Local Authorities Scale Affordable, High‑Performance Passive Homes
"Elm Grove demonstrates how local authorities can deliver certified Passive House homes at scale, combining high performance, comfort, and affordability, while addressing both the climate emergency and local housing need." #passivhaus #passivehouse https://t.co/7nPUqcqxqj https://t.co/zS6n1x5SaN
U.S. Office Leasing Hits Strongest Quarter Since Pre‑Pandemic
U.S. office leasing just had its strongest quarter in years per CoStar ~120 million SF leased in Q1 2026, the highest quarterly total since before the pandemic. Up 25% YoY This is the first time this decade leasing has exceeded the 2015–2019...
Average U.S. Home Is 44 Years Old, Requires Major Repairs
MyPOV: ripping through 80s construction isn’t fun. The Typical U.S. Home Is 44 Years Old—And Needs Tons of Work https://t.co/Y8iToBdptS
SF's NIMBYism Fuels Housing Crisis, Stifles Startups
at what point does SF's NIMBYism make it a hostile and too expensive place for new startups? Certainly makes it hard for the unfunded eventually the California undersupply of housing becomes the primary obstacle to tech and innovation (and thus the...
Pending Sales Hit Multi-Year Highs, Growth Slows
Purchase apps, weekly pending, and total pending sales are still at multi-year highs, but growth has slowed over the last 2 weeks. The 6 weeks of positive YoY data on the weekly pendings were snapped last week, even though we...
Existing Home Sales at 1.29M, Well Below Normal
We will get this updated this week with the new existing home sales report. ...
Aging U.S. Homes Face Soaring Maintenance Costs
JUST IN: Home maintenance and upgrade expenses for America's aging housing stock are massive and surging quickly.
New Listings Near Crash Levels, Yet Market Differs
New listings data is trying to return to normal, usually between 80K-100K during seasonal peak months, but this is what it looked like during the housing bubble crash years. Not the same marketplace as you can see @housingwire @sarahteresa6 #realestate...
Higher Rates Mean Cheaper Deals—Buy Smarter Now
High interest rates are not a reason to stop buying. They are a reason to buy smarter. When rates go up, purchase prices come down. When purchase prices come down, your entry into the deal gets cheaper. The travel demand doesn't care what the...
Current Listings Surge From Historic Lows
New listings data this last week were 70,191 The same week back in 2009 -287,185 2010 - 306,150 2011 - 367,465 https://t.co/hrxkJ4eTa5
Florida Condos: A Teen's Warning of Shared Decay
Distinctly thought as a teen watching some TV episode on Florida condos, "these seem like a collective maintenance time bomb."
Target 4‑6 Bedroom Rentals, Beat Saturated Market
The Airbnb platform is not going anywhere. 70% of listings on Airbnb and VRBO are 1, 2, and 3-bedroom homes. That is exactly where 99% of the competition lives. The moment you go to a 4, 5, or 6-bedroom home, you are competing...
Mortgage Spreads High; 8% Rates Demand Booming Economy
With where mortgage spreads are at with the Fed Funds Rate, 8% rates would need a booming economy with job and wage growth picking up again Spreads got as high as 3.11% in 2023, currently at 2.11% https://t.co/25afwLqFtN
Invest in OC & San Diego: Scarcity at Discount
We’ve been leaning heavily into Orange County & San Diego—and it’s not by accident. In a world where capital is chasing “cheap,” we’re focused on irreplaceable: • Coastal supply constraints that are nearly impossible to replicate • High-income, sticky renter base • Chronic underbuilding...
2026 Housing Data Starts Calm Amid Pandemic Aftermath
With all the madness in 2026, the housing data has had the most boring, normal start to the year we have had post-COVID. 🫡
Bengaluru's 2BHK Prices Crush Middle-Class Dreams
Buying a home in a city like Bengaluru is becoming a nightmare. The dream of buying is turning frustrating now. A resident in Bengaluru shared his experience of trying to buy a 2BHK flat. Like other middle-class professionals, his plan was also simple: Work. Save...
Same Street, Two Eras: Atlanta’s Gentrification Unfolds
The same view of Glen Iris Drive in Old Fourth Ward, 12 years apart. On one level, this image typifies the kind of gentrification that's happened in O4W and other neighborhoods over the past 20 years. It could certainly serve...
LTV Hits Historic Lows, Unchartable Since 2008
The total LTV data is so low now that I can't even chart it back to 2008 when it was running back in the mid '80s 💀😏🎭 #housing #realestate #economics #mortgage #chartdaddy @housingwire @sarahteresa6
Red Metros Outpace Blue in Both Infill and Sprawl
I don't think so. Red state metros (Houston, Charlotte, Orlando) build a lot more infill per capita than blue state metros, in addition to sprawl. "Do you support sprawl or infill?" isn't how this issue plays out in the real...
Decades of 2‑4 Unit Sales in Sacramento
Just in case you wanted to see 2-4 unit sales in Midtown / Downtown Sacramento over the past decades... Something on my desk right now. Have to play some catch-up this weekend... https://t.co/50FWeNE0El
Homebuyer Inertia Hits Record, Demand Plummets
It's starting to look like a rough spring and summer housing market. Homebuyer inertia is at record levels, and 83% of my YouTube followers are either not buying this year or only buying if prices drop 20-40%. Confirming why home...
AI Liquidity Surge Boosts Austin Real Estate Outlook 2027
My hot take is the AI liquidity events are bullish Austin real estate in 2027.
National Housing Inventory Growth Plummets From 33% to 4.7%
National Housing Inventory growth has slowed from the peak of 33% YoY last year to now, just 4.67% However, be mindful that the year-over-year comps are a big variable here. Just like it is with Florida's negative YoY inventory...
Condo Prices Falling, Buyers Struggle to Pay Developers
most see bubbles only in the rear view mirror... Drop in condo prices leave buyers struggling to pay developers https://t.co/GvcQJqp8TJ
Better Mortgage Spreads Keep Rates a Full Percent Lower
If we had the worst mortgage spread levels in 2023, mortgage rates would be 7.45% today, not 6.45%. If we had the worst levels of 2024, mortgage rates would be 7.07% today. If we had the worst levels of 2025, mortgage rates...
Smart Investors Follow Capital, Not Price
Gurgaon real estate doesn’t move randomly. It moves in cycles of capital. Look closely: • When price rises → smart capital reduces exposure • When price corrects → smart capital accumulates • When liquidity peaks → retail dominates This pattern has repeated across cycles: 2000 → accumulation 2006...
Growth Requires Homeownership Path, Not Just Rent Control
One thing I think a lot of YIMBYs miss: It's not just about the rents. If you want a growing city that is attractive to upwardly mobile people and the companies that employ them, you need to create a viable path to...
Barbican Estate: Model or Misstep for Future Housing?
😳 Should this style of housing complex be used as an example to building more needed housing? Here’s the story of the Barbican Estate in the City of London.
Realtors Gain Edge with Private Money Lending
If you’re a realtor you should look into private money lending. You have so many advantages.
Top Developers' Sales Drop 23%, Existing Market Revives
Caixin: "Sales by China’s top 100 real estate developers plunged roughly 23% year-on-year in the first quarter of 2026. The prolonged slump in new home sales contrasts with a nascent rebound in the existing home market of major cities like...
Net Operating Income Depends on More Than Just Rent
NOI is what matters, and rent is obviously a big part of that but not the only part. Expenses, turnover, vacant days between leases, ancillary incomes, etc, all matter too.
2000sqft Homes for $250k Near Subway
Lots of very inexpensive homes in "walkable" neighborhoods 4 blocks from the subway Both of these 2000sf homes are $250,000 in West Philadelphia https://t.co/8qNyNE00gd
Negotiated Garage Reduction Restores Blocked Alley Access
Once built a 4plex where the design required parking access through an alley like this. The problem was that the neighbor on the other side of the alley had illegally expanded his garage to annex like ~50% of the width of...
FIRE Firms Dominate Preleases as Office Construction Cools
A Cooling Cycle: Office Construction Declines in Major U.S. Cities As of the start of 2026, 14 of the country's leading office markets had more than 17.5M SF actively under construction or renovation, with 42.5% of the space preleased. Overall, 30%...
Housing Crisis Needs Collective Action, Not Solo Hero
One of the things that bug me about how he uses language is this insistence that *he* is going to build all the homes. In fact, if we are going to build hundreds of thousands or millions of new homes in...
Oak Park, Sacramento Home Values Soar Over Time
The story of value over time in the Oak Park neighborhood in Sacramento. Something on my desk today. Thought I'd share. https://t.co/u432dCM38O
50‑Year‑Old 9 West 57th Commands Record
50+ yrs after it w/built, #9West57th still rakin' it in. Some int'l family firm, whose name w/bc known soon enough, pays record $327/sf to look down on #CentralPark. 'The price speaks for itself' #realestate #CRE #NYC #Soloviev #CBRE #mortgage ...
Home Values Rise Every Decade—Don
Home values have increased every single decade since the 1940s. Every. Single. One. But sure, wait for the perfect time to buy.
NY Real Estate Rebounds as Talent Flows From Florida
The “@ZohranKMamdani effect”? Real estate prices back to pre-pandemic highs, office vacancies falling, and young talent still moving from Florida to New York.
Prairie Style: Modern Living Beyond Grandma’s House
Be honest: when you hear ‘prairie style’ do you picture your grandmother’s house or something you’d actually want to live in? Because I just revealed a project that might change your mind.
Mortgage Defaults Return to Pre‑pandemic Levels, Boosting Inventory
Mortgage defaults in the U.S. are now back to pre-pandemic levels. In Q4 2025, 4.3% of mortgage holders were in default, a level slightly higher than 2019 figures. This return to normalcy in mortgage defaults is actually good news, as it means...
Target 150bp Yield Spread Over Market Cap
How private equity firms analyze deals: Most important metrics: 1. Stabilized cap rate (yield): Since we focus on value add, the entry cap doesn’t matter much, as long as we can service our debt The stabilized yield matters because it shows the intrinsic...
Builders’ Rate Cuts Mask Deeper Housing Supply Misalignment
If it weren't the builders paying down rates, housing permits would be worse today. We will never build housing the way people want because we aren't a supply-first economy; the demand curve needs to align with it, and rental vacancies...
Dallas Rents Dip, Homes Stay Affordable—Perfect Buyer Window
I toured some Dallas buildings recently. Was *shocking* how nice of an apartment you can get for $1200-1300. Combine that with the fact that you can still buy a house in the suburbs for $400k, and you can see why so...
Housing Surplus Exists, but Location and Type Limit Viability
There are millions of vacant or low cost houses in the US ... just not in places where people want to live Construction costs have same dynamic. It's regional & type dependent Some kinds of homes in some places make sense for...
Sacramento 2026 Home Sales Slightly Edge 2025
Closed home sales volume in 2026 is just ahead of 2025 in the Sacramento region so far. Not by much, but any growth feels like a win. I'll have visuals out next week to break down the trend.
NYC Multifamily Market Threatened by Overwhelming Regulations
Engquist: Is #NYC #realestate facing 'death by 1000 cuts?' There's a pile of regulatory mandates that may be taking a toll, particularly in #multifamily. #CRE #affordablehousing #rentstabilized #LocalLaw152 https://t.co/tXIsYHkWVe
Economists Unpack Housing Crisis and Policy Solutions
Ed Glaeser, Amy Tomasso and I discuss housing with Samantha Laine Perfas in a great podcast discussion. https://harvard-thinking.simplecast.com/episodes/housing-crisis-aSVnwqRm
Portugal Clamps Down on Tourism‑driven Housing Crisis
Portugal became so popular over the past decade that it made life for locals incredibly expensive. It was not always like this. In fact, one of the reasons my wife's family moved here from Portugal is that there were no opportunities...
Housing Market Divides: West Surplus, Midwest Shortage
The housing market has split into two. In South and West states, the housing shortage is over. (inventory up to 741k listings as of March 2026, above 2019 levels). Prices are dropping and buyers have leverage in TX, FL, GA,...