Know What's Happening in Real Estate Investing
Know What's Happening in Real Estate Investing
Real Estate Investing Pulse
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Tuesday recap
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:
San Diego Unified School District announced a plan to construct nearly 3,000 workforce‑housing units for its employees. The initiative aims to provide homes for 10% of its 13,559 staff by 2030, exceeding the 1,350 units needed to meet that target. Funding will come from private developers through loans, tax‑credit programs and tax‑increment financing, with a $205 million bond reserve for any shortfalls. The district is spreading the projects across six sites and multiple developers to sidestep extensive environmental reviews and reduce delay risk.
Kabani Hotel Group brokered the sale of the vacant Ramada by Wyndham Jacksonville I‑95 for $13.5 million to an undisclosed nonprofit buyer. The hotel was delivered empty, reflecting negative cash flow, and the buyer intends to convert the building into veteran...
CRED iQ’s loan analytics platform has recorded 1,249 CMBS loans receiving maturity extensions, representing roughly $115 billion of outstanding principal. Extensions now dominate workout activity, especially in the office sector, which accounts for 64% of the identified extension balance. Forbearance agreements...
Redfin data show that in February 2026 U.S. sellers outnumbered buyers by 629,808, a 46.3% gap—the widest since records began in 2013. The imbalance marks a buyer’s market, defined as over 10% more sellers, and has persisted since May 2024....
Florida and New York led February’s ultra‑luxury home market, with ten properties selling above $30 million. A never‑listed oceanfront estate in Manalapan, Florida fetched $68.3 million, the month’s highest price, while four Central Park‑adjacent condos in New York each exceeded $50 million. Only...
Six quarters after its IPO, SILA Realty Trust reports mixed results. The health‑care REIT maintains a low 30% debt‑to‑gross‑assets ratio and 2.2% average rent escalators, while its weighted‑average lease term extends to ten years by 2025. However, a high dividend,...
New York City’s market‑rate rents hit historic highs in February, with Manhattan’s median reaching $5,000 and Brooklyn’s $4,300. Vacancy rates have slipped below 2%, intensifying competition for apartments. Economists and developers blame restrictive rent‑stabilization rules and the 2019 Housing Stability...
"The market value of household real estate assets fell for the second consecutive quarter to $47.9 trillion in the fourth quarter of 2025" -NAHB
In 2010, the median U.S. homebuyer was 39. Today, it’s 59. Home prices have doubled in a decade, and construction productivity has fallen. Sweden builds 45% of single-family homes in factories, year-round, cutting costs and build time. If we built...
Nationwide’s latest Affordability Report shows housing affordability improving across Great Britain, yet stark regional gaps persist. London’s Kensington & Chelsea remains the least affordable area with a first‑time‑buyer house‑price‑to‑earnings ratio (HPER) of 13.9, while Inverclyde in Scotland is the most...
Large market with the worst single-family rent growth in the U.S. entering 2026? Miami Wouldn't have guessed that from the headlines about Zuckerberg and Palantir. While billionaires are moving in, local residents are moving out. Rents are up 50% in Miami from...
From December to January, US new home sales DROPPED by a STUNNING 17.6%. Sales were at their lowest level since the COVID-19 pandemic. AMERICAN HOUSING MARKET = IN THE TANK. https://t.co/AMSqv9ZMsT
Adelaide’s housing market is accelerating, with several northern suburbs posting dramatically shorter listing periods. PropTrack data shows Salisbury Heights now sells in just 19 days—a drop of 18 days year‑over‑year—while Golden Grove, Elizabeth Grove and others also saw double‑digit reductions....
Housing market is poised for growth this year if Iran conflict doesn't raise rates, says HousingWire Mohtashami https://t.co/ZBWUvaA7UQ
This additional rental supply is putting downward pressure on single-family rents. One reason why SFR rent growth is at 10-year low. https://t.co/wh9Qyhz6TK
UK property auction market set new benchmarks in Q4 2025, with supply and sales volumes surging across regions. Overall lots offered increased 14.2% to 3,948 in December and 10.4% year‑to‑date, while lots sold rose 15.1% to 2,771, pushing total proceeds...
Greek real estate is stabilizing after a decade‑long crisis, with a clear recovery since 2018 driven by domestic demand and foreign capital. The Bank of Greece reports €1.46 billion of foreign direct investment in property during the first nine months of...
If you look at this chart of mortgage rates, do you say rates are: Up, Flat, or Down? (poll follows below) https://t.co/f44iFahBSk
Homeowners who are having trouble selling their homes are becoming landlords at a near record pace About 2.2% of rental listings on Zillow in November had previously been listed for sale—highest level since late 2022 when mortgage rates surged...
Coral Springs, a Miami‑metro suburb, now has the lowest inventory in Broward County, with active listings down 37% year‑over‑year and a two‑month supply of single‑family homes. The median listing price sits at $395,000, roughly 36% cheaper than Miami’s $619,500 median....
Pieter Louw and Connor Swofford grew a rental portfolio from zero to 24 units in 12 months by repeatedly buying, rehabbing, renting, and cash‑out refinancing properties. Their approach leverages banks’ 70‑75% loan‑to‑value limits to pull out original equity and fund...
If new homes can fall below the 2022 lows in sales for at least 5-7 months, that would do it, but their purchase application data hasn't shown that yet. https://t.co/Jv2eyLip1u
With interest rates climbing since 2022, Los Angeles multifamily investors are shifting from new construction to preserving existing affordable assets. Companies like Impact Housing and Turner Impact Capital are pivoting toward naturally occurring affordable housing and stabilized properties to mitigate financing...
A bit of weekend announcement aimed at stabilising soaring mortgage rates FANNIE, FREDDIE PLACE LARGE BIDS FOR MORTGAGE-BACKED SECURITIES
2023 had the peak spreads of the cycle at 3.11%. Since then, it has gradually improved each year. By 2026, spreads approached normal levels again. February 2022 is when the spreads started to worsen. https://t.co/hK3qQPLtIs
Australia’s housing market signaled a shift as Sydney and Melbourne auction clearance rates fell to their lowest levels of 2026. Veteran auctioneer Tom Panos warned that buyer depth is diminishing and fear is gripping participants amid rising interest rates and...
South Florida’s luxury market is booming, with 2,040 million‑dollar home sales YTD—a record high not seen since 2008. February saw an 18.8% overall rise, driven by 17.8% growth in single‑family homes and 21.6% in condos and townhomes. Palm Beach County...
Singapore hospitality and lodging S‑Reits delivered solid H2 performance, with four of the five trusts reporting higher revenue and stable or increased distributions. CapitaLand Ascott Trust saw a 4% revenue rise to S$439.1 million and a modest DPS uplift, while Far...
New York City builds smaller 2BR apartments Here's the distribution of 2BR sizes in NYC vs Seattle & Austin NYC average is 5% smaller than Seattle & 14% smaller than Seattle ... and more than 2/3 of NYC 2BRs are smaller than...
We have to be mindful that existing home sales, unlike new home sales, are still working from all-time lows; the bar is very low for growth. Sales haven't collapsed since the end of 2022, no matter where rates went, but...
The Motley Fool released a side‑by‑side analysis of FlexShares Global Quality Real Estate ETF (GQRE) and State Street SPDR Dow Jones REIT ETF (RWR), noting GQRE’s 0.46% expense ratio and 4.3% yield versus RWR’s 0.25% fee and 3.4% yield. The...
Also, be mindful that the inventory decline in Florida YoY was working from an easier bar to do so. Just like the national data, the YoY comps get easier up until mid-June. https://t.co/z4GnIpxb5B
Home prices sure look like they could be back under 2022 levels by late summer. *This is list prices, which is subject to a shift in the mix of homes available, but it a direct measure of how much homes cost,...
Fisher Brothers, SCOR Investment Partners, Decron Properties and Northmarq each closed sizable debt transactions this week, totaling over $1.2 billion. The deals span bridge loans, a new European debt fund, agency refinancing and a large Freddie Mac credit line, underscoring deep liquidity...
If we had the worst levels of mortgage spreads in 2023, mortgage rates would be 7.67% today, not 6.53% If we had the worst levels of 2024, mortgage rates would be 7.29% today. If we had the worst levels of 2025,...
Dubai’s property market is showing early signs of weakness as the US‑Israeli war on Iran dampens demand. Transaction volumes fell 37% year‑on‑year and 49% month‑on‑month in the first 12 days of March, according to Goldman Sachs. High‑end listings are being...
A lease‑to‑own (rent‑to‑buy) arrangement lets a tenant pay rent plus an option fee while reserving the right to purchase the property later. The model is marketed as a shortcut for buyers lacking immediate down‑payment funds, but legal experts warn it...
Private real estate fundraising rose in 2025, with the top ten funds securing $68 billion—about 40% of total capital—while Marcus Partners closed its fifth fund at $875 million, exceeding its target. The recovery is uneven, favoring large managers, opportunistic and debt strategies,...
The thing everyone gets wrong in the housing market is they think it's about mortgage rates. When it's actually about prices. Buyer demand is at record lows because prices (inflation-adjusted) are at record highs. No one wants to buy a house they know...
At the Connect Industrial Midwest 2026 conference, commercial real‑estate leaders highlighted steady fundamentals, rising leasing activity and renewed capital flows in the Midwest industrial sector. Speakers noted that limited new supply kept the market disciplined, positioning Chicago as slightly undersupplied...
Nearly one‑third of Colorado households are severely cost‑burdened as Denver’s median single‑family home price hit $699,750 in February 2026, a 2.9% rise since the pandemic. Prices per square foot jumped 25.2% over the same period, squeezing first‑time buyers. Realtor.com analyst...
Morningstar DBRS confirmed credit ratings on five classes of the Wells Fargo Commercial Mortgage Trust 2015‑C27, assigning B (sf) to Class C and C (sf) to Classes D, E, F and X‑B. The agency discontinued the rating on senior Class PEX after its repayment. Since...
The requested analysis of leading real‑estate exchange‑traded funds (VNQI, REET, GQRE, ICF, VNQ) cannot be produced because none of the eight supplied source documents contain information on those funds. Consequently, specific numbers, quotes, or performance metrics are unavailable.
Nuveen highlights housing municipal bonds as an overlooked segment delivering attractive yields amid rising affordable‑housing demand. Issuance of housing munis has tripled since 2016, now representing about 7% of the $4.4 trillion municipal market, and 10‑year bonds yield roughly 60 basis...
Rental market deflation is spreading across the U.S. Austin is down 22% from peak. Fort Myers is down 19% Denver is -13% Atlanta is -11% Nashville is -11% Dallas is -11% Landlords are doing big rent cuts across the Sun Belt and West. In some cases, they're...
Borrower hesitation in high‑cost metros is increasingly driven by soaring insurance premiums, rising property‑tax and HOA costs, and the complexity of covering high‑value personal assets. Lenders report longer decision cycles, higher pre‑qualification fallout, and more renegotiations as total cost‑of‑ownership calculations...
This is an example of why I dislike "per unit" metrics in housing discourse & policy $827K/per unit sounds really really bad ... and it's not GOOD BUT ... when you take unit mix, and size, into account it gets a little...
As crazy as this sounds, the weekly demand with our tracker data is still positive YoY, just remember that rates are still lower YoY; more on this with our weekend tracker. 🫡
Apollo Global Management is investing $1 billion for a 49% stake in a new joint venture with Realty Income Corp. to acquire roughly 500 single‑tenant retail properties under long‑term net leases. Realty Income will continue to manage the portfolio, with the...
We have experienced many recessions since WWII, but only one nationwide home price crash and foreclosure crisis, household debt leverage ratio was much higher back then. https://t.co/VjgmPgQgRv
