Monday Real Estate Watchlist | Week of November 10, 2025 By Corey Parchman
- Corey Parchman
- Nov 10
- 2 min read
As we move deeper into November, the real estate landscape continues to evolve. Developers and investors alike are navigating an environment defined by tight capital, stable construction costs, and growing demand for attainable housing. Here’s what I’m watching this week—and my take on what it means for the market.
1. Inflation Data and Fed Messaging
This week’s consumer price index (CPI) release will be closely monitored. Any signs that inflation is cooling could shift expectations toward rate cuts in 2026. Investors are already positioning for a potential easing cycle, and that anticipation is starting to shape lending sentiment.
My Take: Markets move on expectations, not just data. Even a hint of cooling inflation can unlock optimism and open doors for developers ready to move quickly. I’m watching not just what the Fed says, but how lenders respond. That’s where momentum begins.
2. Deal Volume Remains Thin but Strategic
Transaction activity remains light across most asset classes, but strategic acquisitions—particularly for land and small multifamily—are still happening. Many investors are quietly building pipelines instead of chasing short-term wins.
My Take: This is the season for positioning. I’d rather secure a strong site today than compete for it next spring when capital loosens. The best developers use slow markets to set up future runs.
3. Workforce Housing Partnerships Expanding
Cities across Indiana continue to explore public-private partnerships to tackle housing shortages. Municipalities are beginning to see the value in smaller-scale developments that blend affordability with design quality.
My Take: The conversation is shifting in the right direction. Cities now understand that progress doesn’t always mean massive projects—it means consistent, sustainable ones that fit the community. That’s exactly the model CorePar Development is built on.
4. Construction Cost Stability
Material prices remain stable heading into winter, with no major spikes expected. Labor shortages persist, but productivity is improving in many markets as subcontractors look to lock in steady winter work.
My Take: Stability is a gift in this market. Predictable costs allow for smarter underwriting and better long-term planning. For developers, the next few months offer a window to finalize budgets and secure pricing before the next cycle begins.
5. Capital Raising Environment
While institutional capital remains cautious, private investors and family offices continue to show interest in well-structured Build-to-Rent opportunities. The focus has shifted from scale to sustainability—consistent returns over speculative growth.
My Take: This aligns perfectly with how we operate. Investors want clarity, transparency, and steady performance. When you can clearly show how a project creates both financial and community value, capital follows.
At CorePar Development, our focus remains simple: develop responsibly, invest strategically, and deliver projects that stand the test of time. Markets rise and fall—but fundamentals never go out of season.
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