Real Estate Market Pulse

U.S. Residential Price Trends

• 🔥 National Home Prices Flat: National home prices grew 0% in early 2026 according to major housing trackers like...

Agent perspective highlights Bay Area resilience:

• East Bay agent Lauren Kilbourne calls the market "really strong and robust" for buying/selling,...

Shift from transactional commissions to ownership for lasting CRE wealth—commissions create income, equity builds net worth.

Four Paths:

• Co-invest...

All real estate is local: NAR's new dashboard highlights Q4 2025 variations in absorption, rents, and vacancies across metros.

• Miami office...

Key surges spotlight opportunities in Asia Pacific amid steady capital costs:

• Volumes up 8.7% YoY, highest since 2022, offsetting tariff slowdown
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• Post-pandemic slowdown: National prices at 0% growth due to mortgage rates >6% and tight inventory.
• Rental strength: High demand from sidelined...

Strategic debt partnership targets NY Tri-State residential and hospitality with $500M+ investments.

• Tikehau leverages $27.3B credit and $16.2B real...

Legacy Florida builder GL Homes thrives under Misha Ezratti by blending tradition with modern demands:

• Lifestyle communities: Valencia 55+...

Core tactic: Targets large complexes (>100 units) to spread vacancy risk—"lose 10 and still be fine"—fueled by strong U.S. apartment demand.

Funding...

• Westchester: Homes sold down 16%, but avg sale price hit $1.3M (+11%) amid tight inventory.
• Putnam: Sales stable (down 1%), median price $610k...

Emerging facilitator for institutional investors: Quantum Growth Consultancy expands its global platform, linking US, Europe, and Middle East capital...

Market Trends

• 🔥 US Home Prices: Annual home price growth slowed to 0.4% in March per the April ICE Mortgage Monitor.
• Cap Rate Spreads: Cap...

• Citadel's push: CEO Ken Griffin building iconic waterfront office in Miami, drawing interest from major tech firms.
• Brickell perk: Free World...

Retail real estate has become an increasingly attractive asset class. LBX's Phil Block and CBRE's Chris DeCouflé share strategies driving returns and where smart money is headed.

Investor appetite for U.S. multifamily remains strong in Midwest and Northeast amid volatility:

• Standard Real Estate partners with Belay for $50M...

Key signals amid geopolitical volatility:

• APAC leading rebound: Cross-border volumes surged 29% in 2025, first rise since 2019.
• EMEA accelerating:...

Prioritize execution in tight cap spreads: Cap rates remain 35% below normal in multifamily/industrial; focus on income growth, conservative...

• Price growth firms up: Annual gain hit 0.4% in March, with Feb/March delivering the strongest seasonally adjusted monthly rises in nearly a year.
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Earnings momentum fuels Zacks Rank #1 (Strong Buy) upgrade for SmartCentres REIT (CWYUF).

• Key driver: Consensus EPS estimate up 16.5% in past 3...

Prime diversification opportunity: Brazil's FIIs (REITs) hit R$285B AUM with 512 funds on B3, offering logistics yields of 9-12% in 2026.

• Selic...