Analysis and notes on property markets, rental yields, and long-term real estate investing.
Ruslan Averin's team on Kyiv real estate: as capital crowds into AI memory and servers, analysts contrast the hot trade with the slower, contrarian thesis of Kyiv property.
May payrolls hit 172,000 — roughly double consensus — reviving Fed rate-hike bets to about 57%. The transmission to property valuations runs straight through the mortgage market most investors never watch.
Нові Печерські Липки hit $3,500/m² during an active war. The economy segment sits at $980. Same city, 3.5x gap. lun.ua data reveals the real Kyiv real estate story for 2026.
Ruslan Averin's Kyiv real estate analysis: prices, rental yield, macro drivers, and who is buying in 2026.
Ruslan Averin's Ukraine property recovery thesis: reconstruction capital, regional pricing, and the investment framework for 2026.
Ruslan Averin on Warsaw real estate 2026: yield, migration inflows, EU funding, and why Poland leads CEE property investment.
Ruslan Averin on the 2026 housing reset: 1.23M listings, $417K median, 6.3% rates — why buyer leverage has finally returned.
Ruslan Averin's CEE real estate strategy 2026: nearshoring premium, EU fund multipliers, and yield spreads across Poland, Czech, and Baltics.
Ruslan Averin on premium real estate investing 2026: liquidity dynamics, diversification logic, and pricing mechanics of high-end property.
Ruslan Averin's European real estate outlook 2026: ECB rate cuts, which markets pass the framework filter — Poland, Czech, Baltics vs UK, Germany, France.
Ruslan Averin on real estate vs equities 2026: duration, yield, liquidity, macro correlation — the framework for allocating between two long-duration assets.
Ruslan Averin's yield analysis: Poland, Czech Republic, Germany, Spain, Baltics compared against sovereign bonds. Which markets still offer spread.
Averin's framework for building diversified real estate exposure: geography, asset type, REITs vs direct ownership, and position sizing rules.
Averin's analysis of luxury property in Monaco, Dubai, Warsaw Wilanów, and Kyiv premium segment: who buys, why they hold, and what moves prices.
Averin's read on 6.3% mortgage rates: Fannie Mae forecast, 8 months of improving affordability, and what property buyers should do now.
Averin's analysis: when real estate actually hedges inflation and when it doesn't. Historical data, 2026 macro context, and the conditions that matter.
Averin's CRE analysis: office vacancy trends, industrial logistics demand surge, retail transformation, and data centers as the new asset class.
Averin's 7-step due diligence checklist: yield verification, macro check, legal structure, exit analysis. The framework used before any property investment.
Data center rents in Northern Virginia are up 40% YoY. $300B+ in AI capex is reshaping commercial real estate — and most investors haven't noticed yet.
US housing inventory rose 4.2% YoY — the biggest gain since 2018 — while median prices stalled at 0% growth. Analysts say a distribution top is forming, not a crash.
NAR April data: existing-home sales 4.02M SAAR, median price $417,700 (+0.9% YoY), inventory 1.47M units. At 6.33% mortgage rates, the affordability math still doesn't work for most buyers.
Singapore property as portfolio safe-haven: SGD stability, rule of law, ABSD mechanics, district 9/10/11 yield vs capital appreciation analysis, expat demand drivers, and supply pipeline for 2026.
Averin's 3-filter framework for real estate in 2026: yield, macro, asymmetry. Where the thesis points — and what to avoid in a high-rate, AI-reshaping world.
AI money is splitting the US housing market in two. Bay Area luxury is up 13%. Nationally, sellers outnumber buyers by 630,000. Here's what this divergence means for real estate investors.
Warsaw apartments average PLN 17,000/sqm in 2026. Gross yields reach 7% in outer districts. Poland's CEE real estate investment case, by the data.
Taryan Towers dropped 55% in 2022 and recovered 65% from the war low by 2026. Rental yields reach 12%+. The pattern seen in Tel Aviv, Beirut, and Sarajevo is.
Warsaw real estate Q1 2026: district-by-district yields, NBP rate cut impact, Ukrainian demand, and optimal entry zones for buy-to-let investors.
London buy-to-let 2026: yields hit 6–7% in outer east, but Section 24 and SDLT stack change the math. A zone-by-zone investor breakdown.
Iran struck Dubai directly — airport, Burj Al Arab, Palm Jumeirah. Transactions fell 25%, prices 4–6%. Here is the full damage report and where the opportunity.
Berlin real estate investment in 2026 hits decade-low valuations — 22.6x rent multiple — as foreign capital doubles its market share. Here's what the numbers.
Istanbul property prices rose 28% in lira in 2025 — but inflation-adjusted USD returns turned negative. A district-by-district yield analysis for 2026.
US office vacancy hit 22.2% in Q1 2026—yet distressed sales are resetting valuations while patient capital scouts selective opportunities. Where the cycle.
Dubai set an AED 176.7B annual transaction record in 2025 while Q1 2026 shows the first price decline in 14 quarters. Fitch warns of investment-grade.
Singapore's 28 property districts yield 2.5–4.5%. A district-by-district breakdown of CCR, RCR, and OCR returns — and where the 2026 value actually sits.
Dubai Q1 2026: record AED 176.4B in transactions yet first price decline in 14 quarters. The paradox explained for investors evaluating the market.
Class A office vacancy in Kyiv compressed to 18% as international companies return—net yields reaching 9–11% signal structural demand from EU firms.
Kyiv buy-to-let 2026: real lun.ua prices show primary market + 50% renovation yields 0.4–2.2 percentage points above secondary in 8 of 10 districts.
London, Warsaw, Kyiv — three capitals, three risk profiles. Which city delivers the best risk-adjusted returns for buy-to-let investors in 2026?
From Kyiv's war-discounted apartments to Dubai's oversupply risk and Singapore's controlled bubble — a city-by-city breakdown of where the value is.
Significant discounts to market. The math of buying distressed assets when nobody else will.
When a market drops 40%, is the bottom at 50%? 60%? Here's my framework.
Pechersk yields compress while Left Bank surprises. A district-level breakdown of where the rental math actually works in Kyiv right now.
Everyone wants premium tenants. But the gross yield numbers tell a different story. A segment-by-segment breakdown.
The tenant profile in Kyiv rentals in 2026 looks nothing like 2021. Here is what changed and what it means for landlords.
My watchlist for 2026: five Kyiv residential complexes where the rental math looks compelling. No sales pitch — just analysis.