Lead Signal

Market conversation

MIPIM opens with selective optimism as real-estate capital chases clarity, not just lower rates

Conference conversation is rotating around refinancing discipline, urban housing scarcity, and whether new supply narratives can outrun higher-for-longer debt conditions.

MIPIMCRE meltdownmicro-livinghousing reformrate cuts

Latest Roofcast Report

Global Real Estate Sentiment Layer: Q2 2026

A proprietary read on conviction, disagreement, and directional signals across housing, commercial credit, rates, and frontier real-estate themes.

Markets covered

126

Signal windows

18

Predictor desks

42

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Trending Markets
Credit Stress+4.2%

Will U.S. CRE loan defaults exceed 5% before end of 2026?

Sentiment

49%

Volume

$143,899

Liquidity $94,200

Europe+2.8%

Will prime Madrid rents outpace inflation through Q4 2026?

Sentiment

61%

Volume

$96,420

Liquidity $58,700

Asia-1.1%

Will Tokyo office vacancy fall below 4% by March 2027?

Sentiment

57%

Volume

$88,105

Liquidity $51,900

Macro+5.4%

Will the Fed cut rates before U.S. home price growth re-accelerates?

Sentiment

68%

Volume

$112,770

Liquidity $72,400

Frontier+1.7%

Will micro-living permits double across major EU cities by 2028?

Sentiment

43%

Volume

$54,390

Liquidity $29,600

See all trending markets
Community Intelligence

Performance, insight, and human edge

Roofcast is not just a market surface. It also shows who is reading real-estate narratives well and how they frame their conviction.

Leaderboard

#1

SiennaVale

Credit & distress

Accuracy

78.4%

ROI

+31.2%

Score

1,984

#2

MacroBrick

Macro housing

Accuracy

76.9%

ROI

+27.8%

Score

1,842

#3

RESignal

Policy & supply

Accuracy

74.1%

ROI

+22.6%

Score

1,755

#4

UrbanAlpha

City rotation

Accuracy

73.4%

ROI

+19.3%

Score

1,701

#5

YieldHarbor

Income & rates

Accuracy

72.8%

ROI

+17.4%

Score

1,648

View full board

Top Predictor Analysis

Why secondary-city housing strength is starting to matter more than headline rate relief

UrbanAlphaTop-performing market voice

Crowd pricing is still concentrated on rate cuts, but the sharper opportunities are increasingly city-specific: affordability, migration, and local supply rules are driving better setups than macro beta alone.

Read full analysis

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