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8.04% of apartment loans are delinquent. The survivors underwrote three things.

Floating-rate bridge debt killed the deals. The structure is the lesson.

Mohit Asthana

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Nov 12, 2026

73% odds of a December hike. The betting line is not your loan.

The market prices the decision before the decision happens.

Mohit Asthana

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Nov 10, 2026

Austin added a third of its apartments in 5 years. Permits just fell 60%.

Permits tell you what is coming. Rents tell you what already happened.

Mohit Asthana

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Nov 6, 2026

354 loans, $10.7 billion, and a buyer you are not watching

354 loans, $10.7 billion, paying but not covering their debt.

Mohit Asthana

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Nov 4, 2026

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My 14-unit was in the lender's favorite lane. Now that lane is 8.04% delinquent.

Mohit Asthana

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Nov 2, 2026

5.00% on the 10-year. That number prices your next deal, not Wednesday.

Mohit Asthana

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Oct 31, 2026

Pending sales hit a record low. My move: negotiate, not wait.

Mohit Asthana

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Oct 29, 2026

68% of new delinquencies are maturity failures. Here is the full edition.

Mohit Asthana

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Oct 27, 2026

68% of new delinquencies are maturity failures. I bought my 14-unit before that math turned.

Mohit Asthana

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Oct 27, 2026

The 5-to-50 unit lane nobody's fighting over

Mohit Asthana

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Oct 19, 2026

Seller financing is back. The bank said no, so the seller said yes.

Mohit Asthana

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Oct 17, 2026

$400M in investor equity went to zero. The buildings were fine.

Mohit Asthana

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Oct 11, 2026