JPMorganChase Commits $750 Billion to Housing. Where It Lands in the Capital Stack Is the Question.
JPMorganChase's $750 billion American Dream Initiative targets households under 120% of AMI. What that means for LIHTC and HUD-financed deals.
Market Analysis
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.
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.
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.