National rents are still falling. Realtor.com’s September 2026 rental report, published today, puts the median asking rent for zero to two bedroom units across the 50 largest...
Blog
The Wealth Split Is Now the Housing Split
Two data points crossed my desk this week, and together they explain more about the housing market than any mortgage rate headline.The first: CRE Daily, summarizing a GlobeSt...
The Deal Freeze Is a Price Argument Wearing a Rate Costume
CBRE just said out loud what most of us feel in our inboxes. CRE Daily reported on October 23 that CBRE chief executive Bob Sulentic expects rate volatility to keep a lot of...
Multifamily Distress Is Not Everywhere. It Is in One Bucket.
The loudest version of the apartment story right now is that multifamily credit is cracking. The data says something more specific, and a lot more useful for anyone who actually...
Half the Bad Apartment Debt Sits in 12 Percent of the Loans
Multifamily distress has a location problem, and it is not the one most people assume. CRE Daily reported this week on Trepp’s August data for securitized apartment debt, and the...
Contract Signings Just Hit a Record Low. The K Is Doing the Sorting.
Pending home sales fell to the lowest level on record in September. Not the lowest since the last downturn. The lowest ever measured. Realtor.com reported on Tuesday that...
Four Million Households Are Missing. That Is the Real Demand Number.
Two reports landed this morning that belong together. Realtor.com covered ATTOM’s third quarter affordability report, which found that major ownership costs exceed historical...
The Market Didn’t Crash. It Froze From Both Ends.
Housing hit a wall in September. Not just sales. Starts, completions, and the permits builders are sitting on all tell the same story: mortgage rates are crimping affordability,...
Builders Just Hit a 14 Year Low. The 2028 Shortage Is Being Written Now.
The housing shortage everyone will be complaining about in 2028 is being written this month, and the paperwork came out this week. Read more








