Switch Reportedly Preps an IPO at Up to an $80B Valuation
Reuters: Switch has engaged banks for a possible IPO valuing it up to $80 billion β the public market’s biggest AI-infrastructure test yet.
Real Estate Investors
Home Values Cushioned a $1.8 Trillion Stock Slide in Q1
Households lost $1.8 trillion in stocks in Q1 β yet net worth rose, because real estate gained $0.8 trillion. Housing’s stabilizer role, quantified.
Digital Realty Pays $7.8B for Blackstone’s Virginia Stakes
Digital Realty agreed to buy Blackstone’s stakes in three fully leased Virginia data centers β 288 MW for $7.8 billion, an AI-era valuation benchmark.
Multifamily Vacancy Explained: Why Renters and Investors Watch This Number
Multifamily vacancy shows how much rental supply sits empty β and shapes rent growth, concessions and negotiating power.
Multifamily Supply Cliff Ahead? What Slower Completions Could Mean for Rents
Apartment completions are slowing after a record supply wave. What a multifamily construction pullback could mean for rents.
Build-to-Rent Housing in 2026: Why Developers Are Chasing Renters
Build-to-rent communities offer single-family space without a mortgage. Why developers are betting on long-term renters.
Investor Home Purchases in 2026: Is the Pullback Ending?
Investor home purchases fell to their lowest level since 2020, Redfin data shows. Is the pullback ending or deepening?
Foreclosure Rates in 2026: Where Distress Is Building Fastest
Foreclosure filings rose 14% year over year in May, ATTOM reports. Where distress is building fastest β and why it’s not 2008.
U.S. Rental Market Update 2026: Rent Growth Is Cooling, Affordability Is Improving, and Supply Is Still Doing the Work
Rent growth is cooling, rental affordability is improving, and new apartment supply is still reshaping the 2026 rental market.