Homebuilder Outlook Improves: Inventory Stabilizes, Costs Decline
[@opinion] My housing friends may think I'm early, but I think the outlook for homebuilders has shifted from 🔴to 🟡 this year -- resale inventory is stabilizing, costs are coming down, and they've made a big enough dent on affordability that the worst feels behind us: https://t.co/I75mhl5n9D
Purchase Applications Stay Positive Weekly Year‑Over‑Year
Even with all the drama this year, purchase application data has been positive year over year every week. @housingwire @sarahteresa6 #mortgagerates #realestate #economics #chartdaddy
Aging Rental Stock Forces New Construction and Renovations
America's rental stock is aging. The median age of a rental unit is now 45 years old, the oldest on record, according to Harvard's Joint Center for Housing Studies. And that will likely have major implications on housing policy and trends...
Office Parks Waste Land: 1.8 Sq Mi per 850k Sq Ft
Beyond being soulless, sprawling office parks are a land efficiency disaster. Only 47% of this site is actually developed, meaning you need 1.8 sq miles of land for every 850k sq ft of usable space.
Real Estate PE Delivers 2x Return Before Deal Begins
Why is real estate private equity so lucrative? Because you basically get a 2x return on your capital before the deal even starts Let’s take a sample deal: $10MM purchase price. The deal will be purchased with a $7.5MM loan and $2.5MM of...
Purchase App Data Up 1% Weekly, 12% YoY
Purchase application data update: +1% week to week +12% year over year Every week this year has had positive year-over-year data. https://t.co/gfHZLTffev
Homebuilder Sales Stall as Rates, Oil Concerns Loom
Through mid-March, homebuilder sales and pricing trends have underwhelmed. Not a great start to the spring selling season, with homebuilders we survey noting Iran/oil/rising interest rates becoming part of the consumer psyche for staying on the sidelines.
Zero Rates Spark Price Spikes, Then Rent Collapse
File under: Wish someone had told me When interest rates go to zero, the main reason to sell real estate is bc pricing goes crazy. But a secondary reason to sell is that interest rates at zero will catalyze a development boom,...
Join Gumroad's Open House at New Office Thursday
Check out the new Gumroad office at our open house, Thursday March 26. RSVP: https://t.co/IpBU8le7nl https://t.co/bMoR3mPb2i
China Housing Prices Could Fall Another 10% by 2027
China's housing market has been undergoing a nasty correction since '22 Goldman Sachs: "If China follows the typical timeline of housing busts around the world, there might be another 10% drop in home prices ahead, and real prices may not...
From $10k to 6‑Unit Deal in Months
How one of my clients bought a great deal with only $10k of his own capital: Sean entered the Acquisitions Bootcamp as a complete beginner. He ranked his real estate knowledge as a 5 out of 10 when the program started We...
Short‑term Rent Isn’t Market Rent—It's Hotel‑style Pricing
Lenders sometimes ask appraisers for short-term rent during the loan process, but that's totally different than market rent. Short-term rent is going to be much higher as it's basically hotel rent based on the daily rent instead of a tenant...
Align Incentives, Cut Annual Flat Costs by £1K
Same; we stopped the bleeding and now set the budget every year. Managed to get the annual charge down by about 1K for my two-bed flat. No detours; lifts, common parts utilities etc cost money, but if incentives are aligned,...
Freehold Lobby Recycles Debunked Claims; Media Still Gullible
The freehold empire has quietly struck back in the battle over leasehold reform with a report, pushing the same old arguments that have been debunked over and over again. Sadly, mainstream media are still eating it, hook, line and sinker...
Homeowner Advocates Treat Neighborhood as Personal Zoning Stake
I was struck by this homeowner advocate's stance that buying a house in a single-family-home neighborhood means you should have a kind of "vesting" in that neighborhood remaining single-family — the same as a developer with zoning for their projects https://t.co/Lb979044mJ...
Public Matches Extra Space After NSA Acquisition, Consolidation Accelerates
So the National Storage Affiliates acquisition puts Public on par with Extra Space as far as total square footage managed. Industry consolidation continues apace. https://t.co/Ce69lYGYsk https://t.co/Rqz8xdySVZ
State Law Compels LA Council to Rethink Apartment Ban
Last year, the Los Angeles City Council voted to keep apartments out of single-family-home neighborhoods. A new state law is forcing councilmembers to change their minds. For @POLITICOPro subscribers: https://t.co/Lb979044mJ
NYC Luxury Deals Jump 24% Despite Mayor's Push
No #MayorMamdani effect in #NYC's lux housing as contracts on $4M+ #realestate rose 24%, study finds. 'If they didn't want it, they wouldn't buy it. They h/many options' #CRE #mortgage #Urbandigs https://t.co/sA4pga3KIQ
Farmers Reject Million‑Dollar AI Data‑Center Land Offers
US farmers are rejecting $33 to $80 million offers for their land from data center companies. The tension between AI and land is real.
Pending Home Sales Beat Forecast, Yet Rates Rise Amid Conflict
Pending home sales recorded an unexpected beat in February, rising 1.8% month-over-month versus a forecast of -1%. However, sales were down 0.8% year-over-year and the outlook isn't great given mortgage rates hit those 3.5-year lows in February. They are now markedly higher...
Pending Home Sales Rise, Yet Mortgage Rates Surge Past 6.3%
Pending Home Sales Ticked Up from Record Low. But Now Mortgage Rates Spiked Back over 6.3%. Home sales in February, as feeble as they were, benefitted from the lowest mortgage rates in years. Those rates are now gone https://t.co/2mll3eAbGK https://t.co/lVfYXLQXRz
Zillow Launches Preview, Showing Pre‑market Listings with Major Brokers
Zillow fires back at Compass/Rocket/Redfin Today, Zillow announced "Zillow Preview", a "product" that makes "pre-market" home listings visible on their site Launch partners include Keller Williams, REMAX, HomeServices of America, Side and United Real Estate
CRE Finally Adopts Docusign, Brokers Stay Low‑tech.
CRE just finally adopted Docusign years after Realtors... Don't expect many brokers to run out and purchase a Mac mini and set up OpenClaw 🚫🦞
Housing Market Temperature Varies by Property Type
The housing market is like a hot pocket taken out of the microwave too early. Some spots are warm, and others are cold or hot. Not every part has the same temperature. The trend could be different if we’re talking...
Housing Market Varies: Condos, Entry‑Level, Prime Homes Differ
How is the housing market? It really depends on what we are talking about. Condos? Entry-level price points? Homes that check all the boxes? Properties on busy streets? What parts of the market are cold, warm, or hot? I’d love...
Endurance Gives You an Edge in Competition
If you have more endurance than everybody else, it’s going to be tough to lose. Follow @chasecalhoun.realestate for more on build-to-rent and real estate investing. #realestate #investmentproperty #buildtorent #alexhormozi
Each Rental Multiplies Your Freedom and Legacy
1 rental = proof 5 rentals = options 10 rentals = freedom 20 rentals = legacy
Apartment Concessions Reach Decade‑high, Signaling Market Shift
#Apartment concessions hit highest level in over a decade https://t.co/VtxRVMQc37 @RealPage @ApartmentList @Yardi @jayparsons #rent #realestate #realestateinvesting
Trustworthy Property Management: A Timeless Business
Why I love our property management business: People have been building & renting out apartments at least since the Roman Empire, managing them is painful, and many owners are happy to pay someone trustworthy to do it. That’s Lindy.
ROAD to Housing Act Cuts Rental Supply, Not Increases
The ROAD to Housing Act is positioned as a housing supply creator, but for renters, it would unquestionably reduce supply.
2026 Home Sales May Edge Up, Not Boom
Will Home Sales Improve In 2026? Almost Certainly Yes: Because They Just Couldn't Get Any Worse When some Regions hit 30 year lows in Home Sales it's just reasonable to believe the case for a SMALL increase is real But nobody should...
Reno Attracts Californians Fleeing Sky‑High Housing Costs
This is your #Reno divorce. USA's "Biggest Little City" reinvents self as landing pad for #CA folk fleeing its punishing #realestate costs. Nearly 43% of https://t.co/znHzv7tFly's views from Cal people checking out Reno listings. #gaming #mortgage #NV #tax https://t.co/YQQyepFBwX
Builder Pros Succeed by Mastering Two Key Principles
As a lender with 20 years of experience in the real estate game, I’ve seen a lot of builder rookies and a lot of builder pros. The pros, like @kaeserbuilding and official.pbg, focus on these two keys to success. With @thesteveafra #newconstruction #luxuryhome...
Tech Tenants
#Optiver is 115KSK today in #MidtownSouth but what w/it be in 5 years? 2x that? 3x that? More? Less? $BXP bets big at 450KSF #360PAS on growing #tech tenants. Underlining pull of #MadisonSquarePark to brand-conscious occupants. #NYC #realestate #CRE #REIT...
NV Office-to-Residential Surge Challenges Portfolio Strategies
The TSA HQ in Arlington is becoming 637 apartments. Down the road, 675 units just opened in a converted Falls Church office park. Northern Virginia’s office-to-residential wave is moving fast. Is your portfolio positioned for it or exposed by it? #commercialrealestate...
Austin's Housing Surplus Turns Market Into Buyer’s Paradise
"With supply far outweighing demand, Austin has turned into a firm buyer’s market - giving house hunters more options, more negotiating power and more time to shop around." 😲 https://t.co/d4pZOxWqcs
Canada’s Housing Market Plummets 20%, Quietly Absorbed by Stable Finance
Canadian residential real estate is down -20% from its peak in 2022, a crash in prices worse than the U.S. in 2008. But no one is talking about it, primarily because the financial system is well-functioning (so far), as creditors do...
California Dream Fades, Yet Solutions Begin Emerging
"For many, the California dream has started to slip away," California YIMBY's Nolan Gray said. "But we're not here to talk about problems. We're here to talk about the beginning of a solution." https://t.co/qf01WgUEly
Sacramento’s Suburbs Grow Northeast, Southeast, Not Toward Bay
Why did Sacramento's suburbanization extend the to the northeast and southeast, rather than to the north, west, or southwest—toward the prosperous Bay Area? (1/2) https://t.co/fYIcWzLEsu
Advocating Middle-Class Housing Amid Low-Income Subsidy Push
Spot on. We try to fill this niche: in a building where every special interest wants their chunk of flesh, and every ideologue only wants subsidized/income-verified/low-income rentals, we're out here fighting to get housing built for normal, middle-class California families.
RTO Hits Strongest February Since COVID Despite NYC Snow
RTO keeps grinding higher. February was the strongest since COVID even with NYC snow dragging numbers. Severe Northeast snowstorms weighed on NYC and Boston, while major markets outside the region continued to post YoY gains. 🔗 https://t.co/1IhvNZPYUS https://t.co/uIpOony3hv
NYC Landlord Laws Force Owners to Abandon Property
i used to own an apartment in New York when i left the city, i considered renting it out but laws in NYC horrendous for landlords so i let it sit empty and then sold it would rather lose money than spend...
Millions Secured Below‑Market Housing Costs for Decades
Exactly A large group of people have locked in below market shelter costs for decades to come
Offshore Call Centers Hurt LA Brokers' Reputation
The LA apartment brokers hiring untrained, poorly spoken, off-shore call center workers to cold call owners hunting for sale listings are doing serious damage to their reputations.
US Spends More on Computer Offices than Human Offices
US spending on offices for computers has now surpassed US spending on offices for humans: https://t.co/fQstRLnjUG https://t.co/LiT7OQpCcC
Housing Softening Turns Sellers Into Accidental Landlords
A jump in "accidental landlords" often occurs when a housing market softens/weakens Some sellers list their home, fail to sell, and then test the rental market—often temporarily—while they wait for for-sale conditions to improve https://t.co/dFiL2EDnQJ
US Data Center Spending Overtakes Office Projects
Spending on data center projects in the US has exploded, surpassing offices for the first time at the end of last year. https://t.co/0qR4WGHhjm
Well‑priced Sacramento Homes Sell Fast; Overpriced Linger
Properties are getting into contract pretty quickly. Here's a look at pendings over the past week in the Sacramento region. The good stuff goes quickly if it's priced well, but overpriced stuff will sit. https://t.co/FkJxfXf4uo
WORKac Finishes Riverhouse: Compact Sustainable Family Residence
Cute project: "WORKac has completed Riverhouse, a compact sustainable residence in rural Rhode Island designed by the practice’s co-founders Amale Andraos and Dan Wood for their own family." #passivhaus #passivehouse https://t.co/LGKrxpkqpm https://t.co/0rXpbTSHPJ
Key Questions to Vet Your First Industrial Leasing Broker
What are some good questions to ask industrial leasing brokers, for someone just getting into hiring industrial leasing brokers?