Social•Mar 1, 2026
Lease Incentives Impact Yield and Refinancing Strategy
Retail landlords: TI vs. Free Rent isn’t just negotiation — it’s balance sheet strategy. TI = upfront capital out. Free rent = delayed income. Both reduce effective yield. But they affect refinancing and liquidity differently. In today’s lending environment, structure matters more than optics. If you’re negotiating a retail lease in California and want to model the true economic impact, DM me “STRUCTURE.” #CaliforniaRealEstate #RetailLeasing #CREInvesting #CommercialStrategy #LandlordTips
By Sumanjeet Singh
Social•Mar 1, 2026
2023 Spread Surge Pushes Mortgages to 7.17%
The worst levels of the spreads in 2023 resulted in 7.17% mortgage rates today instead of 5.99%. https://t.co/PkASya1lri
By Logan Mohtashami
Social•Mar 1, 2026
China Home Prices Plunge, Property Slump Hits Growth
China new home prices fell at fastest pace in 3+ yrs (Feb). Macro: property slump drags growth. Key factors: weak demand, limited policy relief. Risks: wealth erosion, consumption hit. Trade: short Chinese property developers/RE ETFs 🔻 — Viktor Kopylov, PhD,...
By Viktor Kopylov, PhD, CFA
Social•Mar 1, 2026
Factory Construction Outspends Data Centers Fivefold
Construction Spending on Data Centers, Factories, Powerplants, and Office Buildings: Boom, Bust, and in Between. Despite the hoopla about data centers, spending on factory construction was five times larger https://t.co/rBJr9DUgSX https://t.co/OyvbCGaHrk
By Wolf Richter
Social•Mar 1, 2026
Demand Rises, Inventory Falls Amid Mortgage Rate Tension
What will happen? What did happen with the housing data last week? Demand went up, inventory went down, but I also have a special section about #mortgagerares and the conflict. @housingwire @sarahteresa6 #realestate #housing #economics #chartdaddy
By Logan Mohtashami
Social•Feb 28, 2026
California's Development Boom: New Opportunities Unleashed
Release the Kraken. A lot of new development opportunities are about to open up across California...
By Nolan Gray
Social•Feb 28, 2026
New Lease Rents Slip, Rental Market Softens
WOW Invitation Homes' earnings point to clear softness in the rental market. Renewal rent growth remains positive at +4.2% YoY, but new lease rent growth is negative (-4.1% YoY), a sign that pricing power on new move-ins has weakened @ResidentialClub research...
By Lance Lambert
Social•Feb 28, 2026
Snow Data Vanishes, Hits Weekly Housing Report
On this note, snow data is totally fading away from our weekly housing, one more existing home sales report that gets impacted, and that's it
By Logan Mohtashami
Social•Feb 28, 2026
Housing Inventory and New Listings Dip, See Weekend Tracker
Housing Inventory and new listings took a noticeble dip but I do explain it in this weekend's tracker
By Logan Mohtashami
Social•Feb 28, 2026
Construction Boom Fades; Electricians, Plumbers Face Oversupply
My opinion: There are plenty of electricians and plumbers. It isn’t a great market right now to be one. 2021-2023 was an unprecedented construction boom. It has since slowed way down. Hungry contractors in almost every city in America.
By Nick Huber (Sweaty Startup)
Social•Feb 28, 2026
Spring Median Signals Potential Home Price Rise
Will we see a price uptick this spring? This is what the rhythm looks like. The median isn't a perfect metric (there is no perfect metric), but it gives a helpful shape for the market. Remember, larger homes start selling...
By Ryan Lundquist
Social•Feb 28, 2026
Mortgage Rates Mirror 10‑year Yield Plus Spread
The slow dance with the 10-year yield and mortgage rates has been happening for decades. You just add the mortgage spread variable here, too https://t.co/gavjysTwDz
By Logan Mohtashami
Social•Feb 28, 2026
Industrial Rebound Boosts Nonresidential Construction Stocks 15% YTD
GS: The nascent signs of rebounding industrial activity have lifted our list of stocks exposed to nonresidential construction activity by 15% YTD. Nonresidential construction stocks have sharply rallied recently https://t.co/F8JnFVqvAV
By Mike Zaccardi
Social•Feb 28, 2026
Rates Slip Even as Inflation Heat Rises
Why did rates and bond yields drop today despite a hot inflation report? #Labor over #inflation. #mortgagerates #realestate #chartdaddy
By Logan Mohtashami
Social•Feb 28, 2026
Strategic Low Pricing Sparks 94 Offers in Sacramento
There is a property with 94 offers in Sacramento County. This is an insane amount, but this isn't about the market. It's about pricing strategically low. The list price was $199K, the very lowest sales are $300K, and similar-sized flips...
By Ryan Lundquist