of Gov. Gavin Newsom’s tenure
The fact that I need to stop working on moving deals forward for a few minutes and draft four (4) commission agreements ... is a good sign
Looks like the statewide initiative that would chop Los Angeles' ULA "mansion tax" is going to qualify for the November ballot per @JeremyBWhite in Playbook PM. Backers are turning in 1.2m signatures and need just 874k valid ones https://t.co/WVH0LOnGQi
The office is no longer a "container" for desks ... it’s a catalyst for performance. As we hit 2026, the workplace has shifted from static square footage to a dynamic ecosystem built on social health & hospitality.
Fuggetabout all that tsouris over investors claiming #Veris, fka #MackCali, w/undervaluing itself. #Affinius group in deal that values #REIT at $3.4B. #WallSt #multifamily #residential #VistaHill #realestate #CRE #Kushner https://t.co/W7mr3PhzY4
