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There goes the housing market in Dorado, Puerto Rico.

The White House and Treasury focusing on bringing down long-term yields through budget reduction and deregulation were the more predictable moves of the administration. These actions will reduce inflation and the Fed will reduce the FFR as inflation continues its path towards 2%.

The 90’s was the federal government at its best. Republicans (the Gingrich House) and Democrats (the Clinton White House) coming together to do what’s best for not only today’s citizens but also their kids and grandkids, balance the budget and keep the fiscal house in order.

bloomberg.com/news/features/… Trump measure of success is no longer a rising S&P 500, it is now a falling 10-year yield. Good luck and godspeed, --- From the link below ... Musk got the message loud and clear. The bond market was doubting him, demanding more evidence that the cuts

This. When I hear the narrative of “tariffs are inflationary,” I politely dissent. A tariff is a tax. When a product is taxed the demand of the product drops, which hurts the jobs related to that product which is ultimately recessionary. Whether or not you agree with the

The San Francisco housing cycle (a cautionary tale): Prevent new construction of homes in effort to maintain neighborhood character Prices go up since supply of homes is now fixed Add rent control to combat rising prices No incentive to fix up dilapidated buildings since

I had dinner last night with a Canadian friend in CRE. Their version of SOFR is hovering around 3%. He’s borrowing on shopping centers at 4.75%. Their home mortgage rates are in the high 3%’s. My level of jealousy was an 11 out of 10!

I couldn’t wrap my head around why bonds rallied yesterday after a hot inflation reading so I asked Grok, and it gave an excellent answer.

I spent the day yesterday in San Francisco and the City feels as good as it’s ever felt. Amazing what political will can do when it’s moving in the right direction.

We’re in the market for a senior accountant. Please DM me if you know of any great candidates. Yardi experience is a prerequisite.

This was a fun one! Looking forward to doing this state of the market recap with Max Sharkansky 🎗️ and Mitch more often.

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For years, landlords have warned that rent-stabilization laws are financially unsustainable. Now, for the first time, they’re proving it — with receipts. In an investigation by Bisnow reporter Sasha Jones, two major New York City property owners managing 4,300 rent-stabilized

I’m the furthest thing from an expert in sovereign bonds, but for sovereign bond investors US long-term treasuries seem like an incredible bargain at this moment in time.

I prefer “slightly under half full”

Thank you, Uncle Larry!

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The reason no one is buying houses right now is because U.S. housing market affordability is literally at the worst level in the past 35 years. Today, an American making median income needs to spend 39.7% to afford the monthly mortgage, tax, and insurance payment. The long-term

What does this mean about evictions and missed rent? Do missed payments that are 30+ days late adversely affect credit scores and are reportable to the agencies? What’s the process with reporting positive results?