U.S. Home Prices Show Modest Year‑Over‑Year Gains in December
Case-Shiller: National House Price Index Up 1.3% year-over-year in December FHFA House Prices up 1.8% YoY in December https://calculatedrisk.substack.com/p/case-shiller-national-house-price-129
NYC Real Estate Stumped by Roosevelt Hotel
#NYC #realestate scratches its head over future of #RooseveltHotel as owner #Pakistan embraces redev under a #JV, an idea that's only been kicking around for 5 years. #DC baffled. #hotel #GrandCentral #CRE #Trump #GSA https://t.co/quNa74iZS1

Austin Rents Poised to Rebound Despite Current Oversupply
Still feels a bit too early to declare a rent rebound in Austin, but it'll happen eventually. The demand drivers are still stronger than other headlines have suggested, and massive supply remains the big headwind... until it isn't anymore. https://t.co/gMblq6btg0
H
Kinda says everything about what the state’s new approach on housing does and doesn’t do that Huntington Beach has been in litigation over it for the entirety of Gov. Gavin Newsom’s tenure
Drafting
The fact that I need to stop working on moving deals forward for a few minutes and draft four (4) commission agreements ... is a good sign
Mansion Tax Repeal Initiative Secures Ballot Spot
Looks like the statewide initiative that would chop Los Angeles' ULA "mansion tax" is going to qualify for the November ballot per @JeremyBWhite in Playbook PM. Backers are turning in 1.2m signatures and need just 874k valid ones https://t.co/WVH0LOnGQi
Offices Evolve Into Performance‑Boosting Social Ecosystems
The office is no longer a "container" for desks ... it’s a catalyst for performance. As we hit 2026, the workplace has shifted from static square footage to a dynamic ecosystem built on social health & hospitality.
Affinius Deal Values Veris REIT at $3.4 B
Fuggetabout all that tsouris over investors claiming #Veris, fka #MackCali, w/undervaluing itself. #Affinius group in deal that values #REIT at $3.4B. #WallSt #multifamily #residential #VistaHill #realestate #CRE #Kushner https://t.co/W7mr3PhzY4
There’s No Such Thing as a “Clean” Environmental Site
It's only Monday and I've already heard 2 people refer to a "clean" environmental. There is no such thing. It's just a casual way of describing an environmental site assessment that ostensibly has no issues or concerns. But not only is it misleading,...
Build Luxury Units to Boost Affordable Housing Supply
If you want more non-subsidized, naturally occurring affordable housing, build a lot more "luxury" apartments and condos.
Vanbarton Leads Office‑to‑Residential Conversion Surge
The office>resi #conversion frenzy+#Vanbarton's central place in it. Boss #RichardACColes discusses that+other issues. #NYC #realestate #CRE #multifamily #MayorMamdani #467M #NoMad #mortgage https://t.co/ceQM1ZXDsf
Permits Drive 50% Premium, Blocking LA Housing Supply
Developers are willing to pay 50% more for land that already has permits to build in the city of Los Angeles: "Overall, our results suggest permitting is a major barrier to housing supply in Los Angeles"

Veris Residential Joins Wave of Apartment REIT Liquidations
Another one bites the dust ... Veris Residential becomes the latest apartment REIT sold or liquidated (18+ in the last 15 years vs. ~12 still remaining). Veris (6.6k units) is best known for its wildly high renter incomes ($480k or 10-12%...

AI Disrupts Real Estate, Questioning Need for Physical Space
An entire industry's dilemma: Can #CRE convince investors you need humans who need 3D space for stores, warehouses, offices? #AI anxiety bites hard. 'The threat is the 28yo broker who can deliver in 2 hrs w/used to take 2 weeks'...

Charlotte's Blue Line Spurs Transit‑Focused Urban Growth
🚈 Would you want to live in close walking proximity to public transit? Or prefer using a car to get around? Here’s a look into how Charlotte, North Carolina is developing around its Light Rail Blue Line.