Housingwire's Logan Mohtashami: Real Estate Vs Bitcoin & Bond Market Outlook

Mortgage rates hit 3-year highs as homebuyers retreat. HousingWire’s Logan Mohtashami explains why rising bond yields and Fed hawkishness drive the surge.

• Mortgage rates have reached 3-year highs, causing homebuyers to retreat, driven by rising bond yields and hawkish Federal Reserve policy.
• The article discusses the factors influencing mortgage rates, including the 10-year Treasury yield and mortgage spreads, and contrasts the current housing market with 2008.
• It also explores the competition between real estate and Bitcoin for monetary premium, the potential for borrowing against Bitcoin for down payments, and provides an outlook for 2027.

Topics: Asset types, Market cycles macro sensitivity, Public market, Real assets, Interest rate sensitivity, Public bond tokenization

Tags: #mortgagerates #realestate #bitcoin #bondmarket #treasuryyield #federalreserve #homebuyers #affordability #homeprices

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Leon Wankum: BTC Taking On Real Estate's $300T Monetary Premium

Property was once the default wealth store, but Leon Wankum argues that run is over. He explains why Bitcoin is stripping real estate of its monetary premium.

• Leon Wankum argues that Bitcoin is challenging real estate's traditional role as the primary store of wealth due to fiat debasement and Bitcoin's absolute scarcity.
• The author of 'Digital Real Estate' suggests that Bitcoin is now capturing the 'monetary premium' previously held by both residential and commercial properties.
• The article touches upon Bitcoin-backed mortgages, the housing crisis as an ownership crisis, and potential strategies for real estate developers using Bitcoin.

Topics: Asset types, Scalability, Institutional adoption, Real assets, Market depth liquidity, Asset manager initiatives

Tags: #bitcoin #realestate #monetarypremium #digitalrealestate #fiatdebasement #absolutescarcity #residentialrealestate #commercialrealestate #bitcoinmagazine #grantcardone

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Former CIA official accused of stealing $40M in gold bars pleads guilty

A former senior CIA official pleaded guilty on Tuesday in Virginia to a charge that he abused his position and government funds to enrich himself by acquiring Florida real estate and hundreds of gold bars worth over $40 million, according to court records.

• A former senior CIA official has pleaded guilty to wire fraud for abusing his position and government funds to acquire over $40 million in gold bars and Florida real estate.
• The official fabricated classified programs to justify the acquisitions, causing approximately $194 million in total losses to the federal government.
• He also lied about his military and academic credentials, and faces a maximum prison sentence of 20 years.

Topics: Asset types, Legal regulatory, Alternative assets, Enforcement actions litigation

Tags: #ciaofficial #goldbars #wirefraud #realestate #governmentfunds #pleaguilty #abuseofposition #fraudulentconduct #justicedepartment

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The Real Estate Market Is Dead In Spain. Long Live Bitcoin.

A 2% rent ceiling against 4.9% September inflation, plus compulsory five- and seven-year renewals, rewrites signed leases. The Bank of Spain still puts the housing deficit near 750,000 homes.

• Spain's government has implemented emergency decrees that rewrite rental contracts and cap rent increases, significantly impacting property owners and potentially reducing housing supply.
• Critics argue these decrees are unconstitutional and retroactively alter private agreements, leading to a significant withdrawal of rental listings from the market.
• The article contrasts the unpredictable nature of real estate regulation with Bitcoin's fixed rules, suggesting Bitcoin as an alternative long-term wealth-building asset for Spaniards facing an uncertain property market.

Topics: Asset types, Legal regulatory, Market cycles macro sensitivity, Real assets, Enforcement actions litigation, Interest rate sensitivity

Tags: #spain #realestate #bitcoin #rentcontrol #housingshortage #governmentdecree #propertyowners #longtermwealth #investmentrisk #contractrewriting

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Spain protests: Evicted 87-year-old woman to return to Madrid home

The real estate firm backs down and restores her old rent after mass protests over Spain’s housing crisis.

• An 87-year-old woman in Madrid will return to her home after a real estate firm agreed to reinstate her old rent following mass protests against Spain's housing crisis.
• The dispute highlighted the issue of international investment funds buying buildings, significantly increasing rents, and displacing long-term tenants for tourist accommodations.
• The Spanish government is proposing new tenant protection measures, though these may face political opposition and fall short of protesters' demands, amidst a significant housing shortage in the country.

Topics: Asset types, Legal regulatory, Scalability, Real assets, Investor protection disclosure, Retail global adoption

Tags: #realestate #housingcrisis #eviction #rentcontrol #protests #madrid #spain #tenantrights #investmentfund

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El 80% de los inversores con más de $10 millones usa activos alternativos, según Goldman Sachs

Goldman Sachs halló que el 80% de los inversores con más de $10 millones usa activos alternativos. No implica una salida de la bolsa.

• A Goldman Sachs survey indicates that 80% of investors with over $10 million in assets utilize alternative investments, not necessarily abandoning traditional stocks.
• The adoption of alternative assets, such as private equity and real estate, increases with wealth, driven by diversification and yield-seeking goals, despite associated risks.
• Maintaining a significant portion of wealth in cash is also common, suggesting a balanced portfolio strategy rather than a complete exit from public markets.

Topics: Asset types, Scalability, Institutional adoption, Alternative assets, Institutional capital inflows, Asset manager initiatives

Tags: #goldmansachs #alternativeassets #highnetworthinvestors #diversification #privateequity #realestate #portfolioallocation #riskmanagement #tokenizedassets #liquidity

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Century Communities, Inc. (CCS) Stock: New Tennessee Project Targets Nashville Demand

Century Communities stock trades at $61.96 as the builder prepares to open Martins Glen near Nashville with five home plans starting in the low $400s.

• Century Communities is launching a new housing development called Martins Glen near Nashville, Tennessee, offering five home plans starting in the low $400s.
• The development targets demand in the Nashville area with homes ranging from three to five bedrooms and featuring smart home technology.
• This expansion aligns with the company's strategy to increase its housing inventory in growing metropolitan markets, addressing affordability and supply concerns.

Topics: Asset types, Scalability, Real assets, Retail global adoption

Tags: #centurycommunities #nashville #realestate #housingmarket #newconstruction #homeplans #martinsglen #tennessee #affordability

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Jeff (@cfm_sol) on X

$PRISM 15.33m dyor 0x20024e485c0b22b42855589700721b28320a7777 okx wallet:https://t.co/nHpOnu7Ysx A platform for trading tokenized real-world assets, combined with AI, focused on non-custodial, on-chain trading of stocks, government bonds, gold, real estate, ETFs, and more. The product is basic…

• Prism is a platform for trading tokenized real-world assets (RWAs) using AI, focusing on non-custodial, on-chain trading of various assets like stocks, bonds, gold, and real estate.
• The platform features a marketplace of verified tokenized assets, a decentralized exchange (DEX) for direct on-chain trading, and a launchpad (Stokenize) for businesses to tokenize and raise capital.
• The native PRISM token is used for fee discounts, staking, liquidity provision rewards, and is subject to buybacks and burns driven by trading volume, creating a flywheel effect.

Topics: Asset types, Infrastructure providers, Integration with defi, Financial instruments, Tokenization platforms, Rwa collateral lending

Tags: #prism #tokenizedrealworldassets #onchaintrading #stocks #governmentbonds #gold #realestate #etfs #dex #stokenize

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A Miami developer will let buyers pay for townhomes in Kaspa crypto

Bayit Development will accept Kaspa (KAS) for two Miami townhomes in Shenandoah, sending KAS up 3% with $47.72M in trading volume.

• A Miami developer is accepting Kaspa (KAS) cryptocurrency for two luxury townhomes, a move that saw KAS prices rise.
• The developer has not yet released pricing details, leaving the exchange rate and conversion timing uncertain.
• This initiative is seen as a marketing play and a test of Kaspa's utility beyond speculation, following similar trends in luxury real estate accepting crypto.

Topics: Asset types, Institutional adoption, Scalability, Alternative assets, Onboarding prime brokerage, Retail global adoption

Tags: #kaspa #kas #miami #townhomes #realestate #cryptopayment #blockdag #developer #luxuryproperty

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Mizuho resalta dos acciones con potencial tras el repunte de los bonos del Tesoro

Mizuho destaca dos REIT con dividendos superiores al 4% que podrían beneficiarse pese al repunte de los bonos del Tesoro.

• Mizuho identifies two single-family rental REITs, American Homes 4 Rent (AMH) and Invitation Homes (INVH), as having potential despite rising Treasury yields.
• These REITs offer attractive dividend yields (above 4%) and are supported by favorable demographics, rising mortgage costs, and potential regulatory tailwinds.
• Despite macroeconomic headwinds, their strong occupancy rates and share buybacks position them favorably for investors seeking income.

Topics: Asset types, Market cycles macro sensitivity, Yield performance, Real assets, Interest rate sensitivity, Treasury bond yields, Private credit high yield

Tags: #mizuho #reits #treasurybonds #dividends #americanhomes4rent #invitationhomes #realestate #interestrates #inflation

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US housing crunch puts private equity in midterm campaign crosshairs

• Private equity firms are facing increased political scrutiny in the US midterms, with candidates blaming them for soaring housing costs and reduced affordability.
• Numerous candidates are pledging to restrict institutional investment in single-family homes and other real estate, citing negative impacts on rent, maintenance, and home values.
• While some new regulations aim to limit large investors, specialized real estate firms may fall outside their scope, highlighting ongoing debates about the role of private capital in the housing market.

Topics: Asset types, Legal regulatory, Institutional adoption, Real assets, Investor protection disclosure, Asset manager initiatives

Tags: #privateequity #housingcosts #midtermelections #institutionalinvestors #realestate #affordablehousing #campaigntrail #rents #homeownership #politicalscrutiny

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RWA, Tokenized Real Estate, & TCG Counsel in Louisiana | Quantum Counsel, LLC

Tokenizing real-world assets or launching a TCG in Louisiana? Get aggressive legal counsel on structure, securities, and compliance. Call 504-414-6005.

• Quantum Counsel, LLC offers legal services for tokenizing real-world assets (RWAs) and launching Trading Card Games (TCGs) in Louisiana, emphasizing complex legal structures, securities compliance, and regulatory adherence.
• The firm highlights the risks of incorrect legal structuring, including SEC enforcement and investor claims, and advises on critical aspects like asset classification, transfer restrictions, custody, KYC/AML, and intellectual property.
• Services cover entity formation, token structuring, securities compliance, real estate title, IP protection, dispute resolution, and ongoing defense against regulatory inquiries and litigation.

Topics: Asset types, Legal regulatory, Compliance, Real assets, Securities law classification, Investor protection disclosure, Kyc proof of identity, Aml antimoneylaundering

Tags: #tokenization #realestate #securitieslaw #secenforcement #louisiana #tcg #nfts #legalcounsel #compliance #rwa

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Best 11 RWA Tokenization Platform Development Companies in the USA

Real-world asset tokenisation in the United States operates under a genuinely different legal framework than most other major markets. Rather than a bespoke token-classification law, tokenised assets in the USA are evaluated against a securities test that predates blockchain technology by more than

• The article highlights the unique legal framework in the USA for RWA tokenization, primarily governed by the Howey Test, which classifies tokens as securities.
• It emphasizes the importance of choosing development partners who understand US securities law and can build compliant technical infrastructure, listing 11 key companies.
• Key asset classes like real estate and private credit are seeing significant institutional interest due to benefits like fractional ownership and faster settlement, with AI playing an increasing role in valuation and compliance.

Topics: Infrastructure providers, Legal regulatory, Asset types, Tokenization platforms, Securities law classification, Real assets, Private credit

Tags: #rwatokenization #usa #securitieslaw #howeytest #devtechnosys #tokenizationplatform #realestate #privatecredit #compliance #institutionalinterest

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I'm Buying Real Assets Hand Over Fist

With stocks priced at historically high valuations, and bonds offering ultra-low yields, where should one invest? Click here to know my thoughts.

• The author advocates for investing in income-producing real assets due to historically high stock valuations and low bond yields.
• Real assets are highlighted for offering high yield, inflation protection, diversification, and upside potential.
• The article provides examples and suggests exclusive access to a model portfolio for members of 'High Yield Landlord'.

Topics: Asset types, Scalability, Real assets, Institutional capital inflows

Tags: #realassets #incomeproducing #inflationprotection #diversification #highyield #stockvaluations #bondyields #realestate #nnn #homu

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Vietnam’s Mortgage Rate Surge Putting Homeownership Out of Reach

Mortgage rates in Vietnam have climbed steeply, with average charges now around 12% to 14% and floating rates reaching as high as 15% to 16%. The country's push to build infrastructure is putting strain on banks, which are facing a funding shortfall, and the central bank has urged lenders to rein in loans to the property sector. The combination of higher borrowing costs and limited affordable housing is weighing on sales, which were down 36% in the second quarter from a year earlier, and putting pressure on developers' cash flow and inventories.

• Mortgage rates in Vietnam have surged to 12-16%, making homeownership increasingly unaffordable for many citizens.
• This surge is driven by banks facing funding shortfalls due to infrastructure investment demands, leading the central bank to curb property lending.
• The combination of high rates, limited affordable housing, and developer cash flow issues has led to a significant drop in sales and poses risks to financial stability.

Topics: Asset types, Scalability, Market cycles macro sensitivity, Real assets, Market depth liquidity, Interest rate sensitivity

Tags: #vietnam #mortgagerates #realestate #homeownership #interestrates #housingaffordability #developers #centralbank #creditgrowth #fundingshortfall

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CapitaLand Targets $500 Million for Third Asian Credit Fund

CapitaLand Investment Ltd. is targeting $500 million in commitments from investors for its third Asia Pacific credit program. The program, APC III, will continue its previous credit strategies' focus on senior secured asset-backed investments, and the firm will primarily target existing investors. The fundraising initiative comes as private credit in Asia faces mounting scrutiny, with investors questioning whether loans backed by collateralized assets remain safe bets.

• CapitaLand Investment is targeting $500 million for its third Asia Pacific credit fund, focusing on senior secured asset-backed investments.
• The fundraising occurs amidst increased investor scrutiny of private credit in Asia, particularly loans backed by collateralized assets, following high-profile defaults.
• The fund will primarily target existing investors, with a first close aimed for year-end, and follows previous successful credit programs that financed real estate and logistics assets.

Topics: Asset types, Private market, Private credit debt funds, Private credit

Tags: #capitaland #asiancreditfund #privatecredit #assetbackedinvestments #fundraising #realestate #loanscrutiny #wingategroup #temasekholdings

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Blockchain Beyond Crypto: 7 Real-World Use Cases in 2026

Discover how blockchain is transforming supply chains, payments, identity, healthcare, real estate, carbon tracking, and digital credentials.

• Blockchain technology is expanding beyond cryptocurrencies to offer practical solutions in various industries by 2026, including supply chain management, cross-border payments, and digital identity verification.
• Key applications include automating processes with smart contracts, enhancing transparency in healthcare and carbon tracking, and enabling fractional ownership and liquidity through real estate and asset tokenization.
• Despite its transformative potential, challenges such as scalability, regulation, interoperability, data accuracy, and adoption costs remain significant hurdles for widespread implementation.

Topics: Asset types, Scalability, Integration with defi, Real assets, Alternative assets, Stablecoins digital cash, Market depth liquidity, Rwa collateral lending

Tags: #blockchain #realworldusecases #supplychain #crossborderpayments #digitalidentity #smartcontracts #healthcare #realestate #assettokenization #scalability

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Injective: Pineapple Financial begins onchain migration of $10B mortgage portfolio - 03 Sep 2026

Pineapple Financial has tokenized over $1 billion in real estate mortgages on Injective and will migrate its full portfolio of more than 29,000 funded mortgages, worth over $10 billion, onchain over time. The move places a large pool of tokenized real-world assets on the network and gives INJ holde…

• Pineapple Financial is migrating its $10 billion real estate mortgage portfolio onto the Injective blockchain.
• This move significantly increases Injective's total value of tokenized real-world assets and provides a tangible institutional use case.
• The migration will occur gradually, allowing for tracking of progress against the 29,000-mortgage total.

Topics: Asset types, Scalability, Institutional adoption, Real assets, Growth metrics, Asset manager initiatives

Tags: #pineapplefinancial #injective #mortgageportfolio #tokenization #realestate #onchainmigration #rwa #institutionalusecase #layer1chain

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The Man Shaking Up Taiwan’s $1.2 Trillion Insurance Industry

Peng Jin-lung, Taiwan's financial regulator, wants to reduce Taiwanese life insurers' dependence on US dollar assets, which was affected by the local currency surge last year. Insurers will be pushed to deploy less capital into dollar bonds and US Treasuries, and may scale back commitments to offshore buyout funds, shifting more money into domestic infrastructure and real estate. The changes aim to steer more capital home and turn Taiwan into a regional financial hub, with insurers required to set annual targets to reduce currency mismatches and increase domestic investments.

• Taiwan's financial regulator is pushing life insurers to reduce their reliance on US dollar assets and increase domestic investments in infrastructure and real estate.
• This strategic shift aims to mitigate currency risks, steer capital back into Taiwan, and transform the island into a regional financial hub.
• While facing challenges due to a scarcity of suitable domestic assets, the initiative is seen as a significant transformation for Taiwan's financial industry.

Topics: Asset types, Jurisdictions, Scalability, Financial instruments, Established hubs, Institutional capital inflows

Tags: #taiwaninsurance #currencymismatch #usdollarassets #domesticinvestment #financialregulator #pengjinlung #fsc #infrastructure #realestate #capitalallocation

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$5.3B Grant Cardone Buys 1,200 Bitcoin to Fuel Real Estate-BTC Hybrid Model

Grant Cardone’s $5.3B firm adds 1,200 Bitcoin as it expands a real estate-BTC model funded by rental cash flow.

• Grant Cardone's firm has purchased an additional 1,200 Bitcoin, expanding its hybrid real estate-Bitcoin investment model.
• The strategy utilizes rental cash flow from multifamily units to dollar-cost average into Bitcoin, aiming for higher returns than real estate alone.
• While offering potential for increased returns and diversification, the model carries risks associated with Bitcoin volatility and long investor lock-up periods.

Topics: Asset types, Institutional adoption, Yield performance, Real assets, Asset manager initiatives, Private credit high yield

Tags: #grantcardone #bitcoin #realestate #cardonecapital #tokenization #rentalincome #hybridmodel #privateequity #investmentstrategy #digitalassets

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