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Nearly 40% of Texas’ attached home sales went to investors last year, as market dynamics created rare yield opportunities.

A surge in corporate bond issuance is competing with Treasuries, putting upward pressure on rates and raising concerns about long-term debt sustainability.

New GSE caps raise total multifamily lending capacity to $176B for 2026, marking a 20% increase in available agency financing.

Delinquencies rose slightly in December, but office properties posted their second month of improvement.