Today's Real Estate Pulse
Updated 6m agoWest Palm Beach luxury market surges with 30% jump in pending sales
Pending luxury home sales in West Palm Beach rose 30% year‑over‑year, the strongest gain among the nation’s 50 largest metros. Median luxury home prices climbed 10.7% to $4.2 million, while new luxury listings fell 4.3%, tightening inventory.
Also developing:
News•Feb 25, 2026
Energy Recovery Inc (ERII) Q4 2025 Earnings Call Transcript
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 plan with a $75 million convertible preferred draw. AFFO per share hit $0.31 for the quarter, prompting management to raise its 2026 guidance to $1.27‑$1.32, reflecting a 4‑6% growth outlook. Enhanced property‑level disclosures, including traffic counts and Placer.ai scores, aim to improve market transparency and valuation alignment.
By Motley Fool – Earnings Transcripts
News•Feb 25, 2026
Circle Internet Group Inc (CRCL) Q4 2025 Earnings Call Transcript
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...
By Motley Fool – Earnings Transcripts
News•Feb 25, 2026
EPR Properties (EPR) Q4 2025 Earnings Call Transcript
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...
By Motley Fool – Earnings Transcripts
News•Feb 25, 2026
Kennedy-Wilson Holdings Inc (KW) Q4 2025 Earnings Call Transcript
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...
By Motley Fool – Earnings Transcripts
News•Feb 25, 2026
Pebblebrook Hotel Trust (PEB) Q4 2025 Earnings Call Transcript
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...
By Motley Fool – Earnings Transcripts
News•Feb 24, 2026
Why New Rules Boosting Bank Mortgage Lending Could Be Good for Brokers
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...
By Mortgage Professional America
News•Feb 24, 2026
How Brokers Can Use HELOCs to Give Homeowners Protection in a Volatile Economy
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...
By Mortgage Professional America
Blog•Feb 24, 2026
January 2026 Erdmann Housing Tracker
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...
By Erdmann Housing Tracker
Blog•Feb 24, 2026
Episode 2 of Multipliers – Cuby: Building More With Less (Plus Sourcing Construction Materials)
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...
By Adventures in CRE (A.CRE)
Blog•Feb 24, 2026
Cap Rates, Supply, and the 2026 Multifamily Market
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%...
By The Michael Blank Blog (Apartment Investing)
Blog•Feb 24, 2026
Dream For A Few
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...
By Bubbleinfo.com
Blog•Feb 24, 2026
Aven Review for 2026: Terms, Access and Customer Feedback
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...
By The Mortgage Reports
News•Feb 24, 2026
Hanley Investment Group Arranges $1.9 Million Sale of Ground Lease in Indianapolis
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....
By Shopping Center Business
Blog•Feb 24, 2026
Chase Rolls Out Another Mortgage Rate Sale as Rates Fall Below 6%
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...
By The Truth About Mortgage
News•Feb 24, 2026
Bank Holdings of Residential MBS Seesaw Down in 4Q
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,...
By Inside Mortgage Finance
News•Feb 24, 2026
Strong Demand for GSE-Eligible Loans in Non-Agency MBS
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...
By Inside Mortgage Finance
News•Feb 24, 2026
Share of Complaints to CFPB Receiving Relief Drops
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...
By Inside Mortgage Finance
News•Feb 24, 2026
Better Turns to Stablecoin for Warehouse Funding Alternative
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...
By Inside Mortgage Finance
News•Feb 24, 2026
Short Takes: Home Prices Tick Up / Chase Offering Rate Discount / Bed Bath & Beyond Getting Into Mortgages /...
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...
By Inside Mortgage Finance
News•Feb 24, 2026
5 Tips for Scaling Smart Building Across Large CRE Portfolios
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...
By Buildings.com
News•Feb 24, 2026
Could the Current Cold Snap Pummel the Eastern Housing Market?
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...
By Mortgage Professional America
News•Feb 24, 2026
Commentary: Case-Shiller Home Price Index Price Growth Slowing Through December
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...
By Realtor.com Research
News•Feb 24, 2026
Asia-Pacific Commercial Real Estate Extends Rebound in 2026
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...
By World Property Journal
News•Feb 24, 2026
Young Adult Headship Rates in 2024: Cyclical Slip or New Equilibrium?
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...
By NAHB – Eye on Housing
Blog•Feb 24, 2026
Does Supply Explain DC’s Low Rent Growth?
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....
By Home Economics
News•Feb 24, 2026
Half of Americans Struggle to Pay Rent or Mortgage, With Gen Z Hit Hardest
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...
By Redfin News
News•Feb 24, 2026
Dollar Stores, the New Face of the Holiday Season – Placer.ai Blog
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,...
By Placer.ai Blog
News•Feb 24, 2026
Placer.ai January 2026 Office Index: Fern Puts RTO to the Test – Placer.ai Blog
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...
By Placer.ai Blog
News•Feb 24, 2026
Placer.ai Overall Retail, E-Commerce Distribution, Industrial Manufacturing Index, January 2026 – Placer.ai Blog
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...
By Placer.ai Blog
News•Feb 24, 2026
Tech and AI: An Evolution, Not a Reinvention, of Commercial Real Estate – Placer.ai Blog
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...
By Placer.ai Blog
News•Feb 24, 2026
What Awaits the New CEOs at Walmart and Target? – Placer.ai Blog
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...
By Placer.ai Blog
News•Feb 24, 2026
Continued Improvement in the Home Improvement Space – Placer.ai Blog
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...
By Placer.ai Blog
News•Feb 24, 2026
Costco Broadens Audience While Tightening Membership – Placer.ai Blog
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...
By Placer.ai Blog
News•Feb 24, 2026
NPTN by LMS Joins Bank of England Synchronisation Lab to Tackle Remortgage Friction
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...
By The Fintech Times
News•Feb 24, 2026
Government Office Closures Deliver over £17 Million in Annual Savings
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...
By Workplace Insight
News•Feb 23, 2026
District Court in Washington Refuses to Block State SPCP
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....
By Inside Mortgage Finance
News•Feb 23, 2026
Other News in Brief
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...
By Inside Mortgage Finance
Blog•Feb 23, 2026
Commercial Real Estate Lease Analysis Tool (Updated Feb 2026)
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...
By Adventures in CRE (A.CRE)
Blog•Feb 23, 2026
New Web App: Short-Term Rentals Acquisition Model
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...
By Adventures in CRE (A.CRE)
News•Feb 23, 2026
Pilots Win Court Fight Over Housing Near California Airport
A Santa Cruz County judge ruled that Watsonville violated the State Aeronautics Act and CEQA by approving a 21‑unit housing project inside the safety zone of Watsonville Municipal Airport. The court ordered the city to adopt state‑mandated airport compatibility standards...
By AVweb
Blog•Feb 23, 2026
Rate Launches RateFi to Make It Easier to Qualify for a Mortgage with Crypto Holdings
Rate has introduced RateFi, a new mortgage product that lets borrowers leverage their cryptocurrency holdings without liquidating them. The program treats verified crypto as both qualifying income and reserve assets, though any down‑payment must still be converted to U.S. dollars....
By The Truth About Mortgage
News•Feb 23, 2026
Huey Magoo’s Open 12 New Restaurants in Texas, Alabama
Huey Magoo’s signed a development agreement to launch 12 new restaurants—four in Birmingham, Alabama, and eight across North Dallas, Texas. The locations will be owned and operated by the Jha Rajput Patel group. Founded in 2004, Huey Magoo’s already runs...
By Shopping Center Business
News•Feb 23, 2026
Bank Mortgage-Banking Earnings Slip in Fourth Quarter
Bank mortgage‑banking earnings slipped in the fourth quarter, falling roughly 12% year‑over‑year despite a modest 5% rise in loan volume. Residential mortgage‑backed securities (MBS) holdings saw a sharp decline, while demand for non‑agency, GSE‑eligible loans surged. Banks turned to stablecoin‑based...
By Inside Mortgage Finance
News•Feb 23, 2026
Mortgage Investors Expect Early Challenges With New Credit Score Models
Mortgage investors are bracing for short‑term disruption as major credit bureaus roll out next‑generation scoring models that incorporate alternative data and machine‑learning algorithms. The new frameworks promise finer risk granularity but also introduce uncertainty around model validation, regulatory approval, and...
By Inside Mortgage Finance
News•Feb 23, 2026
Industry Participants Have Pulte’s Ear in First Year at FHFA
Documents obtained through a Freedom of Information Act request reveal that FHFA Director Bill Pulte met with a broad array of industry participants during the first seven months of his tenure. The schedule shows more than 150 engagements with banks,...
By Inside Mortgage Finance
News•Feb 23, 2026
Risks Seen in Potential Shift From Tri-Merge Process
Industry analysts warn that moving away from the established tri‑merge securitization framework could introduce significant operational and liquidity risks for mortgage lenders. The tri‑merge process, which bundles GSE‑eligible loans from multiple originators, has underpinned stable funding flows for years. A...
By Inside Mortgage Finance
News•Feb 23, 2026
Short Takes: Expanded-Credit MBS From Redwood / MSRs on Offer / Rate Launches Crypto Option / Sales of New Homes...
Redwood introduced an expanded‑credit mortgage‑backed security, widening the pool of agency‑eligible assets as banks see their residential MBS holdings dip in Q4. Mortgage servicing rights (MSRs) are now being offered directly, reflecting heightened M&A activity that is reshaping the conventional...
By Inside Mortgage Finance
Blog•Feb 23, 2026
Living with Mom and Dad at 30
Homeownership among 30‑year‑olds has dropped from 45% in 1990 to 30% today, driven primarily by a surge in those living with parents or roommates, which rose from 17% to 32%. Marriage rates for this age group have fallen sharply, reducing...
By Home Economics
News•Feb 23, 2026
It’s a Buyer’s Market: America Has 44% More Home Sellers Than Buyers—A Near-Record Gap
In January 2026 the U.S. housing market recorded a near‑record imbalance, with 44% more home sellers than buyers – roughly 600,000 excess listings. This buyer’s market, defined by a gap exceeding 10%, has persisted since May 2024 and follows a...
By Redfin News
News•Feb 23, 2026
The ROI of Predictive Property Management with IoT Sensors
A six‑month pilot at Langvout Court retirement complex in the Scottish Borders equipped the site with unobtrusive IoT sensors linked to an ambient assisted‑living platform. The deployment generated a 4.4 to 1 return on investment, meaning each £1 spent produced £4.40 of...
By Workplace Insight