Rental Vacancy Rose to 7.6% in the Third Quarter as Homeowner Vacancy Held Steady
New Census figures show a higher share of vacant rental housing than a year earlier, while the apparent rise in homeownership was not statistically significant.
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The Estate Wire — real estate news for November 7, 2026
Rents Have Risen Seven Months Straight and Are Still Below Last Year
Mortgage Rates Jumped 19 Basis Points in a Single Week to 6.95%
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Lodging REITs Returned 42.8% in the First Half While Apartment REITs Managed 8.3%
Illustrative residential architecture; not a property discussed in the article.
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Mega Investors Expand Their Home-Buying Share as Individual Buyers Retreat
Cotality data analyzed by Realtor.com show large institutional investors increasing their purchase share even as overall housing demand cools.
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Griffin's $1.1 Billion Wynwood Purchase Resets Florida's Land-Price Record
A closed deal for roughly 30 acres in Miami's Wynwood district becomes the largest land assemblage sale in state history and the anchor for a new Carnegie Mellon campus.
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A Nonprofit Backed by Tax-Exempt Bonds Just Bought 374 Milwaukee Apartments
Weidner Apartment Homes sold two Calumet Farms complexes for $60 million to a California nonprofit that plans to fund the purchase with up to $88 million of 501(c)(3) revenue bonds.
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Camden Property Trust Exited California Entirely for $1.625 Billion
The REIT sold 11 communities and 3,620 apartments in Los Angeles-Orange County and San Diego-Inland Empire, using most of the proceeds to pay down debt while redeploying into Sun Belt development.
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Brookfield and Canada's Pension Fund Are Taking a 53-Million-Square-Foot Warehouse REIT Private
The $5.2 billion all-cash bid for LXP Industrial Trust values the portfolio at a modest premium to where it had been trading, which says something about public-market pricing of logistics.
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Blue Owl Is Paying a 19% Premium for a Healthcare Net-Lease REIT
The $2.4 billion Sila Realty Trust deal is a bet that medical outpatient rent is a bond substitute, priced when the public market disagreed.
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Blackstone Raised $1.75 Billion in a Single Day to Buy Data Centres
The listing of a dedicated data-centre REIT at $20 a share is the clearest sign yet that hyperscale leases are being repackaged as a public income product.
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Mall Net Operating Income Grew 8.5% While Reported Profit Fell
Simon Property Group's second quarter shows why the headline earnings line is the wrong place to look at a landlord.
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The Largest Lab Landlord in America Lost $73.7 Million in a Quarter
Alexandria's leasing volume is recovering while its rents and occupancy are not, which is the signature of a market clearing at lower prices.
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Starwood Closed a $10.2 Billion Fund Named After Distress It Expects to Find
Three hundred investors across twenty countries committed to an opportunistic vehicle, in a year when opportunistic buying has been mostly theoretical.
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A Fund That Targeted $3 Billion Closed at $5.12 Billion
Kayne Anderson Real Estate's seventh opportunistic vehicle was 71% oversubscribed, aimed squarely at the property types institutions have been underweight.
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Senior Housing Occupancy Hit 89.9%, and Almost Nothing Is Being Built
Twenty consecutive quarters of gains, inventory growth of 0.4%, and fewer than 16,000 units under construction nationwide.
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Public Storage Is Buying Its Canadian Namesake for $1.2 Billion
The self-storage giant reported a 44.9% jump in earnings per share, a 2.6% fall in core FFO, and a quarter of near-continuous acquisition.
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AvalonBay and Equity Residential Closed Their Merger, Creating Vivmark Residential
The $70 billion combination, the largest public REIT merger on record, began trading as VMRK on August 18. S&P raised its credit rating to ‘A’ within 24 hours.
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Realty Income Put $2.6 Billion to Work in a Quarter and Pointed to a $6 Billion Data Centre Venture
The largest net-lease REIT in the country invested at a 7.3% initial cash yield while recapturing 102.7% of expiring rent.
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Commercial Property Values Rose Again in August, but the Bond Market Is Pushing Back
Green Street's index gained 0.8% in August and 5.0% over twelve months, with the firm's own researcher flagging Treasury yields as the constraint.
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Ventas Raised Its 2026 Investment Target to $4.5 Billion on a Demographic Argument
The REIT had already closed more than $3 billion of senior housing purchases by midyear, with its chief executive pointing to baby boomers turning 80.
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Blackstone's Non-Traded Property Fund Posted Its Best Net Flows in Four Years as Data Centres Hit 27% of the Portfolio
Redemption requests fell 42% year over year at the vehicle whose 2022 withdrawal limits became a cautionary tale for retail real estate funds.
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Mall Tenant Sales Reached $838 a Square Foot as Simon Raised Its Guidance
The largest US mall owner reported new-deal rents up 17% and domestic property net operating income up 8.5% in the second quarter.
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Self-Storage Operators Split Four Ways on the Same Quarter
Extra Space grew same-store net operating income 3.5% while Public Storage's fell 2.2% and CubeSmart's slipped 0.7%, with occupancy around 90 to 94% across the group.
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