🚨 Foreclosure Auctions Up 33% in 90 Days
The distressed cycle is accelerating. Here is the data behind it.
KKR just cut their dividend 60% and their CEO called 2026 a transition year on a public earnings call.
That is a $5.1 billion real estate debt portfolio actively pushing troubled loans out the door to chase liquidity.
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Also, foreclosure auction volume climbed 33% in the same quarter across 45 states.
That supply is sitting at its highest level in six years and it is still building.
Here is where the inventory is concentrating and what auction pricing looks like right now:
In this edition of the AltReports:
🔔 Auction Supply Hits Its Highest Level in Six Years
📋 KKR Dumps Troubled Loans and Slashes Its Dividend
🔺 NYC Landlords Are Being Squeezed Out
💰 Starwood Freezes $22B and Cuts Distributions
🏗️ Sun Belt Landlords Are Paying Tenants to Stay
Video of the Week: Florida Just Hit a DANGEROUS TIPPING POINT
Chart of the Week: Concessions Hit a 10-Year High
Podcast of the Week: Tax Liens vs Rentals
Foreclosure Auction Volume Up 33% in Q1 to a Six-Year High
Distressed inventory is moving from filings into actual sale events at a pace not seen since before the pandemic, with buyer price demand still below pre-pandemic levels in most markets.
KKR Mortgage REIT Slashes Dividend, Accelerates Troubled Loan Resolution
Institutional deleveraging at this scale feeds the same distressed pipeline retail investors are watching, with Minneapolis, Chicago, and Philadelphia loans already flagged at the highest default risk rating.
A Perfect Storm of Costs Is Squeezing NYC Landlords to the Brink
Small private owners are being slowly squeezed out of the market before the city has any replacement for what they provide, which is the bulk of rent-stabilized affordable housing stock.
Starwood Halts Redemptions at SREIT, Says Now Is Not the Time to Force Sales
Secondary buyers are already circling, offering to buy SREIT shares at discounts of 22% to 25%, which tells you where sophisticated money thinks the real value sits.
Concessions Intensify in High-Growth Markets as Competition Heats Up
The pressure is concentrated in Sun Belt and Mountain West markets where supply outpaced demand hardest, with Austin, Denver, San Antonio, Jacksonville, and Tampa leading the list.