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:
JP Morgan has launched a $349.2 million residential mortgage‑backed security (RMBS) backed by a pool of 244 hybrid adjustable‑rate mortgages. The JP Morgan Mortgage Trust 2026‑HYB1 uses a modified sequential repayment waterfall, diverging from the conventional senior‑subordinate, shifting‑interest structure. The securities are issued in eight tranches, with the senior A1A and A1B classes receiving AAA ratings and credit enhancements of 15 % and 8.25 % respectively. Performance triggers tied to delinquency and cumulative loss can convert the waterfall to a fully sequential mode, protecting noteholders, while borrowers exhibit prime quality with an average 766 FICO score and 72.5 % LTV.
Demand for shallow‑bay industrial space—buildings under 50,000 square feet with 14‑28 foot clear heights—is accelerating as service‑oriented users and last‑mile distributors seek smaller formats. Vacancy rates for these properties fell 2.5 percentage points below the overall industrial average by early...
Manhattan’s residential market showed resilience in Q1 2026 despite harsh winter storms, weaker sentiment and a sharp contraction in new listings. Total sales slipped 3.2% year‑over‑year to 2,279 units, while signed contracts fell 6.7%. Inventory declined 5.4% and new listings...
Glenveagh has priced 159 social‑housing units for Meath County Council at €79.16 million (approximately $86 million). The homes range from €339,258 ($369,000) for a studio to €839,281 ($915,000) for a four‑bedroom end‑terrace. The 92‑acre Moygaddy site, part of a €376 million ($410 million) master...
Zillow’s latest analysis of the 50 largest U.S. metros identifies Jacksonville, Florida, as the strongest market for first‑time homebuyers in 2026, followed by Birmingham, San Antonio, Atlanta and Houston. The ranking reflects lower rent burdens, higher share of affordable listings—up...
A joint venture of Falcone Group, ROK Acquisitions, Andre Mirmelli, The Davis Companies and Jamestown has taken control of a 300,000‑square‑foot retail, dining and entertainment district within Miami Worldcenter. The district, anchored by a flagship Apple store and a roster...
Trophy office rents in Washington, D.C. surged 9.3% year‑over‑year to $105 per square foot, marking a second consecutive double‑digit increase. Vacancy in the premium segment fell to 10.6%, far below the 22.6% rate across all office classes, as law firms...
Ares Management announced it has raised roughly $5.4 billion in aggregate capital for its U.S. and European value‑add real estate strategies, closing US Real Estate Fund XI at a $3.1 billion hard cap and European Property Enhancement Partners IV at $1.9 billion. The combined...
Shared ownership, the UK’s largest affordable‑housing scheme, now covers roughly 250,000 homes and has doubled annual deliveries since 2014. The National Audit Office warns that rising service charges, uncapped maintenance fees and costly staircasing transactions can trap owners financially, with...
MJ Orbach Associates secured a $29.5 million refinancing loan from Ladder Capital for its 176,000‑square‑foot office building at 260 West 39th Street in Manhattan’s Garment District. The loan was arranged by Arrow Real Estate Advisors, whose team highlighted Ladder’s focus on the asset’s strong...
Ares Management announced it has raised a total of $5.4 billion for its new value‑add real estate funds covering the United States and Europe. The U.S. Value‑Add Fund XI alone hit its $3.1 billion hard‑cap, signaling strong investor appetite. The capital will...
Spain’s flex‑living market is exploding, with $18.5 billion invested in real‑estate in 2025 and roughly 35‑40% of that capital directed toward living assets. Industry leaders Araceli Martín‑Navarro and Santiago Herreros de Tejada highlighted Spain’s “people‑first” approach, the distinction between coliving, co‑housing and senior living,...
Places for People, one of the UK’s largest housing associations, has secured a £100 million (approximately $128 million) senior debt facility from Macquarie. The financing will be used to fund the construction of new affordable homes and to refinance existing assets. The...
Realtor.com’s latest analysis of ATTOM data shows Ohio recorded a foreclosure filing for every 2,787 housing units in February, outpacing the national average of one per 3,701 units. The state ranked sixth nationwide, highlighting a growing strain on Ohio homeowners...
Greystone Housing Impact Investors (GHI) posted a GAAP net loss of $2.6 million for Q4 2025, while cash available for distribution stayed positive at $2.8 million. The REIT’s unit price closed at a 50% discount to book value, highlighting pressure from non‑cash JV...
Michael Bellisario of Baird says the lodging REIT outlook for 2026 is positive but muted after a difficult 2025. He expects the FIFA World Cup to lift REVPAR by at least 75 basis points, providing a modest revenue tailwind. Wealthy...
In this episode of the REIT Report, senior research analyst Michael Bellisario of Baird outlines a cautiously optimistic but muted outlook for lodging and hotel REITs in 2026. He highlights modest RevPAR growth driven by events like the World Cup...
Redfin’s 2024 analysis shows empty‑nest baby boomers own 28% of U.S. three‑bedroom‑plus homes, while millennial families with children hold just 16%. The gap persists across major metros, with millennials’ share highest in Austin and lowest in Los Angeles. High mortgage...
In 2025 the multifamily segment dominated U.S. commercial real estate, capturing 48.61% of capital raised and delivering 40.31% of total investment returns. The Southeast region emerged as the strongest geography, accounting for 42.06% of capital and 40.51% of returns, driven...
In 2010 we had over 23% of the homes underwater; today, we have massive home equity @housingwire @sarahteresa6 #housing #realestate #mortgagerates #economics #chartdaddy
JLL’s latest Innovation Geographies report places Seattle among 18 global “reinforcer” innovation hubs, ranking it 12th in output and 23rd in talent concentration. The same study warns that a severe shortage of investment‑grade office space—evidenced by a 34.7% vacancy rate...
Big‑box retailers are shuttering locations, creating large vacant shells that entrepreneurs are repurposing as indoor pickleball venues. Converting these spaces demands more than court markings; structural clearance, column spacing, and code‑compliant egress are critical first steps. Flooring must be leveled,...
Better Home and Finance has launched a crypto‑backed down‑payment loan in partnership with Coinbase that qualifies for Fannie Mae‑insured conforming mortgages. The product lets borrowers use Bitcoin or USD Coin as collateral for a down payment, marking the first GSE‑approved crypto‑linked...
U.S. CRE Investment Sales | February 2026 Snapshot Headline numbers tell a misleading story this month. While total U.S. investment sales of $25.4 billion appear soft, down 17% year over year, the real culprit is a dramatic pullback in portfolio and...
Homes for Sale in California Rose to the 2nd Highest for March in at Least a Decade as Demand Withered: The Biggest Markets. In the San Jose metro (Silicon Valley), active listings hit at least a 10-year record for March. But...
Asset‑based finance (ABF) is transitioning from a niche product to a mainstream funding source for commercial‑real‑estate (CRE) owners, offering loans secured by property, equipment, or receivables. The secured structure enables higher leverage and lower covenant intensity than traditional cash‑flow loans,...
Sellers have been coming back to the market this year after stepping back last year. New listings in 2026 are slightly higher than one year ago, and that’s thanks to a stronger March that had almost 9% more new listings....
There hasn’t been a deal we’ve passed on this year where the broker believed we were making a mistake by not pursuing. With rare exception, it’s very much an “I wouldn’t buy it at this price either” kind of market.
J.P. Morgan Chase provided a $765 million permanent loan to refinance Rabsky Group’s 35‑story, 1,102‑unit multifamily tower at 625 Fulton Street in Downtown Brooklyn. The new financing replaces $555 million of construction debt originally supplied by Madison Realty Capital. The development includes...
A University of Georgia study of roughly 700,000 Dallas‑Fort Worth home sales from 2002‑2022 found that pocket listings – homes sold off‑MLS and entered the MLS after closing – fetched an average 1.7% price premium over comparable MLS listings. The...
Apollo Global Management announced the acquisition of Gatehouse Living Group, a UK‑based rental housing platform that oversees more than 10,000 homes nationwide. The deal expands Apollo’s footprint beyond its U.S. multifamily holdings into Europe’s largest residential market. Gatehouse’s technology‑driven operations...
3650 Capital is injecting $104 million of preferred equity into a $455 million acquisition of a 1,495‑unit multifamily portfolio in the Chicago area, purchased by LaTerra Capital Management and Respark Residential from Aimco. The assets carry $308 million of Fannie Mae agency financing, which...
Real‑estate equities have endured a steep decline over the past year, with CoStar and Zillow each losing roughly half their value as the housing market remains sluggish. Opendoor’s stock surged 375% while Offerpad tumbled 57%, illustrating divergent fortunes among iBuyers....
Nearly 18 million homeowners in the 100 largest U.S. metros paid HOA or condo fees in 2024, with 2.6 million shelling out $500 or more each month, equivalent to over $6,000 annually. New York recorded the highest median fee at $558, while...
The National Multifamily Housing Council’s March 2026 quarterly survey shows modest signs of recovery in the apartment construction sector. About 31% of developers say they are launching more projects, while the same share report fewer construction delays. Only a small minority...
Greystone has extended a $32.56 million Freddie Mac loan to Bayshore Properties for the purchase of the 253‑unit Aspen Ridge Apartments in West Chicago. The financing is complemented by a $5.5 million preferred equity investment from Mandelbaum & Associates, together covering the acquisition...
Atlanta’s industrial market rebounded strongly in Q1 2026, with tenants absorbing 5.3 million square feet—the highest quarterly total since 2022. Vacancy slipped to 8.4% from 8.8%, reflecting renewed demand after a year of just 347 K SF absorbed. Developers are cautiously restarting projects,...
The Office Market is Healing New York was just the beginning. Office market tightening is now sweeping through San Francisco, Houston, and Boston as availability declines. Q1 2026: All top 15 office markets saw declines in availability totaling 12.6M sq. ft New York...
A little more supply this year. Glad we're no longer seeing sellers sit back like 2023, but it's still been a very slow burn to see much change in the marketplace. https://t.co/1ItZel19q7
MF1 Capital provided a $64 million construction takeout bridge loan to Borough Developers for the 99‑unit Elliot apartments in Fort Greene, Brooklyn. The financing was arranged by Landstone Capital Group, led by Leah Paskus and Shlomy Wertzberger. The development benefits from...
Fix‑and‑flip loans are short‑term financing that let investors purchase, renovate, and resell properties without using all their own cash. Lenders often finance up to 100% of loan‑to‑cost and 80% of after‑repair value, with closings as fast as seven days. ATTOM...
Philadelphia’s office market is in distress, with 34% of CMBS‑backed loans classified as troubled—the highest among the nation’s 20 largest metros. Morningstar’s latest Boots on the Ground report highlights steep price cuts, exemplified by Centre Square’s $94 million sale, less than a...
The Dallas‑Fort Worth metro area has emerged as the nation’s second‑largest build‑to‑rent (BTR) market, now boasting roughly 25,000 units, most delivered in the past five years. Net absorption surged to over 4,000 units in 2025, a 30% increase year‑over‑year, while...
U.S. Bank has partnered with Built Technologies to automate its construction‑loan workflow using Built’s AI‑driven Draw Agent platform. The integration promises faster funding, with draw times potentially improving up to 70%, and offers borrowers real‑time visibility into draws, inspections, and...
Mapletree Investments sold a 1.4 million‑square‑foot U.S. industrial portfolio to Texas‑based Dalfen Industrial for $207.5 million. The assets include 13 warehouses in Dallas‑Fort Worth, four in Chicago, and one each in Cincinnati and Indianapolis. This transaction is Mapletree’s fifth U.S. warehouse divestment...
Younger Partners leveraged Dallas‑Fort Worth’s office resurgence to fully lease 463,000 sq ft across eight older Class‑B properties in 2025‑2026. The firm combined owner collaboration, direct marketing, small‑lease flexibility, and aggressive spec‑suite upgrades to attract local financial, legal and insurance tenants. By...
Kering, the parent of Gucci, sold an 80% stake in its Via Monte Napoleone Milan building to Qatar’s Al‑Mirqab Group for €1.16 billion (about $1.28 billion). The French luxury group received an upfront €729 million (~$802 million) and will collect a further €432 million (~$475 million) in five...
The Mangat Group announced a more than $250 million investment in four small‑bay industrial developments in the Phoenix metro area. The projects will deliver 219 flex‑space units totaling roughly 527,000 square feet, with the first site on Glendale Avenue entering...
Where are buyers moving? Redfin recently came out with a top list in the United States, and Sacramento actually is the number one destination. But are these really the top spots? Some thoughts on my weekly blog. https://t.co/SPAXCixM2H https://t.co/Oqe3yaEfog
The Milwaukee Bucks and developer J. Jeffers & Co. broke ground on the $117 million Deer District affordable‑housing complex, slated to begin the week of April 6. The 269‑unit Fieldhouse Flats will offer below‑market rents and include a new Milwaukee Area Technical...
