Dive into a collection of past posts and rediscover timeless content.
The "demographic cliff" is usually told as a story about colleges closing. It's also a housing story — and five states account for three-quarters of the drop.
Jul 9, 2026
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3 min read
Built-for-rent single-family starts hit an all-time high and now hold a share they never reached before 2022. The entry-level house is being born as a rental — and that changes who ever gets to own one.
Jul 8, 2026
90,300 units are in the conversion pipeline — up 28% in a year. Here's why that number is both a real turn and far too small to rescue the office tower or fix the shortage.
Jul 7, 2026
53% of mortgaged homeowners hold a rate below 4%. Moving means doubling their payment — so they don't, and the whole market stays frozen.
Jul 2, 2026
$1.26 trillion comes due into double the interest rate — but it isn't one wall. Trophy office is setting records while commodity office quietly defaults.
Jul 1, 2026
