The hottest Real Estate Substack posts right now

And their main takeaways
Category
Top World Politics Topics

Trends in Buenos Aires Real Estate

BowTiedMara - Geoarbitrage & Mobility Assets • 157 implied HN points • 01 Feb 24
💰 Finance Real Estate Investment Property Management Construction
  1. Average prices for apartments in Buenos Aires vary by neighborhood, with popular areas like Palermo and Recoleta having higher prices.
  2. Neighborhoods in the northern corridor of the city have average prices around $3,000/m2, while other areas like Villa Crespo offer good value below Palermo pricing.
  3. Investing in new developments in Buenos Aires' real estate market can be more attractive due to lower construction costs despite a devaluation in the currency.

Part 1: Current State of the Housing Market; Overview for mid-January 2024

CalculatedRisk Newsletter • 220 implied HN points • 10 Jan 24
💰 Finance Housing Market Real Estate Economy
  1. The overview provides a snapshot of the current housing market including sales, prices, inventory, mortgage rates, and rents.
  2. New listings for existing homes were up 9.1% year-over-year in December of 2023.
  3. Seasonally, December and January are weaker months for new listings, but it's expected that new listings may be up year-over-year in 2024.

Groundly's Ground-Rent Grift

Progress and Poverty • 159 implied HN points • 31 Jan 24
💼 Business Real Estate Finance Economy Policy Innovation
  1. Georgists scrutinize speculative investing in land, seeing land rent as unearned income.
  2. Groundly's offer of buying just-the-house and renting the land may seem affordable upfront but comes with hidden costs and responsibilities.
  3. Traditional lenders like Fannie Mae and Freddie Mac may have challenges financing Groundly-type leasebacks, raising concerns about the viability of the business model.

China Taxi Cab Chronicles 1: Mr. Yang the Family Man

Crossing the River by Feeling the Stones • 373 implied HN points • 24 Nov 23
🎭️ Culture Society Economics Lifestyle Family Real Estate
  1. Mr. Yang prioritizes saving for his daughter's future and taking care of his parents, even after buying a house.
  2. Yang and his wife sacrifice current consumption to save for long-term goals, like their daughter's education.
  3. His consumption habits have changed with age and responsibilities, focusing on family needs over personal desires.
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The Relief And Horror That Renting Is More Financially Sound Than Buying

Good Reason • 199 implied HN points • 14 Jan 24
💰 Finance Housing Personal Finance Wealth Investing Real Estate
  1. Renting is now more financially sound than buying due to high mortgage rates and home prices.
  2. Renting may save money now, but high rents are still a burden on many, making it hard to save for a home in the future.
  3. The current housing situation reflects negatively on society, with both buying and renting becoming expensive options.

Can Vingroup Upgrade Vietnam’s Auto Industry?

The Asianometry Newsletter • 1269 implied HN points • 17 May 23
💼 Business Automotive Real Estate Diversification Challenges Global expansion
  1. Vingroup started as an instant noodle company and quickly diversified into real estate, healthcare, education, and more.
  2. Vingroup's venture into electric vehicles with VinFast faces big challenges in the global EV market and technical expertise.
  3. Vingroup's diversification strategy into multiple industries like electronics mirrors other successful conglomerates but comes with risks and challenges.

Congratulations On Your New Money Pit!

Shades of Greaves • 275 implied HN points • 13 Dec 23
💰 Finance Personal Finance Investing Budgeting Real Estate
  1. Owning a 'money pit' home comes with financial responsibilities like mortgage, property taxes, and maintenance costs.
  2. Engaging in DIY home repairs can save money but may take more time and effort than expected.
  3. Despite the challenges, owning a home allows for building relationships with neighbors and sharing experiences with other homeowners.

Hollywood's Real Estate Romance is Over

The Ankler • 923 implied HN points • 07 Jul 23
🎭️ Culture Film Real Estate Writing Housing Market Entertainment industry
  1. The Hollywood industry's writers are facing uncertainty about future work, impacting their ability to invest in real estate.
  2. The soaring real estate market prices in L.A. are making homeownership increasingly unattainable for writers and other entertainment professionals.
  3. The writer strike, combined with other factors like interest rates and taxes, is contributing to a slowdown in real estate transactions across Los Angeles.

Question #8 for 2024: How much will Residential investment change in 2024? How about housing starts and new home sales in 2024?

CalculatedRisk Newsletter • 191 implied HN points • 03 Jan 24
💰 Finance Real Estate
  1. The post discusses questions about residential investment, housing starts, and new home sales in 2024.
  2. The author is planning to share insights and possibly predictions for each of these real estate aspects.
  3. Readers can access the full content with a 7-day free trial of the CalculatedRisk Newsletter.

Case Study: Windhover

Supernuclear • 137 implied HN points • 24 Jan 24
🏝 Travel Community Real Estate Hospitality
  1. Case Study: Windhover is a community living project that started with a tiny house and expanded to include multiple dwellings and land.
  2. The founders prioritize hospitality, justice, and community living, leasing out parts of the property to small-scale farmers at subsidized rates.
  3. Transitioning from tiny house living to being landlords brought challenges of responsibility and upkeep, but also opportunities for hosting larger gatherings and accommodating family members.

Freddie Reports Surge in Multifamily Serious Delinquencies

CalculatedRisk Newsletter • 71 implied HN points • 28 Feb 24
💰 Finance Economics Real Estate
  1. Freddie Mac reported a significant increase in multifamily serious delinquencies in January 2024, marking a shift in the rental market dynamics.
  2. The rise in delinquency rates is attributed to slowed rent growth, increased vacancies, and higher borrowing rates in the multifamily housing sector.
  3. The trend of increasing delinquencies is expected to continue as more apartments become available in 2024, highlighting potential challenges in the real estate market.

"The Lock-In Effect of Rising Mortgage Rates"

CalculatedRisk Newsletter • 43 implied HN points • 19 Mar 24
💰 Finance Mortgage Rates Real Estate Market Dynamics Homeownership Financial impact
  1. Homeowners with low interest rates might be hesitant to sell due to higher mortgage rates, impacting the overall housing market.
  2. Rising mortgage rates create a 'lock-in effect,' reducing the probability of home sales and affecting affordability.
  3. The lock-in effect contributes to limited housing supply, increases home prices, and restricts mobility, but is expected to fade over time.

San Francisco and Miami. Hot or not?

Erdmann Housing Tracker • 84 implied HN points • 20 Feb 24
💼 Business Real Estate Economics Housing Market Urban Development
  1. The Case-Shiller home price index shows Miami hitting new highs while San Francisco has been declining.
  2. Both San Francisco and Miami have low housing production, with Miami consistently slightly higher in construction than San Francisco.
  3. San Francisco's construction activity seems to be waning, despite expectations for increased housing due to YIMBY wins and new state laws.

Lights, Camera, Action!

Lewis Enterprises • 235 implied HN points • 12 Dec 23
💰 Finance Real Estate Private Equity
  1. Hudson Pacific's studio assets present an opportunity for unlocking value through deleveraging.
  2. REIT management often resists selling assets despite high valuations, impacting investment returns.
  3. Combining portfolios of West Coast-focused office REITs can benefit public markets investors, despite being unlikely to happen.

Part 2: Current State of the Housing Market; Overview for mid-February 2024

CalculatedRisk Newsletter • 90 implied HN points • 14 Feb 24
💰 Finance Real Estate Market Analysis
  1. The Case-Shiller National Index revealed a year-over-year increase of 5.1% in house prices, with expectations of a more positive change in December.
  2. Different measures like the NAR, ICE, and Freddie Mac also show positive trends in house prices, hitting new all-time highs in December 2024.
  3. This analysis provides insights into the current state of the housing market, offering a glimpse into where it has been, where it is now, and where it might be heading.

Hsieh, Moretti, Shiller, and the Rest: Part 3

Erdmann Housing Tracker • 168 implied HN points • 04 Jan 24
💰 Finance Real Estate Housing Market Home Prices
  1. The rise in home prices is mainly due to obstruction of urban housing rather than urban productivity.
  2. High urban rents have increased nationally post-2008 due to federal lending policies lowering housing production everywhere.
  3. Rising rents explain almost all of the increase in home prices, with excess rent accounting for a significant portion of residential real estate value.

2nd Look at Local Housing Markets in February

CalculatedRisk Newsletter • 47 implied HN points • 12 Mar 24
💼 Business Real Estate Market Analysis
  1. Closed sales in February were influenced by past mortgage rates, showing a decrease from rates in the previous months.
  2. Active inventory in early reporting housing markets increased significantly in February, raising concerns about potential peaks.
  3. New listings in February were up year-over-year, but still at low levels compared to historical data.

Case-Shiller: National House Price Index Up 5.5% year-over-year in December

CalculatedRisk Newsletter • 66 implied HN points • 27 Feb 24
💰 Finance Real Estate
  1. The Case-Shiller National House Price Index increased by 5.5% year-over-year in December, showing a trend of rising prices. This was the smallest increase since prices declined in January 2023, hinting at some market fluctuations.
  2. The FHFA House Price Index indicated a 6.5% rise in prices over the last year, with a 0.1% increase in December, pointing towards a steady rise in housing prices despite signs of softening in the market.
  3. The S&P CoreLogic Case-Shiller Index reported a 5.5% annual gain in December, with regions like San Diego, Los Angeles, and Detroit showing significant increases. The Composite 10, Composite 20, and National indices all reached new all-time highs.

Part 2: Current State of the Housing Market; Overview for mid-March 2024

CalculatedRisk Newsletter • 43 implied HN points • 14 Mar 24
💰 Finance Real Estate Mortgage Rates
  1. The Case-Shiller National Index reported a 5.5% year-over-year increase in house prices in December, with expectations for a slightly more positive change in January.
  2. Monthly, the seasonally adjusted Case-Shiller National Index experienced an 0.19% increase, marking the eleventh consecutive month of increase, yet the smallest growth since January 2023.
  3. The post discusses the outlook for house prices in 2024 and invites readers to subscribe for more detailed information.

China Crumbles

The Dollar Endgame • 199 implied HN points • 16 Dec 23
🌍 World Politics China Economy Debt Real Estate Banks
  1. China's real estate market is facing significant challenges, with existing home prices dropping and outstanding property loans declining.
  2. Major developers like Evergrande and Country Garden are struggling with debt obligations and bankruptcy proceedings.
  3. Moody's downgrade of China's credit outlook indicates that the turmoil in the real estate sector is starting to impact the broader economy and banks.

Part 1: Current State of the Housing Market; Overview for mid-March 2024

CalculatedRisk Newsletter • 43 implied HN points • 13 Mar 24
💼 Business Real Estate Market Trends Inventory Mortgages
  1. The current housing market inventory is increasing year-over-year but remains below pre-pandemic levels.
  2. New listings for existing homes were up 11.3% year-over-year in February according to the Realtor.com report, showing a positive trend.
  3. Factors like the '3 D’s' (Death, Divorce, Disease), unemployment, and financial considerations affect homeowners' decisions to sell their homes, impacting market dynamics.

Harvard's Water

Lewis Enterprises • 589 implied HN points • 06 Aug 23
💼 Business Investing Real Estate
  1. Long-term institutional investing can provide a unique edge in the financial market.
  2. Establishing unconventional investment profiles can lead to great returns but might challenge conventional wisdom.
  3. Harvard's approach to investing in water resources and farmland involves complex strategies and global acquisitions.