Spring Housing Outlook Crumbles as Rates Surge Above 6%
In less than a month, hope for a decent spring selling season has all but vanished in housing as oil spikes, rates jump, and inflation expectations reset higher. Can’t even get an adjustable-rate mortgage below 6% anymore. https://t.co/YOV544jjTl
Spring Housing Surge Meets Rising Mortgage Rates
The spring #housing market is on, but mortgage rates just shot higher. Here's what to know. https://t.co/RH3r7ufpUH @realtordotcom @cotality @mortgagenewsmnd @jonathanmiller #realestate #realestateinvesting @SelmaHepp
Affordable Housing Mirrors Market-Rate; Myths Persist About Section 8.
Most people would never be able to tell the difference between a Class A market-rate apartment project and a modern affordable housing development. Yet affordable developers still confront myths all the time that they're building Section 8 "projects." https://t.co/2C59S50Hql
Most Major Metro Home Prices Cooling; New Orleans Defies Trend
47 of the nation's 50 largest metro area housing markets have a weaker year-over-year home price shift this early spring than a year ago The biggest exception is New Orleans—which is firming up after passing through a 'material' correction Analysis via @ResidentialClub...
Mortgage Rates Jump Above 6.5%, More Hikes Ahead
A 6.50%+ 30-year fixed mortgage rate is coming today. Crazy we had sub-6% rates less than a month ago. It's going to get worse before it gets better.
Rising Transport and Petroleum Costs Squeeze Homebuilder Margins
Falling construction costs were a rare positive for homebuilders in 2025. That’s quickly shifting as transport costs jump, as will build costs since many construction products are petroleum based. Hard for homebuilders to push new cost increases through, so more...
Outsmart Competitors, Navigate Ahead in Real Estate
Get around people who are 2-3 steps ahead of you. Follow @chasecalhoun.realestate for more on build-to-rent and real estate investing. #realestate #investmentproperty #buildtorent
Slower Inventory, Strong Demand Thanks to Low Mortgage Spreads
Inventory growth has been much slower this year vs last; the housing demand curve has been positive this year because rates are still lower YoY. If mortgage spreads didn't improve rates would have already been above 7% already https://t.co/J8onCbn0WP
ARMs Offer $150 Monthly Savings, Biggest Discount Since 2022
"The typical homebuyer would save $150 per month taking out an adjustable-rate mortgage instead of a 30-year fixed rate mortgage. That’s a 5.8% discount, the biggest ARM users have had since June 2022 in both dollar and percentage terms." -Redfin
February Home Sales Slowest Since 2016, 66-Day Average
"U.S. homebuyers are taking their time as we head into spring, which is usually the busy season for the housing market. The typical home that went under contract in February spent 66 days on the market. That’s the slowest February...
Penalizing Density Rewards Developers, Highlighting Policy Paradox
Engquist: 1 man's penalty is another's reward. How #realestate+pols see the world differently. Biz folks see economics, pols see consequences. 'They've done the exact opposite by penalizing density' #realestate #CRE #multifamily #NYC #485x #unions https://t.co/fYGiKUe7PA
Fifth Ave Condo Conversion Files Chapter 11, Project Paused
Slaughter on #FifthAve. #Vinoly-designed #condo conversion by #TopRock+#RJ at ex-office/#retail bldg at #609Fifth enters #Chapter11 #bankruptcy, avoiding #foreclosure sale. Project on hold. #realestate #NYC #ValleyNational #mezzdebt #mortgage $SLG https://t.co/CWDBhXObE7
Daily Chart Guidance Amid Volatile Oil and Bonds
No matter how crazy #oil and #bonds get, your friendly neighborhood #chartdaddy will guide you daily. #mortgagerates #economics
City Tackles Housing Crisis by Tracking Corporate Owners
The city that can't turn on electricity for new apartment developments is gonna solve its housing problems by tracking corporate ownership.
Built a Multi‑Factor Tool for Choosing Where to Live
I had never seen a really robust tool that allowed me to set + weight all the things I might care about when picking a new place to live So over the past week I built it Sort by weather, crime, income,...
New Home Prices Fall, Inventory Peaks Since 2009
Prices of New Single-Family Homes Drop Further, Inventory of Completed New Homes for Sale Highest since 2009. Hoping for lower mortgage rates that may not come https://t.co/xfMYbwdtVK https://t.co/ImauhfwDWA
Prioritize Retirement Savings over Apartment Down Payment
You’re 32, Software Engineer, NYC. $250k income. $350k retirement $250k brokerage. Do you max retirement/brokerage accounts or focus on saving for a $1M apartment down payment?
U.S. Home Prices Edge Up Slightly, Still 43% Above 2020
U.S. home prices, as measured by the Zillow Home Value Index, rose +0.1% month-over-month between January 2026 and February 2026. Year-over-year: +0.4% Since the 2022 peak: +1.6% Since March 2020: +43.2% Table via @ResidentialClub https://t.co/LC4jle3nVp
January Home Sales Slip; Watch Under‑Construction Trend
New home sales and prices stumble in January. But my eyes are on that Under Construction line... https://t.co/ba6EOBkX36
Builder Surplus Signals Coming Resale Slowdown, Owners Cling
One of the more interesting things in the housing market right now is the divergence between Builders and existing owners. Builders are now near 9 months of supply (heavy correction / near crash level) But existing owners are at only 4...
Bozzuto Group Poised for New Deals with 22K Units
Someone else w/manage #SecurityProperties's abt 22K units so it c/seek new deals. That someone w/be #BozzutoGroup. #realestate #CRE #multifamily #Seattle #MD #WA https://t.co/ixn5Acko9D via @PSBJ
Assuming 100% Development Underestimates Needed Zoning by 5x
This assumes that the probability of development of zoned capacity is 100%. That's unrealistic. Let's math it out: DC needs 120,000 units by 2050. Assume a high p(dev) of 5% every 5 years. DC would need to zone for 622,100...
30
I'd say a 6.50% 30-year fixed seems like a foregone conclusion at this point. When not if... That'd be the first time rates were that high since last summer. Pretty sure the housing market can't handle a return to 7%, not...
Simple Strategy to Boost Landlord Income Significantly
You think being landlord is easy? This is trivial way to make a LOT more
New Home Share Still High, Gradually Normalizing
New home share of total inventory remains historically elevated, but is moving back toward normal. https://t.co/fgRMXqrkuk
January New‑home Sales Plunge to Lowest Since 2022
Temporary Freeze or Deeper Chill? New home sales fell sharply in January to 587K (vs. 722K expected), marking the slowest pace since Oct 2022 and the steepest monthly drop since 2013. https://t.co/W9Fwrwtvjb
Policy Failures, Not Private Firms, Drive California's Insurance Crisis
California's property insurance problems are very similar to its housing problems -- an obvious consequence of bad public policy shrinking supply, and yet the private sector is often blamed for it. There is no "easy button" to solving complex problems decades...
Bay Area Homes Priced Low Despite High Demand
Different vibes in the Bay Area and Sacramento. Properties in the Bay Area are often priced strategically low. More on my blog. What stands out to you here? https://t.co/rts5PIUSxe
January New Home Sales Plunge, Prices Drop 13%
New Home Sales Decline Sharply to 587,000 Annual Rate in January Median New Home Price is Down 13% from the Peak due to Change in Mix https://calculatedrisk.substack.com/p/new-home-sales-decline-sharply-to
Tax Credits Spur Family‑Focused Apartments with Playgrounds
One positive quirk to how affordable housing tax credits work: They incentivize developers to build apartments for families with kids, which in turn means developers also build kid-friendly amenities like playgrounds you wouldn't see a market-rate apartment project.
Meta Secures 697 Fifth Avenue Flagship, Boosts Vornado
Big #tech discovers #5thAve. $META takes entire 15KSF townhouse at hi-rent 697Fifth, next to the #StRegis as its 1st permanent #NYC flagship+making owner #Vornado's day. #realestate #CRE #REIT #Facebook #virtualreality #retail #FarleyBuilding $VNO https://t.co/sYcy85cb1c
Real Estate Set to Benefit From Private Credit Exodus
Real estate could be the big winner in the private credit exodus https://t.co/DFzvuJjBGz #realestateinvesting @JLL @blackstone @CoStarGroup
Personal Lease Sign‑Off Saves Owners Thousands Every Years
Why I still sign every lease in our ~1200 unit portfolio personally: Bc, about once every 2-3 yrs, I catch an incorrect rental amount, which would have cost the owner: 1. Hundreds or thousands of $$$ in forgone rent and, 2. In...
San Francisco's Pandemic‑Era Inventory Has Vanished Completely
Gave a quick talk for agents in San Francisco today. Would you be surprised to learn that all the pandemic-era inventory in the city is completely gone? We really are in the next era of the housing market https://t.co/JmnzqbgEMn
South Jersey 1‑Bedroom Rents Span $1,300‑$2,045
Average Rent – 1 Bedroom (South Jersey) Cherry Hill, NJ – $2,040  Glassboro, NJ – $1,600 Vineland, NJ – $1,600  Collingswood, NJ – $1,670  Haddon Township, NJ – $1,750 Marlton, NJ – $1,800 Millville, NJ – $1,300 Atlantic City, NJ – $1,450 Moorestown, NJ - $2,045 Deptford, NJ -...
Housing Market Shows Fragile Early Green Shoots
Spoke with @SchwabNetwork about the outlook for the housing market. Some fragile green shoots are beginning to emerge. https://t.co/AnXqQAj4mN
Top Homebuilders Trust ResiClub for Data-Driven Decisions
Teams inside major homebuilders, lenders, and operators are using ResiClub research and analysis to inform real decisions—including firms like Meritage Homes, a giant homebuilder ranked No. 554 on the Fortune 1000. That’s exactly what we’re aiming for: clear, data-driven housing market...
Mortgage Rates Dip, Spread Hits 206 Bps
The average 30-year fixed mortgage rate today: 6.31% Same day last year: 6.78% 10-year Treasury yield today: 4.25% Spread today: 206 bps
San Francisco Lags Sacramento in Closed Home Sales
What do you notice about San Francisco compared to Sacramento? These are closed home sales so far this month. https://t.co/BK12H6rwip
Housing Bubbles Vary: Some Cities Plunge, Others Soar
The Most Splendid Housing Bubbles in America: Price Drops & Gains in 33 Big Expensive Cities, February 2026. Each city has its own housing market. In some, home prices have dropped a lot; in others, prices have hit new highs https://t.co/ILCCiyvcIJ https://t.co/AfImn5LKKw
US Home Insurance Premiums Set to Rise Again in 2026
US home insurance premiums are set to rise for a fifth straight year in 2026 and other stories in today’s Green Daily newsletter https://t.co/sBscWF0Bfq
Questioning the Longevity of New Businesses in Industrial Spaces
How long do you give this new business before it’s converted back into industrial space? https://t.co/PQYWiJMDFW
NYC Small Landlords Forced to Sell Amid Rent Freeze
Small #NYC landlords looking at extinction? #MayorMamdani's #rentfreeze+higher prop #tax pushes Natalia, a 2-generation owner, into selling. 'Reviewing the numbers, it's not getting better' #realestate #CRE #multifamily https://t.co/MGxq2CV4jn via @WSJ
A‑List Pulls Investors Into San Vincente Club Sale
Yet another reason why it's good to be on the A-list. #SanVincente looking at a partial sale of its celeb-filled clubs in #NYC+#LA, testing investor appetite for booming scene. #realestate #CRE #retail #GoldmanSachs #JeffKlein #hotel #Ohana https://t.co/mPfp5WN48k via @WSJ
Mortgage Spreads Hold up Despite Global Turmoil
Considering what is going on in the world, not bad. Hug a mortgage spread https://t.co/p5DPczjpvY
Luxury 48th‑Floor Boston Condo Listed at $5.31M
If you don't mind choo-choos in your basement, here's a #Boston #condo w/a $5.31M ask for you. 48th floor over #SouthStation. Wide-angle views of #BostonHarbor+city skyline. 70% of the tower is commercial. #RitzCarlton #realestate #mortgage #masstransit https://t.co/zUUGVlzrHb
Multi‑Stream Daycare Model Targets $100M Equity in Five Years
Business idea: Raise $25,000,000 to build 5 premium 15,000 SF daycares. 3 acre lots. 3 businesses: 1 is the real estate holding company that owns the properties. $500k annual rent each NNN. Portfolio worth $35 million + a few months after you open...
Get a Year of Mortgage‑Free Payments on New Home
You've heard of big mortgage rate buydowns... But what about NO mortgage payments for an entire year when you buy a new home?
Refinance Demand Drops 19% as Rates Surge
#Mortgage refinance demand plunges 19% after interest rates shoot higher https://t.co/qypWBX8GTm @mortgagenewsmnd @MBAMortgage #realestate #realestateinvesting #housing
Fitness and Spa Spaces Replace Retail in U.S. Real Estate
American materialism h/evolved: Now being good to your body ie via gyms+spas takes precedence over buying stuff. Service tenants outleased those oriented toward selling things. #retail #realestate #CRE #CoStar #fitness #salons https://t.co/L07bwds33i via @WSJ