U.S. Commercial Real Estate Touted as Safest Global Investment
Gunnar Branson, CEO of Afire, said U.S. commercial real estate remains the safest global investment despite geopolitical tensions. He noted that lower valuations create a sweet‑spot for opportunistic buyers and that European investors are still directing capital to the United States.
Also developing:
Immigration and Customs Enforcement has bought at least 11 massive warehouses in eight states for a total exceeding $500 million, part of a $38.3 billion effort to overhaul its detention network. The agency paid 11‑13% premiums and plans to convert the sites into facilities that could hold thousands of detainees.
Hawaii’s Senate is advancing legislation that would increase conveyance taxes on multimillion‑dollar home sales, potentially adding $167 million a year to state revenue. The proposals keep rates unchanged for homes under $600,000, raise brackets for high‑value properties, and earmark new funds...
GS Modular announced it will exhibit its permanent modular construction portfolio at Sydney Build Expo 2026 on April 29‑30, aiming to accelerate adoption of faster, higher‑quality, and lower‑carbon building methods in Australia. The company will use the event to court...
Foreign buyers from the U.S., Canada and Australia are snapping up Japan’s abandoned "akiya" homes as domestic housing costs soar. AkiyaMart, a platform founded by two early adopters, now serves over 60,000 users and has facilitated more than 150...

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
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Homeowners can tap the equity in their primary residence to fund a second‑home purchase through a lump‑sum home equity loan, provided their lender permits it. Such loans typically allow borrowing up to about 80% of the home’s value and carry...

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...

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...
Fermi REIT’s shares slid 41% in March, erasing much of the $750 million raised in its 2025 IPO. The drop follows a $150 million tenant withdrawal and looming lock‑up expirations, underscoring investor wariness about the REIT’s AI‑focused power‑grid ambitions.

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
My hot take is the AI liquidity events are bullish Austin real estate in 2027.
A bipartisan group of California lawmakers introduced a package of six bills, including Assembly Bill 2166, that would create a state‑run construction insurance program to guarantee payouts for developers and lenders using factory‑built housing. The move targets the chronic housing...

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...
most see bubbles only in the rear view mirror... Drop in condo prices leave buyers struggling to pay developers https://t.co/GvcQJqp8TJ
Kurv Industrial, formerly Bridge Industrial, paid $220 million to acquire the East Pompano Industrial Center - a 50-acre campus of three warehouse buildings totaling over 900,000 sq ft in Pompano Beach from QuadReal Property Group. The transaction was financed with...

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...