Vacation Boomerang

Today, I want to talk about amenities. Not in the abstract, not as a checklist, and not as a race to add more stuff, but as a lens into tenant psychology, capital allocation, and disciplined product design.Greystar recently published their latest amenities and apartment features ...  Show more

When developers talk about underwriting, they often focus on the numbers and forget the product. Yet in real estate, the product is inseparable from the math. One of the most common strategic mistakes I see is the instinct to blend into the average of the market. It feels safe. I ...  Show more

As month over month data begins to show a downturn in home prices, will overall price growth and sales begin to fall steeper than expected? Co-Heads of U.S. Securitized Products Research Jim Egan and Jay Bacow discuss.

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Affordability pressures continue to mount as housing supply tightens. How long will home prices continue setting records and what could it mean for credit availability?

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James Egan Welcome to Thoughts on the Market. ...

The 2024 housing market isn’t turning out how most of us thought. At the beginning of the year, real estate investors were hopeful that mortgage rates would fall, affordability would return, and home prices would have a chance to stabilize before going back up. But none of those ...  Show more

Original Release on June 16th, 2022: While many investors may be curious to know what other investors are thinking and feeling about markets, there’s a lot more to the calculation of investor sentiment than one might think.