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Felicia SmithFelicia Smith
🎙 Podcast

What Real Estate ROI Really Looks Like Right Now — Podcast

By Felicia SmithJul 24, 20262:46

What Real Estate ROI Really Looks Like Right Now — Podcast

By Felicia Smith · 2:46

0:002:46

From Southern rental concessions to an $88M Palm Beach spec home, discover what 2026 real estate ROI signals mean for investors, agents, and homebuyers.

Show transcript
What if the real estate market is already whispering your next big move — and you just haven't learned to hear it yet? [PAUSE] Honey, we are living in a moment where the market blooms and thorns all at once. Mid-2026 is not a time for the faint of heart or the half-prepared. From Southern rental markets dripping with landlord concessions to an eighty-eight-million-dollar spec home going under contract in Palm Beach, the signals are loud and layered. At WALS Pioneer Properties LLC, Dr. Felicia Smith has always said you need a hand that's both warm and wise — and right now, that wisdom has a price tag worth reading carefully. [PAUSE] First — nearly forty percent of Southern rental listings on Zillow are now offering concessions. Free months of rent, waived fees, move-in discounts. That number climbed from 35.2 percent to 39.7 percent in just one year. For investors, concession-heavy markets compress net operating income AND signal motivated sellers. Both belong on your underwriting table, sitting right next to your morning coffee. [PAUSE] Second — a beachfront spec home at 7 Ocean Lane in Palm Beach, built by Carl Sabatello on half an acre with a hundred feet of shoreline, just went under contract at its full $88.4 million ask. Built without a buyer in hand. That is conviction backed by research — the same discipline that drives every fix-and-flip, whether you're working a bungalow in Birmingham or a beachfront estate in Florida. Know your numbers before you break ground. Know your exit before you enter. [PAUSE] Third — across the Atlantic, Cube RE is quietly building returns by acquiring roadside commercial portfolios across the Midlands, Wales, and Scotland. Stable tenants. Long-term leases. Predictable cash flow. Portfolio investors are pivoting toward commercial assets that hold steady when residential markets get restless — and that pivot is a lesson worth borrowing. [PAUSE] Here's what you do today — pull up the rental concession data for your target market right now. If landlords are sweetening deals, motivated sellers are nearby. Cross-reference that with your current deal pipeline and ask yourself: am I pricing in the real net operating income, or the hopeful one? That one question could save you from a costly miscalculation on your next acquisition. [PAUSE] Read the full article on the Midas blog at agentmidas.xyz. And if you want AI-generated content like this for YOUR business every single morning, start your free trial at agentmidas.xyz.

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