Townhouses: America’s City‑friendly Homes for Growing Families
I love townhouses. They have filled the neighborhoods of cities in and around downtowns for centuries. And Townhouses are fundamentally an *AMERICAN* housing typology. 🇺🇸 They are smaller, but family oriented housing … so the young people who move in to the City for opportunity can have kids and STAY. The American Dream
Mandatory AC Mandate Overloads DWP, Triggers Panel Replacements
Good post And, by the way, the local politicians pushing mandatory AC have no idea of the tidal wave of work they would be sending to our already totally overloaded DWP (I bet ~25% of the main electrical panels in apt buildings...
Underwriting Simplified: Three Core Questions for Deal Success
A lot of people try to complicate the real estate underwriting process, but it’s actually pretty simple once you understand the basics Here are the central questions you need to answer during your underwriting: Question 1: “Can I capitalize the deal?” Question 2:...
Cultural Institutions Lost Forever, Not Replaceable by Market
When you lose cultural institutions, it’s not just an efficient market where another use comes in the same Schools, churches, synagogues and parks - once gone - will never come back They’ll be replaced with master planned communities, infill housing or “mixed-use”...
YIMBYism’s Early Wins Signal Hopeful Momentum
Lately, there has been a lot of frank discourse about what YIMBYism has accomplished in California. I think this impatience, even after big wins, is good and healthy—but it misses the early signs of success in front of us. In...
TownCentreCapital Offers All‑Cash, 45‑Day Strip Center Acquisitions
Dear Retail Brokers: I'm reaching out because we're actively acquiring strip centers and wanted to be on your radar in case any of your retail landlord clients are considering a sale. We've purchased 40+ strip centers so far and are continuing to...
Santa Monica Rents Fall 8% After Three-Year Decline
Santa Monica rents have gone down for 3 years in a row, down 8.1% in the last year LA rents also down Remember: Rents go up and down https://t.co/ohWuaQQoYT
German Renters Often Fund Their Own Kitchens, Investing in Units
Also in Germany ... it's often common for renters to bring/pay for their own kitchens. So "tenants" can have a significant amount of cash investment into the unit
Data Center Opposition Surges: 72 Rejections in 2026
The data center backlash is real and growing like kudzu. Ravenna and Shalersville, OH are latest examples. In Shalersville, 200 residents attended an April 7 trustees meeting, with ALL speakers opposing DCs. That makes 72 DC rejections in 2026, compared...
Austin's Housing Boom Cuts Rents Amid Population Growth
"Austin’s Surge of New Housing Construction Drove Down Rents" (even as its population grew) https://t.co/Mi7GYtLlbz https://t.co/HAdE5iQaBO
Trump's Debt Plan Failure May Raise Mortgage Costs
Another reason you can't buy a home. W/#Trump unable to lay out a plan to stabilize its $38T debt burden, rising financing costs may spill into #mortgages, sez a study. #realestate #multifamily #interesrates #TheFed #TerwilligerCenter https://t.co/Cg69AbZM0H
Brokers Earn Full Lease Commission Upfront, Not over Time.
Why do commercial brokers get paid their commission on the full lease at move-in, rather than getting paid over time, as the tenant actually pays rent? Feels like it would be fairer for them to bear the risk of default alongside...
$240M Deal for 11‑Unit Flatiron Conversion
Is nearly a qtr-$B coming in to the #FlatironBuilding? 11 units at the high-profile office>resi #conversion said to be in contract, w/a price tag of #240M. #CorcoranSunshine #realestate #CRE #NYC #mortgage #condo #Olshan https://t.co/wu2G9DlEe8
Housing Market Slowdown Began Before War-Driven Rate Hikes
House sales were slowing even before the war sent mortgage rates higher and gas prices soaring https://t.co/rfpqU6llQd
Smart Buyers Do Due Diligence Before Purchasing Homes
The smartest home buyers do their own due diligence. Here are some of the questions to ask or issues to investigate. #homeownertips #homeowners #homeownership #invest #wealth
Congress' Housing Plan Risks Exacerbating Shortage
Congress wants to solve a national housing shortage. It might be making the problem worse. via @hapgoodreports https://t.co/NZpRcdOVT3
Track Capital Rotation to Anticipate Market Moves
Capital doesn’t stay in one place. It rotates. And if you understand this rotation… You stop chasing the market and start entering before it moves. This chart explains Gurgaon better than any report. Let’s break it down 👇 ### First — what are you looking...
Dubai Real Estate Ads Return—Sign of Normalcy?
I’m getting Dubai real estate ads again does this mean things are back to normal yet guys? https://t.co/tVNTgWPBWS
Most Future Data Centers Will Shift to Rural Areas
Interesting: "Currently, 38% of Americans live within 5 miles of at least one operational data center... Living near a data center doesn’t have much of an effect on public opinion about the facilities." From now on, it looks like most DCs will be rural....
Don’t Trust Listings; Verify Noise, Smells, HOA, Permits
The smartest home buyers don’t simply trust the listing or the disclosures because legally the seller may not be required to tell you something that can ruin your life. What are some things that you should be verifying? • Noise patterns....
ATX Office Brokers' 7‑Figure Deal Sparks Political Controversy
Somewhere are a couple of ATX office brokers realizing their pending 7-figure commission has become a political hot potato.
WM Senibong IPO: Bet on Singapore’s Land Scarcity
The upcoming RM500 million IPO of WM Senibong isn't a signal of Malaysia's domestic property strength—it's a massive, coordinated bet on Singapore's shrinking land space. While the headlines focus on the target valuation of more than RM2 billion, there's a...
Goldman Predicts Modest 2026 Price Rise, Many Regions Fall
Goldman Sachs' latest forecast expects U.S. single-family home prices, as measured by Case-Shiller, to rise +0.7% in calendar year 2026 In that type of environment, around 35%-45% of regional housing market post outright annual nominal declines https://t.co/D37QmxUgc9
Home Sales Plummet as Supply Peaks, Condos Hit Record Low
Single-Family Home Sales Drop Further into Deepfreeze, Supply Hits 10-Year High, Condo Sales Plunge to Record Low March was a lousy beginning of spring selling season. But mortgage rates ticked up only modestly. https://t.co/B5wK4sU0lw https://t.co/jYisYhV9je
US Housing Sales Plummet, Prices Still Out of Reach
The U.S. Housing Market is in a full-fledged depression. Existing sales in March just hit their 2nd lowest level ever for the month, behind only 2009. Not only that - sales volumes are down 25% from pre-pandemic norms and continue to...
Inventory Shift: Sun Belt Stabilizes, Northeast Declines, Rates Under 6.25%
2026.... Think 2023 data Except that spreads are much lower, we have a lot of rate cuts in the system. Inventory is higher, but hard comps for inventory growth until mid-June. Housing shifted in Mid June of 2025. Look at...
Homebuilders Bet on Growth Markets Amid Housing Volatility
Despite housing market choppiness why giant homebuilders are sticking long-term with growth markets There's a strong relationship between population growth & single-family permitting. High building activity is largely concentrated in growth markets https://t.co/zwEuUTYf0H
Vote Patrick to Preserve State Insurance Access
OMG, I *love* this ad. Vote for Patrick in the primary in less than 2 months for insurance commissioner. Please do not vote for Jane, whose election would be existential for even the very availability of insurance in the state....
2019 Arms Predicted to Flood Market by 2025
Remember, the 2019 arms were expected to crash the market with listings in 2025. https://t.co/xHprg5yCwD
Housing Shortage, Not Money, Solves California Homelessness
If we just keep throwing money at the California homelessness crisis without addressing the underlying issue, which is severe shortage of housing, voters are eventually going to get fed up over the lack of results and stop voting to throw...
Sellers Outnumber Buyers by 600K, Affordability Crisis Freezes Market
JUST IN: Home sellers now outnumber buyers by 600,000. That's the largest gap ever recorded in US history. The housing market isn't frozen because nobody wants to sell. It's frozen because nobody can AFFORD to buy. A $400K home now costs $960 more...
Class A Dominates 70% of Houston Q1 Office Leasing
Approximately 70% of the total office leasing volume in Houston for Q1 2026 was in Class A properties.
ARM's Lower Rates May Outshine 30-Year Fixed Now
What's the point of taking out a 30-year fixed mortgage right now if rates are only expected to move lower over the next five years? They made perfect sense when mortgage rates hit record lows in the 2021, but why now? Rates...
Older Condos Falling Faster Than Detached Homes
Condos have declined more than the detached market. I find the older developments have struggled more. https://t.co/0cBXaIJT83
Simple Checklist for Successful Industrial Real Estate Investing
Investing in industrial real estate is easy. You just need to: • Find a building that tenants actually want (not just today but through different market cycles) • Make sure it works for multiple tenant types and not just one very specific use...
Blackstone Launches $2B Data‑center REIT IPO
Welcome to the next iteration of #realestate titan #Blackstone, as a standalone #datacenter #REIT #IPO, sez Bloomberg behind paywall. Targeting $2B, approaching #SWFs, institutional capital #SEC #WallSt #PE #CRE https://t.co/DlILJ51mei
California's Homeownership Decline Calls for Massive Housing Build
California has the second lowest homeownership rate in the US after New York, and we've lost ground over the past 20 years. This is not healthy. We need to build a lot more housing and create the next generation of...
House Hacking Isn’t Shameful; Pride Traps You.
PSA: House hacking is not embarrassing. Being trapped in a life you hate because you were too proud to start creatively is.
Housing Bust May Fuel Fed’s Push for Productivity Boom
One interesting cross-current in the mkt is watching the top of the housing market and the commensurate generational drag it could have on inflation. This bust could be the political capital the Fed needs to easy into a productivity boom. Notice...
Manhattan Rents Hit Record $5k, Supply Crisis Persists
New monthly report: Median rents in Manhattan remain at record high $5k/month. +6% over past year. Avg. for 2-bed hit all-time high $8,166. Lack of supply is driving these sky-high rents: "In March, Manhattan’s rental market remained incredibly inventory constrained. With just...
Housing Market Shifts to Demand Destruction, Setting up Snapback
The housing market has flipped from scarcity → demand destruction. Prices likely soften, but the bigger story is collapsed activity. This is a rate-driven cyclical slowdown, not a balance-sheet crisis. It sets up a future snapback trade once affordability improves.
30‑
The average 30-year fixed mortgage rate today: 6.41% Same day last year: 7.07% --------------------- 10-year Treasury yield today: 4.31% Spread today: 210 bps
True Housing Shortage only 1 Million, Not 10 Million
Our housing shortage estimate is 1 million, and it’s shrinking. This 10 million figure far exceeds all other estimates I’ve ever come across over the years.
White House Report Calls for Faster, Less-Regulated Housing Build
The White House CEA just released their 2026 Economic Report, and there's an excellent section on housing. Cliff's Notes version: Make it a lot easier and quicker to build a lot more housing of all types. Very YIMBY message, and details...
UK Leasehold Traps Undermine Downsizing Into Flats
@HarryScoffin working away to expose the issues ailing UK flats; here on downsizing. Selling your family home to move into a nice flat sounds nice, in theory, and in most countries it makes sense, but not in the UK, due...
AI Automates $50k Pool Sales via Satellite Scans
this guy litterally uses @OpenClaw to sell $50k+ pools on autopilot 🤯 → Scans satellite for $500k+ homes → Filters by lot size & sun exposure → Renders a 3D pool in their yard → Calculates home value lift → Auto-mails a before/after postcard https://t.co/HTw09lXt2d
LA Wildfire Rebuilding Trails Other California Disaster Recoveries
The record recovery that isn't. Rebuilding after last year's wildfires in Los Angeles lags behind other recent natural disasters in California https://t.co/N6OxdteMDr https://t.co/10oE7ljWcb
US March Home Sales Drop 3.6%, Exceed Forecast
The @wsj on the US housing market: "Home sales declined 3.6% in March, getting the crucial spring selling season off to a poor start as the high cost of housing and economic uncertainty held buyers back.... The 3.6% month over month decline...
Current Housing Competition Mirrors Pre‑2020 Norms, Not Crises
Many people compare the housing market to extreme years like 2007 and 2021, but the stats are nothing like those years. Competition today is actually very close to the pre-2020 norm (avg of 2016 to 2019). https://t.co/gqwbjF2mGi
Resale Turnover Stays Tight Amid Slowing Sales
U.S. existing home sales by month Resale turnover remains constrained This is the raw adjusted data Table via @ResidentialClub https://t.co/5kA7jnxkLh