Mortgage rates are on the move again—and not in a good way. As Treasury bond yields surge from a major sell-off, some experts are warning of a bigger threat on the horizon: what if China and other major foreign holders of U.S. mortgage-backed securities start dumping them in response to Trump’s tariff plans? It could send mortgage spreads way up, pushing rates even higher. With the Fed also stepping back from the MBS market, investors may want to brace for more turbulence ahead.
In this issue:
😡 Rate Frustrations — Why mortgage rates are still high despite cooling inflation.
⛈️ A Calm Before the Storm — What Trump’s latest move means for the economy—and your investment strategy.
🏢 Multifamily’s Turning Point — Why the pros think the market has hit its bottom.
TOP STORY
By James Schlimmer
With inflation cooling, many expected mortgage rates to drop this spring—but that hasn’t happened. A spike in Treasury yields is keeping borrowing costs elevated, leaving real estate investors wondering what’s really driving the trend.
With Scott Trench, Mindy Jensen, and Amberly Grant
Markets bounced after President Trump hit pause on new tariffs for dozens of countries, but is this the start of stability or just a calm before the next storm? We unpack what the pause really means—and whether it’s time to shift your strategy.
After years of distress, multifamily real estate might be turning a corner. With softening prices, seller pressure mounting, and rents poised to rise, investors like Brian Burke are eyeing a potential window of opportunity. But is this the true bottom?
BACK POCKET
By Garrett Brown
Overpaying for a property can crush your returns—while undervaluing a deal could mean missing out. The key to investing smart? Accurate comps. Here's how to get them right.
