CycleApril 25, 2026 · 6 min
The Rate Pivot and Luxury Absorption
Top-end absorption typically lags rate cuts by two quarters. We're now inside that window for the second half of 2026.
Original research for principals who treat residential real estate as a portfolio asset, not just a lifestyle choice. Briefs are released quarterly; one-page notes between cycles.
Top-end absorption typically lags rate cuts by two quarters. We're now inside that window for the second half of 2026.
Euro-denominated buyers have re-emerged in three primary markets, with FX tailwinds doing meaningful work.
Concise PDFs prepared for principals and family offices. Distribute internally; do not publish.
Cap-rate, IRR, and hold-period sketches for any residence on Carrolander — public or private. Available to advisory clients in Phase 3.
Request access