Investors see ANOTHER return on Masterworks (!!!)
That’s 3 sales this quarter. 26 sales total.
And the performance?
14.6%, 17.6%, and 17.8% → The three most representative annualized net returns.
(See all 26 at Masterworks.com)
Masterworks is the biggest platform for investing in an asset class that hasn’t moved in lockstep with the S&P 500 since ‘95.
In fact, the market segment they target outpaced the S&P overall in that time frame.*
Not private equity or real estate… It’s contemporary and post war art. Crazy, right?
Masterworks investors are typically high net worth, but the point is that you don’t need to be a capital-B BILLIONAIRE to invest in high-caliber art anymore.
Banksy. Basquiat. Picasso and more.
80+ of the world’s most attractive artists have been featured.
511+ artworks offered
$67.5mm paid out as of December 2025
$2.3mm+ average offering size
Looking to update your investment portfolio before 2026?
*Masterworks data. Investing involves risk. Past performance not indicative of future returns. Reg A disclosures at masterworks.com/cd
Hey there,
What happens when a building feels like a luxury club, but the rent list includes affordable units, too? In Charlotte, a new high-rise pairs rooftop pickleball and a podcast studio with mixed-income apartments. In Dallas, a new hotel-style rental concept is launching with rents starting in the low five figures.
Take a moment to see what these signals say about where housing demand is stretching, and where it is getting more selective.
📰 Upcoming in this issue
🏙️ Mixed-Income High-Rise Opens: Luxury Amenities, Affordable Rents
🏠 Sellers Outnumber Buyers By 47%, What Does That Mean For 2026 Demand?
🏙️ $11.5K Floor: The Galatyn Brings Hotel-Style Rentals To Dallas
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🏙️ Mixed-Income High-Rise Opens: Luxury Amenities, Affordable Rents
Axios spotlights Trella Uptown in Charlotte, a new 353-unit high-rise that blends market-rate apartments with income-based affordable units, without splitting amenities by price tier. The hook is integration: rooftop pickleball, a podcast studio, and the same resident perks for both groups, aiming to prove mixed-income can feel premium and still scale demand.
Key Takeaways:
🏙️ 353 Homes, Mixed-Income: 106 units are income-based, widening the renter funnel and supporting steadier occupancy.
🎾 Amenities With a Point: Rooftop pickleball and a podcast studio make the building feel “modern lifestyle,” not “basic housing.”
🧩 One Standard of Finish: The big move is equal access, no separate entrance vibe, no second-class product.
📍 Urban Demand, Real Constraints: The project is positioned as a response to a deep shortage, leading to waitlists and rapid absorption.
🏠 Sellers Outnumber Buyers By 47%, What Does That Mean For 2026 Demand?
Redfin says December ended with a record gap: 47% more sellers than buyers nationwide. That doesn’t automatically mean prices fall fast, but it does shift leverage, especially in markets with extra inventory. The unlock for 2026 is knowing which submarkets still behave like seller zones versus where concessions, price cuts, and longer decision cycles become normal again.
Key Takeaways:
📉 Record Buyer Gap: Sellers outnumbered buyers by 47%, giving active buyers more room to negotiate.
🧭 Sun Belt vs Northeast Split: Redfin points to stronger buyer markets in parts of the South and West, while the Northeast and Midwest still hold the seller pockets.
🧾 Concessions Matter Again: More listings can mean more price flexibility, which impacts renewals, lease-ups, and rent growth assumptions.
⏱️ Timing Becomes Strategy: When rates dip, demand can jump quickly, but the gap suggests many buyers are still waiting for the right moment.
🏙️ $11.5K Floor: The Galatyn Brings Hotel-Style Rentals To Dallas
Connect CRE reports The Galatyn, a 20-story luxury rental tower near the Katy Trail, is set to start leasing next month with rents from $11,500 up to $24,000. The hook is “condo-sized” layouts delivered as leases, built for renters who want privacy, space, and service without the friction of buying. The lever is scarcity: only 56 homes, huge floorplans, and an experience positioned closer to a boutique hotel than a typical multifamily tower.
Key Takeaways:
💵 $11.5K to $24K Rents: A new top-end bar for Dallas leases, with pricing built around space and service, not just views.
🏗️ 20 Stories, 56 Homes: Large residences averaging roughly 2,700 square feet, intentionally low density for a quieter feel.
🛎️ Hotel-Style Living: Concierge and valet-forward positioning, designed to keep high-end renters in the rental lane by choice.
📍 Katy Trail Adjacency: A walkable, premium pocket that supports “lock-and-leave” demand and faster decision-making at the top of the market.
📊 Take This Edition’s Poll:
This or that, how do you read “47% more sellers than buyers” for 2026 planning?
Why It Matters
These stories show a market splitting in two directions at once, more inclusion in the middle and more scarcity at the top. For buyers, renters, and operators, the edge is knowing where concessions are back, where waitlists still form, and what “premium” is really buying you.
In 2026, the smartest moves will come from reading the room, not just the price tag.
Bailey Watkins
Editor-in-Chief
Residential Real Estate
P.S. Interested in sponsoring a future issue? Just reply to this email and I’ll send packages!