The newsletter

California housing policy, CRE data, and market intel.

The archive: years of analysis written from inside property management and commercial real estate.

April 2, 2026

California Multifamily in 2026: What the Regulatory Stack Means for Your Deal Math

You can't underwrite California real estate without understanding the full regulatory picture. Here's where to start. California multifamily has always required more diligence...

April 2, 2026

How to Track California Real Estate Legislation Without Losing Your Mind

Hundreds of bills move through Sacramento every session. Here's how to filter what matters to your portfolio. California runs one of the most active legislative environments in...

April 2, 2026

Bay Area Rent Control 2026: What Multifamily Investors Need to Know by City

Same metro. Very different regulatory environments. If you're evaluating multifamily in the Bay Area right now, local rent control is one of the highest-impact variables in your...

April 2, 2026

AB 1157 Is Dead — But It Told You Where California Is Headed

The bill failed. The pressure behind it didn't. AB 1157 failed on February 2, 2026. The bill was pulled before a floor vote, designated a two-year bill, and will not move forward...

April 2, 2026

California Rent Control 2026: What Every Landlord Needs to Know

Local ordinances are tighter than state law. Here's what that means for your portfolio. California has two layers of rent control: state law and local ordinances. Most landlords...

April 2, 2026

What Tools Track California Housing Legislation For Landlords?

The California legislature introduces hundreds of bills every session touching real estate — rent caps, eviction rules, zoning changes, property tax treatment, landlord...

April 2, 2026

AB 1157 Failed — But California Landlords Aren't Safe Yet

AB 1157 Failed — But California Landlords Aren't Safe Yet AB 1157 failed on February 2, 2026. The California Assembly filed it with the Chief Clerk — effectively killing it for...

March 2, 2026

Remember Your Why

As I was getting ready to work from home this morning, I had an epiphany — more so, what I consider to be an epiphany of what I'm doing all of this work for. I had to remember why...

February 1, 2026

When Negative Cash Flow Actually Makes Sense

Last week I showed you why 4.6% cap rate listings cost you $3,300/month. This week: when negative cash flow is strategic vs just expensive hope. The 1031 Exchange: Strategy vs...

January 25, 2026

"Great Investment Property" - A Broker's Guide to Losing $3,300/Month

Before I became a commercial broker, I spent years in property and asset management - both in Texas and California. I took the 2am tenant calls. I coordinated emergency repairs...

January 19, 2026

The Economics of Property Rights: Defending Ownership in California's Regulatory Environment

I recently encountered a resident who had been living in the same rent-controlled building since my birth year. Over that timespan, they've paid approximately $840,000 in...

December 22, 2025

The Builder's Remedy Reality Check: What Actually Pencils Going Into 2026

Over the past three years, The Builder's Remedy has gone from an obscure legal provision to one of California's most consequential housing development tools. Bay Area cities...

December 14, 2025

Supply Drought Ahead? What the Construction Data Means for Your Property Value

Understanding the Market Split and What It Means for Multifamily Owners If you own multifamily in the Bay Area, the recent construction data isn't just industry noise. It's a...

December 7, 2025

San Francisco Bay Area Multifamily: Why Now Is the Time to Pay Attention

The Bay Area multifamily market has changed dramatically. While most investors wrote off San Francisco, the market quietly repriced, fundamentals strengthened, and a real...

November 30, 2025

New California Housing Laws for 2026: What You Need to Know

January 1 brings a fresh batch of housing legislation to California, and this year's crop is particularly interesting. The state is trying to walk a tightrope—building more...

August 4, 2025

9 Tax Breaks from the “Big Beautiful Bill” Every Real Estate Investor Should Know

Signed into law on July 4, 2025, the “Big Beautiful Bill” has reshaped the tax landscape for property owners, developers, and investors. These changes are effective immediately...

August 2, 2025

Proposition 13’s Ripple Effects: How a 1978 Tax Revolt Still Shapes California’s Housing Crisis

Setting the Scene In June 1978, Californians voted two-to-one for Proposition 13, slashing the statewide property-tax rate to 1 percent of a home’s purchase price and freezing...

July 1, 2025

If You Own a San Jose Multifamily Building Built Before 1990, a Big Retrofit Bill Is Coming—Here’s What You Need to Know

San Jose’s Soft Story Retrofit Ordinance: What Multifamily Property Owners Need to Know San Jose's Soft Story Retrofit Ordinance, effective April 2026, will impose significant...

May 12, 2025

AB 1157: removal of the sunset clause

Earlier this year, AB 1157—the so-called Affordable Rent Act—sparked intense debate across California’s real estate landscape. While it’s now shelved as a two-year bill, one...

April 6, 2025

Understanding AB 2747: What You Need to Know

Effective January 1, 2025, California Assembly Bill 2747 is making waves across the multifamily housing industry. If you're a landlord, investor, or property manager in the...

April 4, 2025

California Proposes Bill to Eliminate Unpredictable Housing Fees

Source: Axios San Francisco Summary: A new bill introduced in California aims to protect renters from unforeseen housing fees by requiring landlords to disclose all rental costs...

June 17, 2024

Empowering Change: Reforming Squatters' Rights in California

In the realm of public policy, few issues evoke as much debate and concern as property rights, especially when it comes to squatters' rights. California, known for its progressive...

June 16, 2024

The Importance of Choosing a Property Management Company: Mitigating Risk and Ensuring Compliance

Managing a property can be a lucrative investment, but it also comes with a myriad of responsibilities and potential liabilities. While some landlords may choose to manage their...

June 16, 2024

Leveraging Technology for Tenant Screening: The Key to Reducing Evictions

Explore how technology enhances tenant screening to minimize evictions. Discover advanced tools for income and ID verification that improve accuracy, efficiency, and compliance. Learn why integrating these solutions is essential for maintaining a stable rental environment and protecting property...

May 28, 2019

A Real Estate Conundrum

The resilient world of property management amidst America's housing affordability crisis. With a full-time minimum-wage worker unable to afford a two-bedroom rental anywhere in the US, the need for innovative solutions like Finland's "Housing First" program becomes apparent. Addressing these challenges demands multifaceted approaches that consider economic disparities and societal...