Developers in Los Angeles are increasingly submitting proposals for 100% affordable housing complexes, driven in part by Executive Directive 1, which streamlines the approval process. Since its implementation, about 42,300 affordable housing units have been proposed, with 75% receiving approval.

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Dallas Federal Reserve President Lorie Logan said that "it would be hard to support another rate cut" in December unless there is "convincing evidence" that inflation is easing faster than expected or that the labor market is softening more than expected. "Until I see convincing evidence that we are headed all the way back to our 2% target, I really do think modestly restrictive policy is appropriate," Logan said at an energy conference.

Funds from operations for US public REITs rose 17.3% from the prior year in the third quarter, reaching $21 billion, according to Nareit's quarterly REIT Industry Tracker. Nareit's Ed Pierzak notes that operational performance is solid and that balance sheets are "well-structured and exercising a lot of discipline." In addition, Nareit's Nicole Furnari discusses a report on the largest actively managed real estate investment funds focusing on REITs. Health care has grown in terms of allocations, with Funari noting tailwinds supporting demand.

Stocks in dividend-paying sectors could be well-positioned for 2026, given certain economic concerns tied to persistent inflation and potential weaking in the labor market. Office REITs could benefit from the recovery of premium markets in New York City and Boston. REITs such as Brixmor Property Group and Welltower also have appealing growth stories, writes Ian Salisbury of Barron's.

The Bloomberg US Aggregate Bond Index is on track for its best performance since 2020, potentially fueled by Federal Reserve interest-rate cuts and other factors. The index has returned about 6.7% this year, outpacing short-term Treasury bills. However, potential threats remain, including uncertainty over future rate cuts.

Darren Richman, CEO of Millrose Properties, talks about the origin of the company as a spinoff from Lennar and its work with homebuilders in the land banking sector. "The more modern form of land banking is about capital efficiency, where a builder is looking to clarify their own business model, looking to separate the opco (operating company) from the propco (property company)," Richman says.

Groq has launched a 4.5-megawatt AI inference facility at an Equinix data center in Sydney to meet rising demand for scalable AI workloads in the region. "Our unique ecosystems and wide global footprint continue to serve as a connectivity gateway to [Groq's] customers and enable efficient enterprise AI workflows at scale," said Equinix's Cyrus Adaggra.