Know What's Happening in Real Estate Investing
Know What's Happening in Real Estate Investing
Real Estate Investing Pulse
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Every morning
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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 purchased at least 11 massive industrial warehouses in eight states for a total exceeding $350 million, converting them into detention facilities under a $38.3 billion overhaul. The acquisitions, ranging from $35 million in San Antonio to $145 million in Salt Lake City, raise zoning, community‑impact and oversight questions.
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...
Capital Group agreed to purchase the 55‑story Bank of America Plaza in downtown Los Angeles for about $210 million, while New York City’s office‑to‑apartment conversion pipeline has surged to 16,358 projects—almost twice last year’s total. The twin trends signal a rapid...
Gunnar Branson, CEO of Afire, told Connect CRE’s new podcast that U.S. commercial real estate (CRE) remains the safest global investment despite rising geopolitical tensions. European investors, while frustrated by recent tariffs, continue to allocate capital to the United States....
U.S. home sales remain muted despite a sharp rise in inventory and a 2.2% drop in median prices, now at $415,450, the lowest since 2022. Mortgage rates have jumped to 6.46%, the highest in seven months, adding roughly $117 to...
February 2026 saw Palm Beach County home sales rise 9% year‑over‑year to 1,847 transactions, driven by strong demand in both single‑family and condo segments. The median price for single‑family homes climbed 4.3% to $675,000, while condo values dipped 0.6% to...
Redfin’s latest weekly data show median new‑listing prices edging up 2.47% to $424,975 and median sales rising 2% to $391,000, even as the national 30‑year mortgage rate nudged higher to 6.46%. The mixed signals highlight a market where price growth...
Congressional stalemate has halted the 21st Century ROAD to Housing Act, a bipartisan bill that would temporarily ban a central bank digital currency and force institutional investors to sell build‑to‑rent homes within seven years. The delay threatens both housing affordability...
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%...
Mortgage defaults in the U.S. are now back to pre-pandemic levels. In Q4 2025, 4.3% of mortgage holders were in default, a level slightly higher than 2019 figures. This return to normalcy in mortgage defaults is actually good news, as it means...
Mordechai Weiss, a New York‑based real‑estate investor, was indicted on conspiracy to commit wire fraud for allegedly securing a $13.3 million loan on a 44‑unit East Orange building worth far less. The case deepens a federal crackdown on commercial mortgage fraud...
How private equity firms analyze deals: Most important metrics: 1. Stabilized cap rate (yield): Since we focus on value add, the entry cap doesn’t matter much, as long as we can service our debt The stabilized yield matters because it shows the intrinsic...
The article warns that real‑estate investors repeatedly fall into a “duration trap” by financing long‑term assets with short‑term debt. When credit conditions shift—whether during the 1980s S&L crisis, Japan’s 1990s collapse, the 2008 CMBS freeze, or the recent bridge‑loan crunch—refinancing...
Proper Hospitality and Realberry have secured a $298 million financing package to redevelop the historic Cal Neva Hotel into the Lake Tahoe Proper Resort and Casino, slated to open in 2027. The capital stack includes a $223 million C‑PACE loan from Nuveen...
Hunter Advisors has brokered the sale of the 136‑room Aloft Hotel Las Colinas in Texas. Built in 2008, the property was part of a four‑hotel Aloft portfolio but was sold separately because its strong in‑place cash flow appealed to yield‑focused...
Blackstone has supplied an $851 million refinancing package for a 17‑asset, 9.1 million‑square‑foot industrial portfolio spanning nine U.S. logistics markets. The loan, arranged by CBRE Investment Management’s debt team, highlights persistent investor appetite for leveraged financing in the logistics sector.
Manhattan office leasing rebounded in Q1 2026, reaching 11.8 million square feet—a 3.4% year‑over‑year gain and the strongest first quarter since 2014. Average asking rent rose to $77.55 per square foot, up 2% quarter‑over‑quarter and 4% year‑over‑year. The surge was anchored...
Ares Management Corp. closed on $5.4 billion of capital for its U.S. Real Estate Fund XI and European Property Enhancement Partners IV. The funds will focus on logistics, multifamily and self‑storage assets as the market moves into an early recovery phase.
Freddie Mac reported the average 30‑year fixed mortgage rate jumped to 6.48%, its highest level since September 2025. The surge, driven by higher Treasury yields and geopolitical tension, threatens spring home‑buying activity and adds strain to banks' mortgage‑loan books.
Rocket Mortgage edged United Wholesale Mortgage in loan count for 2025, originating 429,332 loans (6.33% market share) versus UWM’s 422,120 (6.25%). However, UWM kept a clear lead in dollar volume, with $164.32 billion compared with Rocket’s $116.16 billion. The split reflects differing...
The latest "Generative AI for Real Estate" module highlights that the pace of AI adoption, not its direction, will dictate whether commercial real‑estate assets appreciate or depreciate. Fast‑feedback domains such as HVAC optimisation and lease abstraction are already transforming, while...
The episode examines how institutional real‑estate managers are reshaping industrial portfolios by selectively buying, financing, and exiting assets rather than bulk‑buying. Guests Samantha Rowan and Asif Bade explain that location, modern Class A specifications, and power infrastructure drive demand, while tighter...
Cushman & Wakefield’s latest Market Matters report links slowing U.S. population growth and modest job losses to softer demand for multifamily and office space, while noting that recent CRE transaction volume and debt liquidity remain resilient. Energy price volatility from...
The self‑storage sector remains resilient despite a sluggish housing market, maintaining national occupancy near 93% and modest rent growth of 2‑4% annually. New construction has sharply declined, falling to 59 million square feet in 2025 from a 2020 peak of 79.2 million,...
CBRE notes that the recent jump in Brent crude from about $70 to $115 per barrel has a modest direct effect on commercial real‑estate cap rates, but indirect pressures are mounting. Higher energy costs threaten tenant margins and could dampen...
Over the past three decades, Niseko in western Hokkaido has transformed from a quiet ski village into Japan’s premier luxury ski and property boomtown. A wave of domestic and foreign capital has driven the construction of high‑end resorts and villas,...
TurboTenant’s latest study flags five U.S. states—New York, California, Florida, Texas and Hawaii—as the riskiest for new Airbnb hosts. Tight permits, steep property taxes and saturated markets could turn a $14,000 average 2023 host income into a loss.
Wyoming is courting the AI data‑center boom by hosting a closed‑door Data x Power summit that brought together Google, Microsoft, Meta, Amazon and energy firms. The state already operates 21 data centers and is promoting its abundant, low‑cost electricity, tax‑free environment and...
The housing market has split into two. In South and West states, the housing shortage is over. (inventory up to 741k listings as of March 2026, above 2019 levels). Prices are dropping and buyers have leverage in TX, FL, GA,...
There is no City that has achieved "affordable" housing (by any definition) without the metro building an enormous amount of greenfield development
A bipartisan Senate bill (S.4182) would amend the 1971 Farm Credit Act to broaden the definition of rural areas from towns under 2,500 residents to those under 10,000. The change would make an additional 29.9 million homebuyers eligible for flexible Farm...
The story of value over time in the Oak Park neighborhood in Sacramento. Something on my desk today. Thought I'd share. https://t.co/u432dCM38O
50+ yrs after it w/built, #9West57th still rakin' it in. Some int'l family firm, whose name w/bc known soon enough, pays record $327/sf to look down on #CentralPark. 'The price speaks for itself' #realestate #CRE #NYC #Soloviev #CBRE #mortgage ...
Hong Kong’s Grade‑A office market is finally emerging from a seven‑year slump, driven by a surge in capital‑market activity and high‑profile purchases such as Alibaba/Ant’s $925 million acquisition of Mandarin Oriental’s flagship tower and JD.com’s $450 million stake in a Central tower....
The “@ZohranKMamdani effect”? Real estate prices back to pre-pandemic highs, office vacancies falling, and young talent still moving from Florida to New York.
If it weren't the builders paying down rates, housing permits would be worse today. We will never build housing the way people want because we aren't a supply-first economy; the demand curve needs to align with it, and rental vacancies...
Greater Vancouver home prices nudged up 0.4% in March 2024, reaching $1.104 million CAD (about $817,000 USD), the first monthly gain since early 2023. Despite the price uptick, sales fell 2.8% year‑over‑year to 2,032 units, 31.8% below the ten‑year average for March....
I toured some Dallas buildings recently. Was *shocking* how nice of an apartment you can get for $1200-1300. Combine that with the fact that you can still buy a house in the suburbs for $400k, and you can see why so...
Closed home sales volume in 2026 is just ahead of 2025 in the Sacramento region so far. Not by much, but any growth feels like a win. I'll have visuals out next week to break down the trend.
The average 30‑year fixed mortgage rate rose to 6.46% on Thursday, according to Freddie Mac, marking a five‑week streak of increases and the highest level since early September. The climb follows a dip below 6% earlier in the year, which was...
Loan-to-value data was low back then. In 2006, only 4% of homes were underwater, but we experienced a massive credit leverage boom, with down payment data dropping to 21st lows in 2008 after credit broke in 2005. It's the complete...
Part 1: Top 5 Real Estate Investing Strategies for Today’s Market Follow @chasecalhoun.realestate for more on build-to-rent and real estate investing. #realestate #investmentproperty #buildtorent
The UK build‑to‑rent (BTR) market posted its strongest first‑quarter performance since 2022, with Savills reporting roughly £1.2 billion (about $1.55 billion) in transaction volume. Investor appetite surged, driving a 30% year‑over‑year increase in deals and pushing average yields to 5.5% on fully‑let...
It's still early to pull sales for March, but here's what it looks like so far when we compare this year to last year in the Sacramento region. It's positive to see more growth between $400-500K. I'll update this visual...
Home Equity Conversion Mortgage (HECM) endorsements rose 16.3% in March, reaching 2,117 loans, but the overall volume remains the weakest since the summer of 2024. Year‑over‑year figures slipped 0.5%, indicating a modest decline from the same month last year. Growth...
Veros Real Estate Solutions projects only a modest 1.3% national home‑price appreciation over the next year as oil price spikes and lingering inflation keep mortgage rates elevated. After briefly dipping below 6% in February, the average 30‑year fixed rate climbed...
More on the collapse of BTR construction: "Those investors are not investing right now because no one is going to invest in something that they have to sell in seven years… We’ve already stopped a lot of housing at a time...
Retailers are pivoting from aggressive expansion to footprint optimization, earmarking roughly $7.6 billion for store expansions and refurbishments in 2025. The guide outlines five steps for small retailers to execute a first‑store renovation, from strategic planning and zoning compliance to selecting...
There are 3 main debt metrics in real estate: 1. Debt Service Coverage Ratio (DSCR) 2. Loan to Value (LTV) 3. Debt Yield Here’s how to view each from both a buyer’s perspective & a lender’s perspective: 1. DSCR Definition: The DSCR is the...
$XHB Daily. Homebuilder (& home construction in $ITB ETF) stocks remain weak, rejected at 20-day m.a. today (orange line). Long-term looking like major tops, too. Poor sign for economy/consumer https://t.co/bZnRRpRU33
