Spring Housing Market Gains Momentum in 2026
The spring housing market is waking up. We’ve been feeling that since January, but it’s starting to show up a bit more in the stats now that we have two months under our belt in 2026. Pending contracts have been slightly stronger overall this year. Let’s keep watching. https://t.co/lheAreeBOR
Upzoning Alone Won’t Spark Building without Lower Costs
“Nobody is starting construction until the costs come down.” Exactly Upzoning is **necessary** but not **sufficient** to solve the housing crisis
Saving Cash to Purchase Real Estate Pays Off
But nothing wrong with stacking cash to buy assets. 🏆 Follow @chasecalhoun.realestate for more on build-to-rent and real estate investing. #realestate #investmentproperty #buildtorent
Don't Default to Lower L
When your DSCR doesn't hit the bank’s threshold (usually a ~1.25x DSCR), most people think banks don't give you any option but to lower the LTV But in reality, if you negotiate, you have 3 options: Option 1: Lower LTV Option 2: Schedule...
Realtors Overprice Listings by $250K, Misleading Buyers
The Trickery Never Ends In Real Estate Sales: Let's List The House The House For $250K Less Than We Will Take For the last 20 years Residential Real Estate has used some of the worst Sales Tactics Not every Realtor does this...
Japanese Homebuilders Target U.S. Market for Affordable Housing
This is one to watch, especially on the #affordability play. Japanese #homebuilders go on a U.S. shopping spree https://t.co/mx1I1mmMB6 #realestate #realestateinvesting #housing #economy
Location Beats Building Condition: Vision Can't Fix Bad Sites
Doesn’t matter how ugly, run-down or obsolete a building is: If the post-rehab rent or sale price is sufficiently high to justify the expense, you can figure out how to fix it, w enough vision & capital. On the other...
Sunnyside Yard Redevelopment Aims to House 12k Families
At 192 acres, #SunnysideYard w/the largest coach yard in the world w/it opened in 1910+w/#MayorMamdani wants to put 12K families. +He wants #Trump to ok #21B in fed $$ for it. 'In a city w/land is so precious, here lies...
1540 Broadway Hits 50% Occupancy, Targets 80% by Q2
#1540Broadway, fka the #Bertelsmann bldg, reaches 50% as #Pandora 2xs its space+#Korean bank signs for 18.5KSF. 'We expect to be well on toward 80% by the end of Q2' #GFP #MSD #MichaelDell #realestate #CRE #WooriBank #Newmark https://t.co/jMCtLaQVv3
Yesterday’s Pricing Event Predicts Today’s Market Move
Today's podcast discusses yesterday's market pricing event, and today's market action isn't surprising to me. I encourage people to listen to this for a better understanding. @housingwire @sarahteresa6 #mortgagerates #realestate #housing #mortgagerates #chartdaddy
Wealthy Buy Rentals for Equity, Not Cash Flow
Wealthy people don’t buy rentals for $200 a month in cash flow. They buy them for equity and tax advantages. Say you buy four properties at $50K equity each. That’s $200K added to your net worth, plus a massive...
Luxury Builders See Low FHA Use; Affordable Homes High
Homebuilders with the most—and least—FHA exposure 2% of Toll Brothers buyers use FHA financing 46% of LGI Homes buyers use FHA It makes sense… Toll Brothers average price is $1.19M LGI Homes average price is $364K ResiClub PRO report: https://t.co/vTkPhe0k9z
Neumann's $445M Exit Sparks Outcry Over School Plan
Debris poured into #SoFla's #RaderMethodist as #Neumann, who got $445M to leave #WeWork, incites local ire. They proposed replacing town's most iconic bldg w/nature-focused K-12 #Jewish school. #ElPortal #Flow #realestate #CRE #MiamiDade #coworking https://t.co/65egJZS2xO
Ivana Trump's Former NYC Townhouse Halves Price to $14M
The fancy-schmancy townhouse where the 1st Mrs. #Trump lived goes for a deeply discounted $14M. Original ask was $26.5M. Has no full-on kitchen. 'My mom absolutely loved that house' #Ivana #NYC #realestate #mortgage #UES https://t.co/49RjM6YgHM via @WSJ
Sacramento Listings Down
Not much on the market. Slightly below one year ago now in the Sacramento region. And in case you wondered, at this time in 2008, there were over 10,000 MORE active listings than today. https://t.co/R9TLciGJi0
REITs Surge as Bonds
Homebuilders taken down, but REITs up US stocks +0.1% ex-US -1.7% $IBIT and $USO up big with the worst day for bonds in 3 months. $AGG https://t.co/Q5GdXN7VqF
Mortgage Rates Surge After Iran Strike, Ending Recent Decline
#Mortgage rates jump sharply higher after Iran strikes, reversing last week's decline https://t.co/O08aG0nWf9 @mortgagenewsmnd #realestate #realestateinvesting
Mortgage Rates Drop a Year
BACK TO A 6-HANDLE The average 30-year fixed mortgage rate today: 6.12% Same day last year: 6.74% ------------------ 10-year Treasury yield today: 4.06% Spread today: 206 bps
One in Five California Home Sales Are
California’s housing market is officially a landed gentry system. 🏠 New data from the Wall Street Journal: 1 in 5 of CA home transfers are now inheritances—double the US average. Does CA need to end Prop 13 to save the American Dream?...
Florida Home Hits 1% Rule After 50% Price Drop
Some properties in Florida are actually starting to look semi-affordable. On this house - 50% correction from peak, and down 7% in last 10 years. $263,000 zestimate. (sold for 295k in 2024) $2,519 rental value. Actually hits the 1% rule. https://t.co/d1gJnTvJub
Market Bounces Above 2024 Levels After Seller Retreat
A step in the right direction? Yes. Sellers stepped back from the market in 2025, but for three months in a row we are finally above 2024 levels again. We are still historically anemic, but this is a positive direction....
2% Inflation Won’t Trigger 3% Mortgage Rates
2% inflation won't lead to 3% mortgage rates with the Fed at neutral policy. https://t.co/TpEKz1u8Cu
2030s May Open Homeownership for Gen Z, Despite Racial Gaps
Is Gen Z completely priced out of homeownership, or are market shifts creating new opportunities? Analyzing the latest economic data reveals significant racial disparities and supply trends that suggest the 2030s could be a pivotal decade for young buyers. https://t.co/hWYTDWyAf9
MA Apartment Starts and Acquisitions Set to Plunge in 2026
Easy prediction: New apartment construction starts and acquisitions will plunge across Massachusetts in 2026 until after the potential November ballot measure on rent control is decided. https://t.co/PNqV8oMkvq
Bond Yields Spike, Markets Remain Unpredictable Amid War
War & Mortgage Rates: We're All Along For The Ride Since I am old & have been around for many Geopolitical Events I have learned 2 things: - No one knows exactly how things will turn out - The initial reaction of Financial...
Altos Single-Family Inventory Drops 1.4% Weekly
Final Look at Local Housing Markets in January Altos: Active single-family inventory was down 1.4% week-over-week https://calculatedrisk.substack.com/p/final-look-at-local-housing-markets-899
ReSeedPartners Hits ‘Default Alive’ Milestone, Validating Model
Very good post @ReSeedPartners, the platform some partners and I started ~3 yrs ago to seed emerging real estate operators, recently reached "default alive", reminding me yet again how powerful a position that is
Data Center Outages Threaten Power Grid, Prompting Drastic Action
Dark side of the #datacenter craze: unplugging. Abt 40, using enough power for 1M homes, simultaneously went offline last year, forcing the #VA operator into drastic action. 2d such incident. #realestate #tech #AI #warehouses #industrial https://t.co/zdjJyMPnlt via @WSJ
Condo Owners Fight Demolition of Miami’s 1964 Tower
How a see-thru bldg came to be on some of America's hottest #realestate. 10 #condo owners sued the teardown of a 1964 tower on #Miami waterfront+neither side looks ready to budge. #multifamily #SoFla #litigation #TwoRoads #Marriott #Biscayne21 https://t.co/3FoaZTV7hq via @WSJ
Economic Wild
Today's topic is #economic wildcards; this was prepared before the Iran situation began, but that topic was discussed. @housingwire @sarahteresa6 #mortgagerates #realestate #housing #chartdaddy
Gurgaon Property Gains Mask Hidden Transaction Costs
Gurgaon’s ₹1 Crore Illusion: Why 70% of “Paper Profits” Are Financially Misunderstood Most investors proudly say: “My property doubled.” Let’s test that with numbers. Because appreciation is not profit. It’s arithmetic. Case Study (Realistic 2020–2026 Cycle) Bought in 2020: ₹2.00 Cr Value in 2026: ₹3.50 Cr Headline gain: ₹1.50 Cr Looks like...
Reduced Listing Transparency Sparks Political Pressure, Consumers Resist
If listing transparency meaningfully declines in the housing market, political pressure will follow, IMO. Consumers are unlikely to relinquish the market access they’ve gained over the past decade-plus.
SB 684-1123 Bypasses SB 9 Owner-Occupancy Limits
Yet more SB 684-1123 projects starting entitlement in Sacramento. In this case, it's being uses to do the exact sort of thing intended by SB 9. Why did it work? Doesn't have the SB 9 owner-occupancy poison pill. https://t.co/mXfsiuKvEJ
LA Metro Land Value Doubles National Average at 68%
In the Los Angeles–Long Beach–Anaheim, CA metro, land accounts for 67.7% of the total property value. That's 2X the national average. If you’re not already following ResiClub on X, show your support: @ResidentialClub https://t.co/n4Tlenhfco
Nearly One‑Fifth of California Property Transfers Are Inherited
Wild stat: “~18% of all property transfers in California last year were made through inheritance.” https://t.co/LPI84VU4Uh https://t.co/oHzRbjVzOn
Texas, Florida, California Lead; Who Ranks Fourth?
The biggest three states for existing home sales are 1. Texas 2. Florida 3. California Who is #4?
US Housing Market Splits Amid Ongoing Weather Impacts
Another shocking example of the divided US housing market. I believe a lot of this is still showing weather effects from early in the month. But still... https://t.co/Ze7mUcxJS4
Lease Incentives Impact Yield and Refinancing Strategy
Retail landlords: TI vs. Free Rent isn’t just negotiation — it’s balance sheet strategy. TI = upfront capital out. Free rent = delayed income. Both reduce effective yield. But they affect refinancing and liquidity differently. In today’s lending environment, structure matters more than optics. If you’re...
2023 Spread Surge Pushes Mortgages to 7.17%
The worst levels of the spreads in 2023 resulted in 7.17% mortgage rates today instead of 5.99%. https://t.co/PkASya1lri
China Home Prices Plunge, Property Slump Hits Growth
China new home prices fell at fastest pace in 3+ yrs (Feb). Macro: property slump drags growth. Key factors: weak demand, limited policy relief. Risks: wealth erosion, consumption hit. Trade: short Chinese property developers/RE ETFs 🔻 — Viktor Kopylov, PhD,...
Factory Construction Outspends Data Centers Fivefold
Construction Spending on Data Centers, Factories, Powerplants, and Office Buildings: Boom, Bust, and in Between. Despite the hoopla about data centers, spending on factory construction was five times larger https://t.co/rBJr9DUgSX https://t.co/OyvbCGaHrk
Demand Rises, Inventory Falls Amid Mortgage Rate Tension
What will happen? What did happen with the housing data last week? Demand went up, inventory went down, but I also have a special section about #mortgagerares and the conflict. @housingwire @sarahteresa6 #realestate #housing #economics #chartdaddy
California's Development Boom: New Opportunities Unleashed
Release the Kraken. A lot of new development opportunities are about to open up across California...
New Lease Rents Slip, Rental Market Softens
WOW Invitation Homes' earnings point to clear softness in the rental market. Renewal rent growth remains positive at +4.2% YoY, but new lease rent growth is negative (-4.1% YoY), a sign that pricing power on new move-ins has weakened @ResidentialClub research...
Snow Data Vanishes, Hits Weekly Housing Report
On this note, snow data is totally fading away from our weekly housing, one more existing home sales report that gets impacted, and that's it
Housing Inventory and New Listings Dip, See Weekend Tracker
Housing Inventory and new listings took a noticeble dip but I do explain it in this weekend's tracker
Construction Boom Fades; Electricians, Plumbers Face Oversupply
My opinion: There are plenty of electricians and plumbers. It isn’t a great market right now to be one. 2021-2023 was an unprecedented construction boom. It has since slowed way down. Hungry contractors in almost every city in America.
Spring Median Signals Potential Home Price Rise
Will we see a price uptick this spring? This is what the rhythm looks like. The median isn't a perfect metric (there is no perfect metric), but it gives a helpful shape for the market. Remember, larger homes start selling...
Mortgage Rates Mirror 10‑year Yield Plus Spread
The slow dance with the 10-year yield and mortgage rates has been happening for decades. You just add the mortgage spread variable here, too https://t.co/gavjysTwDz
Industrial Rebound Boosts Nonresidential Construction Stocks 15% YTD
GS: The nascent signs of rebounding industrial activity have lifted our list of stocks exposed to nonresidential construction activity by 15% YTD. Nonresidential construction stocks have sharply rallied recently https://t.co/F8JnFVqvAV