Know What's Happening in Real Estate Investing
Know What's Happening in Real Estate Investing
Real Estate Investing Pulse
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EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
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:
Ares Management is purchasing 36 industrial warehouses from EQT Real Estate for more than $650 million, marking its second major acquisition from the seller in four months. The transaction includes 7.3 million square feet of space, financed with a $500 million two‑year floating‑rate loan and over $168 million of Ares equity. The portfolio is 95% occupied with average rents of $5.78 per square foot, and features two large fully‑leased facilities valued near $48 million each. The deal comes as Ares limits redemptions on its Strategic Income Fund amid $1.2 billion of investor requests and as industrial absorption rebounds while vacancy modestly rises to 6.7%.
Some listings don’t make it to the finish line, and cancellations are slightly higher this year so far in the Sacramento region. Why are some listings canceling? And why are condos struggling more?
LondonMetric Property and Schroders Real Estate Investment Trust are reportedly weighing an all‑share bid to acquire Picton Property Services. The proposal would involve exchanging shares rather than cash, preserving liquidity for Picton’s shareholders. Picton has not received a definitive offer...
If Mortgage Rates Keep Rising What Happens To The Canadian Housing Market? We have seen some Fixed Mortgage Rates rise nearly 20% since the Middle East War began: depends on which Bank & length of term Important: the War could end Friday...
Let’s say you’re a beginner looking at a new market for the 1st time Figuring out where to start can be daunting Here’re the steps you should take so you can start buying deals 1. Source market rents 2. Understand expense load 3. Get to...
Oklahoma’s Housing Finance Agency reports more than 220,000 vacant homes, with roughly 39,000 listed for rent. However, virtually none meet affordability criteria for low‑income families, leaving a gap of over 80,000 rental units for the poorest households. The shortage stems...
🚨 The U.S. housing market just flipped. There are now 630K more sellers than buyers, which is the largest gap on record.
Redfin’s February 2026 analysis shows 42,000 U.S. home‑sale contracts—13.7% of pending deals—fell through, the highest February share on record since 2017. Cancellations spiked in buyer‑friendly metros such as Tampa (18.1%) and San Antonio (17.9%), while seller‑tight markets like San Francisco...
U.S. home prices in February barely moved, rising just 0.1% month‑over‑month—the slowest pace in seven months—while year‑over‑year growth stood at 1.9%. The Redfin Home Price Index shows price gains in only a handful of metros, with 16 of the nation’s...
Mortgage rates in the UK are climbing sharply, with two‑year fixed mortgages now averaging 5.51% and five‑year fixes 5.52%, the highest levels since early 2023. Low‑deposit products favored by first‑time buyers have been rapidly withdrawn – more than 200 deals...
ATTOM data shows the average profit on a flipped home fell to $65,981 in 2025, a 25.5% return on investment – the weakest level since 2008. Nationwide flips dropped 4% to 297,045, while a minority of metros such as Binghamton...
French commercial real estate delivered a 3.3% total return in 2025, while investment volumes surged 27% year‑over‑year, according to MSCI data. The strong year‑end performance attracted both domestic and foreign capital, underscoring confidence in the market’s yield stability. This growth...
Lument Finance Trust (NYSE:LFT) announced a GAAP net loss of $7.5 million for the full year 2025, or $0.14 per share, after a $8.9 million loss in Q4. The REIT highlighted $7.6 million in distributable earnings for the year and reiterated its commitment...
Washington, DC’s luxury market remains the nation’s most expensive, with the entry‑level threshold at $1.45 million and prices in the top 1% falling 18% year‑over‑year. Raleigh’s high‑end segment is cheaper at $1.05 million but is expanding rapidly, posting 6% annual growth for the...
With the Iran conflict now in its 4th week, an important angle worth noting: President Trump’s family business (Trump Organization) has substantial licensing deals across the GCC - Trump Towers, hotels & golf resorts in Saudi Arabia, UAE, Qatar & Oman,...
War, Dollar @ 93–94, Gulf Risk — Will NRI Money Rotate to India and Push Gurgaon Real Estate? This is not fear talk. This is capital-flow math. Right now rupee has touched ~93–94 per USD during the Middle-East war volatility, near record lows....
India's housing sales are projected to stay weak unless developers pivot from luxury projects to mid‑income and premium offerings, Nuvama reports. While sales value grew 18% YoY in February 2026, volume growth lagged at 11% and inventory stretched to 20...
LRG's Spring 2026 Sales Report finds 52% of active property buyers in England and Wales are purchasing with cash, indicating the market is less sensitive to mortgage‑rate fluctuations. The Bank of England kept its policy rate at 3.75% as Middle‑East tensions...
In this episode, J.P. Gervais, Executive Vice President of the Ag Lending Portfolio at Farm Credit Canada, breaks down the 2025 Farm Credit Canada farmland value report, which shows a national average increase of 9.3%—the same as 2024—but reveals stark...
A $61 million CMBS loan on Lurin Capital’s Estates at Palm Bay townhouse community and a $62.5 million loan on Houston’s Waterford Grove Apartments have both been transferred to special servicing. The moves reflect mounting distress in residential‑linked CMBS amid bankruptcy filings...
Walker & Dunlop has closed a $75 million acquisition loan for Quest Management Group’s purchase of the 612‑unit Worthington Apartments in the Baltimore suburbs. The financing, described as long‑term agency debt, highlights continued investor appetite for cash‑flowing assets in secondary‑tier multifamily...
Walker & Dunlop arranged a $350 million aggregation debt facility with JPMorgan Chase to fund a new self‑storage REIT backed by Centerbridge Partners and Reframe Holdings. The financing will support the joint venture’s plan to acquire over $500 million of Class A and...
SL Green is on the cusp of securing a $1.7 billion commercial mortgage‑backed securities loan to refinance its fully‑leased One Madison office tower. The deal will retire $1.2 billion of construction debt, fund $136 million in reserves, and allow owners to cash out...
JP Morgan Chase and Vici Properties have jointly pledged a $4.3 billion construction loan to the One Beverly Hills project, a joint venture led by Cain and Eldridge Industries. The financing, the largest single loan announced for a luxury residential tower this...
We’re currently seeing the lowest level of office construction since 2011. ▫️A+ is full ▫️A is almost full What happens to B space is the question? Some B+ will be competitive in good locations and with renovations. Tear Downs and Conversions are up. In...
Predicting forward returns is notoriously difficult but setting expectations can be helpful Which asset class will have worse returns over the next 5 years: Housing or private equity? https://t.co/AbfW2cXe9G https://t.co/ig9j4zorjK
CapitaLand Ascendas REIT announced a S$1.4 billion (approximately US$1.1 billion) investment to acquire two Singapore properties and a hyperscale data‑centre in Japan. The deal brings the total outlay to S$1.41 billion, marking the REIT’s first direct entry into the Japanese market. The acquisitions...
When it comes to housing, Florida doesn't do "average" It overheats more during booms—and corrects more during downturns Florida is the epicenter of the boom-bust phenomenon https://t.co/q5q3SyDu44
The intensity of Florida's post-pandemic housing boom correction is easing Softness—and even outright weakness—remains across parts of Florida’s housing market. However, the intensity of the downturn in Florida has eased over the past 6 months
Used condominium prices in central Tokyo fell 0.2% in February, marking the first monthly decline in 37 months. The dip follows a similar slowdown in bay‑side neighborhoods, where average contract prices fell for the first time in five months. Analysts...
Recent drop in U.S. new home sales and abundant inventory could weigh on new construction ahead. Elevated oil and falling stock prices are likely to weigh on home sales. https://t.co/XpvBbc9mwe
What's happening across Florida housing markets, as told by 10 charts Florida experienced one of the most intense Pandemic Housing Booms—and subsequent corrections. Here’s where things stand now. My latest ResiClub PRO report https://t.co/Nesqr0w1OL
Avatar Financial Group LLC has extended a $16.1 million bridge loan to acquire and revitalize The Yukon, a 52,074‑square‑foot industrial campus in Hawthorne’s “Space Corridor.” The two‑year loan, structured at a 62 % loan‑to‑value ratio, financed the sponsor’s bankruptcy‑sale purchase and funded...
JLL Capital Markets arranged a $136 million senior loan for 655 Union, a newly delivered 193‑unit trophy multifamily building in Brooklyn’s Gowanus neighborhood. The financing, provided by Freddie Mac and CenterSquare Investment Management, refinances an existing construction loan and marks the first...
Simon Property Group and Institutional Mall Investors are set to close a $465 million refinancing loan for the Fashion Centre at Pentagon City, its adjacent Metro Tower office building, and the Ritz‑Carlton hotel. The five‑year, interest‑only loan, originated by Goldman Sachs,...
The era of corporate investment in the U.S. Housing Market is ending - potentially forever. And not just because of the investor bans. But because of the relationship of interest rates to Cap Rates, otherwise known as investor returns. From 2008-2022,...
Tishman Speyer’s $425 million CMBS loan for The Jacx in Long Island City has been moved to special servicing as the September maturity looms. The loan, originated in 2021 to refinance the 1.2‑million‑square‑foot office‑retail complex, faces refinancing challenges due to high...
Mortgage rates have spiked in the last 3 weeks. But it won't matter for the housing market. Mortgage rates stopped being the driver of demand 3-4 years ago. Whether mortgage rates are 6.5%, or 6.0%, makes no categorical difference on demand right now. The...
No noticeable impact from the war/higher mortgage rates in the weekly housing data yet: https://t.co/f4wx5tgXQn
Two Harbors said CrossCountry’s unsolicited $10.70‑per‑share cash offer is superior, but a higher $10.75 cash bid from an unnamed party is also on the table. The REIT would receive a $25.4 million fee if the pending $1.3 billion all‑stock merger with United...
Is the Great Lakes region the ultimate Climate Haven? 🌎🌊🔥 With over $15T in real estate at risk from floods & fires, I explore why the Midwest is seeing a pricing boom. Low risk, low cost, high quality of...
A necessary, if not sufficient, condition for commercial to residential conversions is to provide maximum zoning flexibility, e.g. the exemptions on parking mandates provided for by AB 2097. I provide comment: https://t.co/O3dF26SHCm
Luxury brands opened more European stores last year, with a 13% rise on premier retail streets despite a broader sector slowdown. Cushman & Wakefield recorded 96 new outlets in 2025, down from 107 in 2023, and noted that LVMH was the...
Renters relocating from California prefer Texas and Nevada. Renters relocating from New York prefer Florida and New Jersey. Interesting data from Apartment List. https://t.co/qJvXYBSwxJ
2023-2025 rates would already be over 7% with the worse levels of spreads each year. https://t.co/2c2qtO9Hlx
Former Olympian Homes CEO Richard Simpson has been appointed managing director of investment for a new UK living platform founded by Student Roost creator Tim Butler. The platform, backed by Australia’s largest pension fund AustralianSuper, has secured a £500 million (≈ $625 million)...
Manhattan’s luxury condo market cooled after a year‑high, with 20 contracts signed for homes priced $4 million or more between March 16‑22. Ted Segal’s 200 East 75th Street led the week, logging the two most expensive deals: penthouse PH4 at $19.7 million and PH2 at $17.5 million....
Italy Access Advisory (IAA) was launched by Chris Henry of Majestic Hospitality and Christian Scali of LV Toscana to guide international investors into Italy’s hotel market, valued at €1.4 billion (≈$1.5 billion), the highest level in five years. IAA offers end‑to‑end advisory covering...
El Salvador’s real estate market is experiencing a rapid boom after President Nayib Bukele’s security crackdown and generous fiscal incentives. Official data show more than $5 billion invested in construction last year, fueling high‑rise towers and luxury beachfront projects. New tax‑free...
In Q4 2025 the median price of a new single‑family home was $405,300, about $9,600 lower than the $414,900 median for existing homes. This marks the third straight quarter where existing‑home prices exceed new‑home prices, a reversal of a decade‑long premium....
