This skeptic checks the week's most alarming numbers against the data and finds more reason for patience than panic.
Lennar now builds a house for 14% less per square foot than it did in 2023, yet insurance, land and association dues continue to climb. My landlord renewal shows how that gap reaches investors.
Strip out fuel and core inflation is still cooling, currently 2.4%. The Fed is leaning on interest rates to combat fuel prices, a battle they have no control over.
Nashville's supply wave peaked, vacancy is half the region's, renewals are up, and three bank CEOs say the renter is fine. So why does every headline say rents are falling?
My great grandfather built a cabin near Lake Tahoe without a permit. It's still standing. How long and at what cost does permission take today? A new study timed 1.1 million permits in 60 cities.
FICO's three-decade monopoly on the mortgage credit score has come to an end. What it means for your next loan, your tenants, and your buyers.
Just operating a rental unit runs about $721 a month, before the mortgage. Fortunately, rents finally just went positive for the first August in four years. Plus, Nashville’s job machine is revving up
The economy appears headed for 4% growth while market-rate apartment construction falls 42%. Rents already turned in April. Somebody in Omaha noticed.
Everything you've heard is backwards. They lower power bills, sip water, fund schools, and fill rentals. This is the mythbusting deep dive, for real estate investors.
Covid, war, tariffs, an oil shock: this economy has taken every punch and kept upright. The doubters keep losing. A look at the robust G-shaped consumer. Plus, rents are back on the incline.
Existing-home sales have been stuck near 4 million for three years. Here is what finally breaks the ice, and what it means for buyers, sellers, and landlords.
The apartment glut is clearing, builders are cutting prices, and Congress just passed a housing law that won’t do much of anything.
A record number of Americans have stopped working. Payrolls came in at 57,000, revisions erased another 74,000, and the BEA is about to rewrite the Fed's favorite inflation gauge.
It's my 100th article! This week is a multifamily special, my top 25 deal points for buying a multifamily property. Plus a gift.
Insurers just had one of their most profitable years ever, right as your renewal bill hit a record share of your mortgage payment. Plus: why Nashville’s soft market may be a closing window.
Construction needs 349,000 more workers this year. Here’s what a permanent labor shortage does to supply, replacement cost, and rents.
Alan Greenspan let the 1990s economy cook on a productivity bet. Will Warsh hold the line like Greenspan did? + Why AI is NOT a job killer.
Oil/energy prices floating back down to earth. It's time to think about what's next.
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.
