Real Estate


Fund-Raising and Dealmaking Will Dominate Private Asset Managers' Earnings

Blackstone, KKR, Apollo Global Management and Brookfield are getting ready to report quarterly earnings.

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It’s Cold Outside. And That Just Might Warm Up These Stocks.

Frozen pipes and roof repairs are expected to drive unexpected volume for Tractor Supply, Home Depot, and Lowe’s.

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Homes.com Is a Target for This Hedge Fund. Real-Estate Listings Portals Are Being Disrupted.

The commerical real-estate giant should reconstruct its board and consider strategic alternatives for its Homes.com portial, Third Point CEO Daniel Loeb wrote in a letter.

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Home Prices Surprise on the Upside, With 1.4% Increase

The consensus call among economists tracked by FactSet was for a 1.1% increase.

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Home Insurers’ Math Changed. We’re All Paying the Price.

Home insurance costs are rising because disaster costs have risen. It is shaping up to be the next housing-affordability shock, Jonathan Crystal writes in a guest commentary.

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Trump Could Make Your Mortgage Cheaper. How Japan's Yen Fits In.

Wall Street is talking about the possibility of U.S. intervening in Japan’s currency crisis. Here is why the stock market cares so much.

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Affordable Housing, Made in America

Undermining American manufacturing by relying on foreign suppliers won’t fix the housing affordability crisis, Scott Paul writes in a guest commentary.

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The Industrial REIT Prologis Is a Data Center Play. Why Some Analysts Don’t See It as a Buy.

The industrial real estate sector has outperformed, but may face tougher going now.

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Compass Scored Big Win With Anywhere. The Stock Can Rise 13%, This Analyst Says.

Compass has completed its acquisition of Anywhere, making it the “premier consolidator in U.S. residential real estate ,” a J.P. Morgan analyst says.

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Man Accused of Masterminding $380 Million Ponzi Scheme Pleads Guilty

Todd Burkhalter could be heading to prison for more than 17 years for his role in defrauding more than 2,000 investors.

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Housing Policy Was Afterthought in Trump's Davos Speech. No News Is Good News for Builders.

Housing companies had feared a ban on stock buybacks or measures to encourage them to build more homes than they would otherwise.

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Nvidia, Netflix, Intel, Sandisk, 3M, Coinbase, Newmont, RAPT, Fastenal, and More Stock Market Movers

Each of the Magnificent Seven megacap stocks tumble as investors fret over President Donald Trump’s tariff threats.

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Lower Mortgage Rates Were Fun While They Lasted. It’s Over for Now.

Tuesday’s bond-market upheaval sent the cost of a 30-year mortgage 0.14 percentage point higher, according to one daily survey.

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Invitation Homes Stock, Rattled by Trump Homebuying Tweet, Now Looks Like a Bargain

This real estate investment trust has a valuable portfolio, trades cheaply on many financial metrics, and carries a safe 4.4% dividend yield.

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D.R. Horton Earnings Beat Expectations as Homebuyers Stay Cautious

D.R. Horton earnings top expectations. But ‘affordability constraints and cautious consumer sentiment continue to impact new home demand,’ says Executive Chairman David Auld.

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Trump’s Mortgage Bond Plan Is Bad News for Fannie and Freddie Stocks

Fannie Mae and Freddie Mac shares have slumped as investors fear the administration may keep the companies under government control rather than pursue an IPO.

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White House to Ease Access to Retirement Cash for Home Down Payments, Hassett Says

President Donald Trump is expected to discuss his plan for improving housing affordability at the World Economic Forum in Davos next week. 

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QXO Shares Fall After Stock Offering. Why Wall Street Is Unanimously Upbeat.

Investors hope that CEO Brad Jacob can find a company to buy as QXO seeks to roll up the building supplies sector.

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Mortgage Rates Fall to Lowest Level Since 2022. Agents Say Buyers Are Back.

Real-estate agents in metropolitan areas across the U.S. say buyer demand perked up this month.

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Housing Affordability Is Topic A. Just Ask Rival Mortgage Lenders Rocket and UWM.

Banks have retreated from home loans because of increased capital requirements and low margins, leaving the field to upstarts like UWM and Rocket.

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AI Stocks Give Mixed Messages. But There’s One Clear Takeaway for Markets.

Trump puts 25% tariffs on chips, oil prices slide, consumers continue to borrow and spend despite affordability concerns, and more news to start your day.

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Home Sales Hovered at Three-Decade Low in 2025. What’s Coming This Year.

Home sales in 2025 mark the third straight year of sales of three-decade lows after rapidly rising mortgage rates caused transactions to plunge.

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D.R. Horton, Lennar, Other Home Builder Stocks Hit as Pulte Slams Buybacks

Bill Pulte took aim at home builders’ stock buybacks, sending shares in D.R. Horton and Lennar lower.

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Trump’s Housing Plan Is Wild Card for Builder Stocks. It Isn’t Just About Buybacks.

Proposed U.S. housing policies risk pressuring builders to increase housing supply, potentially hurting profit margins.

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‘All Restraint Is Gone,’ Investors Say After Trump’s $200 Billion Mortgage-Bond Order

Investors are debating whether Washington’s latest moves are flooding markets with too much liquidity.

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