Real Estate Investment

The hidden fee on your housing bets: inflation Here’s the quiet fee most investors skip: inflation. It’s the charge that hits your housing bets even when the screen is green. In Q4 2025, that matters a lot, because real returns (not the nominal ones you brag about in group chats ) decide whether your portfolio actually got richer. If your homebuilder is up 8% but inflation ran 3-4%, your real gain is closer to 4-5%. And if you’re collecting a 4% dividend from a REIT while prices rise 3%, you’re barely treading water after tax. I’ve learned that the hard…

No, CPI Doesn’t Automatically Smash Real Estate Stocks Hot CPI print, REITs must crater. I get that take in my inbox every time the number hits the tape. And it keeps being wrong in the places that actually set prices: real rates, the Fed path, and credit. The headline is just the appetizer; the main course for real estate equities is the 10-year real yield, credit spreads, and where policy is headed into year-end. We’re in October 2025, which means the August CPI is already processed by the market and translated into probabilities for late-2025 Fed moves. That’s the part…