Iran Conflict Threatens U.S. Housing Recovery Beyond Rates
How the Iran war could crush the U.S. housing recovery, and it's not just about mortgage rates https://t.co/ecPYsnXmA5
Titanic Heir’s Raritan Estate Hits $10M Listing
A stately estate near #NJ's #Raritan bayfront built by son of #Macys heirs Isidor+Ida Strauss, who died in the #Titanic disaster, lists for $10M. #HerbertNStrauss #Middletown #realestate #mortgage #JamesMcConnell https://t.co/rMnRQ7T2St via @WSJ
GSA Sells L'Enfant Plaza Office for $24M
L'Enfant housing. Sprawling #LEnfantPlaza office that 1x housed many agencies sold vacant for a mere $24M by #GSA to #multifamily developer. Gov out to shed props in move to make itself lighter. #realestate #CRE #DC #Dalian #Trump #LibertyLoan https://t.co/vWQVaN6nxX via...
Supply and Distress Drive Home Price Cycles
Supply and distress supply are the big keys; we have 84 years of data on this and many economic cycles with nominal national home prices data. https://t.co/7ojUXodFpL
Senate's BTR Ban Overlooks 50k Units Annual Impact
On the Senate's build-to-rent ban, I see some argue "it's a small sector so it's not a big deal." As a % of market, it's small. But 50k units / year is material. And if you think all those units will...
Outpatient Demand Soars, New Space Scarce and Pre‑leased
Houston is expecting a 16% jump in outpatient patient visits by 2029. New MOB construction under way? Less than 1% of existing supply. What little is being built is already spoken for: roughly 80% of that space is preleased before...
Sky‑High Rates Stall Existing Home Sales, New Sales Flat
Rates getting to 18% made is less affordable back then, different ways to measure this, but prices & rates exploded. A big variable on why existing home sales haven't finished a year under 4,000,000 the last 3 with with new...
1970s Rates Spiked, yet Home Prices Outpaced COVID Era
From 1977 to 1979, mortgage rates rose from 8% to 13%, yet home prices still grew faster than during the sub-4% COVID years. Rates peaked around 18%, with spreads being quite large at nearly 6%. The spread market today is...
High Search Interest, Low Buyer Volume in Sacramento
These stats represent search queries. Not actual buyers. Ironically, buyer volume is incredibly low in Sacramento, yet here we are at the very top of this list. Nothing but love for Redfin, but there is a disconnect between search queries...
Past Home Price Booms Surpassed Covid, No Crash
The hottest home price growth period was 1943-1947, with no bubble crash afterward, and 1977-1979 had even hotter price increases than during Covid, also without a bubble crash. If people bothered to read books instead of burning them, they would...
Stop Guessing: Master Seller Motivation, Condition, Value, Rent
If you’re guessing on deals… you’re already losing them Every deal comes down to 4 things: - seller motivation - condition - value - rent Miss one, and you’re just hoping it works Comment “DEAL” if you’re trying to get your first one #realestateinvesting #wholesalinghouses #offmarketdeals #realestatetips #realestatebeginner
Sacramento’s Top 10 $2M+ Sales Hotspots Revealed
Here are the top 10 locations for 2M and above sales in the Sacramento region over the past five years. What stands out to you? And what are you seeing at the high-end right now? I’d love to hear your...
Fixed‑rate 30‑year Loans Stabilize Debt as Wages Climb
30-year fixed loan. Fixed debt cost and rising wages, even with more people with 6% plus mortgage rates vs 3% and lower. https://t.co/fLDxpBRw15
Mortgage Applications Up YoY, Weekly Demand Drops
#Mortgage purchase application data remains positive year over year, but weekly demand declined last week. @housingwire @sarahteresa6 #realestate #economics #mortgagerstes #chartdaddy
Separate Land and Home Sales Simplify Taxation, Japan Shows
The way you do this is by allowing land and houses to be sold separately, like Japan does. Incidentally, this also makes it easy to do a land tax.
Mortgage Help Searches Hit 2008 Highs, Defaults Stay Low
Like rubbing a magic lamp, folks flock to #Google for help w/their #mortgage. Searches 'help w/mortgage' surge past 08 #GFC high. Though delinquency+#foreclosure activity remain low. #realestate #CRE #interestrates #tax #insurance https://t.co/AhoET2F9v7 https://t.co/vu2NMxs7ev
Housing Bubble Persists Since 2012, Now Worse than 2008
Since 2012 housing has always been in a bubble and it's housing 2008 or worse ☺️😏😁🫡 https://t.co/l2fykhXDfn
Purchase Applications Dip 5% Weekly, YoY Growth Slows
Purchase application data, although still positive year over year, showed a week-to-week decline of 5% and the YoY growth slowed down. https://t.co/1ZaOtoeLuN
HST Cut Won’t Revive Ontario Construction, Despite Tax Relief
Will Removing The HST From All New Construction Homes In Ontario Kick Start The Residential Construction Industry: ABSOLUTELY NOT Since politicians mainly know nothing about the Industries for which they invent policies this should be expected BTW every Tax Removed is GOOD I...
Factory Construction Falls 15% Despite Trump's $18T Promise
Factory construction was down 15% over the last year, even before adjusting for inflation https://t.co/YNFjjiLWfV Reality hasn't heard about Trump's $18 trillion in investment coming into the country. Trump always says, "no one has seen anything like it," which is...
Homebuilders Face Critical Shift Despite Stable Housing Market
Everyone’s asking if the housing market is crashing. It’s not. But something important is happening with homebuilders right now that every investor needs to understand.
Feb Home-Sale Contracts Fail at Record 13.7%
"More than 42,000 U.S. home-sale agreements fell through in February, equal to 13.7% of homes that went under contract that month. That’s up from 12.8% a year earlier, and the highest February share in records dating back to 2017." -Redfin
New Homes Cost More Per Square Foot; Size Must Shrink
New construction always be more expensive PSF than older construction So the only way you can make new homes less expensive than existing homes by making them smaller … on average.
Bad Housing Ideas Stall Construction Before Policy Passes
Policymakers and media, generally speaking, underestimate the power of bad ideas on housing -- even prior to becoming formal policy. Examples: 1) Boston rent control ballot measure is shutting off construction even prior to vote. 2) ROAD to (Less) Housing Act is scaring...
Record February Home Purchase Cancellations Hit 13.7%
42k US home purchases were canceled in February which equates to 13.7% of all homes under contract. That's the highest cancellation percentage for any February on record. https://t.co/QuxiWyB3TE
High‑Density Rowhomes Offer Private Yards Per Acre
With Rowhomes, we are building 20-25+ units per acre. 1200–1800sf units All with a (small) private yard.
BTR Homes: Smaller, Affordable, Family‑friendly Alternative to Houses
It’s also v important to emphasize that BTR units are *different* than Single Family Homes that are built to be sold They are smaller, and designed to make rents as affordable as possible. Here’s an example: This is a 655sf 1BR cottage built...
Support ROAD to Housing Act to Boost Build‑to‑Rent
Honored to join @johnburnsjbrec and other housing researchers in this open letter advocating for the ROAD to Housing Act to remove supply-crushing restrictions on build-to-rent constructions. https://t.co/q7keYTNVFJ
Renovate a 1‑Bed Unit for $10‑15K: Key Costs
What does a renovation typically cost me? Generally a renovation for a Class C 1-bed unit costs me $10k-$15k Below are the items I focus on when touring to maximize rent and minimize cost You should think about the property in the 3...
Master Seller Financing: Close Deals Your Way
The 100% Seller Finance Masterclass (How I prefer to close deals) Watch The Whole Thing & Subscribe https://youtu.be/DLQpmKqi2KU?si=DTFJWU458HOy85lO
Tight MOB Supply Drives Record Occupancy and Rising Rents
Constrained MOB supply keeps occupancy high and rents growing. 5 Things to Know: 1⃣ MOB occupancy hit a record 92.7% in 2025, up 30 basis points from the end of 2024. Demand is outpacing every new square foot being delivered to...
Housing Act Will Reduce Housing Supply
Good news for pro-housing and pro-science peeps. Bad news for NIMBYs. ROAD to Housing Act = ROAD to Less Housing.
Single-Family Home Inventory Rises 1.2% Weekly
3rd Look at Local Housing Markets in February Altos: Active single-family inventory was up 1.2% week-over-week https://calculatedrisk.substack.com/p/3rd-look-at-local-housing-markets-123
Canadian Homes Have Been Losing Money for a Decade
Canadian real estate is getting DEMOLISHED 🇨🇦 If you bought a principal residence in the last 10 years you lost money. Even if you bought all-cash you’re negative with inflation, property tax, insurance, and maintenance. And if you had interest payments, you’re even...
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,...