
Mortgage Rates Hold Steady Despite $110 Oil Surge
It's kind of nuts how well mortgage rates are doing despite oil being over $110 a barrel. Things could be a lot worse. Perhaps they will get worse...
Seeking Nashville Meet‑up at Home Equity Conference
If anybody on here is in Nashville this week for the home equity investment & lending conference let me know - would be great to connect. I’ve been trying to get closer to this space the last few years, as...
RXR Plans 95‑Story Tower Adjacent to Grand Central
Supersizing it near #GrandCentral, as #Rechler's #RXR files for 95 story tower on #GrandHyatt site next door. Not to mention the bike storage. 'Next step in advancing a transformative project' #NYC #42ndStreet #realestate #CRE #hotel #Commodore https://t.co/k0o2WBVVVW
Homeowners Ditch All‑White Interiors for Bold Designs
Bland is out in #realestate, as homeowners gain traction acx the country w/bold prints+showstopper embellishments. 'Going away from white countertops, white kitchens, white flooring+white walls' #mortgage https://t.co/6Z6PNS6oxV via @WSJ

Passive‑House Mixed‑Income Apartments Set New Sustainability Standard
"The Wellington, a six-storey, mixed-income uptown apartment complex built to Passive House standards. Comprising a mix of market-rate and affordable units as well as fully accessible apartments." #passivhaus #passivehouse https://t.co/BtVuK9Wn2X https://t.co/u4vYPAGDs3

UK’s Largest Certified Passivhaus Unveiled at Urbanest Battersea
"Designed by AHHM, Urbanest Battersea recently became the UK’s largest certified Passivhaus development after passing a demanding series of airtightness tests... comprises three student residential buildings and..." #passivhaus #passivehouse https://t.co/IdQLWVCRqf https://t.co/jvk0PyCNSS
Identify Good Real Estate, Not Just Cap Rates
// HOW TO HIT A HOME-RUN // A basic framework for finding deals that have the potential to be home-runs (3x+ return in 5 years or less) Most people think it's impossible but it's actually quite simple (but not easy) once you...

Buyers Can Secure Seller Concessions for Repairs, Costs
Good news for buyers. It’s possible to get a little help from sellers. Concessions are things like a credit for repairs, credit for closing costs, or buying down the rate. This is not agent compensation. Any thoughts? https://t.co/CX6TtHFfE5

Governments Prioritize High‑Rise Construction Over Desired Single‑Family Homes
Let's Just Admit It: All Levels Of Government Have Worked To Destroy The Type Of Housing Most People Actually Want For the majority of Canadians, they're dream of Homeownership is still a Single Family Home But we don't build many anymore And it's...

More Hours Don’t Scale; Focus on Smarter Strategies
Putting in more hours is great to a point but it doesn’t scale. Follow @chasecalhoun.realestate for more on build-to-rent and real estate investing. #realestate #investmentproperty #buildtorent

Shelter Now
Since over 40% CPI is shelter, anyone doing dual axis war crimes needs to imply that shelter and housing are about to take off like it did in the mid to late 1970's https://t.co/kFRdJ1fDGu

SF Housing Market Diverges Sharply From National Trends
The San Francisco housing market is disconnected from national data. Remember the negative year-over-year inventory data from Florida, it was working from elevated levels too 🫡 https://t.co/S838PdvONt
Vacant Space Gets No Tax Break; Fix Crime, Homelessness
Contrary to what many people seem to believe, there is no tax incentive to keep space vacant. If you want more retail in Downtown LA, focus on the forces preventing entrepreneurs from opening new businesses there: Crime, disorder, homelessness, and so...

Inventory Near 2019 Levels Signals Slower Home Price Growth
Back when I worked at Fortune in early 2022, as it became clear the Pandemic Housing Boom was nearing its final inning, I suggested to readers that a quick-and-dirty metric to follow in the post-pandemic period would be active inventory...
Economic Impact Studies Are Just Developer‑sponsored Fluff
The people behind these commissioned economic impact "studies" are such con-artists, they don't even bother to not admit on the record that they pretty much just fluff up whatever numbers developers give them. https://t.co/y2BTjaGWmI

Southwark Council Greenlights 71‑unit Passivhaus Almshouse
"Southwark Council has approved a proposal drawn up by Mae for a replacement almshouse scheme... for later living accommodation provider Southwark Charities, is a 71-unit almshouse north of Burgess Park" #passivhaus #passivehouse https://t.co/z1EVCiGlIT https://t.co/K9CIeNlGDv

Local Authorities Scale Affordable, High‑Performance Passive Homes
"Elm Grove demonstrates how local authorities can deliver certified Passive House homes at scale, combining high performance, comfort, and affordability, while addressing both the climate emergency and local housing need." #passivhaus #passivehouse https://t.co/7nPUqcqxqj https://t.co/zS6n1x5SaN

U.S. Office Leasing Hits Strongest Quarter Since Pre‑Pandemic
U.S. office leasing just had its strongest quarter in years per CoStar ~120 million SF leased in Q1 2026, the highest quarterly total since before the pandemic. Up 25% YoY This is the first time this decade leasing has exceeded the 2015–2019...
Average U.S. Home Is 44 Years Old, Requires Major Repairs
MyPOV: ripping through 80s construction isn’t fun. The Typical U.S. Home Is 44 Years Old—And Needs Tons of Work https://t.co/Y8iToBdptS
SF's NIMBYism Fuels Housing Crisis, Stifles Startups
at what point does SF's NIMBYism make it a hostile and too expensive place for new startups? Certainly makes it hard for the unfunded eventually the California undersupply of housing becomes the primary obstacle to tech and innovation (and thus the...
Pending Sales Hit Multi-Year Highs, Growth Slows
Purchase apps, weekly pending, and total pending sales are still at multi-year highs, but growth has slowed over the last 2 weeks. The 6 weeks of positive YoY data on the weekly pendings were snapped last week, even though we...

Existing Home Sales at 1.29M, Well Below Normal
We will get this updated this week with the new existing home sales report. ...
Aging U.S. Homes Face Soaring Maintenance Costs
JUST IN: Home maintenance and upgrade expenses for America's aging housing stock are massive and surging quickly.

New Listings Near Crash Levels, Yet Market Differs
New listings data is trying to return to normal, usually between 80K-100K during seasonal peak months, but this is what it looked like during the housing bubble crash years. Not the same marketplace as you can see @housingwire @sarahteresa6 #realestate...
Higher Rates Mean Cheaper Deals—Buy Smarter Now
High interest rates are not a reason to stop buying. They are a reason to buy smarter. When rates go up, purchase prices come down. When purchase prices come down, your entry into the deal gets cheaper. The travel demand doesn't care what the...

Current Listings Surge From Historic Lows
New listings data this last week were 70,191 The same week back in 2009 -287,185 2010 - 306,150 2011 - 367,465 https://t.co/hrxkJ4eTa5
Florida Condos: A Teen's Warning of Shared Decay
Distinctly thought as a teen watching some TV episode on Florida condos, "these seem like a collective maintenance time bomb."
Target 4‑6 Bedroom Rentals, Beat Saturated Market
The Airbnb platform is not going anywhere. 70% of listings on Airbnb and VRBO are 1, 2, and 3-bedroom homes. That is exactly where 99% of the competition lives. The moment you go to a 4, 5, or 6-bedroom home, you are competing...

Mortgage Spreads High; 8% Rates Demand Booming Economy
With where mortgage spreads are at with the Fed Funds Rate, 8% rates would need a booming economy with job and wage growth picking up again Spreads got as high as 3.11% in 2023, currently at 2.11% https://t.co/25afwLqFtN
Invest in OC & San Diego: Scarcity at Discount
We’ve been leaning heavily into Orange County & San Diego—and it’s not by accident. In a world where capital is chasing “cheap,” we’re focused on irreplaceable: • Coastal supply constraints that are nearly impossible to replicate • High-income, sticky renter base • Chronic underbuilding...
2026 Housing Data Starts Calm Amid Pandemic Aftermath
With all the madness in 2026, the housing data has had the most boring, normal start to the year we have had post-COVID. 🫡
Bengaluru's 2BHK Prices Crush Middle-Class Dreams
Buying a home in a city like Bengaluru is becoming a nightmare. The dream of buying is turning frustrating now. A resident in Bengaluru shared his experience of trying to buy a 2BHK flat. Like other middle-class professionals, his plan was also simple: Work. Save...

Same Street, Two Eras: Atlanta’s Gentrification Unfolds
The same view of Glen Iris Drive in Old Fourth Ward, 12 years apart. On one level, this image typifies the kind of gentrification that's happened in O4W and other neighborhoods over the past 20 years. It could certainly serve...

LTV Hits Historic Lows, Unchartable Since 2008
The total LTV data is so low now that I can't even chart it back to 2008 when it was running back in the mid '80s 💀😏🎭 #housing #realestate #economics #mortgage #chartdaddy @housingwire @sarahteresa6
Red Metros Outpace Blue in Both Infill and Sprawl
I don't think so. Red state metros (Houston, Charlotte, Orlando) build a lot more infill per capita than blue state metros, in addition to sprawl. "Do you support sprawl or infill?" isn't how this issue plays out in the real...

Decades of 2‑4 Unit Sales in Sacramento
Just in case you wanted to see 2-4 unit sales in Midtown / Downtown Sacramento over the past decades... Something on my desk right now. Have to play some catch-up this weekend... https://t.co/50FWeNE0El

Homebuyer Inertia Hits Record, Demand Plummets
It's starting to look like a rough spring and summer housing market. Homebuyer inertia is at record levels, and 83% of my YouTube followers are either not buying this year or only buying if prices drop 20-40%. Confirming why home...
AI Liquidity Surge Boosts Austin Real Estate Outlook 2027
My hot take is the AI liquidity events are bullish Austin real estate in 2027.

National Housing Inventory Growth Plummets From 33% to 4.7%
National Housing Inventory growth has slowed from the peak of 33% YoY last year to now, just 4.67% However, be mindful that the year-over-year comps are a big variable here. Just like it is with Florida's negative YoY inventory...
Condo Prices Falling, Buyers Struggle to Pay Developers
most see bubbles only in the rear view mirror... Drop in condo prices leave buyers struggling to pay developers https://t.co/GvcQJqp8TJ

Better Mortgage Spreads Keep Rates a Full Percent Lower
If we had the worst mortgage spread levels in 2023, mortgage rates would be 7.45% today, not 6.45%. If we had the worst levels of 2024, mortgage rates would be 7.07% today. If we had the worst levels of 2025, mortgage rates...

Smart Investors Follow Capital, Not Price
Gurgaon real estate doesn’t move randomly. It moves in cycles of capital. Look closely: • When price rises → smart capital reduces exposure • When price corrects → smart capital accumulates • When liquidity peaks → retail dominates This pattern has repeated across cycles: 2000 → accumulation 2006...
Growth Requires Homeownership Path, Not Just Rent Control
One thing I think a lot of YIMBYs miss: It's not just about the rents. If you want a growing city that is attractive to upwardly mobile people and the companies that employ them, you need to create a viable path to...

Barbican Estate: Model or Misstep for Future Housing?
😳 Should this style of housing complex be used as an example to building more needed housing? Here’s the story of the Barbican Estate in the City of London.
Realtors Gain Edge with Private Money Lending
If you’re a realtor you should look into private money lending. You have so many advantages.
Top Developers' Sales Drop 23%, Existing Market Revives
Caixin: "Sales by China’s top 100 real estate developers plunged roughly 23% year-on-year in the first quarter of 2026. The prolonged slump in new home sales contrasts with a nascent rebound in the existing home market of major cities like...
Net Operating Income Depends on More Than Just Rent
NOI is what matters, and rent is obviously a big part of that but not the only part. Expenses, turnover, vacant days between leases, ancillary incomes, etc, all matter too.

2000sqft Homes for $250k Near Subway
Lots of very inexpensive homes in "walkable" neighborhoods 4 blocks from the subway Both of these 2000sf homes are $250,000 in West Philadelphia https://t.co/8qNyNE00gd
Negotiated Garage Reduction Restores Blocked Alley Access
Once built a 4plex where the design required parking access through an alley like this. The problem was that the neighbor on the other side of the alley had illegally expanded his garage to annex like ~50% of the width of...

FIRE Firms Dominate Preleases as Office Construction Cools
A Cooling Cycle: Office Construction Declines in Major U.S. Cities As of the start of 2026, 14 of the country's leading office markets had more than 17.5M SF actively under construction or renovation, with 42.5% of the space preleased. Overall, 30%...