HST Cut Won’t Revive BC, Ontario New Construction
What's Really Stopping Residential New Construction in BC & Ontario? And Why Playing With HST Wont Fix It. Don't get me wrong removing the HST for a year on New Construction homes is a good thing because every tax reduction is good But it won't fix anything Because the fundamentals that cause Home Buyers to purchase a New Construction Home are pretty much wrecked Start with Condos
Proposed ROAD Act Threatens Rental Development Capital
The ROAD to Housing Act is already freezing up development capital -- and it's not even enacted yet. Build-to-rent developers say equity capital is essentially frozen, lenders are "pausing" on new projects, and new starts potentially imperiled. Much frustration not only with...
Investors Adapt When Home Prices Stop Rising
In our latest Real Estate Conversations podcast I talk with Dave Meyer of the massive investor community, Bigger Pockets. One thing I wanted to learn was what happens to the investor game when we can no longer rely on home prices...
Supply Shift Keeps Home Prices From Crashing in 2026
Why haven’t home prices crashed? Some thoughts and perspective on my blog today. I think many people expect 2007 results with 2026 stats, but it’s a much different supply story today. Enjoy my weekly post if you wish. https://t.co/i3BLmGTvo4 https://t.co/hcYtZOpegS
KB Home Sees Demand Rise in Jacksonville, Orlando; Tampa Lags
Giant homebuilder KB Home is seeing some demand improvement in Jacksonville and Orlando—while Tampa still remains challenged
Bilt Offers 125% Transfer Bonus, Only for Wyndham
Bilt Unveils A 125% Transfer Bonus For Rent Day — But It Is To Wyndham - View from the Wing https://t.co/iD73OsRnNk
Why Private Money Beats Banks for Real Estate
Top builders, investors, and flippers borrow money for their real estate projects from private money lenders instead of from banks. Here are the top two reasons why.
Cozy Presidio 1‑Bed, $10k/Mo, Outdoor‑Lover Friendly
FOR RENT. Cozy 1 bed in the Presidio. Natural finishes. Lots of light. 4 roommates. $10k/mo. Must love the outdoors. DM if interested.
Attached Design Looks Better, Costs More for Fire Rating
Attached looks better … but is more expensive to build due to fire rating https://t.co/kIp5gggkz6
Iran Conflict May Drive Homebuilding Costs Higher
KB Home warns Iran conflict could push homebuilding costs higher if oil prices spiral out of control @kbhome CEO Robert McGibney: "a lot of the products that go into a home, there's petroleum that's involved in those products" ResiClub PRO report https://t.co/MiVXNJ3ybP
GSA Sells Massive D.C. Office Building for $24M
The federal General Services Administration said today it had sold a 940,000-square-foot vacant office building in Washington, D.C. to a housing developer for $24 Million - WSJ
Mortgage Rates Surge, Home Purchase Applications Plummet 35%
There Goes the Spring Selling Season: Mortgage Rates Jump, Mortgage Applications to Purchase a Home Drop. Mortgage purchase applications are down by 35% from the same period in 2019 in a housing market that remains frozen https://t.co/sR0N0Jznl0 https://t.co/Hkfy4IziDs
Landlords Seek Profit, Not Gouging: Real Estate Still Viable
Don’t get me wrong, real estate investing is still a great long-term play to build wealth. Not to mention all of the tax benefits. But most landlords are not gouging people. They’re just trying to cover the bills and turn...
Smaller BTR Homes Prioritize Affordability over Space
A fantastic BTR unit ... Notice how much smaller they are than typical Single Family Homes Broadly, people do not like to buy units that are this small (in the locations where BTR developments are located). When people buy houses, they...
Mortgage Rates Dip, Spread Widens to 214 Bps
The average 30-year fixed mortgage rate today: 6.48% Same day last year: 6.80% -------------------- 10-year Treasury yield: 4.34% Spread today: 214 bps
Trump's Antitrust Moves Harm Real Estate Market
Corruption is costly - Trump's antitrust choices are reshaping real estate, in a bad way. https://t.co/GTF4dsuUBb
Iran Conflict Threatens U.S. Housing Recovery Beyond Rates
How the Iran war could crush the U.S. housing recovery, and it's not just about mortgage rates https://t.co/ecPYsnXmA5
Titanic Heir’s Raritan Estate Hits $10M Listing
A stately estate near #NJ's #Raritan bayfront built by son of #Macys heirs Isidor+Ida Strauss, who died in the #Titanic disaster, lists for $10M. #HerbertNStrauss #Middletown #realestate #mortgage #JamesMcConnell https://t.co/rMnRQ7T2St via @WSJ
GSA Sells L'Enfant Plaza Office for $24M
L'Enfant housing. Sprawling #LEnfantPlaza office that 1x housed many agencies sold vacant for a mere $24M by #GSA to #multifamily developer. Gov out to shed props in move to make itself lighter. #realestate #CRE #DC #Dalian #Trump #LibertyLoan https://t.co/vWQVaN6nxX via...
Supply and Distress Drive Home Price Cycles
Supply and distress supply are the big keys; we have 84 years of data on this and many economic cycles with nominal national home prices data. https://t.co/7ojUXodFpL
Senate's BTR Ban Overlooks 50k Units Annual Impact
On the Senate's build-to-rent ban, I see some argue "it's a small sector so it's not a big deal." As a % of market, it's small. But 50k units / year is material. And if you think all those units will...
Outpatient Demand Soars, New Space Scarce and Pre‑leased
Houston is expecting a 16% jump in outpatient patient visits by 2029. New MOB construction under way? Less than 1% of existing supply. What little is being built is already spoken for: roughly 80% of that space is preleased before...
Sky‑High Rates Stall Existing Home Sales, New Sales Flat
Rates getting to 18% made is less affordable back then, different ways to measure this, but prices & rates exploded. A big variable on why existing home sales haven't finished a year under 4,000,000 the last 3 with with new...
1970s Rates Spiked, yet Home Prices Outpaced COVID Era
From 1977 to 1979, mortgage rates rose from 8% to 13%, yet home prices still grew faster than during the sub-4% COVID years. Rates peaked around 18%, with spreads being quite large at nearly 6%. The spread market today is...
High Search Interest, Low Buyer Volume in Sacramento
These stats represent search queries. Not actual buyers. Ironically, buyer volume is incredibly low in Sacramento, yet here we are at the very top of this list. Nothing but love for Redfin, but there is a disconnect between search queries...
Past Home Price Booms Surpassed Covid, No Crash
The hottest home price growth period was 1943-1947, with no bubble crash afterward, and 1977-1979 had even hotter price increases than during Covid, also without a bubble crash. If people bothered to read books instead of burning them, they would...
Stop Guessing: Master Seller Motivation, Condition, Value, Rent
If you’re guessing on deals… you’re already losing them Every deal comes down to 4 things: - seller motivation - condition - value - rent Miss one, and you’re just hoping it works Comment “DEAL” if you’re trying to get your first one #realestateinvesting #wholesalinghouses #offmarketdeals #realestatetips #realestatebeginner
Sacramento’s Top 10 $2M+ Sales Hotspots Revealed
Here are the top 10 locations for 2M and above sales in the Sacramento region over the past five years. What stands out to you? And what are you seeing at the high-end right now? I’d love to hear your...
Fixed‑rate 30‑year Loans Stabilize Debt as Wages Climb
30-year fixed loan. Fixed debt cost and rising wages, even with more people with 6% plus mortgage rates vs 3% and lower. https://t.co/fLDxpBRw15
Mortgage Applications Up YoY, Weekly Demand Drops
#Mortgage purchase application data remains positive year over year, but weekly demand declined last week. @housingwire @sarahteresa6 #realestate #economics #mortgagerstes #chartdaddy
Separate Land and Home Sales Simplify Taxation, Japan Shows
The way you do this is by allowing land and houses to be sold separately, like Japan does. Incidentally, this also makes it easy to do a land tax.
Mortgage Help Searches Hit 2008 Highs, Defaults Stay Low
Like rubbing a magic lamp, folks flock to #Google for help w/their #mortgage. Searches 'help w/mortgage' surge past 08 #GFC high. Though delinquency+#foreclosure activity remain low. #realestate #CRE #interestrates #tax #insurance https://t.co/AhoET2F9v7 https://t.co/vu2NMxs7ev
Housing Bubble Persists Since 2012, Now Worse than 2008
Since 2012 housing has always been in a bubble and it's housing 2008 or worse ☺️😏😁🫡 https://t.co/l2fykhXDfn
Purchase Applications Dip 5% Weekly, YoY Growth Slows
Purchase application data, although still positive year over year, showed a week-to-week decline of 5% and the YoY growth slowed down. https://t.co/1ZaOtoeLuN
HST Cut Won’t Revive Ontario Construction, Despite Tax Relief
Will Removing The HST From All New Construction Homes In Ontario Kick Start The Residential Construction Industry: ABSOLUTELY NOT Since politicians mainly know nothing about the Industries for which they invent policies this should be expected BTW every Tax Removed is GOOD I...
Factory Construction Falls 15% Despite Trump's $18T Promise
Factory construction was down 15% over the last year, even before adjusting for inflation https://t.co/YNFjjiLWfV Reality hasn't heard about Trump's $18 trillion in investment coming into the country. Trump always says, "no one has seen anything like it," which is...
Homebuilders Face Critical Shift Despite Stable Housing Market
Everyone’s asking if the housing market is crashing. It’s not. But something important is happening with homebuilders right now that every investor needs to understand.
Feb Home-Sale Contracts Fail at Record 13.7%
"More than 42,000 U.S. home-sale agreements fell through in February, equal to 13.7% of homes that went under contract that month. That’s up from 12.8% a year earlier, and the highest February share in records dating back to 2017." -Redfin
New Homes Cost More Per Square Foot; Size Must Shrink
New construction always be more expensive PSF than older construction So the only way you can make new homes less expensive than existing homes by making them smaller … on average.
Bad Housing Ideas Stall Construction Before Policy Passes
Policymakers and media, generally speaking, underestimate the power of bad ideas on housing -- even prior to becoming formal policy. Examples: 1) Boston rent control ballot measure is shutting off construction even prior to vote. 2) ROAD to (Less) Housing Act is scaring...
Record February Home Purchase Cancellations Hit 13.7%
42k US home purchases were canceled in February which equates to 13.7% of all homes under contract. That's the highest cancellation percentage for any February on record. https://t.co/QuxiWyB3TE
High‑Density Rowhomes Offer Private Yards Per Acre
With Rowhomes, we are building 20-25+ units per acre. 1200–1800sf units All with a (small) private yard.
BTR Homes: Smaller, Affordable, Family‑friendly Alternative to Houses
It’s also v important to emphasize that BTR units are *different* than Single Family Homes that are built to be sold They are smaller, and designed to make rents as affordable as possible. Here’s an example: This is a 655sf 1BR cottage built...
Support ROAD to Housing Act to Boost Build‑to‑Rent
Honored to join @johnburnsjbrec and other housing researchers in this open letter advocating for the ROAD to Housing Act to remove supply-crushing restrictions on build-to-rent constructions. https://t.co/q7keYTNVFJ
Renovate a 1‑Bed Unit for $10‑15K: Key Costs
What does a renovation typically cost me? Generally a renovation for a Class C 1-bed unit costs me $10k-$15k Below are the items I focus on when touring to maximize rent and minimize cost You should think about the property in the 3...
Master Seller Financing: Close Deals Your Way
The 100% Seller Finance Masterclass (How I prefer to close deals) Watch The Whole Thing & Subscribe https://youtu.be/DLQpmKqi2KU?si=DTFJWU458HOy85lO
Tight MOB Supply Drives Record Occupancy and Rising Rents
Constrained MOB supply keeps occupancy high and rents growing. 5 Things to Know: 1⃣ MOB occupancy hit a record 92.7% in 2025, up 30 basis points from the end of 2024. Demand is outpacing every new square foot being delivered to...
Housing Act Will Reduce Housing Supply
Good news for pro-housing and pro-science peeps. Bad news for NIMBYs. ROAD to Housing Act = ROAD to Less Housing.
Single-Family Home Inventory Rises 1.2% Weekly
3rd Look at Local Housing Markets in February Altos: Active single-family inventory was up 1.2% week-over-week https://calculatedrisk.substack.com/p/3rd-look-at-local-housing-markets-123
Canadian Homes Have Been Losing Money for a Decade
Canadian real estate is getting DEMOLISHED 🇨🇦 If you bought a principal residence in the last 10 years you lost money. Even if you bought all-cash you’re negative with inflation, property tax, insurance, and maintenance. And if you had interest payments, you’re even...