ICF

Biggest Landlords Pile Into 'Build-To-Rent' Single-Family Houses, But Sell Older Houses Into This Overpriced Market

Home Real Estate Analysis Biggest Landlords Pile Into 'Build-To-Rent' Single-Family Houses, But Sell Older Houses Into This Overpriced Market. Building professionally managed communities of single-family houses for rent, with their own leasing and maintenance offices, is the hottest trend in new house construction. The biggest landlords have begun selling thousands of older houses scattered all over the place. American Homes 4 Rent and Invitation Homes sold over 3,000 older houses combined in 2023.

Q1 2024 Active Management Review: Momentum And Growth Factors Outperform

Home Market Outlook Today's Market Q1 2024 Active Management Review: Momentum And Growth Factors Outperform. Another strong quarter in markets led to another stellar performance for the Momentum and Growth factors. The Momentum factor was the standout performer across all regions. Low Volatility was the worst performing factor in the quarter.

Mortgage Pain Has Not Peaked Yet

Despite spring market optimism, US Home sales in March posted their most significant decline in more than a year. In Canada, where fixed mortgage rates are back above 5%, March home sales and prices were mostly unchanged month-over-month. Oxford Economics forecasts that mortgage payments will increase by another 6% to $156 billion by the end of 2024 in Canada. The hardest hit will be low to medium-income households.

ICF: Not As Attractive As The CEFs From Cohen & Steers

Weekly Report: what happened at ICF last week (0415-0419)?

A Hawkish Pivot

U.S. Equity markets posted their worst week in a year while benchmark interest rates surged to five-month highs. The S&P 500 declined another 3.1% this week. High-flying technology stocks were particularly hard hit. Earnings season is off to a shaky start for office REITs.

Real estate stocks continue on downward trajectory as market's April pullback intensifies

Real estate stocks continue on downward trajectory as market's April pullback intensifies. U.S. Existing home sales slid 4.3% in March. Economic activity expanded slightly, the Federal Reserve said in its April Beige Book report. Investors dial back interest rate cut expectations for real estate.

Home Sales Clobbered By Mortgage Rates. New Listings And Active Listings Surge. Most Price Reductions For Any March In Years