Offerd

Offerd is the next generation of Commercial Real Estate Brokerage — powered by data, technology, and AI.

[Offerd @offerdcre]

Apartment values down 10% from peak. Stabilized deals clearing at 5.25-5.5% caps. Coastal units at $400K vs. Sun Belt $200K. 71% of investors on hold, near an all-time high per Burns + CRE Daily. This is not one market.

https://t.co/rdPtbmJqGM

[Offerd @offerdcre]

May rents edged up 0.3% MoM but only 0.2% YoY. Concessions hit a May high since 2013, with 17% of vacant units offering ~40 days free rent. Occupancy dropped to 94.1%, also a 2013 low.

Market split persists: San Francisco +4.5% YoY, Austin -3.7%.

https://t.co/M7fjCkMeJA

[Offerd @offerdcre]

Berkshire Hathaway is acquiring Taylor Morrison for $http://8.5B. With 5,411 BTR units and a $3B financing facility, Buffett is making a major bet on rental housing.

https://t.co/QBiyKspZ5e

[Offerd @offerdcre]

Offerd was built on technology before AI became everyone's pitch. We didn't add it to keep up.

#CRE #PropTech #CommercialRealEstate #RealEstateData #OfferdOS

[Offerd @offerdcre]

NY Fed's 2026 housing survey: renters are struggling to access mortgages and growing skeptical of homeownership as an investment. Vacancy is down from its February peak, rents have risen for 6 straight months, and rental demand continues to benefit.

https://t.co/KynJyvnFzb

[Offerd @offerdcre]

Banks originated $455B in CRE loans in Q1 '26, up 80% YoY. Flagstar, PNC, and Dime Bank all resuming originations. After 18 months of declines, lender competition is returning. Rate environment remains the key variable.

https://t.co/QA7oedhKED

[Offerd @offerdcre]

Extend and pretend is ending. Goldman, Deutsche Bank, and others are foreclosing or selling distressed CRE debt at steep discounts. $132B still needs clearing. CMBS foreclosures are at post-crisis highs. Multifamily debt is trading at 30-cent discounts.

https://t.co/WFc5VQZCm6

[Offerd @offerdcre]

DFW apartment occupancy hit ~93% in Q1 2026. Construction has declined for 11 straight quarters. But suburban landlords are still offering 12 weeks free rent, and a new TX zoning law may reload the supply cycle before this one fully clears.

https://t.co/dmIZgHAS79

[Offerd @offerdcre]

Private equity now owns nearly 3M U.S. apartment units, ~13% of inventory. 45% acquired since 2021. In Georgia, PE owns 1 in 3 apartments. In DFW, Atlanta, and Charlotte, the share tops 30%. The institutional footprint is larger than most realized.

https://t.co/3C2d7ywH8L

[Offerd @offerdcre]

Big news: AvalonBay and Equity Residential are merging. $69B. 180k units. One entity.
This is what late-cycle consolidation looks like. And it signals something for every investor paying attention to multifamily right now.
#CRE #Multifamily #REITs #Offerd
https://t.co/j6GEyn1Ksb

[Offerd @offerdcre]

Construction input costs up 6.2% in just 4 months — more than the cumulative increase over the prior 3 years combined. Crude oil up 61.8% YoY. Lumber up 5.5% in April. Multifamily development budgets are being repriced in real time.

https://t.co/KbC1KRwgUf

[Offerd @offerdcre]

10-year Treasury hit 4.59% on May 15, highest since Feb 2025. April CPI came in at 3.8% annually, hottest since May 2023. Every deal on your desk is being repriced. Here is what it means.

https://t.co/OodEYFmYXb

[Offerd @offerdcre]

Renters drove 80% of all U.S. household growth in 2025. 898k new rental households. Only 234k new homeowners. Multifamily rentals hit a record 22.4 million. Effective rent growth is back to positive.

https://t.co/TULILb7c96

[Offerd @offerdcre]

April 2026 Yardi data: average U.S. rent hit $1,758, up $4 from March. High-supply markets are showing early stabilization signals. Yardi projects rent growth of 2.3% by 2028. The trough may be in. Here is what the data is showing.

https://t.co/4ebfRToq7l

[Offerd @offerdcre]

MBA Q1 2026: commercial and multifamily borrowing up 52% year-over-year. Multifamily up 49%. Depository lending up 80%. GSEs up 38%. This is not a small uptick. The lending market is open and moving at scale.

https://t.co/BSS9dCUH8h

[Offerd @offerdcre]

NYC multifamily cap rates: ~5%. Japan's 10-year treasury: 2.4%. Japanese firms have put $2.1B into NYC property since 2024, including $233M across 326 apartments. When the math is this clear, the capital follows.

https://t.co/RCKLdvqQv7

[Offerd @offerdcre]

Yardi data: fully affordable multifamily posted 5.7% income growth in 2025 vs. 2.1% for market rate. NOI grew nearly 4x faster. Teachers, nurses, first responders. Durable demand, constrained supply, and a policy tailwind. Workforce housing is performing.

https://t.co/JhTCNuzrkJ

[Offerd @offerdcre]

TD Bank and RXR closed a $101M construction loan on 329 apartments in Charlotte's supply-constrained South End. It's phase 1 of a $500M mixed-use project: 1,000 total units, a hotel, retail, and 1.5 acres of green space. Charlotte development is moving.

https://t.co/cihQxWJtP6

[Offerd @offerdcre]

CRE prices just posted their strongest annual gain since 2022, up 2.1% year over year per MSCI. Multifamily came in flat in Q1, ending three straight years of declines. That is a turning point. Here is what the data says about where we are headed.

https://t.co/MfdTw7Jld6

[Offerd @offerdcre]

Investcorp re-entered multifamily after a 3yr absence with a $200M, 500-unit gateway market acquisition at 94% occupancy. They now planning $1B+ in senior housing investments over the coming years. The 80+ population grows 70% by 2035. The math is there.

https://t.co/aolsZEQah1