Design That Powers Itself Redefines Home Living
What if your house powered itself? 👀 ⚡️ I’m doing something at my new project, Casa Mallorca, that I’ve NEVER done before - and it’s changing the way I think about design entirely. Good design isn’t just about how something looks. It’s about how it lives. Watch the reel. You’ll get it. @genesis_usa
U.S. Home Prices Continue Steady Gains, Up 0.6% MoM
U.S. home prices, as measured by the Zillow Home Value Index, rose +0.6% month-over-month between the February 2026 and March 2026 Year-over-year: +0.8% Since 2022's peak: +2.2% Since March 2020: +44.1% Table via @ResidentialClub https://t.co/HanulIqzx2
Rent Control Still Shrinks Housing Supply Through Conversions, Decay
Excellent points as always from John. I would add, in long run, while rent control may have minimal impact on new construction when exempted, it's still supply killer via a) conversions to for-sale and b) aging/rotting of old apartments into obsolescence.
AI Firms Devour NYC Office Space, Leasing Data Shows
My friend and broker from the Breather days, Ramsey Fehrer at CBRE, shared NYC tech leasing data they pulled for a client recently. AI is eating NYC office space. https://t.co/tEdfzI97NT
San Francisco Agents Unanimously See Price Rises, National Confidence Low
Nationally, only 27% of the resale agents we just surveyed said home prices were mostly increasing month over month. TOTALLY different story in San Francisco, where 100% of agents said prices rising. Not sure I’ve seen that high a conviction in...
Operators Favor Legacy PMSs Over Risky AI Startups
Appfolio and the other "legacy" PMSs are racing to build AI agents before the new AI-native startups can build their own PMSs. For the record, all the operators I know (from people running 100 units to people running thousands) are rooting...
Mayor Proposes Insurance Cuts to Ease Rent‑freeze Push
The #democraticsocialist throws kissies at small landlords. #MayorMamdani offers help shaving 20-30% #insurance costs for #rentstabilized+#affordablehousing, w/may be a bid to make #rentfreeze easier to swallow. #NYC #realestate #CRE #multifamily https://t.co/FNOBbI5LwG
NAR's First‑Time Buyer Stats Flawed by Tiny Survey
Last year, NAR told us the median age of a FTHB was 40 and 62 for a repeat buyer. Now they're telling us the FTHB share fell to 21%, the lowest ever. But it's all based on a 120-question mail-in survey with...
AI Could Automate $13T Mortgage Market, Ditch Advisors
Wealthfront runs 45% EBITDA margins without a single advisor. Now David Fortunato wants to automate the $13 trillion mortgage market. (0:00) Can AI Replace Your Financial Advisor? (1:47) How Close Is Self-Driving Money? (3:59) What Happens to 400K Financial Advisors? (4:43) Is the 1%...
Buyers Favor Properly Priced Homes, Overpricing Fails
Overpricing is not working, but buyers respond to well-priced homes. Only 21.6% of pendings needed a reduction before getting into contract in April. In contrast, 33.7% of active listings in the Sacramento region have had a price reduction. https://t.co/x4ayQ8T7U2
Foreign Luxury Buyers Fuel NYC Jobs and Tax Revenue
Non-residents who spend millions of dollars on NYC apartments help drive NYC’s economy. Most of the profit in condominium development is in the penthouses. The Ken Griffins of the world make NYC high end development viable, driving high-paying construction, brokerage,...
Hamptons Home Prices Hit Record, Surge over 30%
Lots of bonus cash, too little supply: "The median sales price for the Hamptons surged 18.3% annually to $2.4M, highest on record, Average sales price also surged 31% to $4.3M, the highest on record -@jonathanmiller
Cato Releases Handbook with 100+ Affordability Policies
🚨 NEW TODAY🚨 The @CatoInstitute "Handbook on Affordability," featuring more than 100 policy recommendations to lower the cost of housing, healthcare, education, childcare, energy, transportation, food, everyday essentials , & more: https://t.co/OyGv25KXXO https://t.co/0cLaHQ0gPx
China’s New‑home Prices Dip 0.21% in March, Easing Pressure
1/3 Bloomberg: "New-home prices in 70 cities in China dropped 0.21% in March, the second consecutive month of easing pressure and the smallest decline in 11 months." https://t.co/OQEWA9QELf
Rural Spain Fears AI Data Centers: Land Loss, Water Crisis
What happens when Big Tech wants to build a data center on your land? Locals in rural Spain fear forced land sales and water shortages as AI moves in https://t.co/prPonKTo3A via @clarahenz https://t.co/hMOAu2WgmC
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...
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...