americas | The Property Chronicle

11 (or 13) real estate charts

by Moses Sternstein | Feb 24, 2025 | The Analyst, zNewsletter

Rents rising the quickest, first-time buyer supreme, CRE lightening round. money in the cheap seats first-time buyers in crisis (lol, no) CRE lightening round love that dirty water CMBS delinquencies getting . . . better? commercial foreclosures getting . . . worse?...

USA office-to-resi conversions, as told by two charts

by Meghan Malas | Feb 17, 2025 | Residential Investor, zNewsletter

Here are the 20 housing markets with the most planned office-to-apartment conversions. Pandemic era adoption of work-from-home and hybrid work models has left many office spaces unused, triggering a surge in expired leases and vacant office buildings. Simultaneously,...

Seven charts about real estate that were made to be gloomy, but really aren’t

by Moses Sternstein | Feb 3, 2025 | The Analyst, zNewsletter

Things are creaking along, and probably some more lumps to come, but it’s not all that bad Deep seek prelude (of Jevons and spend data) Multifamily operators getting a bit nervous All hail the mods “underwater” loans are coming due (but it really doesn’t seem...

Three vignettes and five charts on asset values

by Moses Sternstein | Jan 27, 2025 | The Analyst, zNewsletter

Too high? Too low? Just right? What do Real Estate, VC and PE have to say for themselves? We’re back. One victory lap, one ‘more of the gloomy same,’ and one green shoot of Spring. home values are not so high (says the smart money, and not just Random Walk) VC asset...

There is NO housing shortage in the USA

by Moses Sternstein | Jan 20, 2025 | The Analyst, zEditor's pick, zLead Article

BREAKING NEWS: researchers have now quintupled the housing shortage!!! prices came down loving that used-home smell small houses, all the rage Biggest housing shortage of all time(!) The esteemed columnists and podcasters, Matt Yglesias and Ezra Klein, recently...

There is NO housing shortage in the USA

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