ROAD to Housing Act: Who the Institutional Investor Restrictions Actually Reach
The 350-home threshold, the build-to-rent exemption, the dropped divestment rule and the HUD reporting regime in the 21st Century ROAD to Housing Act.
Insights
Commentary on real estate capital markets, housing policy and healthcare real estate from David Opalek, founder of Dane Isaac Associates.
Out of Reach 2026: Average Renter Wages Fall Nearly $10 an Hour Short of a Two-Bedroom
NLIHC's Out of Reach 2026 report puts the two-bedroom Housing Wage at $34.73 an hour against an average renter wage of $24.84.
Behavioral Health Weekly: Parity Pressure, Medicaid Workforce Tools, and the UHS-Talkspace Deal
Ghost networks in Georgia, MACPAC's Medicaid workforce report, and UHS's $835M acquisition of Talkspace signal a pivotal moment for behavioral health operators and investors navigating parity enforcement, rate pressure, and platform consolidation.
Housing for the 21st Century Act: What It Really Changes for LIHTC Deals in 2026
The combination of the Housing for the 21st Century Act and recent HUD/CDFI appropriations doesn't erase feasibility gaps, but it does quietly change how LIHTC deals get financed and underwritten.
HUD Wants Better Public Housing Data - Here's Why Developers and Investors Should Care
HUD's new 60-day notice to update public housing reporting is a signal: the next phase of housing policy isn't just about authorizing more money; it's about demonstrating outcomes with real, credible data.
Senior Housing: Capital Gets Selective While Demographics Stay Strong
Senior housing remains one of the most compelling corners of healthcare real estate going into 2026 – not because it's easy, but because capital is getting more selective while the structural demand story keeps getting stronger.
Congress Is Quietly Re-Opening the LIHTC Spigot. Are You Ready for the Next Wave of Deals?
Between bipartisan packages in the House and renewed Senate talks on the ROAD to Housing Act, we're seeing something rare in 2026: real, cross-party energy around expanding and modernizing the country's primary affordable housing production tool.
Energy Incentives Are the New Soft Money in Affordable Housing—If You Know How to Use Them
Federal incentives for solar, high-efficiency systems, and deep retrofits can materially reduce long-term utility and maintenance costs. Energy credits are no longer just an add-on—they're becoming a core part of the capital stack.
In 2026, The Scarcest Resource in Affordable Housing Isn't Capital - It's Certainty
The LIHTC ecosystem is repricing uncertainty—across underwriting, delivery risk, operating volatility, and policy timing. Feasibility is no longer just a spreadsheet outcome. It's a risk-management discipline.