Where Housing Inventory is Rising in U.S. Cities

6 single-family homes in Birmingham are available.

• 6 single-family homes. About $6.3k per month in current rents. Five are occupied. One is vacant but was rented recently.

• Not a flip or a heavy rehab situation. It’s a rent-first portfolio in working-class neighborhoods, likely a better fit for long-term holders and Section 8 operators than appreciation-driven buyers.

• There’s no asking price. Just looking to connect with serious buyers and see where interest lies.

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Billions of Square Feet, Untapped: Inside Flexible Warehouse Leases Link

Insights

• There is currently a 7.5% vacancy rate across 19.5 billion square feet of U.S. industrial stock, leaving nearly 1.5 billion square feet idle.

• Digital platforms are replacing slow, manual leasing processes to help landlords monetize space during the 12 to 36 months it typically takes to secure long-term tenants.

• Short-term demand is driven by seasonal surges, product launches, and "tariff jumping" where companies rush to store goods before new trade taxes take effect.

My take: Rigid long-term leases are a tax on agility. In a world of trade wars and instant delivery, the winning landlords will stop selling real estate and start selling "space-as-a-service."

6 retail trends to watch in 2026 Link

Insights

• AI investment is hitting a performance wall where retailers must move from chatbot experimentation to proving actual ROI on physical goods and supply chain workflows.

• A K-shaped economy is widening the gap between value-driven mass merchants and specialty retailers who are struggling with high interest rates and e-commerce competition.

• Physical retail is shifting from "managed decline" to "mixed-use reinvention," with B-rated malls being reclassified as community-centric anchors for non-retail services.

My take: Proximity is the new prime real estate because speed beats efficiency in a 30-minute delivery world. If you own the local "last mile" store, you own the customer; if you rely on a distant warehouse, you’re already obsolete.

Mid-Tier Multifamily Quietly Takes the Lead Link

Insights

• Luxury assets face a 0.2% rent decline as they comprise 70% of current construction, while three-star properties saw 0.5% growth due to nearly zero new competition.

• The Midwest and Northeast are outperforming the Sun Belt by maintaining a strict balance between new deliveries and actual demand, avoiding the "supply overhang" hurting high-growth metros.

• San Francisco has become a national outlier with strong rent growth driven by AI sector hiring, whereas Washington, D.C. is softening due to significant federal workforce reductions.

My take: Luxury is currently a commodity, but "average" is a monopoly. When everyone builds for the 1%, the real money is made serving the other 99% who have nowhere else to go.

Top BTR Pipelines Are Consolidating Under a Small Group of Operators Link

Insights

• Eight major developers currently control the lion's share of the 64,250 build-to-rent homes under construction across the United States.

• The top players with over 1,000 units each include Empire Group, Taylor Morrison, Cavan Companies, NexMetro Communities, Core Spaces, Redwood Living, American Homes 4 Rent, and Quinn Residences.

My take: Wall Street is finishing its land grab and moving into the "monopoly" phase. These eight companies aren't just building houses; they are building a future where they control the rental price floor for entire ZIP codes.

Mapped: Where Housing Inventory is Rising in U.S. Cities

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Cheers,

Vidit

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