U.S. Migration Shifts: Where Americans Are Leaving and Arriving
Americans are on the move. Where they are leaving and where they are going… https://t.co/Luy4qotAqp
Inland Markets Thrive, Ports Lag as Nearshoring Rises
TL;DR: Inland markets looking good, port markets less so. Nearshoring picking up steam. Great report by @CushWake, will put link below. https://t.co/srELQGxQpf
Housing Likely to Underperform Private Equity in Five Years
Predicting forward returns is notoriously difficult but setting expectations can be helpful Which asset class will have worse returns over the next 5 years: Housing or private equity? https://t.co/AbfW2cXe9G https://t.co/ig9j4zorjK
Sacramento Listings See Rising Cancellations, Condos Hit Hardest
Some listings don’t make it to the finish line, and cancellations are slightly higher this year so far in the Sacramento region. Why are some listings canceling? And why are condos struggling more?
Iran War Drives Up Gas, Food, Housing Costs
The war in Iran may seem like 7,000 miles away, but it’s arrived here- showing up at the pump, in your grocery bill, and in a housing market that’s only getting harder to afford. More in my newsletter, ‘This War...
Florida Housing: Extreme Booms, Sharper Downturns
When it comes to housing, Florida doesn't do "average" It overheats more during booms—and corrects more during downturns Florida is the epicenter of the boom-bust phenomenon https://t.co/q5q3SyDu44
Rising Mortgage Rates Threaten Struggling Canadian Housing Market
If Mortgage Rates Keep Rising What Happens To The Canadian Housing Market? We have seen some Fixed Mortgage Rates rise nearly 20% since the Middle East War began: depends on which Bank & length of term Important: the War could end Friday...
Beginner’s Blueprint: Analyze Rents, Expenses, and Market Before Buying
Let’s say you’re a beginner looking at a new market for the 1st time Figuring out where to start can be daunting Here’re the steps you should take so you can start buying deals 1. Source market rents 2. Understand expense load 3. Get to...
Explaining This Week’s Mortgage, Oil, and Bond Turmoil
@housingwire @sarahteresa6 We try to explain the madness if this week with #mortgagerates #oil and #bonds with this conflict. #economics #chartdaddy
Florida Housing Downturn Softens After Post‑pandemic Boom
The intensity of Florida's post-pandemic housing boom correction is easing Softness—and even outright weakness—remains across parts of Florida’s housing market. However, the intensity of the downturn in Florida has eased over the past 6 months
U.S. Housing Market Flips: Record Seller Surplus
🚨 The U.S. housing market just flipped. There are now 630K more sellers than buyers, which is the largest gap on record.
Zillow Reaffirms 2026 Targets, AI Boosts $5B Revenue
Macro: Zillow reaffirms 2026 targets, AI-driven mid-cycle $5B revenue, 45% EBITDA. Key: strong margins, cash>debt, buybacks. Risk: housing normalization. Trade: buy on pullback. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
Rising Oil, Falling Stocks Pressure New‑home Sales
Recent drop in U.S. new home sales and abundant inventory could weigh on new construction ahead. Elevated oil and falling stock prices are likely to weigh on home sales. https://t.co/XpvBbc9mwe
Leaseholders Warn of Rising Service Charges
Leaseholders seeing people post council tax bills on the houses they hope to one day occupy, realising they would just be paying a new form of always rising service charge if they ever make it out. I am seeing bills...
One Multifamily Building Beats Multiple Single-Family Homes
Why I would rather have one multi-family building than multiple single family homes… Comment FREE to join my free virtual real estate training this weekend.
Trump's Brand Expands Across GCC Amid Iran Tensions
With the Iran conflict now in its 4th week, an important angle worth noting: President Trump’s family business (Trump Organization) has substantial licensing deals across the GCC - Trump Towers, hotels & golf resorts in Saudi Arabia, UAE, Qatar & Oman,...
Modern Homes Cost More, yet Offer Greater Safety
housing is more expensive now, but also a lot safer. this is what an expensive home was like in the 1980s
Live Rent‑free: Duplex Ownership Offsets Mortgage
Let me be real: buying a “home” just to live in it doesn’t make sense to me. If I’m signing up for 30 years of payments, that house better be working for me. So instead of buying a single-family home,...
Florida's Housing Boom Peaks, Then Corrects Dramatically
What's happening across Florida housing markets, as told by 10 charts Florida experienced one of the most intense Pandemic Housing Booms—and subsequent corrections. Here’s where things stand now. My latest ResiClub PRO report https://t.co/Nesqr0w1OL
Office Construction Hits 2011 Lows; B‑space Demand Uncertain
We’re currently seeing the lowest level of office construction since 2011. ▫️A+ is full ▫️A is almost full What happens to B space is the question? Some B+ will be competitive in good locations and with renovations. Tear Downs and Conversions are up. In...
Housing Market Unchanged Despite War, Higher Rates
No noticeable impact from the war/higher mortgage rates in the weekly housing data yet: https://t.co/f4wx5tgXQn
Join Roofstock's Survey for SFR & BTR Operators
Are you a single-family rental (SFR) owner/operator/manager or a build-to-rent (BTR) owner/operator/developer? If yes, we’re inviting you to participate in the @Roofstock-ResiClub BTR and SFR Housing Survey: https://t.co/XsJUYtBYDF
Midwest Real Estate Booms as Climate Haven Emerges
Is the Great Lakes region the ultimate Climate Haven? 🌎🌊🔥 With over $15T in real estate at risk from floods & fires, I explore why the Midwest is seeing a pricing boom. Low risk, low cost, high quality of...
Data‑center Spending Tops Office Building Outlays for First Time
Construction of Data Centers, Power Plants, Factories, and Office Buildings: Boom & Bust. Explosive spending on data-centers exceeded plunging spending on office buildings for the first time ever https://t.co/tQEp35k7kh https://t.co/Q5rHJ5IIDT
Zoning Flexibility Key for Commercial‑to‑residential Conversions
A necessary, if not sufficient, condition for commercial to residential conversions is to provide maximum zoning flexibility, e.g. the exemptions on parking mandates provided for by AB 2097. I provide comment: https://t.co/O3dF26SHCm
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Renters relocating from California prefer Texas and Nevada. Renters relocating from New York prefer Florida and New Jersey. Interesting data from Apartment List. https://t.co/qJvXYBSwxJ
Housing Demand Now Driven by Prices, Not Rates
Mortgage rates have spiked in the last 3 weeks. But it won't matter for the housing market. Mortgage rates stopped being the driver of demand 3-4 years ago. Whether mortgage rates are 6.5%, or 6.0%, makes no categorical difference on demand right now. The...
Rates to Exceed 7% with Worsening Spreads
2023-2025 rates would already be over 7% with the worse levels of spreads each year. https://t.co/2c2qtO9Hlx
Inheritance, Not Income, Drives Home Buying in California
This supports something I've suspected for a while—incomes are becoming LESS important for homebuying than in the past. As wealth transfers become the more common way to acquire a home, income will matter less and less.
Partial Passivhaus Is a Costly False Economy
'Nearly Passivhaus' is a false economy: Applying some but not all the principles of Passivhaus carries the risk of poor outcomes and significant costs - from the UK Passivhaus Trust Or as Bronwyn B called it "half-ass-ive" 😅 #passivhaus #passivehouse https://t.co/KbIXzNJUOM https://t.co/3q5Q0LV9RB
US New Home Sales Plunge 17.6% to Pandemic Lows
From December to January, US new home sales DROPPED by a STUNNING 17.6%. Sales were at their lowest level since the COVID-19 pandemic. AMERICAN HOUSING MARKET = IN THE TANK. https://t.co/AMSqv9ZMsT
Household Real Estate Value Drops to $47.9 T
"The market value of household real estate assets fell for the second consecutive quarter to $47.9 trillion in the fourth quarter of 2025" -NAHB
Factory‑Built Homes Could Reverse Rising Homebuyer Age
In 2010, the median U.S. homebuyer was 39. Today, it’s 59. Home prices have doubled in a decade, and construction productivity has fallen. Sweden builds 45% of single-family homes in factories, year-round, cutting costs and build time. If we built...
Texas Factories Dwarf Everything: 10M to 100M+ Sq Ft
Everything is bigger in Texas. Giga Texas (Tesla's Gigafactory Texas, located near Austin) has a factory floor area of over 10 million square feet. TERAFAB is reportedly going to be over 100M SF. https://t.co/CrVsGCW2rN
Miami's Rent Growth Turns Negative Amid Mass Exodus
Large market with the worst single-family rent growth in the U.S. entering 2026? Miami Wouldn't have guessed that from the headlines about Zuckerberg and Palantir. While billionaires are moving in, local residents are moving out. Rents are up 50% in Miami from...
Housing Market Set to Grow If Iran Tensions Spare Rates
Housing market is poised for growth this year if Iran conflict doesn't raise rates, says HousingWire Mohtashami https://t.co/ZBWUvaA7UQ
More Rental Units Drag Single-Family Rent Growth to Decade Low
This additional rental supply is putting downward pressure on single-family rents. One reason why SFR rent growth is at 10-year low. https://t.co/wh9Qyhz6TK
Public Split on Whether Mortgage Rates Are Rising
If you look at this chart of mortgage rates, do you say rates are: Up, Flat, or Down? (poll follows below) https://t.co/f44iFahBSk
TopGolf Membership Beats Bay Area Co‑working Prices
The TopGolf monthly membership (weekdays from 9-5) is actually the best co-working deal $225/month in Bay Area https://t.co/E708tafi5V
Struggling Sellers Turn to Renting, Listings Surge
Homeowners who are having trouble selling their homes are becoming landlords at a near record pace About 2.2% of rental listings on Zillow in November had previously been listed for sale—highest level since late 2022 when mortgage rates surged...
Rising Real Estate Costs Strain Physicians Amid Reimbursement Pressure
With construction costs, CAM charges, and rent escalations pushing higher, many physician groups and health systems are struggling to balance real estate expenses with reimbursement pressures.
Try Build‑to‑Rent Before Dismissing It
Don’t knock it until you’ve tried it. Follow @chasecalhoun.realestate for more on build-to-rent and real estate investing. #realestate #investmentproperty #buildtorent
New Home Sales Yet to Slip Below 2022 Lows
If new homes can fall below the 2022 lows in sales for at least 5-7 months, that would do it, but their purchase application data hasn't shown that yet. https://t.co/Jv2eyLip1u
Residents Oppose New Homes Near Tube, Question Double Standards
A community outside of London, served by the Tube with a train every 7 minutes, opposing 150 more homes directly next to the station begs the question: would they have supported their home being built under the same logic? (Duncan...
Outlet Malls Thrive on Low Costs and Agglomeration
Outlet malls have a bunch of strategic advantages that make them unlike any other “mall” 1. They are open air, so lower HVAC costs 2. They are far away, so land prices are low 3. Every store has smaller footprint (no large dead...
Consider Exiting Real Estate Amid Systemic Trust Risks
it's an awful spot to be and many are sitting in it due to naive trust in the system, the banks and the government and @bankofcanada It could be the right time to walk away from your real estate | Financial...
Spreads Peaked 2023, Normalize by 2026 After 2022 Rise
2023 had the peak spreads of the cycle at 3.11%. Since then, it has gradually improved each year. By 2026, spreads approached normal levels again. February 2022 is when the spreads started to worsen. https://t.co/hK3qQPLtIs
Ealing Council Launches Europe's Largest Passivhaus Housing Programme
"Ealing Council is now building more than 200 Passivhaus homes. The borough is becoming a hot spot for Passivhaus, with the West London Partnership’s new development on Bollo Lane poised to be the largest Passivhaus programme in Europe." #passivhaus https://t.co/fwO6GoZoAB
NYC Two
New York City builds smaller 2BR apartments Here's the distribution of 2BR sizes in NYC vs Seattle & Austin NYC average is 5% smaller than Seattle & 14% smaller than Seattle ... and more than 2/3 of NYC 2BRs are smaller than...