Self‑storage Rentals Surge 46% in Early March
The self storage rental market could finally be taking steps in the right direction. First 10 days of March last year: 206 rentals First 10 this year: 301 rentals
Opponents Haven't Urged Fannie/Freddie to Ease Credit Standards
Have any of the people who oppose investors owning “build to rent” housing called on Fannie/Freddie to liberalize their lending standards to lower FICO buyers?
500K ADU Raises Questions on Property Value Impact
Working on a property with a $500,000 accessory dwelling added two years ago. It’ll be interesting to see how much this adds to value. That’s a big price tag for an ADU.
Single-Family Rentals Decline, Challenging Neoliberal Housing Narrative
The problem with this view is that the number of single-family rental homes in the U.S. has been in decline for years, as research from Harvard, John Burns and Redfin have all shown.
Existing Home Sales Lag, Yet Show 4% Post‑Storm Gain
NAR's existing home sales came out for February and it doesn't yet reflect what we're seeing in the weekly pending sales that we track. NAR is trying to publish this data earlier to keep up, but it still has...
Bulletproof Industrial Floorplan: Flexible, Small Office, Open Warehouse
Don't know what makes a bulletproof residential floorplan this is is pretty damn bulletproof for industrial. (spaces can be demised down to 6,000 sq ft, small office buildout in front, wide open warehouse space, dock & grade loading) https://t.co/091JUIUwdI
LA Council Forms Committee to Revise Mansion Tax Amid Threat
For all the LA "mansion tax" watchers out there, the LA city council created a three-member committee today to recommend changes to the initiative for a possible new local vote on the Nov ballot. Comes as a potential Nov statewide...
Mortgage Rates Near 2026 Highs as Bond Yields Climb
Bond yields are back near their highest levels of 2026. Mortgage rates are also close to their 2026-highs, with MND putting the 30-year fixed at 6.19% today, just 2 bps below its peak thus far this year. There's a decent chance mortgage...
Brokers Often Push Their Own Asset Focus Over Your Needs
Actual call with a broker today: Me: Great to meet you, would love to do a deal with you. What type of retail deals do you focus on? Broker: I actually wanted to convince you to buy industrial assets instead, which is what...
Senator Schatz Calls BTR Ban Arbitrary, Soviet‑style Policy
Great point from Senator Schatz: The BTR ban "is positively Soviet-like. It is arbitrary. We have decided owning a single-family home is good. Renting is bad."
Build-to-Rent Ban Distracts From Bill’s Regressive Provisions
Welp... And the crazy thing is the rightful focus on the build-to-rent ban is taking away from from the 1000 other zany regressive aspects of this bill.
Renting $1.2M Home for $4k Shows Overvaluation
It's even worse than this guy makes it seem. If someone rents out their "$1.2M" home for $4k/month, that's the all-in cost (property tax, insurance, maintenance, etc.) So, the mortgage would have to be even LESS than $4k/month, valuing the home even...
Sub‑6% Mortgage Rates Trigger Powerful Psychological Impact
Been saying this for a while... It's not about the ~$60 monthly payment difference. It's the intense human psychology of a sub-6% mortgage rate.
U.S. Home Sales Hit 2009 Low; Buyers on Historic Strike
Home sales just dropped to the lowest level since 2009. Down 35% from pandemic peak, and by 25% from pre-pandemic norms. This was the 2nd-worst February reading in the last 30 years. Traditional news outlets tried to claim there was...
Schatz Calls 7‑Year Sale Clause Drafting Error, Bill Closed
WOAH Senator Brian Schatz says the provision that forces future build-to-rent development to be sold after 7 years is a "drafting error" But he added that: "But what we were told last week is: The bill is closed." via @Eleanor_Mueller
HeyBilt Faces Rent Payment Chaos, Customer Service Crisis
Forbes coverage of the ongoing rent/mortgage payment issues & customer service meltdown at @HeyBilt: https://t.co/cHSguZwiNL
Billionaires Plot 400K‑Resident City in Northern California
Today on Volts: perhaps you've heard that a group of billionaires is planning to build a big (400K residents) new city in Northern California. I talked to the ringleader Jan Sramek about it. And talked. And talked. The first half...
2026 Housing Trends: County Data Shows T
The housing market so far in 2026? Let's talk about it. Today, I have fresh stats for twelve counties and some new price visuals to help interpret what is happening. I also talk about my favorite phrase, "all ships rise...
Avoid Major Renovations on Your First Remote Investment
One of the biggest mistakes I see investors make is trying to do a major remodel on their very first long-distance deal.
Both Parties Sabotage Housing: Policies Hurt More Than Help
Has there been a housing market, federal, state, municipal, that the government has not screwed up? Get everyone in a house many couldn’t afford pre GFC then “let’s roll the dice.” Don’t ever allow building in anyone’s backyard (a key...
Buy a Home Only When Absolutely Certain and Financially Ready
Whether to buy a home is like deciding whether to have children. You should be 100% sure you want one and that you can afford to maintain it.
Rising Taxes Trigger Housing Supply Surge, Fuel Doom Loop
if you keep increasing the taxy levy without real benefits, eventually new supply (some forced) comes into market and lowers price, which then increases the tax rate burden as a % of asset that makes it very unattractive this is the...
Supply Surge, Not Weak Demand, Drives Rent Cuts
Here's a crazy-yet-telling apartment stat: Among the top 15 markets CUTTING rents, they collectively had 2x more demand (absorption) than the top 15 markets INCREASING rents. Why? Because it's all about supply, not weak demand or affordability etc. Among the top 15 markets...
Big‑Box Spaces Pivot to Fitness, Pickleball, Entertainment
That empty big box store in your shopping center might not become another retailer. Fitness, pickleball, and entertainment concepts are taking over second-generation retail space as goods retailers shrink. Landlords are repurposing boxes instead of waiting years for another anchor. Still marketing retail...
Bold Moves Yield Real Estate Success
Fortune favors the bold. Follow @chasecalhoun.realestate for more on build-to-rent and real estate investing. #realestate #investmentproperty #buildtorent
China's Trade Surplus Grows as Property Recovery Stalls
Frustrating. China won't use the "clean" balance sheet of the central government to support a real recovery from the prolonged property market slump. The net result: a rising trade surplus supports China's growth at the expense of its trading...
SUPR Trades Near NTA, Targets Dividend Growth, Acquisition Opportunities
#SUPR results OK. EPRA NTA per Share 87.5p (up) against Share price 82p; so discount relatively small now. Cost down from bringing operation in-house. Target minimum 2% Dividend Growth from FY2027. Appears to be lots of opportunities to acquire Supermarket...
Bundesbank HQ to Be Repurposed as School
Bundesbank will abandon its old brutalist headquarters, with the building now set to become a school https://t.co/Ao2BQqWndL via @laura_malsch https://t.co/vyAx8mitA9
Ideal Business Types for This New Shop Listing
What type of business can go into this shop ? My latest #cre listing https://t.co/wXu2o5vMna
Institutional Homebuying Ban: What It Actually Changes
What the institutional homebuying ban actually does, according to ResiClub’s reading of the bipartisan Senate housing bill Me + @MalasMeghan's latest ResiClub PRO report: https://t.co/GIci6e5eqY
Scale Value‑Add Projects to Your Current Capacity
Excellent post From the GP's perspective, it is *so* tempting to view each value-add deal in isolation and make a go-no go decision based on that deal's projected returns. But you don't have infinitely many "Number 1" contractors, "Number 1" project managers,...
NJ Tax Credit Favours Healthy Seniors Over Younger Generations
This NJ property tax credit for almost all seniors is the sort of upside down priority I was thinking of in my column. It notes the elderly are physically and financially healthier than ever, yet their needs keep taking priority...
Single‑Family Home Supply Peaks, Demand Frozen; Condo Sales Crash
Supply of Single-Family Homes Surges to Highest for February in 9 Years, Demand Stuck in the Deepfreeze. Condo sales plunged to a record low shared with two other months https://t.co/U3vgbxThRe https://t.co/3Dk5D9QugD
Sun Belt Housing Crisis Threatens Young Families' Homes
This is going to wreck housing production in a lot of Sun Belt cities, and leave many young families without access to a single-family home.
NYC Council Approves Massive Affordable‑Housing Tower
Big News: @nyccouncil today approved what will be one of the largest residential buildings in the nation. 395 Flatbush Ave Ext in Downtown Brooklyn will no long be an (ugly) low-rise. It will become a tower with 1,200 homes, 25% of...
NYT Highlights Housing Act, Yet Major Supply Incentives Stripped
The @nytimes dropping facts on The ROAD to Housing [Inflation] Act. Also, not enough attention going to big pro-supply provisions removed around supply incentives and zoning -- which leaves only a patchwork of incremental (though still good) pro-supply wins left in...
Downtown Brooklyn Office Converts to 1,200 Homes, 300 Affordable
An underutilized office building in Downtown Brooklyn will become 1200 homes (300 permanently affordable), with a new subway entrance. More of this, please.
New Variable Lifts 10-Year Yield Above 4.15%
Sticking with the 24 theme for 2026, a new variable pushes the 10-year yield above 4.15%! #housing #mortgagerates #realestate #chartdaddy
Housing Affordability Improves, Yet Outlook Remains Fragile
Joined @SchwabNetwork to discuss the spring housing outlook. Affordability is improving, rates are lower than a year ago, and pent-up demand is real. But a low-hire, low-fire labor market and geopolitical uncertainty keep the outlook fragile. I'm still cautiously optimistic.
February Median Home Prices Rise—Expected, Not Surprising
Not a shocker to see the median sales price tick up in February. This was expected. Happens almost every single year. Remember, the median isn't a perfect metric to gauge price change (there is no perfect metric). Lots of stats...
Luxury Mountain Home Rents for $400, Signaling Airbnb Oversupply
Just rented a $3 million house in the Smokey Mountains for $400 a night. 6,000 sf. 7 bedrooms 8 baths. The market must be getting absolutely crushed. Is visitor traffic down that much? Too many Airbnbs?
Oppose 21st Century ROAD Act: It Hinders Build‑to‑Rent
Please voice your opposition to the 21st Century ROAD to Housing Act, which as currently drafted punishes new Build-to-Rent housing construction. https://t.co/gYsrYfSiJu https://t.co/WLqgU46iDQ
AMH Offers Lease Buyouts for Tenants Amid Builder Aggression
Institutional landlord AMH says some Florida homebuilders are buying out their tenants leases "Some of the builders in our Florida markets got pretty aggressive, and we're willing to buy out some of our leases for our residents who were...
Housing Links Monetary Policy to Demand and Fertility
Ed Leamer famously argued “Housing is the Business Cycle”. This paper adds color to that claim by showing monetary policy ⇒ mortgage rates ⇒ house prices ⇒ home equity borrowing ⇒ aggregate demand. Housing also affects fertility, as @JesusFerna7026 noted...
Suburban Chicago Letter Against Zoning Reform Reads Like Parody
I was originally going to dunk on this suburban Chicago letter to the editor opposing Illinois' state-level zoning reforms, but this must surely be parody, right? https://t.co/jdAAyhY21g
Frisco’s Growth Echoes Inland Empire’s Rapid Boom
When I was in Frisco, Texas a couple years ago I thought "Oh huh this is just like the Inland Empire, no wonder it's growing so fast."
Senator Pushes Aggressive YIMBY Reforms While Defending Property Rights
The Senator's letter is YIMBYism on steroids: 1) Fix zoning etc and build more housing. 2) Don't open the door to the slippery slope of eroding property rights, which snowballs into reduced supply. 3) Call out misinformation that threatens supply and/or affordability.
Housing Stagflation Boosts Buyer Leverage Amid Seller Fatigue
The housing market is hitting stagflation. Jobs are cooling, but the unauthorized war in Iran is keeping oil prices and rates high. Sellers are losing patience and re-listings are at a decade high, giving buyers more leverage. https://t.co/tK43N2ajFT
30-Year Mortgage Rates Drop 63 Bps, Spread Narrows
The average 30-year fixed mortgage rate today: 6.09% Same day last year: 6.72% -------------------- 10-year Treasury yield: 4.12% Spread today: 197 bps
Feb 2026 Home Sales Fall 17% Below
U.S. existing home sales total 257,000 in February 2026 Since 2000, February has averaged 310,000 U.S. existing home sales Resale turnover remains constrained Table via @ResidentialClub Data via @nardotrealtor https://t.co/4g2dE9eSU5