Cranes up, jobs up, inflation cooling, and a record tourism year.
For two years the story was a for-sale glut and a buyer's market. This week the data flipped negative, and almost nobody noticed.
The new Fed Chair walked into the White House on Friday and promised lower inflation and stronger growth. The bond market is still pricing zero cuts in 2026. Both can’t be true.
Inflation is priced in, labor will drive interest rates from here.
Warsh Takes the Chair & Concessions Take the Rent.
Keep your eye on the Sun Belt, its early innings.
Energy prices are elevated, but rents are starting to turn, builders are pulling back, and demand for housing is picking up again.
Jobs, spending, rents, and the $1.5T CRE debt wall — what's actually happening under the noise.
Make your rental a comfy home for your residents + boost profits.
We are witnessing the start of a US manufacturing renaissance.
Trucking is signaling a historic level of construction and manufacturing on the horizon.
The Federal Reserve needs to get its head in the game. Labor > Inflation.
Affordability is a side effect/feature of a pro-housing development environment, executed over time.
Global oil prices are spiking as investors worry about the global flow of oil from the Middle East.
The market is a squeaky wheel, ignore the noise.
Remember, all real estate is local.
It's the World Watt War.
What's next for the Fed? In Kevin we trust?
Migration for us investors is extremely important. And the top 5 list may surprise you.
Is it time to take your properties off grid?
We need a Manhattan Project for Housing.
In short, we need a Manhattan Project for Housing.
2026 is going to be a banger, be skeptical of the pessimism
Objects in the Mirror May be Closer than they Appear...
If you believe it, you owe it to yourself to pursue it.
