Weekend Housing Tracker Ranks Among Best in Years
This weekend's housing tracker was one of the better reports in years for many reasons do.
China's Housing Glut Threatens Island Retirement Investments
China builds so much housing you can lose money on a tropical island retirement community.
Single-Family Rentals Redefine Starter Homes, Challenge Homeownership Myth
“Single-family rentals are a modern version of a starter home, which have gone nearly extinct in the United States. But their existence challenges the American ideal that suburban single-family houses are meant for homeowners.” https://t.co/dA4eZdCiPZ
Walmart Expands via 3D‑printed Concrete Store Structures
Your Walmart might be 3D printed — firm building more than a dozen 3D-printed Walmart expansions with concrete-printing robots https://t.co/1YmAy5orx4
Leasehold Can Be Abolished; Labour's Reforms Trap Owners
Odd piece which seems to acknowledge that leasehold is deeply flawed while simultaneously relying on quotes from vested interests who argue that it can't be reformed out of existence. The reality is of course that it can, and should. Hopefully...
2026‑27: Operators Thrive as Flippers Face Losses
2026-2027 will be year of operators As easy money syndicators and flippers lose big time Time to find motivated sellers
Modern Lend-Lease: Funding Recovery to Protect Neighborhood Value
The old lend lease was about lending your neighbour a hose when he had a fire to protect the neighbourhood. The new lend lease is about lending your neighbour the capital he needs to repossess his house after a home...
Austin Expands with Affordable Detached Homes Beyond City Limits
That’s exactly what Austin has done. And continues to do Yes some infill (which developers like @americanhousing are doing) … but a TON of small, inexpensive detached homes outside the City https://t.co/uFSuYKWH2m
SF's Beauty Vs. Push for Sky‑High Development
~ posts a beautiful photo of what makes SF beautiful ~ “we need to rip this all up and build skyscrapers”
Chicago's Housing Inventory Plummets, Driving Price Spikes
Chicago's housing market is in crisis. Listings are down 59% from pre-pandemic norms. There were 30k listings across the metro back in 2019. Now there's only 12k. Such a massive inventory shortage is creating bidding wars and double-digit value...
Pending Home Sales Surge in Unprecedented Weekly Spike
A very noticeble pickup in demand for our weekly pending home sales this week. More on this with our weekend tracker, with some more interesting data lines. One of the more interesting weeks over the past few years, in fact.
Seasonal Market Shows Prices Converging Year‑over‑year
Seasonal vibes. The average and median price twinning through the years. And we're having a seasonal market this year in all the stats (prices, days on market, etc...). https://t.co/LZLx8aCcYJ
Finding High‑Density Housing Americans Actually Want
I wonder what kind of housing type can support that level of density … while being the kind that Americans say they most want? 🤔🤔 https://t.co/mFLKMuevV8
US Commercial Property Prices Surge to Strongest Gain Since 2022
U.S. commercial property prices just hit a major turning point. In March, the RCA CPPI US National All-Property Index climbed 2.1% year-over-year, marking the strongest annual gain since late 2022. The momentum is building quickly. The index rose 1.1% on a quarter-over-quarter...
U.S. Apartment Leasing Remains Flat, Defying Expectations
Latest newsletter: A ho-hum start to the leasing season for the U.S. apartment market. If you thought the market would tank due to weak job numbers, you were wrong. And if you expected a strong rebound, you were wrong, too. https://t.co/CFNiA6Ycf7
Charts Reveal Housing Impact as Powell Leaves, Warsh Begins
@housingwire A lot of charts in this one discussing the end of Powell's term and the Warsh era. #housing #realestate #mortgagerates #federalreserve #chartdaddy
CRE Remains Resilient Amid Inflation and Energy Shocks
Like a sturdy boat in choppy seas, #CRE holds firm w/economy whipped by #inflation+#energy shocks, and it may stay that way for the near-term, at least. 'It's a slow-moving impact for #realestate' #mortgage #TheFed https://t.co/XXyooILXQh
YIMBY vs NIMBY: Nuance Over Simple Labels
What’s the difference between YIMBY but *sometimes* opposes specific housing projects … and NIMBY? -Is it that, on net, “YIMBY” builds more than “NIMBY?” If so, where is the tipping point? -Is it peering into the core to subjectively judge whether they...
Talk to AI, Instantly Redesign Your Floor Plan
Wait..you can literally just talk to your floor plans now 🤯 Tell the AI to "add an office" or "make the room bigger" .. and watch the layout update instantly 👀 https://t.co/OOMct6vjIZ
Ideal Homes Spark Fierce Competition Among Discerning Buyers
Buyers are picky about condition, price, and location, but when the house that checks all the boxes hits the market, it can be quite competitive. Buyers are patient for the right house while ignoring overpriced stuff, weird layouts, adverse locations,...
Mid-Size Buildings Dominate Studio Unit Share Since 2008
Here’s an interesting fact about apartment building SIZE For buildings built since 2008 ... mid-size buildings (50-150 units) have a great share of Studios, compared to smaller or larger buildings. https://t.co/QC9eXAaoRH
Top 12 County Hotspots for Real Estate Buyers
Where are the transactions happening? Here’s a look at 12 counties in the region. If you work in real estate, this is the focus. Where are the buyers buying? https://t.co/ltaiJj1McN
Sales and Price Volume Data for 12 Counties
Just in case you wanted to see the number of sales and price volume so far in 12 counties. I know you woke up wanting this. 
Mortgage Health Holds, but Late‑stage Delinquencies Rise
https://mortgagetech.ice.com/resources/data-reports/first-look-at-march-2026-mortgage-data "While overall mortgage performance remains healthy for most borrowers, the continued buildup in late-stage delinquencies and foreclosure pipelines remains worth watching.”
Zillow's Risky Flip Strategy Cost $500M, Stock Crash
Zillow tried to reinvent house flipping. Instead, it lost over 500 million dollars in a single year. Its stock collapsed by 87 percent. And the downfall began with a choice Zillow never should have made...
Affordable Home Budget on $10/Hour, 21‑Hour Weeks
How Much You Can Afford For a House If You Make $10/ Hour working 21 hours per week
Record Mortgage Renewals Spur Higher Rates, Dampening Spring Market
Will Higher Fixed Mortgage Rates Slow Down An Already Slow Spring Real Estate Market? PROBABLY Thing is when you're coming off ridiculously low 2025 Home Sales numbers in BC & Ontario: a very small increase in resales is inevitable But very bad...
D.R. Horton Boosts Incentives, Cuts Margins to 10% Revenue
D.R. Horton compressed margins to offer bigger Q2 2026 incentives "Our sales incentives increased during the second quarter, and we expect incentives to remain elevated for the rest of the year... incentives as a % of revenue is roughly 10%" -D.R....
Austin Leads 2026 Resale Housing Price Decline
The Austin, TX metro area is the epicenter of resale housing market weakness in 2026 On a seasonally adjusted basis, the Austin, TX metro just saw the biggest month-over-month home price decline in the country via ResiClub Terminal
March Housing Slows; April Sales Poised for Rebound
Final Look at Local Housing Markets in March and a Look Ahead to April Sales https://calculatedrisk.substack.com/p/final-look-at-local-housing-markets-05f
Pick Markets Where You Can Actually Find Deals
I get asked all the time “how do you choose a market” & to be honest it’s pretty simple Instead of approaching it from the statistical perspective, I approach it from the “can I actually find a deal in this market”...
Small Investment Properties Can Be Harder Than Big Ones
A small investment property is not easier than a big one. In many cases… it is actually harder ⬇️
Low‑rate Mortgages Shield Older Borrowers From Past Crises
A ton of foreclosures and bankruptcies vs a 30-year fixed debt Stock vs flow economics https://t.co/CUdOs4rE71
Sellers Outpace Buyers by 43%, Largest Gap Since 2013
"Nationally, sellers outnumber buyers by 43%—just shy of the largest gap in records dating back to 2013" -Redfin
Today's 3% Mortgage Borrowers Out
You can’t tell me that a 43-year old with a 3% mortgage rate today is worse off than people under 50 in the early 2010’s who were either underemployed or had gotten their home equity nuked.
Japan's Bizarre Real Estate Deal Mixes Towers, Nursing Homes, Whales
What’s shaping up to be one of Japan’s hottest real estate deals in recent memory includes a prime office tower in Tokyo’s financial district, several nursing homes — and a handful of killer whales. (Yep...) Read all about it: https://t.co/863622NOlJ
Most Homeowners Misjudge Flood Risk—Get Coverage Quote
#Flood #Risk is no longer confined to coastlines. 64% of #homeowners believe they are not at risk of flooding contributing to a significant protection gap. Flood coverage is excluded under a renters/HO policy. Worth getting a quote. Then decide....
Crash Period Listings Triple Normal Seasonal Peaks
Just a friendly reminder that the new listings data was consistently around 250K-400K per week during the housing bubble crash years. Normally, during seasonal peak weeks, it's 80K-100K. @housingwire @sarahteresa6 #housing #realestate #mortgagerates #chartdaddy
Turn One Home Into Multiple Income‑Generating ADUs
Co-living: looks great on paper, tough to manage. But what if you could add ADUs to a single-family home? More units, more doors. Generational living or rental income – that’s the investor opportunity. #RealEstateInvesting #ADU #PropertyManagement #InvestmentOpportunity #SingleFamilyHome RealEstateTips GenerationalLiving...
D.R. Horton Cuts Unsold Inventory 35% YoY
D.R. Horton is quickly shrinking its pileup of unsold completed inventory "Unsold homes are down 25% from December and 35% from a year ago" - Paul Romanowski, CEO of @DRHorton said during their April 21, 2026 earnings call Chart via @ResidentialClub
Replit Thrives After Swapping SF for Spacious Foster City
Two years since Replit left SF. 10x valuation and 200x ARR later we’ve taken over much of the old IBM campus in Foster City and we’re still expanding. There’s something poetic about it: IBM helped create the industry. We’re helping reinvent how...
Military Families Get up to $8K Opendoor Credit
Military families move every 2-3 years on average. That's a lot of added stress, pain points, and moments that could be spent doing things with the people you love. We expanded the Hero's Home Credit to include sellers to lessen...
Gary Barnett Proposes 86‑story, 1,198‑ft UWS Tower
A supertall apt house on the #UWS. #GaryBarnett firm plans 86-story, 1,198 ft tower on W67, more than 400 ft above nabe's next tallest bldg, per a #NYC DOB filing. W/yield 430 units. #Extell #realestate #CRE #retail #restaurant #Silverstein #multifamily...
Banks Pay Homeowners To
Banks are now PAYING homeowners to move if they get rid of their mortgage? You can get a massive principal balance reduction if you give up a super low-rate mortgage and buy a replacement home at today's rates. The DREAM (Discount for...
Land Value Tax Cuts Sprawl, Boosts Affordable Housing
Why are we bulldozing forests while city parking lots sit empty? 🌳🚫 It’s the tax code. By taxing buildings instead of just land, we incentivize sprawl. But a solution from the 1800s is back: Land Value Tax. 📈 The key to affordable...
Apartment Market Still Tight; 2026 Starts Forecast Slashed
NMHC on Apartments: Market Tightness "mostly unchanged" in April Survey Multifamily executives have lowered their expectations for total 2026 multifamily starts https://calculatedrisk.substack.com/p/nmhc-on-apartments-market-tightness
Austin Housing Market Hits Stabilization, Near Bottom
#Austin housing market finally approaching bottom. CEO of Taylor Morrison 1Q26 earnings call: “Austin actually finally saw what I would say some stabilization in backlog, had the best sales month in quite some time, and cancelations seemed to stabilize.” Checks w/our analysis...
Condo Construction Collapse Confirmed: Industry Now at Zero
We Knew The New Condo Construction Industry Was Screwed: Now We Know How Screwed When a business goes to ZERO it's REALLY bad Just as crazy: we KNEW this would happen We knew 3 years ago, I posted about it, others did as...
9 West Tower Leads NYC’s Booming CRE Market
Behind the scenes at #9West, hottest tower in #NYC, hottest #CRE market in the country now that #Soliviev h/succeeded h/father, the famously selective #SheldonSolow #realestate #PlazaDistrict #CentralPark #1Vanderbilt #HudsonYards https://t.co/wRXc9HmnCD via @WSJ
LPs Prefer Lending at 12%, Not Borrowing
If you're considering a real estate strategy that would require you to use high octane bridge debt, consider this: Some potential LPs are likely to give you a version of the following feedback: "We don't *borrow* at 12%; we *lend* at 12%"