According to The Kobeissi Letter, Canada's housing market faces a severe shortage, with a structural deficit of 250,000 residential units per quarter. The decline in housing starts since 2021, coupled with doubled demand, indicates a critical situation for real estate investors and developers.

According to The Kobeissi Letter, the Trump Administration is proposing to sell 443 federal properties, including the Department of Justice and FBI's headquarters. This proposal could significantly impact the real estate market by increasing available commercial office space, as most US government agencies currently occupy less than 50% of their office space.

According to The Kobeissi Letter, the for sale home inventory growth reached an impressive 31.6% year-over-year in February 2025. This marks a significant increase compared to historical data, notably surpassing the 23.8% growth observed in Washington DC during May 2008 by approximately 8 percentage points. This data could signal potential shifts in the housing market that traders should monitor closely for implications on real estate investments.

According to The Kobeissi Letter, the Washington, DC metro area currently has nearly 10,000 homes for sale, with approximately 50% listed since January 1st. Since November 2024, nearly 5,000 homes have been listed, surpassing historical averages, even exceeding figures from 2008.

According to The Kobeissi Letter, US consumer sentiment regarding affordability is at near historic lows, with the homebuyer conditions index dropping to 30 points in February, marking the third-lowest on record. Simultaneously, the vehicle buying conditions index fell to 59 points, approaching its lowest level since 2022. This sharp decline in consumer confidence could impact trading strategies in the real estate and automotive sectors.

According to The Kobeissi Letter, US all-cash home purchases fell by 60,469 in 2024, reaching a total of 700,445, the lowest in at least a decade. Over the past three years, these transactions have decreased by 383,093, or 35%. Despite this decline, the proportion of all-cash home purchases remains high at 33%. This trend indicates a significant shift in the housing market, potentially affecting real estate investment strategies and market liquidity.

According to The Kobeissi Letter, Washington, DC federal government buildings show an average occupancy rate of just 12%, with the Department of Agriculture having only about 456 of its 7,400 employees working in the office. This low occupancy rate is influencing the DC real estate market, which is described as just getting started.

According to The Kobeissi Letter, home listings in the Washington DC metro area have risen by approximately 23% year-over-year, with parts of Virginia experiencing even larger increases of 60%-70% during the winter months, a time typically characterized by low supply in the housing market. This surge in listings could impact housing prices and market dynamics, potentially influencing investment strategies in the real estate sector.