AREC Housing Pulse
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Live Market Intelligence
Track the metrics that move the market: inventory, pending sales, price reductions, mortgage rates, Treasury spreads, and jobless claims — with real estate signal logic on every data point.
Source: SEC EDGAR XBRL (REIT SIC 6798, 6500, 6552, 6726) · Annual 10-K filings · Updated annually per company.
Source: SEC ABS-EE XML filings · 2.1M+ loan-period observations (~115K tracked loans) · Last 18 months.
Refinancing pressure concentrates where delinquency is high and loan maturities cluster.
Source: DOL Form 5500 Schedule H · 274K+ pension plans · 2022–2023 complete · 2024 partial · data lags 12–24 months from plan year end.
Source: SEC EDGAR XBRL · Most recent annual 10-K filing per company.
NYC MTA + Chicago CTA daily ridership · directional urban core transit demand proxy for those two markets · free public data updated daily.
Source: St. Louis Fed (FRED) · Daily/weekly rates · T10Y2Y below zero = historically reliable recession indicator (3–18 months lead time).
Banks with CRE loans exceeding 30% of total assets face elevated stress when commercial property values fall. Regulatory warning threshold: 300% of risk-based capital.
Source: FDIC Call Reports (BankFind Suite) · Quarterly · CRE% = (construction + nonfarm CRE + multifamily) ÷ total assets · Note: regulatory trigger is 300% of risk-based capital (a separate metric).
Source: SEC EDGAR 13F-HR filings · Most recent quarter · Managers required to report holdings ≥$100M AUM · 2,015,869 individual positions ingested.
Source: DOL Form 5500 Schedule H · Annual · Pension plan real estate allocations by sponsor state · states with ≥1 plan reporting RE assets shown.
Source: SEC EDGAR 13F-HR · Most recent quarter (Q1 2026) · Top 25 most widely held securities by number of reporting managers · $100M+ AUM filers only.
Source: SEC EDGAR N-PORT · Monthly · Mutual fund holdings in REIT and real estate securities · 126K+ positions tracked.
Sources: Federal Reserve (FRED) — Freddie Mac PMMS (30-year fixed), DOL initial claims, Realtor.com listings, NAR pending home sales, Treasury yields, SOFR. Redfin Data Center — new listings, price reductions, pending sales (weekly). FDIC BankFind Suite — bank CRE loan concentration (quarterly call reports). Data is for informational purposes only and is not investment advice.