Hormuz Crisis Drives 3‑5% Rise in Indian Luxury Construction
Strait of Hormuz Crisis Threatens Luxury Housing in India. Developers are worried about delayed imports of key materials like aluminium, steel, Italian marble, and tiles. This is causing higher costs and possible delays in construction. Prices of these imported materials have already risen sharply: • Aluminium: up 8-12% • Steel: up 20% • Imported tiles & marble: up 15-25% • Freight costs: up 40-60% Experts say overall construction costs may rise by 3-5% in 2026.
City Voucher Rules Bar Low‑wage Renters, Landlords Profit
CityFHEPS means the city is competing with this guy ... landlords would rather take the voucher.
45 Granite Bay ADU Comps Reveal Robust Market Data
Pulling comps for a property with an ADU. There are 45 data points here in Granite Bay with a listed ADU in MLS. These are sales since 2025 as well as current listings. Granted, some of these will be pool...
Homeownership Is Financially Illogical and Maintenance‑heavy
"It just doesn’t make sense economically and all of the maintenance my family/friends have had to do on homes sounds way too stressful." https://t.co/QkIJzasrfK
New Condo Launch Premature; No Units Sold Yet
Don't hold your breath waiting for a new #condo tower to rise on spot of deadly #Sunrise collaps. They haven't sold a single unit. 'Soft launch we did w/premature' #DamacProperties #Fla #Miami #SoFla #mortgage #ChamplainTowersSouth https://t.co/QYfPn5VCXN
Vacancy Tax only Viable Within Comprehensive Reform
This is sort of like "oops, I forgot to get you a present for your birthday so here's what I randomly found in the junk drawer." A higher tax on unoccupied homes could make sense in the context of full...
Investors Overpay, Then Face Massive Price Cuts
sometimes you look through these properties on Zillow with multiple price cuts and think, "What the hell was the investor thinking?" https://t.co/FiHe8auq7l
Canada Embraces Tall Towers, California Limits to Midrise
While Canada is fine with high-rise residential even in otherwise low-slung residential areas, California insists on chunky midrise even in other highly urban areas. What explains this? https://t.co/2L7ha4W3Uw
Demographics, Not Growth, Fuel Housing Demand; New Builds Lag
"Demographic change—not population growth—is the main driver of housing demand. And while the surge in new construction [in California] is welcome, it has not yet translated into meaningful relief for households struggling with high costs." https://t.co/SvBbqFg8yx
Mortgage Rates Dip as Oil Eases Despite Hormuz Shutdown
Why are mortgage rates falling with the Strait of Hormuz still closed, and oil priced around $95 barrel? - Ceasefire and oil prices off their highs (was ~$110) - Hope of a peace deal or resolution (talks ongoing) - Labor is still a...
CPACE Emerges as Leading Low‑cost CRE Financing
#CPACE fast becoming go-to source of capital for public benefit projects in #CRE. Avg deal size grown from $800G to $40M. 'A flexible+low-cost part of the capital stack' #Nuveen #realestate #mortgage #financing #TheGeneva #DC #Tampa #hotel #condo https://t.co/0YqS0B42NQ
NYC Developers Exploit 99‑Unit Loophole, Merge Buildings
In 2024, NYC offered tax breaks & regulatory relief (labor regs, especially) for new apartment buildings with some "affordable housing" & fewer than 100 units. So, NYC developers built dozens of "99-unit" buildings & then... stitched them back together. LOL.
Massive Property Tax Hikes Target Second Homes, Everyone Affected
Two WSJ cover page story on (massive) property tax hikes. They may well come to a house near you... - fixed property can't flee the state; and - the wealthy shall pay (NY's proposal is to tax second homes) https://t.co/1aVfRG9TR9
Charlotte Studios Surge Fivefold Since Financial Crisis
Over the last half century, the *kind* of apartments we have built has changed Post GFC, developers have shifted towards building more, smaller units In the City of Charlotte (not metro) the SHARE % of new units built as Studios has gone...
Quant Investor Suneil Setiya Purchases Nick Candy’s Chelsea Home
Suneil Setiya, the co-founder of quant investing firm Quadrature Capital, is the buyer of Nick Candy’s family home in London’s Chelsea district, according to people familiar with the matter. https://t.co/Sf9i5nsJ4C
Unlock Hidden CRE Strategy: Secure National Tenants Early
In this episode, Cherif Medawar breaks down one of the most overlooked commercial real estate strategies today, how to control deals, secure national tenants, and create massive upside before you even close. Tune in now: 📺 : https://youtu.be/DI2HYxsH6vc 🍏 : https://podcasts.apple.com/ca/podcast/raise-the-bar/id1543049208
California Homeowners Still Locked Into Sub‑4% Mortgages
Everyone keeps talking about lock-in going away, saying the share of mortgage rates above 6% now exceeds those below 3%. Maybe in Alabama. In California, most still can't/won't move as evidenced by 34% of homeowners holding a rate between 3-3.99%...
Upzonings Spur Massive Housing Growth in High‑Demand Areas
Just released paper from @urbaninstitute examining upzonings in New York and Philadelphia argues that upzonings can lead to a major increase in housing production, particularly in areas with strong demand https://t.co/fwejSrMjF8
Mortgage Applications Plunge; Sellers Must Slash Prices
Mortgage applications to buy a house fell again. They're back down to an index level of 159, which is more than 50% below the pandemic peak in early 2021. Not only that - they're now declining year-over-year, reversing a slight positive trend...
NY Governor Targets Billionaires with $5M Second‑Home Tax
A baby step. Just tax the damn billionnaires. New York Governor Proposing Tax on Second Homes Worth $5 Million or More https://t.co/bhuVmaQ3or
Small Builders Keep 2019 Sales Levels Steady
Not the March of Dimes, but still maintaining the 2019 sale levels. Of course, these are smaller builders who take this survey. https://t.co/9r6kBHAazv
Builders Struggle Pricing Homes Amid Rising Energy Costs
"Energy costs make up approximately 4% of residential construction material input and service costs. With near-term economic risks elevated, 70% of builders reported challenges pricing homes given uncertainty about material costs."
Sales Rise Thanks to $400‑500K Volume Surge
We have slightly more sales in 2026 compared to 2025 in the Sacramento region, and the x-factor has been higher volume between $400K to $500K this year. Why do you think we've seen more sales in this price bucket?
Q1 Sales Volume Up Only 0.3%, Essentially Flat
Sales volume is slightly ahead of last year. Technically, we could say it was the best first quarter of volume since 2022, but volume is really only up 0.3% from last year (basically flat). https://t.co/UW13FjQ48p
NY Gov Pushes Higher Taxes on Luxury Vacant Homes
If you c/afford a 2d home, you c/afford to pay more #tax, sez #Hochul. #NY guv wants to raise $500M in bid to close deficit. 'If you c/afford a $5M 2d home that mostly sits empty, you c/contribute like every...
Single-Family Home Sales Index Drops to 37 in April
JUST IN: The NAHB index for single-family home sales dropped to 37 in April from March's revised 41, previously 42.
Cleveland Transforms Historic Downtown Into Modern Apartments
Nobody does resi #conversions like the #mistakeonthelake. Renters move back to the future as #Cleveland, a nat'l leader in the space, reimagines its historic downtown stock as modern apts. #realestate #CRE #retail #multifamily #mortgage #OH https://t.co/vSGJrrowfU via @WSJ
Reality TV Star Lists $195M Beverly Hills Villa
From #realityTV star to boss of the #GoldenState. #Serhant seeks $195M for #BeverlyHills villa. part of $2B of inventory for new brokerage. #realestate #CA #mortgage #RyanSerhant #MillionDollarListing #PalazzodiAmore #LA https://t.co/B0Y1AJbYBt
Purchase Index Drops 1% Weekly, 3% Below Year‑ago
MBA: "The seasonally adjusted Purchase Index decreased 1 percent from one week earlier. The unadjusted Purchase Index was unchanged compared with the previous week and was 3 percent lower than the same week one year ago."
Self‑Storage Built for $2.4M Grows to $8M
We built this self storage facility in 2015. Opened the doors in 2017. All-in cost: $2.4 million. Acquired the property across the street for $500k a year later. It did over $100,000 of rev recently. It’s worth $8 million + today and we...
Presidential Report Misses Key Drivers of Housing Supply
"What the Economic Report of the President Gets Wrong and Right About Housing Supply" https://t.co/wTL0SpGnWA via @CatoInstitute @sslivinski https://t.co/SjtLwXHzq7
Builders Slash Cabinets and Windows to Preserve Margins
"Flimsier Cabinets and Fewer Windows: Home Builders Are Skimping on the Basics" https://t.co/D3NKwvf6zt "higher labor costs and materials prices are also cutting into margins" https://t.co/2KkyYnoVod
DBS Bank Seals Hong Kong’s Biggest Office Deal of 2024
DBS Bank (Hong Kong) has agreed to pay about HK$2.62 billion (US$334 million) for six floors at The Center, marking the city’s largest office transaction so far this year.
One in Nine New Homes Built in Flood‑Risk Zones
Roughly 11% of new homes built between 2022 and 2024 are in areas facing medium to high flood risks https://t.co/4J1IMlHMPn
Residents Back Higher Taxes on Vacant Non‑Resident Properties
Honestly as a resident, this is the first higher taxes proposal the koala doesn’t hate So much housing stock in tier 0 cities like London and New York are captured by non-residents who don’t lease out their square footage Rationally it...
Proposed Elimination of Property Taxes for Seniors May Be Illegal
Next, they will try to eliminate property taxes for those 65 and over 😏 even though legally that might be an issue
AI Leads CRE’s Next Wave of Innovation
CRE is at a major turning point: Four forces driving the next wave of innovation At the 2025 CoreNet Global North America Summit Colliers surveyed more than 600 industry leaders from across the globe, including occupiers, investors, and service...
Leaders Claim Housing Concern, Hide Austin Lessons
If your local leaders says they “care” about housing affordability and can’t share all they have learned studying Austin, they aren’t serious. They are performative.
Office Conversions Reveal Deep and Shallow Floorplan Duality
Office conversions have some of the most interesting and complicated floorplans They can be both very deep AND very shallow ... in the same building. Here's really cool recent project in Cleveland https://t.co/rFrJ5m06QZ
Inside Building a 228‑Unit Multifamily Property
Don’t miss the latest episode of the Relentless Growth Podcast where Jack takes us through the process of building a 228 unit multifamily property. Follow @chasecalhoun.realestate for more on build-to-rent and real estate investing. #realestate #investmentproperty #buildtorent
Housing Yields Sweet Spot: ≤6.25% Thanks to Spreads
The sweet spot for housing over the past few years has been 6.25% and under, with duration. The only reason we have a shot here again is due to the spreads this year
SF Buyers Pay Premium for Move‑in Ready Homes
The other factor here is that it is already remodeled. Buyers are afraid of the time and cost to remodel in SF so they’re paying big premiums for completed work.
Candidate Threatens Housing Pipeline and Insurance for Profit‑driven Developers
Update from 2026: She nuked San Francisco’s housing pipeline by bagel-ing on a tax on new housing production. https://t.co/Q3gTSU59oI Next, she’ll nuke your ability to get home insurance if she gets into the Top 2 for California insurance commissioner with a Republican...
Institutional Investors Expand US Housing Supply via Distressed Home Rehab
New @AEI case study finds that institutional investors boost US housing supply by buying single family homes in poor condition (thus likely underused/vacant), quickly rehabilitating them, and returning them to the market for sale to individual homeowners: https://t.co/oRNyDFJcil https://t.co/DswoYpfXZ7
Deep Dive Into U.S. Single‑Family Housing Market Trends
Last week, @WellsFargo had me give a presentation on the U.S. single-family housing market and homebuilding for their institutional clients If you'd like to see the 34-chart slideshow, email lance@resiclubanalytics.com https://t.co/Lmcesf5ymB
Chicago Multifamily Leader Accuses NY Lender of Bait‑switch
#RocNation pulled a fast 1, #Chicago based #multifamily titan #ShayaWurzberger sez. Accuses #NY-based lender of bait+switch regarding his personal guarantee re SouthSide apts. #LevavProperties #realestate #CRE #mortgage #litigation https://t.co/WUYBMmqpVu
Prime Midtown Fetches $700+/Sqft in $385M Deal
$700+/foot for prime #Midtown. #SovereignPartners+#HudsonPoint may pay $385M for #575Fifth, at 5th+47th. #NYC #realestate #CRE #investmentsales #mortgage #Eastdil #Savills #Sakhai https://t.co/rwtwZ6wI0E
CRE ETF Mirrors Market: Higher Highs, Lower Lows
$IYR Daily. Commercial real estate ETF may be a microcosm for broad market: Massive broadening pattern of higher highs but lower lows. Loose & sloppy since last summer. Tons of debt, empty buildings https://t.co/isus0WM0lO
Check Levy, Reserve Fund, and Financials Before Buying
𝗪𝗵𝗮𝘁 𝘁𝗼 𝗖𝗵𝗲𝗰𝗸 𝗕𝗲𝗳𝗼𝗿𝗲 𝗕𝘂𝘆𝗶𝗻𝗴 𝗮 𝗦𝗲𝗰𝘁𝗶𝗼𝗻𝗮𝗹 𝗧𝗶𝘁𝗹𝗲 ✅𝗟𝗲𝘃𝘆 𝗮𝗺𝗼𝘂𝗻𝘁, to confirm what the levy covers and whether the amount is realistic, not artificially lowered to attract buyers. ✅𝗥𝗲𝘀𝗲𝗿𝘃𝗲 𝗳𝘂𝗻𝗱 𝗯𝗮𝗹𝗮𝗻𝗰𝗲, to ensure the scheme holds adequate cash reserves to handle unexpected...
Case‑Shiller Reveals National Housing Price Crash.
If you show the Case-Shiller index instead of a median sales price index, prices have been crashing nationally "The drugs you're on," Wow https://t.co/98Oo6wuBbW