Market newsletters

Mortgage Matters

Two monthly reads on the Arizona market, residential and commercial, kept in one place. Open one and read it right here.

Kenwood republishes The Real State, the monthly market letters written by R.O.I. Properties in Phoenix. Two lanes run side by side below: Residential covers Greater Phoenix housing supply, demand, and pricing, and Commercial covers office, industrial, retail, multi-family, and land. Click any cover to read the full newsletter here on the page, or download the PDF.

Residential

Residential Market Newsletter

Greater Phoenix housing: supply and demand, listings, closings, pricing, and what the rate picture is doing to buyers.

Cover of the Residential newsletter for September 2026 Read

Latest edition

September 2026

With Rates Up and Activity Down, Buyers Hold a Strong Hand

The short story in Greater Phoenix residential is that there are lots of nerves in a difficult marketplace, with activity down and interest rates, price reductions, and cancellations ticking up.

Read September 2026 Download PDF

Earlier residential editions

Commercial

Commercial Market Newsletter

Arizona commercial real estate: office, industrial, retail, multi-family, and land, and where the capital is actually moving.

Cover of the Commercial newsletter for September 2026 Read

Latest edition

September 2026

Negotiating Leverage Shifts Toward Buyers

The Federal Reserve’s quarter-point interest rate increase in mid-September was widely anticipated, but the reality of its arrival still sent shock waves into the commercial real estate market.

Read September 2026 Download PDF

Earlier commercial editions

  • Cover of the Commercial newsletter for August 2026 Read

    August 2026

    Higher-for-Longer Rates Drive Appeal for Cash Deals

    PDF
  • Cover of the Commercial newsletter for July 2026 Read

    July 2026

    Demand Soars for Industrial Outdoor Storage

    PDF
  • Cover of the Commercial newsletter for June 2026 Read

    June 2026

    As TSMC Expands, the North Valley Reaches Critical Mass

    PDF
  • Cover of the Commercial newsletter for May 2026 Read

    May 2026

    For Pad Development in Arizona, It’s All About Exposure

    PDF
  • Cover of the Commercial newsletter for March 2026 Read

    March 2026

    K-Shaped Performance in Office and Hotels

    PDF
  • Cover of the Commercial newsletter for January 2026 Read

    January 2026

    CRE Buyers and Sellers Ready to Deal

    PDF
  • Cover of the Commercial newsletter for December 2025 Read

    December 2025

    Phoenix Retail Transitions from Untouchable to the Magic Touch

    PDF
  • Cover of the Commercial newsletter for October 2025 Read

    October 2025

    Industrial Maintains Its Role as Economic Engine

    PDF
  • Cover of the Commercial newsletter for September 2025 Read

    September 2025

    Investors Give Another Nod to Phoenix’s Potential

    PDF
  • Cover of the Commercial newsletter for August 2025 Read

    August 2025

    Phoenix Office Market Finds Its Footing

    PDF
  • Cover of the Commercial newsletter for January 2025 Read

    January 2025

    A Time of Maturation in the Phoenix CRE Market

    PDF

The Real State is researched, written, and published by R.O.I. Properties of Phoenix. Kenwood Mortgage Investments republishes each edition here in full and unaltered. Kenwood did not write it and does not adopt its analysis, forecasts, or opinions. To receive it directly from the publisher, contact R.O.I. Properties at bjz@roiproperties.com. Nothing on this page is an offer to lend or a commitment of terms.

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