Own a Home for Less Than a Studio Apartment
Sure it’s not a great house … but it’s less $$ than a Studio apartment To OWN
Perak Emerges as Malaysia’s Top Property Crisis
Perak just became Malaysia’s biggest property problem. Not Johor. Not the Klang Valley. But PERAK.
Lennar's Construction Costs Are Incomprehensibly Low, Deterring Competition
I have ZERO interest in competing with Lennar Their construction costs are incomprehensibly low. https://t.co/VEZx82DrWc
Broaden Your Search: Market May Be Better Elsewhere
Most people narrow their search to their city and then conclude the market is bad. The market might be fine. The geography might just be wrong. Run the same search in three other cities and see what comes back.
Fixed-Rate Mortgages Boost Homeowners' Real Income
With fixed long term debt costs and rising wages, your wages rise more during an inflationary period. A 30-year fixed loan was an unfair advantage in American economic history. The stock of homeowners in America is doing fine https://t.co/aM5DZjlqdV
1 GW Data Center Offers Jobs, Taxes—Seattle Bans It
Per one-gigawatt data center complex: 5,322 permanent jobs, $157M per year in state taxes, $248M per year in local taxes. During construction: $2.67B in combined investment But nobody managed to tell Seattle this, so it's banned. https://t.co/4RQwxdSdKj
Westchester Housing Supply Collapses 64% Amid NYC Exodus
A major housing crisis is occurring right outside NYC - and no one is paying attention. Housing supply in Westchester County has plummeted 64% from 2019 levels. And bidding was with double-digit price growth are still commonplace. With little sign...
Sellers Underprice to Spark Demand, Reject Fair Bids
san francisco housing market is nuts. when i was on the market in 2017, i realized quickly that sellers would intentionally list their property significantly below what they knew they would get, just to drum up demand. there was a...
April Listings Dip, Prompting Seller Hesitancy Concerns
The number of new listings was slower in April compared to March (green line). This is something to keep watching. Was it March being stronger than normal? Or more hesitancy growing among sellers? https://t.co/MrMUglrlje
AI Firms Lease NY Offices, Leave Most Space Empty
AI companies are (among the few) signing large leases in New York — but most of the space remains unused. "Companies say they want room to grow... Others say a NY office space offers them critical credibility with clients, even if...
Over‑prescriptive Zoning Stifles Growth; Let Developers Build
Want to expand on this a bit: There is an area of LA called the Cornfields, NE of Downtown. It was rezoned in ~'13 into an urban planner's dream... they got rid of parking minimums but decided to dictate all *kinds*...
Those with Skin in the Game Feel Satisfied
Everyone wants to judge, but the people with skin in the game (the developer who paid to build these homes and the buyers who pay to buy them) seem satisfied
Homebuilder Earnings Show No Improvement over Soft March
Messaging throughout homebuilder earnings this week has been that April was similar to March. That’s not exactly good news given March was soft.
Fidelity Expands Boston Footprint, Cancels Office Consolidation
BACK TO THE OFFICE Fidelity has reversed plans to lease out a major Boston office property after adopting a full five-day, in-office work policy. Fidelity’s Boston presence will expand to ~1.5 million SF across two properties, rather than consolidating into one. https://t.co/2FdfGolydJ
Coatue's Next Frontier Secures Land for AI Data Centers
Coatue doesn’t just want to back the hottest AI companies. It wants to get in at the ground level—literally. Its new venture, Next Frontier, is buying land for data centers. Among its first projects is a JV with Fluidstack to build...
Government Policies Spark Brampton Mortgage Default Crisis
Brampton Is Experiencing A Mortgage Default CRISIS Crazy thing is the Government is involved in some of it Look, I get it, everyone making a Real Estate decision there was an adult who must live with consequences But let's think how Government helped...
NYC’s Historic May 1st Moving Day Shifted a Million Lives
One of the most insane things I’ve ever come across: Up until World War II, the majority of renters in NYC all moved at the same time on May 1st at 9am. This is because (almost) every housing lease in NYC expired...
Homeownership Falls Below 25‑Year Average at 65.
"The latest homeownership rate declined to 65.3% in the first quarter of 2026 ... Compared to the peak of 69.2% in 2004, the homeownership rate is currently 3.9 percentage points lower and remains below the 25-year average rate of 66.3%." -NAHB
Rent Control Drives Developers to Halt New Projects
If you really think rent control doesn't reduce supply, go spend time talking to apartment developers who build that supply -- and ask them why they're not building in St. Paul MN or Montgomery County MD and why they've frozen...
90‑95th Percentile Earners Find No Bay Area Homes
This is between 90 and 95 percentile household income and your single family housing options in the Bay Area are *file not found*
Sacramento Listings Slightly Down Year‑over‑year, Still Historically Low
The number of active listings is slightly lower than one year ago in Sacramento. It's better than two years ago, but still historically low. By the way, we're going to start comparing this year to a dull market last year,...
Build Housing First, Then Consider Rent Control
Here is the problem with the "rent control + build public/social housing supply" argument: You shut down supply on Day 1. It then takes years to build the new housing program and more years to build the housing itself. Meanwhile you just exacerbated...
High Prices and Labor‑Intensive Builds Fuel Cost Spiral
And lower construction In coastal cities (and mountain towns) construction costs are higher because housing prices are currently high ... and site-built construction method is labor intensive It's a vicious cycle
Younger Buyers Prefer Smaller Townhouse-Style Homes
This is literally the real estate thesis of @americanhousing ... The way to deliver what these younger Americans want is to build new, nice, and most importantly **smaller** single family product in neighborhoods where they want to live. Like townhouses....
Markets Thrive While Sentiment Falters and Rates Rise
How c/#SP500 be near all-time high but consumer sentiment near all-time lows? How c/#realestate keep rising despite higher #interestrates? Digging into why that is w/#BarryRitholz #CRE #JonathanMiller #mortgage https://t.co/DD3PjMWqhj https://t.co/9brss3I1U7
Housing Prices Slip Below 2022 Peaks, Rent Gap Widens
Inflation Adjusted House Prices 2.6% Below 2022 Peak Price-to-rent index is 9.9% below 2022 peak https://calculatedrisk.substack.com/p/inflation-adjusted-house-prices-26
Leaseholders Need Manager Control, Not Just Rent Caps
Assuming @UKLabour is actually going to push through ground rent cap as promised (which is debatable), the next crucial step is to allow leaseholders to appoint their own managers and control their work. Caps won't get us anywhere, but...
Yorkshire Gleeson Homes Marks Completion Before Full Compliance
#GLE I’d always assumed that house builders only recognised development completion when all units were solved and all statutory/planning conditions were satisfied https://t.co/e7N3CogoQI Not so in Yorkshire Gleeson Homes division .. @tradermark72 may be able to shed some light on the topic...
Housing Inventory Rebounds, Nearing 2018 Levels by 2026
Active housing inventory by April: April 2018 -> 1,102,064 📉 April 2019 -> 1,137,198 📈 April 2020 -> 941,733 📉 April 2021 -> 435,663 📉 April 2022 -> 379,978 📉 April 2023 -> 562,966 📈 April 2024 -> 734,318 📈 April 2025 -> 959,251 📈 April 2026 ->...
Keep Housing Costs Below 10% to Retire Early
MAX Mortgage or Rent you should pay based on salary: - $40K salary: $833 - $50K salary: $1,041 - $60K salary: $1,250 - $70K salary: $1,458 - $80K salary: $1,666 - $90K salary: $1,875 - $100K salary: $2,083 - $110K salary: $2,291 - $120K salary: $2,500 - $150K salary: $3,250 -...
Stop Waiting—Great Deals Exist at One‑third Price
People on this site are somehow still “waiting for the market to drop” meanwhile I’m about to submit an offer on a deal at 1/3rd the 2022 sale price If you’re not seeing deals right now, you have a problem
Anthropic to Lease Entire 330 Hudson, Redefining NYC AI Hub
#AI takeover on #HudsonSt. #Anthropic, the co behind #Claude, set to lease the entire #330Hudson. That's 466KSF. #HudsonSquare w/never be the same. #AEW #realestate #CRE #tech #NYC #Mythos #SanFran #JLL https://t.co/Q4MmpTrfy2
Sacramento Median and Average Prices Mirror Since 2014
Similar vibes. The average and median have been twinning since 2014 in the Sacramento region. Check out the up and down seasonal rhythm too. Remember, part of the up and down has to do with larger homes selling in the...
NYC Rent Control Changes Spawn Thousands of Second Homes
Relatively recent changes to NYC's rent control system likely led to thousands of rent-controlled second homes https://t.co/Ow8vHAm1rq
Easement Setback? Backup Plan Secured Rental Success
Part 1: Easement Issues. This was a first for me 😂 This was supposed to be flip. Basically everything went wrong. But we were still able to rent it out because we had a back up plan. Follow @chasecalhoun.realestate for more...
Casa: First Platform to Aggregate 100M Homes for Affordable Ownership
Until Casa, there has never been a digital platform for intelligently understanding the US’s 100M single-family homes — and aggregating that supply to unlock service and pricing advantages, ultimately making homeownership more affordable and enjoyable. https://t.co/vj33pG3HgO
Investment Volume Spikes 18%, Larger Deals Reappear
MSCI Q1 2026: Volume Climbs 18% Investment volume reached $110.7 billion, an 18% year-over-year increase, continuing a growth trend that began in mid-2025. While single-asset deals remain the primary source of liquidity, the market is seeing a selective return of larger...
Private‑market Collateral Loans Are Slow to Unwind
"If you ever need to take a loan against private market or real estate collateral or try to liquidate it in some circumstances, it is not something you're going to unwind pretty quickly." ⚠️ ~ @dunleavy89 https://t.co/GyyjXhZlgW
Institutional Investors Are Boosting Housing Supply by Selling Homes
Reminder that big institutional investors also add to housing supply. Dallas Tanner (CEO – Invitation Homes $INVH): 04/30/26 earnings call: “We’ve sold almost 20,000 homes back into the marketplace in the history of our business.”
Affordable Housing Hotspot for Social and Clinical Risks
The #affordablehousing situation in the US is the most important here. That’s where we have the highest concentration of #risk-social, behavioral, and clinical. #health https://t.co/d8ZGVHqoMo
UWM's VantageScore Option Can Cut Mortgage Rates
The nation's top mortgage lender (UWM) has rolled out a VantageScore option for customers. Borrowers who qualify with FICO but have a higher VantageScore could obtain better pricing due to lower LLPAs. However, b/c VantageScore is new and untested, it must be...
Housing Rates Rise Modestly; Fear Skews Market Perception
I enjoyed our exchange with Claire Valdez, and I found this part illuminating. This isn't really a "good" "deal." It's just ... the going rate, including a 4.4 percent annual increase, not crazy in line with projected inflation. Our housing...
Rent Controls Backfire Without Pro‑Supply Tradeoff Policies
I'm glad that the author of "Rent Control Is Fine, Actually" calls themself Unlearning Economics, bc it's good to just state things clearly, such as the open animosity that many left economic populists have for the field of economics and...
Buyer Demand Near Record Lows; Price Cuts Needed
Homebuyer demand remained near record lows to close out April. With Reventure's buyer demand index downshifting to 9/100 this month. For comparison: a 50/100 is "normal", and the current readings are near the lowest on record. Suggesting that the spring 2026 season...
Broker Reports Skewed by Newer, Upscale Apartments
Yes. The much-hyped broker reports are skewed by the fact that these are newer, higher-quality apartments in certain neighborhoods.
Sellers Are Also Buyers, so They Won’t Accept Low Offers
A lot of people fail to realize that "boomers" and other home sellers are also home buyers, most of the time. This makes them would-be sellers, who won't just sell for any price b/c you think they should. Why? Because they...
Adverb VC Celebrates GetCasa, Reviving Joy in Homeownership
We at @Adverbvc are shouting from the rooftops about @getcasa -- we're grateful and delighted customers, proud investors, and can't wait to see Casa bring the joy back into home ownership.
How to Value California Governor’s Mansion Listing
How do we pull comps on the mansion that was built for the California governor? This estate is currently listed for sale, and today I have some thoughts in my weekly post. https://t.co/LymXG0FbtG https://t.co/J1HJJ1HJaT
Partial Stair Repairs Avoid Code, Full Rebuild May Fail
Have to be *really* careful about these in LA. Often, the existing stairs are too steep to meet current code. DBS allows you to do partial replacements of rotted wood without bringing to code. But, if you demo the whole staircase (for example,...
Low‑Rise Home Building Surges After Four‑Year Slump
New Home Construction Industry Rises From The Grave: Low-Rise Home Building Jumps Hi-Rise Condos Still Dead Building new Single Family, Semi's & Townhouses has been Dead in Ontario for 4 years Ottawa has crawled along but Southern Ontario a total crash Until this...