The CMBS "maturity wall" is here. Here's who is actually in trouble, and who is not. $65 billion in commercial real estate loans are maturing in the second half of 2026. If you own apartments, you have probably seen the headlines. I want to break down what the loan-level data actually shows, beca...
The first post in this series claimed that some of the best-looking cash-flow ZIPs in the country were traps: high yield sitting on top of a market that's quietly falling apart. Fair question ever since: does that label actually mean anything, or is it just a spicy name for "cheap"? So I ran the ...
Week of July 13 recap. The inflation print this week was the one investors have been watching for. CPI came in below expectations on both the consumer and wholesale side, prices declined month over month, and the annual rate continued to slow. That has direct implications for Fed policy, mortgage...
It's July, and time for another Las Vegas update. For a more comprehensive look at the Las Vegas investment market, please DM me for a link to our blog. There, you'll find detailed information on investing, both in general and specifically in Las Vegas. Before I continue, note that unless otherwi...
Hey, I am a new investor and want to BRRR for my first investment property and I am having a hard time trying to find a market that will work. I vprefer brick housing inventory. I am located in Nashville, TN and also plan on doing a pretty much full remote BRRR. Any tips, tricks, and advice would...
Hi All, Would appreciate your feedback. I built a tool that cross-checks REIT filings against local market data before you trust the "hot market" narrative. Got tired of every "why you should invest in X market" article being unsourced vibes, so I built something that pulls real signals (cap rate...
Inflation just dropped hard. But two new risks showed up the same week. Here's the full picture for apartment owners . This was one of the most eventful weeks of 2026 for anyone watching rates, and the signals are pointing in three different directions at once. I want to lay out all three and wha...
There's a shorthand a lot of us use without noticing: fast market equals good market. Homes go under contract in days, buyers are lined up, and somewhere in there "this market is hot" quietly becomes "this market will cash flow." Those are two different things. One is how fast the market clears, ...
June brought stronger housing activity across the Austin metro, along with a continued increase in the number of homes available compared with last year. Closed sales rose 7.9% year over year, pending units increased 8.8%, and total dollar volume jumped more than 14%. Months of inventory remained...
It gets me: every time a national housing report drops—like NAR’s latest Pending Home Sales showing a 5.4% month‑over‑month decline—the headlines start flying. “Sales are slowing.” “Market cooling.” “Demand weakening.” I really don’t care! National housing data is interesting. Local housing data ...
𝐔𝐠𝐥𝐲 𝐡𝐨𝐮𝐬𝐢𝐧𝐠 𝐬𝐭𝐚𝐭𝐢𝐬𝐭𝐢𝐜𝐬 𝐬𝐨 𝐟𝐚𝐫 𝐭𝐡𝐢𝐬 𝐉𝐮𝐥𝐲 Mortgage applications are down 41% from the same period in 2019. June pending sales fell year over year—the second-worst June on record. Google searches for homes continue to decline. The Homebuyer Demand Index has slipped back to 8 out of 100, near an all...
Hello all, I'm an agent in Atlanta who works primarily with investors. I see a lot of posts on here asking where to look for deals and thought maybe it would be helpful to summarize what I know and what I'm seeing today. For this post, I'm going to focus on house hacking. The most successful hous...
Hey BP, looking for some honest input from mortgage loan officers in here. I work closely with MLOs in my day-to-day and I've been trying to get a better understanding of where the real friction points are in their business. Had a conversation recently where someone brought up getting "shopped ou...
San Antonio Is About to Grow 50% by 2050, Here’s Why That Changes Everything for the R-E-I 🏠 Steven Wesolowski Investments Realtor | Military Veteran | Writer | Public Speaker | Leadership July 15, 2026 Howdy, fellow aspiring real estate investors! There is a transformation happening in the heart...
I spend a lot of time looking for markets where something real is happening but the reputation hasn't caught up yet. Most of the time the answer is "you're too late" or "the story doesn't hold up." This one is neither, so I figured I'd share it and let people poke holes. Toyota opened its first a...
I work with investors pursuing a wide range of strategies, and one thing I’ve noticed is that no two experienced investors seem to analyze a property the same way. Some start with cash flow. Others focus on appreciation, zoning, value-add potential, financing, or the strength of their exit strate...
I'd be curious what everyone else is thinking with the new federal housing legislation. Here in St. Louis, I watched that increased competition from institutional buyers. For several years, a lot of the starter homes in roughly the $150k–$350k range weren't just competing against other families o...
About 10 years ago BP started categorizing markets as cashflow markets and appreciation markets. Criticism of cashflow markets - I remember a podcast with David Green where he was critical of Midwest markets that had cashflow. He went into details about how other BP members had focused in areas w...
I run a real estate operation here in Louisville and work deals across Kentuckiana (KY/IN/OH). I get the same questions from out-of-state investors over and over, so here's an honest, on-the-ground breakdown of this market — the good and the not-so-good. Why investors are looking here: Affordabil...
Week of July 6 recap. The headline this week was a dip in existing home sales, but the more important story was what home prices did underneath it. Prices are up 1.6% over just the past three months and the 12-month forecast from Cotality is sitting at 4.8%. Add in a Fed that is actively rebuildi...
Hi looking for someone who has experience with Puerto Rico property investing.
A lot of 2022–2024 buyers are trapped in a vice most people can't see yet. They bought at the peak. High price, high rate, thin down payment. Many of them FHA, 3.5% down. Then prices in their metro slipped 5% . . .10%. . . Not surprisingly FHA delinquency hit 11.52% in Q4 2025, the highest since ...
The 21st Century ROAD to Housing Act became law 7/11/26. It’s a big headline and a big package. Will/Can it actually help create more housing where people need it? The law is drafted to add more supply to the market by encouraging homebuilding, and, offering grants to communities that ease their ...
Good morning, We're starting our investing journey and would like to have a "deal analyzer" sheet/tool on hand. I see plenty of them online and am quite overwhelmed with which to start. Since looking up some REI stuff online, all of my social media is now full of ads of gurus selling their "road ...
Quick snapshot for anyone running numbers on Detroit right now: Median home price: ~$80k Average SFH rent: ~$1,300/mo Median days on market: 62 Inventory up 60% YoY — 3.71 months of supply Metro appreciation forecast: 3–5% Neighborhoods like Hazel Park, Oak Park, Redford running 5–8% Rent-to-pric...