Real Estate — Housing Market Faces Multiple Inflection Points: Iran Conflict Pushes Rates Higher as Built-for-Rent Surges and Policy Shifts Reshape Industry

Real Estate · 2026-03-21

Today's developments reveal a housing market at several critical junctures. The escalating Iran conflict is driving mortgage rates higher just as the spring buying season approaches, while a significant 18% jump in built-for-rent multifamily starts signals a continued structural shift in housing supply composition. Policy movements are equally dramatic: FinCEN's anti-money laundering rule was…