Midwest Migration Surge Threatens West Coast Decline
A new migration shift is happening in the U.S. The Midwest, after losing people for 30+ years, is now surging. With +16,000 migration in 2025. On the flip side, people are leaving the West Coast. California continues to lose people, and the losses are spreading to other West Coast states. And the Midwest seems to be gaining. Likely due to its affordability, climate resilience, and improved job prospects due to manufacturing onshoring. If this trend continues, it has the potential to dramatically reshape the U.S. Housing Market. Download to see more migration data: https://t.co/pLvj026xCj
Thurmond's Outdated Housing Fix: Down‑payment Aid, Surplus Land
Getting caught up on the debate: "What would you do differently on housing?" Thurmond: Down-payment assistance, use surplus government land. Feels like a very dated answer.. https://t.co/OWDtxXNhGu
Record Seller Surplus Signals Falling US Home Prices
US home prices increased 0.7% over the last year, the slowest growth rate since June 2023. There are currently a record 46% more sellers than buyers nationally. Absent manipulation from the Federal Government/Reserve, prices will come down and homes will...
PulteGroup Hikes Incentives to 10.9%, $54.5K Bonus
Homebuilder PulteGroup pushes housing market incentives to 10.9%—that’s $54,500 on a $500,000 sale PulteGroup notes that its historically “normal” incentive range is between 3.0% and 3.5% Chart via @ResidentialClub
CRE Firms Install over 1 GW Solar Nationwide
Report: Commercial real estate companies have installed over 1 GW of solar across US #energysky -- via Solar Power World: https://t.co/SrqPPkAJ7L
PulteGroup's Orders Reveal K‑Shaped Housing Market
K-shaped housing market is showing up directly in giant homebuilder PulteGroup's order book "Economic reports talk to the K-shaped economy... We saw this play out again in our first quarter results" - @pultehome CEO Ryan Marshall said on their earnings call
Quick 5‑Minute Deal Analysis: Yield >150 Bp Spread Wins
“How do I analyze a deal in 5 minutes?” BOE’s are extremely easy Basically what you’ll be doing is: 1. Multiplying market rents by the property’s unit count 2. Applying a vacancy factor to get total revenue 3. Multiplying the total revenue by...
Kid‑friendly Homes Need More Bedrooms, Not Square Footage
The key to a house being “kid friendly” is the number of BEDROOMS … more than the unit size It turns out, babies are small
Housing Supply Surges Past Population, Creating Accidental Landlords
Housing Unit Growth Far Outruns Population Growth: Vacant Units on the Market and the “Accidental Landlords.” These dynamics are now moving in the right direction. https://t.co/J2ThoTPrRD https://t.co/GVUspOBlLG
Home‑buying Sentiment Hits Multiyear High
The consumer sentiment index on the intent to buy a new #home was released today at a multiyear high. #housing #realestate #mortgagerates #chartdaddy
Rithm Invests $250M to Rebrand ElecorProperties, Elevate Office Experience
#ElecorProperties. You know them as #ParamountGroup. New owner #Rithm gives them a $250M sprucing up, new name. They pledge to 'elevate the office exp+set a new standard for what a bldg c/offer' #1633Broadway #1301AofA #712Fifth #NYC #realestate #CRE ...
Half of US Metros See February Home Price Drops
🏘️📉"More than half of major U.S. metropolitan markets posted year-over-year price declines in February, signaling that the housing slowdown has broadened well beyond its Sun Belt origins" - S&P Cotality Case-Shiller home price index https://t.co/n3HIGUVg7v
Metro Home Prices Diverge: Winners and Losers Nationwide
Chart: Year-over-year shift in home prices across the 50 largest metro area housing markets Where do you think home prices in your local housing market head next? Take the @_TurboHome-ResiClub Housing Sentiment Survey: https://t.co/x319m6NQxc
Delegate to Scale: Stop Doing It All
Stop Doing Everything Yourself 🛑 Scale Your Business Follow @chasecalhoun.realestate for more on build-to-rent and real estate investing. #realestate #investmentproperty #buildtorent
Modern Codes Complicate Classic Rowhome Vestibule Designs
I really want to build rowhomes with vestibules again It’s often very tricky to do now with circulation requirements because they are so much deeper than these historic ones https://t.co/TXWZPcM1m8
Hotel-to-Residence Conversion Boosts Downtown Vitality
Cool news from @urbanizeatlanta_ The beautiful Rhodes-Haverty tower (1929) is slated to be converted from a hotel to residential. As I've said for years and years, Downtown needs many more homes than it has. Being primarily a place for visitors...
Cheap Chinese Property, But Capital Controls Trap Returns
I'd say "Now is the time to buy some cheap Chinese real estate", except you shouldn't. China has capital controls, meaning that even if prices go back up, you won't be able to get your money out of the country.
Homeownership Isn’t Always Financially Smarter, but Protects School Stability
Have said this a hundred times - the idea that owning a house is a better economic move than renting + investing the extra money that would go down payment / maintenance / appliances / prop taxes in the S&P...
Mortgage Rates Dip, Spread Widens to 202 Bps
The average 30-year fixed mortgage rate today: 6.38% Same day last year: 6.82% -------------------- 10-year Treasury yield today: 4.36% Spread today: 202 bps
Strategic Low Pricing Fuels Two‑Week SF Contracts
Most properties get into contract within two weeks in San Francisco. The market is really hot right now, but this is also about properties being priced strategically low to generate multiple offers to get into contract quickly. Any thoughts? https://t.co/B899f4lZ1d
Haggerty Bill Rewards Cities Cutting Housing Barriers
While ROAD gets all the attention, there's a better pro-supply bill getting sparse attention that would likely produce far more housing (for sale and for rent), proposed by Sen. Haggerty. It's premise is simple: Reward cities that remove barriers to housing...
LA Mansion Tax Hinges on Statewide Negotiations or November Vote
The future of the Los Angeles mansion tax is now a) tied to the fate of high-level negotiations over the bevy of tax initiatives on the table statewide or b) voters in across California in November. https://t.co/GqTXJdLwsg
Single‑Family Delinquencies Slip; Multi‑Family Near Bust Levels
Fannie and Freddie: Single Family Delinquency Rate Decreased Slightly in March Fannie Mae Multi-Family Delinquency Rate Near Housing Bust High https://calculatedrisk.substack.com/p/fannie-and-freddie-single-family-b15
Retail Footprints Shrink as Tenants Favor Prime Sites
If you can get tired walking around it, it's probly too big. #Retail recalibrating. Tenants shrink their footprints. Demand concentrating on top-tier locations. #realestate #CRE #NAIFarbman #ICSC https://t.co/SwWQPgBj0G
HUD Permits Realtors to Discuss Neighborhood Safety Openly
The National Association of Realtors told realtors to stay safe by NOT answering questions about crime. “‘Is This a Safe Neighborhood?’ Don’t Answer That”. But HUD says realtors can now speak the truth. https://t.co/4Giw5JcHqG
Repeat‑sale Prices Rise Faster than Median Home Values
Home prices based on repeat-sales, meaning the same property that sold twice. Flying higher. This differs from median prices, which don't control for size, quality, or location. Repeat sales track how prices are changing over time, while median shows what...
U.S. Home Prices Edge Higher, Up 0.7
U.S. single-family home prices rose 0.3% month-over-month without seasonal adjustment between the January 2026 to February 2026 print Year-over-year: +0.7% Since March 2020: +52.1% Since 2022's peak: +6.2% Table via @ResidentialClub https://t.co/swLLdluSbF
Hochul's Pied‑à‑terre Tax Faces Pushback After Citadel Threat
Making hedgie #KenGriffin the poster boy in #Hochul push for #piedaterre tax on 2d homes of $5M+ not a good idea as #MayorMamdani eases tone after #Citadel threatened to walk away from $6B tower #Vornado+#Rudin building on #ParkAve. #NYC #realestate...
Risking Savings to Open Store Amid CA Retail Vacancies
~Every day on here, I read someone complaining about vacant retail spaces in walkable areas in their cities in CA. Let me ask you a ?: How much of *your* personal life savings and time would you be willing to risk...
China’s Housing Collapse Erases Two Decades of Savings
I meant what I said: China is terrified of a global recession, and if Iran doesn’t capitulate, that’s exactly what we’ll get. Chinese home prices, representing the savings of the Chinese people, have erased all the gains of the past...
Medical Office Demand Strong; Costs Stall New Supply
Medical office occupancy has reached a cyclical high of 92.4% across the top 100 metros. Absorption is keeping pace with completions. Demand is not the problem. The constraint on new supply isn't lack of tenant demand; it's construction costs that hit an...
US Home Prices Rise Only 1.2% YoY, Still Deflationary
US home price appreciation slowed to 1.2% YoY in March, and inflation-adjusted remained negative. weighing on US inflation @soberlook AEI Housing Center https://t.co/EGLX7QmA3x https://t.co/5h5g2SST3S
AI Fuels Post‑Pandemic Office Demand Surge in NYC, SF
Office demand hit a post-pandemic high in Q1 2026, per the VTS Office Demand Index. AI growth is fueling a surge in San Francisco and NYC. Despite economic shifts, new office tours rose 18% over last quarter. https://t.co/rb8qQNIB9A
Forced Sale Clause Undermines Build‑to‑Rent Viability
This line from the WSJ article on build-to-rent construction freeze tells you a lot: The authors of the ROAD to Housing heard this statement (which is generally true), and totally whiffed on understanding what it meant and why a forced...
Never Let Tenants Bypass Your Team
Cardinal rule of property management: Never allow tenants to go around your team to get a different answer from you. - Undermines your team’s credibility w tenants - Demoralizes them - Guarantees you get a lot more, similar calls going forward (If you...
Chancellor Hints at Possible Private‑rent Freeze Amid Rising Costs
The Chancellor didn’t rule out a fixed-term freeze on private sector rents when I asked her in Parliament today. As Trump's war in Iran continues to drive up costs, this move would provide vital security for young families, who are most...
Government Pressure Silences Crime Data, Stifles Realtor Transparency
"So without explicitly making such information illegal, the government created a legal and reputational climate that chilled its provision. Portals removed crime maps and realtors became reluctant to answer ordinary buyer questions" https://t.co/O1XRw7TUxi
Baltimore's Abandoned Homes Fell 25% in Five Years
While there's much to doom about, a casual reminder that there's been a 25% drop in the number of abandoned homes in Baltimore in the last five years. Never bet against American cities.
101 Park Hits 98% Occupancy with Vanderbilt Lease
Look no further than #101Park for #CRE success. 3 new leases-1 from #1Vanderbilt-brings occupancy to 98%. 'A very special place w/expansive views, column free.' Also w/does #GaryBarnett have in mind for #FriarsClub? #NYC #Kalikow #realestate #GrandCentral https://t.co/4VrOekeMKd
Wealthy Parents' Aid Beats Universal Housing Scarcity
The discovery that it’s better to have wealthy parents help out their kids enter the housing market vs everyone being quasi pooropean is ahead of us.
Early Decisions Make or Break Legacy Home Projects
Building a world-class residence is not easy "On paper, it may look like a $20M build. In reality, the stakes are often twice as high when you factor in delays, opportunity costs, internal family dynamics, and reputational risk." Wealthy families...
Govt Refuses Forced Eviction, but Staying Becomes Untenable
Deputy Financial Secretary Michael Wong says the government won't force Wang Chi House residents to move, but staying on will be very difficult. • maintenance issues including large payments • lease issues SCMP: https://www.scmp.com/news/hong-kong/society/article/3351658/hong-kong-adds-spared-wang-fuk-court-block-resettlement-plan-most-opt-sell
EQT Real Estate Secures Record $3.5bn European Logistics Fund
Fundraising alert: @eqt Real Estate closes record European logistics fund at $3.5bn hard-cap Read the full story here: https://t.co/r3mrXSHDAM https://t.co/Y3pqTMbiu2
Sun Belt Housing Surge Lifts My Economic Outlook
I’ve come to accept that my mood (well, economic mood) is overly sensitive to the Sun Belt housing market and it just feels like things are picking up for real now.
Florida Housing Correction Softening in Multiple Regions
The intensity of Florida’s housing market correction is easing across many pockets of the state My latest for @ResidentialClub https://t.co/4ORe8qnyC1
Purchase Price Drives Yield More than Value‑add Returns
Majority of your yield is locked in at acquisition, which is why buying well is so important Even an accretive, high return-on-cost value-add action only represents a fraction of the purchase price - which is why having great deal flow (good...
Home Equity up $60K in Five Years
In 5 year my equity alone has gone up by 60k, original purchase price 662k now its around 900k-1M. At least thats what everything shows. Also tax went up from $6000-$8500, insurance around $2500. HOA - $650 . How does...
Scottsdale Prices Soar as Californians Flee State
Scottsdale home prices make no sense until you realize they’re mainly bought by people fleeing California
Grateful for Multiple Contracts and New Listings
I have two properties under contract, buyers just lifted contingencies, three new listings, and deciding if I want to take the fourth. I’m so grateful for these opportunities.
Create Commercial Real Estate Value Through NOI, Upgrades, Retention
In commercial real estate, value isn’t given. It’s engineered. • Increase NOI • Upgrade the asset • Strengthen tenant retention Smart investors don’t wait for appreciation — they create it. #CommercialRealEstate #CREInvesting #cre #fyp #trending