Rental Real Estate in 2026: Buy, Hold or Sell?
Rental real estate in 2026: weighing the buy, hold or sell trade-off in a regime of stabilized rates and rental yields under pressure.
Tag Housing & Real Estate
Real Estate Investment: A New Regime for Your Wealth
Real estate investment: why the end of free money is reshaping returns, credit, and the role of property within overall wealth allocation.
French Mortgage Usury Rate: The Hidden Credit Lock
How the French mortgage usury rate reshapes access to credit in 2026, compresses bank margins and conditions purchase or investment decisions.
Variable Mortgage Rates: Quiet Link in Monetary Transmission
Variable mortgage rates continue to transmit prior rate hikes long after central banks pause. How this delayed channel reshapes consumption, default risk and monetary room for maneuver.
Housing Inflation: The Shift Reshaping the Macro Cycle
Housing inflation: how persistent rent and price increases are reshaping growth, wages, margins and medium-term investment dynamics.
Residential Real Estate: Hidden Message in Mortgage Rates
Residential real estate adjustment now runs through credit and transaction volumes rather than headline prices. With mortgage rates anchored above the 2010s, the trade-offs for buyers and investors have been reshaped — without a sharp price drop.
End of Fixed-Rate Bank Loans: A New Risk for Real Estate
The end of fixed-rate bank loans is reshaping real estate cycles: how this structural shift modifies risk, prices and financing.
Why Price Per Square Meter Is a Misleading Real Estate Indicator
Property heterogeneity and shifting transaction composition explain why price per square meter is an incomplete indicator of real estate market dynamics, particularly during periods of contracting volumes.
Real Estate’s True Cycle Is Credit, Not Prices
Property prices act as a lagging, fragmentary indicator. The real estate cycle is, first and foremost, a credit cycle—governed by lending standards, the real cost of capital, and the selectivity of financing.
Why Real Estate Does Not Always Protect Against Inflation
Mismatches between inflation, incomes and financing explain why real estate does not always protect against rising prices, especially in higher-rate regimes.