Billionaire Steyer Pushes to Reopen Prop 13 Split‑Roll Debate
Ironically, there is a billionaire going after Prop. 13. Steyer wants to re-open the split roll debate.
Investor with $100M Fund Seeks 50‑400 Unit Mobile Home Parks
Just met this Mobile Home park Buyer who 100m+ Raised in his fund ready to deploy send me the deals you want to wholesale 50-400 units city water/sewer
Spring Market Spikes: Highest Pending Sales Since 2022
Spring housing market showed real signs of life this week: ➡️Pending sales hit 96,000, the highest weekly count since 2022. 4-week average now growing vs last year for the first time in 2026 ➡️Inventory grew 2.8% to 990,000 homes, +4% YoY but...
CRE Loans Shift From Extensions to Resolution Strategies
Fewer CRE loans are being extended, and more are moving toward resolution, whether through refinancing, asset sales, restructurings, or defaults. For CRE borrowers, the era of ‘extend and pretend’ is giving way to ‘resolve or reset.’ More in the blog: https://t.co/5Y55rpYdTU https://t.co/DEu6UC6bXE
Avoid This Common Real Estate Investing Mistake
Don’t make this mistake in real estate investing. Follow @chasecalhoun.realestate for more on build-to-rent and real estate investing. #realestate #investmentproperty #buildtorent
SF Homes Routinely Sell Above Asking, Priced Low Strategically
Almost everything sells over the original asking price in San Francisco. The market is hot, and properties tend to be priced strategically low. Both things are true. https://t.co/5Zdk6OUhzn
Debate Over $2B Hudson Yards Public Funding Intensifies
Is $2B of public $$ for a platform over W #HudsonYards too much? Not 1 of #MayorMamdani's priorities as pressure mounts to cancel #MayorAdams deal. 'We believe mayor w/n want to invest in such projects but can't take it as...
Plenty of Offices, but Few Truly Great Spaces
Currently just started working on two new client office space requirements. Here is the reality. 1⃣ There is plenty of office space available 2⃣ There is a whole lot less good office space available 3⃣ There is hardly any great office space available
Mayor's Semi‑Socialist Supermarket Sparks Scrutiny Over City Land Use
Engquist: #MayorMamdami's semi-#socialist supermarket in #EastHarlem certainly warrants scrutiny. Like is this the best possible use for a city-owned site? But there are too many inane criticisms. #realestate #CRE #retail #NYC https://t.co/55dUsaeswE
Housing Market Stays Resilient Amid Storms, War, Rate Swings
Quietly, the housing market has weathered the epic snowstorm and the war quite well, considering all the drama and fluctuations with #mortgage rates. @housingwire @sarahteresa6 #realestate #housing #chartdaddy
Altadena Leads Rebuilding; Over Half File Permits
Milestone this week in Los Angeles wildfire rebuilding. Owners of more than half the properties in Altadena with destroyed homes have filed applications to rebuild per our @politico permit tracker. Pacific Palisades rebuild applications at just over a third of...
Nashville Home Sales Plummet, Inventory Peaks—Buyers Win
A silent homebuyer exodus is sweeping through Nashville. Sale transactions have collapsed 28% from the pandemic peak. And just hit their lowest March level in 12 years. There's a giant vacuum in demand, with many of the California buyers who propped...
Median Home Prices Mirror Tidal Shifts Across Counties
All ships rise and fall with the tide. Here’s the median sales price in 12 local counties. https://t.co/SXUYQEFXTq
Government Inaction Triggers Claire's Closure of 154 Stores
Ah, another win for this sh*t show of a government. Claire's closes 154 stores with loss of 1,300 jobs https://t.co/FnJj2pKAVG
Housing Preferences Vary; Pricey Suburbs Aren't for Everyone
This (presumably sarcastic) post is getting a lot of hate, and I get it. Even as a DFW guy, this would not be a top 10 square for me. But there's a "to each their own" factor that some of us...
Lodha to Self‑Fund Park by Monetizing Land at ₹70 Cr/Acre
Self-Funding Model: Lodha plans to fund this massive outlay by selling or monetizing other land parcels within the same 400-acre park. They anticipate land values in the area to reach as high as ₹70 crore per acre due to high...
Active Listings Below Historic Norm, Inventory Remains Healthy
My stance has always been the same: 1.52-1.93 million active listings with over four months of supply. Inventory is fine. Data from 2020-2024 was never seen historically with active listings. Normal is 2-2.5 million listings, we have 1,360,000 today, the...
Bipartisan Shift: US Turns Against Data Center Construction
Across both parties the mood in the US is turning against data center construction. This and more featured in the Chartbook Top Link today. https://t.co/nCW92Pf3bF
Turn $0 Into $1M in 5 Years via Three Deals
Probably the most common question I get from younger guys is “How would you do it all again if you were my age?” I’ll do you one better. Here’s an extremely realistic gameplan to get from ~$0 to $1MM in 5...
Self‑Storage Rentals Surge 48% Year‑Over‑Year
Self storage leasing is picking up for us: First 20 days of April 2026: 642 rentals Same period 2025: 435 rentals From 21.75 rentals per day last year to 32.1 this year. We are beginning to increase rents at a lot of our locations.
Miami Overtakes New York as Top Million‑Dollar Home Market
For the better part of a decade, New York consistently held the nation’s largest inventory of million-dollar homes. However, in a major geographic realignment, the Miami metro officially surpassed New York by the end of 2025" -NAHB
Re/Max Sale Signals Ongoing Brokerage Consolidation Surge
SCOOP: Real-estate firm Re/Max is being sold as consolidation among brokerages continues a hot streak. w/ @NicoleFriedman $RMAX $REAX https://t.co/yNkj7xl18o
H
The Dallas-Fort Worth-area suburbs of Hurst, Euless and Bedford (known to locals as HEB) is up next for an H-E-B location. The 126,000-square-foot store — known as H-E-B Mid-Cities to avoid confusion — is coming up at the of Cheek-Sparger Road...
Paradise Near Jobs, Yet Santa Cruz Loses Residents—Build Housing
Santa Cruz is a literal paradise within commuting distance of one of the most productive labor markets on Earth and yet it's losing population. We need to build more housing.
Sacramento Sellers Return, April Growth Slows vs March
Sellers are still coming back to the market in Sacramento, but is momentum slowing? April will be the fifth month in a row of beating 2024 levels again after sellers really backed off last year. However, April won't be as...
Mortgage Holder without Deed: Rare Property Ownership Scenario
is this what being rage baited looks like? has anyone seen a scenario for the purchase of a single family property where someone is on the mortgage but not on the deed? https://t.co/JjKrOVxUCI
Sun Belt Inventory Surges, Northeast Housing Shortage Spikes
The housing market has broken into two. Sun Belt markets like Denver, Austin, Seattle, and Orlando are experiencing exploding inventory (+30% or more from 2019 levels). Prices are now dropping in these markets. However, in New York, Chicago, Providence, and Hartford,...
Mid‑June 2025: Housing Market Rebalances Supply and Demand
The national housing market generally shifted in mid-June of 2025 🫡 S.D.E Supply Demand Equilibirum
Unique Dana Point Coastline Defies Low Offer
Them: you offered me $100k less than my house is worth, your business model will never work Me: you have a one-of-a-kind property on the coast in Dana Point 🤷
Chinese Families Spotlight New Harare Suburb Development
Bloomberg: “On the main road through the affluent suburb of Highlands in Zimbabwe’s capital, Harare, a billboard displays a beaming young Chinese family standing outside a newly built house…‘Harare is a beautiful city. This is the place to be.’” https://t.co/7hWpwV2fLM
Renting Beats Buying When You Sell Early
Most people think renting is throwing money away. But the math tells a very different story. You buy a $400k house today. You pay massive interest for the first decade. Then life happens. Data shows most people sell after just 8 to 12 years. You leave...
Exclusive TRINITY Tours: Luxury Living Between Condo and Mansion
We built TRINITY for people that want more than a condo but less than a mansion - https://t.co/AGK15fkgai This video is an invitation to those who see where this is going and want to be part of what’s next. We’re opening a...
1980 Mortgage Rates Hit 13% Despite Negative Spread
Even with a negative 0.24% mortgage spread in Feb of 1980, mortgage rates where 13% at that tme
Deals Hinge on Stabilized Yield, Not Current Income
There are generally two main myths that you hear about how real estate deals are sold. The first is that properties are sold based on their in-place income. The second is that properties are sold based on the market cap rate. These...
NYC Housing Crisis Narrative Turns Any Dip Into New Panic
You can bet, though, that after 40 years of the “crisis” of rising house prices and rents in NYC, the minute they even hint at falling, that will also be a “crisis.”
Existing Homes Dominate Inventory; New Builds Stay Under 120k
One thing to remember, new construction, just nationally speaking, rarely gets above 120,000 completed units for sale. Even in 2008, it never reached 200,000, even though we had 4,000,000 active inventory. The majority of all inventory comes from the existing...
Condo Vs. Single‑Family Market Shock Revealed Soon
Mike is demonstrating both condominiums and single-family homes together. Wait until you read the tracker data this weekend. I rarely get as shocked as I did this week.
2005 Bankruptcy Reform and 2010 Qualified Mortgage Laws Revolutionized Lending
2005 BK reform law, notice all the BK filings before the law went into effect. Then add the 2010 Qualified Mortgage Law on top. Those two laws changed everything forever https://t.co/2gnt1ETE2e
Bipartisan Lawmakers Oppose Rule Threatening Build-to-Rent Production
76 lawmakers push back on 7-year selloff rule that "would effectively halt the production of Build-to-Rent" The letter is signed by 38 Republican representatives and 38 Democratic representatives My latest for @ResidentialClub: https://t.co/nYzn6wIhud
Median Income Required for 3‑Bedroom Home Varies Widely
The median income needed to buy a 3 bed room home in each state as of 2025:
Japanese Investors Surge to 5% of U.S. Homebuilders
Japan’s growing ownership of U.S. homebuilders, as told by one chart According to Zonda, in 2015, Japanese owned builders had around 0.2% of the market—by 2025, that figure had risen to 4.8%. It'll soon be higher. My latest for ResiClub: https://t.co/oO9GdezI2v
Only Candidate with Decade-Long Housing Record Enables New Towers
There’s only one candidate in the SF Congressional race with the receipts to show they’ve been working on housing for 10+ years. There are finally towers being proposed near me in the last month. Would have been impossible without him.
Improved Spread Levels Shave a Percentage Point
If we had the worst mortgage spread levels of 2023, mortgage rates would be 7.50% today, not 6.32%. If we had the worst levels of 2024, mortgage rates would be 7.12% today. If we had the worst levels of 2025, mortgage rates...
Regret Over Missed $12M Deal Highlights Risk Appetite
If you're in real estate long enough, you'll have deals you passed on that stick with you forever. My worst: A $12M strip mall that’s probably worth $80M now. Why didn't I buy it? The two anchor tenants were paying...
Home Equity Isn’t True Net Worth, Says the Author
Equity is a home should NEVER be considered as a net worth number. Agree or disagree?
Stop Saving, Start Strategizing: Scale Real Estate Quickly
If it feels like it’ll take you a decade to buy the next property, it’s because you’re relying only on savings. The people you see scaling fast aren’t “lucky.” They understand: • How to structure partnerships • How to choose high-margin models •...
Housing Market Set to Grow Across All Sectors in 2027
There’s maybe another 3-6 months of softness as builders work down inventories but I think residential construction, resale transactions, new home sales, and home prices will all grow in 2027.
Homebuyers Must Budget for Two HVACs and Roofs
Bought a brand new HVAC system for my house in 2015. It’s had seven major repairs in the 11 years since (parts under warranty but not labor) including an almost complete replacement of most of the internals two years ago....
Institutional Homebuying Ban's Effect Tied to 7-Year Rule
D.R. Horton: Impact of institutional homebuying ban hinges on 7-year selloff rule During the Tuesday earnings call, Alan Ratner at Zelman and Associates asked how an institutional homebuying “ban” could impact D.R. Horton’s business? D.R. Horton CEO's response 👇
Uniform Regulations Inflate Costs of Small Housing Projects
The main reason more so-called "missing middle" housing doesn't get built: In most states (including CA), there is little regulatory distinction between a 5 unit building and a 500 unit building. Despite posing 1/100 of the risk, the 5 unit building is...