Cold Storage Market Working Off Oversupply
Lineage reported flat Q4 revenue of $1.34 billion and a modest $6 million net profit as the cold‑storage market works through a 10% oversupply. New refrigerated space expanded 14.5% from 2021‑2025, while demand rose only 5%, creating a capacity gap that is now easing as 2024 construction slows to 1.5%. Occupancy slipped to 79.3% year‑over‑year but improved sequentially, and the company is trimming costs while adding automation to boost earnings. Management expects modest pricing gains of 1‑2% in 2026.
US Mortgage Rates Reach Lowest Since 2022, Spurs Refinancing
U.S. mortgage rates slipped last week to roughly 6.5%, the lowest level recorded since 2022, igniting a wave of refinancing activity. The decline aligns with the Federal Reserve’s recent pause on interest‑rate hikes and softer inflation readings that have eased...
Jimmy John’s Opens First Saskatoon Location
Jimmy John’s opened its first Saskatchewan restaurant in Saskatoon on February 24, marking the brand’s entry into the province and extending its Canadian footprint. The location at 120‑225 Payne Bend offered the first 100 guests a free 6‑inch sandwich and drink,...
Data Center Supplier Eyeing FW for $80M Plant
Stellar Energy, a data‑center cooling equipment maker, is planning a 1.1‑million‑square‑foot plant in Fort Worth’s AllianceTexas development, with a total investment of roughly $80 million. The project includes $34 million in property improvements and $45.5 million in equipment, and could break ground this...
Columbus Planning $500M Affordable Housing Bond
Columbus Mayor Andrew Ginther unveiled a $500 million affordable‑housing bond framework dividing funds into four buckets: $150 million for new construction and preservation, $125 million for transitional shelters, homeowner upgrades and supportive housing, $175 million for land acquisition linked to transit‑oriented and mixed‑use development,...
Planet Fitness Plots Course For Almost 200 New Locations In 2026
Planet Fitness announced plans to open between 180 and 190 new clubs in 2026, mirroring its 2025 expansion of 181 locations. The chain ended 2025 with 2,896 clubs worldwide and expects most of the 2026 openings to occur in the...
Citi Commits $60 Billion to Affordable Housing Initiative
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...
Work Underway on 99K-SF McKinney Kroger Marketplace
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: Supply Chain Spending Set to ‘Peak’ Next 2 Years, CEO Says
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...
John Lewis Partnership Axes BTR Business
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,...
Hope’s Windows Expands Ultra-Luxury Steel Window & Door Products
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...
UWMC Lifts 2025 Revenue but Trails Prior-Year Profit Peak
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...
Lipton Rogers and LaSalle Trim Down Barbican Office Scheme After Backlash
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...
FHFA VantageScore Savings Sized up, FICO Expands in Mortgage
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...
Ohio Property Buyer Hit with $150,000 Judgment over Hidden Tenant
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...
Atenor Secures Planning Permission for Retrofit of 10 New Bridge Street Offices
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...
Summer Hot Spot Eyes Transfer Tax on $1 Million Sales To Fund Local Housing
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....
How Data Centers Are Adapting to Extreme Weather
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 Emerges as Nigeria’s Trusted Solution to Short-Let Fraud and Market Fragmentation
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 Using Bank Fraud Reports to Challenge Rent and Deposit Payments – Claim
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...
‘Strong Rebound’ for UK Housing Market with 6% More Homes for Sale than a Year Ago
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...
Trump Vows To Make Housing Affordable While Keeping Values Up as He Praises the ‘Golden Age of America’ in State...
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...
Conveyancing Costs Surge – What’s Driving the Jump?
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...
Homeowners Gain Equity, Entry-Level Buyers Still Struggle
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 Co (JOE) Q4 2025 Earnings Call Transcript
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...
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...
Hovnanian Enterprises Inc (HOV) Q1 2026 Earnings Call Transcript
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...
SmartStop Self Storage REIT Inc (STSFF) Q4 2025 Earnings Call Transcript
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 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...
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...
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...
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...
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...
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...
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....
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,...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...