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Blackstone Bets $50 Billion That Real Estate’s Long Winter Is Ending
The alternative asset giant delivered its best quarter ever, but its real estate portfolio—down 16 percent since the rate cycle began—is only now...
U.S. Population Growth Slows to 0.5% in 2025 as Net Immigration Drops 54% to 1.3MM
Wells Fargo Economics says reduced foreign inflows, not domestic moves, drove the nationwide deceleration After several years in which migration reshaped regional economies,...
Alexandria Real Estate Slashes Dividend 45% as Life Science Downturn Forces Strategy Shift
The pioneering life science REIT posts its fifth consecutive quarterly loss while accelerating asset sales to shore up balance sheet Alexandria Real Estate...
Consumer Confidence Plunges to Decade Low as Labor Market Anxieties Mount
Growing Job Market Concerns and Cost-of-Living Pressures Push Sentiment Below Pandemic-Era Levels American consumer confidence has fallen to its lowest point in a...
Construction Spending Flat Since August as Private Outlays Fall 1.9% and Data Centers Rise 19%
Wells Fargo Economics says September-October saw a 0.1 percent dip overall, with public works up 2.1 percent year over year and single-family housing...
U.S. Home Builders Enter 2026 With Sentiment Slipping as Demand Falters
NAHB index falls to 37 in January as 65 percent of builders rely on incentives despite easing mortgage rates The U.S. housing market...
Small Business Optimism Climbs to 99.5 as Economic Uncertainty Falls to Seven-Month Low
Policy clarity and monetary easing drive nine-point jump in near-term outlook despite persistent labor challenges American small business owners closed out 2025 with...
Trump Administration Unveils Housing Market Interventions to Address Affordability Crisis
New policies target institutional investors and mortgage rates, though implementation details remain sparse The Trump administration launched two major housing policy initiatives this...
Labor Market Treads Water as Job Growth Stalls in Final Month of 2025
December payrolls rose just 50,000 while unemployment edged down to 4.4 percent, leaving Fed likely on hold for January meeting The U.S. labor...
U.S. Housing Construction Starts Slide 4.2% to a 1.25MM Pace as Builders Pull Back
Elevated inventories, affordability pressures and uneven demand keep residential construction subdued After several years in which housing construction helped buffer the economy against...
Data Challenges Narrative on Institutional Investors and Homeownership Crisis
U.S. Lost 1.5 Million Single-Family Rentals as Individual Homebuyers Outcompeted Investors, Contradicting Claims About Institutional Impact on Affordability The heated debate over institutional...
Consumer Prices Expected to Rise 0.35% in December After Data Collection Issues
Wells Fargo forecasts 2.7 percent year-over-year headline inflation, down from September peak despite monthly rebound The longest government shutdown in U.S. history created...
