Author: Mickael Rois

Sequoia Capital ($SEQ) revealed the strategies behind businesses that scale, fueling a 72% surge in unicorn valuations since 2021. These approaches defy expectations, as only 13% of startups survive beyond their sixth year. What separates the enduring winners in this fierce market? Unicorn Startups Surge 72%: Decoding the Scaling Playbook In the last four years, global unicorns—private startups valued at $1 billion or more—have risen from 430 in January 2021 to 740 by October 2025, according to CB Insights. Collectively, these companies added $1.35 trillion in value, a 72% leap attributed to disciplined scaling strategies. Leading growth-stage VCs, including Sequoia…

Macquarie Group ($MQG.AX) has announced a $410 million acquisition deal for Stewart-MCS, with head of real estate investments Jason White highlighting the unexpected strategic focus on US logistics assets. The Macquarie Stewart-MCS deal impact may reshape sector valuations as investors reprice risk and growth, surprising many who expected a conservative acquisition approach. Macquarie’s $410M Buyout of Stewart-MCS Shakes Real Estate Sector On November 15, 2025, Macquarie Group ($MQG.AX) confirmed its agreement to acquire Stewart-MCS, a leading US logistics property manager, in a $410 million all-cash transaction. This marks one of the largest US-focused real estate acquisitions by an Australian firm…

Figure Technologies ($FIGR) revealed its marketplace posted a surprising $2.5 billion in Q3 transaction volume, outpacing forecasts and cementing the platform’s status among digital real estate leaders. With Figure marketplace Q3 volume hitting record levels, investors and analysts are asking what’s fueling this acceleration—and how it reshapes the sector. Figure’s $2.5B Q3 Marketplace Volume Sets New Industry Benchmark In its November 2025 disclosure, Figure Technologies ($FIGR) announced a Q3 marketplace volume of $2.5 billion—up 38% from $1.8 billion in Q2 2025 and more than double its year-ago performance. The company attributed this growth to increased institutional adoption, with over 60%…

First American Financial Corp. ($FAF) revealed its 2026 housing market forecast, projecting a notable improvement in affordability as mortgage rates ease and wage gains outpace inflation. The First American 2026 housing market forecast surprised markets with its rosier outlook for buyers. What underlying trends fuel this shift, and can affordability really rebound as predicted? First American Projects 7% Housing Affordability Gain by 2026 First American Financial Corp. ($FAF) announced that housing affordability is set to rise by 7% nationally in 2026, after a historic period of strain for buyers. According to the company’s November 2025 Housing Market Outlook, the median…

Redfin ($RDFN) and Real Brokerage ($REAX) unveiled new AI-powered home search platforms this week, propelling AI home search real estate innovation. Sector analysts were surprised as both stocks jumped over 7% on the announcement, signaling rapid acceleration in digital disruption for residential property markets. Redfin and Real Brokerage Stocks Jump 7% on AI Search Launch Redfin ($RDFN) shares climbed 7.3% to $12.67 while Real Brokerage ($REAX) advanced 8.1% to $2.14 on November 15, after both companies introduced AI-driven home search features. Redfin’s latest update leverages generative AI to interpret natural language queries and match users with custom listings, while Real…

National Association of Realtors ($NAR) revealed that fraud lawsuits targeting real estate professionals have jumped 42% in 2025, as AI missteps and regulatory crackdowns reshape risks. The latest NAR report spotlights new threats facing Realtors—a warning that could upend investor expectations in an already volatile sector. Fraud Lawsuits Against Realtors Surge 42%: NAR Warns of New Legal Risks The National Association of Realtors ($NAR) has disclosed a dramatic year-over-year increase in litigation and fraud cases against agents and brokerages, with over 13,600 lawsuits filed as of Q3 2025—up from just 9,580 in 2024, according to NAR’s Legal Affairs Data Book…

Taylor Wimpey ($TW.L) revealed a 23% drop in home completions for Q3 2025 as budget uncertainty clouds the UK property market, catching investors off guard. The Taylor Wimpey sales fall 2025 highlights deeper challenges faced by housebuilders ahead of key government policy decisions. Taylor Wimpey Q3 Completions Drop 23% Amid Budget Uncertainty Taylor Wimpey ($TW.L) reported a significant decline in Q3 2025 completions, delivering only 2,400 homes compared to 3,120 in the prior-year period—a 23% year-on-year decrease, according to the company’s 14 November 2025 trading update. Net private sales per outlet per week dropped to 0.47 in Q3 2025 from…

Property experts demanded Chancellor Rachel Reeves ($UKGOV) abolish stamp duty in her upcoming budget, arguing the ‘sin tax’ on buyers distorts the UK real estate market. The call to abolish stamp duty budget policy surprised investors amid a sluggish property sector. UK Property Leaders Urge Stamp Duty Abolition as Transactions Lag 17% The UK’s leading property associations revealed that housing market transactions remain 17% below the pre-pandemic average in 2025, with just 941,000 completions estimated for the year, according to HMRC data released in October 2025. Propertymark, the National Association of Estate Agents, and Savills Plc ($SVS.L) jointly argued stamp…

UK property platform Rightmove ($RTMV.L) revealed homes for sale in historic warehouses surged 16% year-over-year, with average asking prices pushing past £720,000. The rise in homes for sale in historic warehouses in England defies mainstream housing cycle trends as demand pivots toward unique industrial conversions. Warehouse Home Listings in England Jump 16% as Demand Shifts Analyzing Q3 2025 data, Rightmove ($RTMV.L) reports 468 homes for sale in historic warehouses listed across England, up from 404 one year prior—a 15.8% increase. The average time on market for these properties dropped to 32 days, compared to 47 days in Q3 2024, signaling…

Redfin Corp. ($RDFN) revealed that low offer acceptance rates for homebuyers climbed to 24% in Q3 2025, defying widespread predictions of a deep freeze for bargain bids. The surge in successful low offers shows that the “low offer on buying a home accepted” tactic is making a comeback—just as mortgage rates hover at decade highs. What’s driving sellers to accept deep discounts? Low Home Offer Acceptance Soars to 24% as Sellers Adjust According to Redfin data, the rate of sellers accepting low offers—defined as bids at least 5% under list price—increased to 24% nationally in Q3 2025, the highest mark…