Policy headlines, mortgage rate swings, and questions about the Fed often shape conversations around real estate—but which of these actually matter for investors? In this article, we break down the forces that truly influence the housing market and why long-term fundamentals matter more than short-term headlines.

Copyright © 2025 Arrived Homes, All rights reserved.
You are receiving this email because you opted in via our website.

Our mailing address is:

Arrived Homes

1700 Westlake Ave N, Suite 200

Seattle, WA 98109

Add us to your address book

Don't want to receive Amplify By Arrived emails?

Choose the content you want to receive at the Preference Center. You can also unsubscribe.

Important Information

Volatility measured as annualized standard deviation of returns. Period: July 2010 – latest available data in 2026. Bitcoin volatility calculated using daily log returns from Federal Reserve Bank of St. Louis (FRED), CBBTCUSD series. U.S. equities represented by the S&P 500 Total Return Index (^SP500TR). Bonds represented by iShares Core U.S. Aggregate Bond ETF (AGG), which tracks the Bloomberg U.S. Aggregate Bond Index. Public real estate represented by the Vanguard Real Estate ETF (VNQ), a proxy for publicly traded U.S. equity REITs. Residential real estate represented by the FHFA U.S. House Price Index (USSTHPI), sourced from FRED; data shown through Q4 2025, the latest FHFA release. Past performance is not indicative of future results.

Past performance does not guarantee future results and there is no guarantee this trend will continue. Note: The above scenarios are for illustrative purposes only and are not intended to be used to estimate the returns of an individual property. 

No communication by Arrived Holdings, Inc., Arrived Debt Fund, LLC., Arrived SFR Genesis Fund, LLC., or any of its affiliates (collectively, “Arrived” or  “Arrived Issuers”) through any medium, should be construed or is intended to be a recommendation to purchase, sell or hold any security or otherwise to be investment, tax, financial, accounting, legal, regulatory or compliance advice.  Any historical returns, expected or target returns, or probability projections may not reflect actual future performance and is no guarantee for future results.  All securities involve risk and may result in significant loss, including the entire amount of capital invested. The information contained in this email is for general informational purposes only and does not constitute financial or investment advice.  We cannot make any guarantee about the completeness, timeliness, accuracy or reliability of the information provided.  Any links to third-party resources are provided for convenience only, and we do not endorse or assume responsibility for the content or accuracy of these external sites. 

The Arrived  Single Family Residential Fund is conducting public offerings pursuant to Regulation A, as amended, through arrived.com.  For more information, refer to the Offering Circular.  The offering circular and related filings for the Arrived Single Family Residential Fund can be found here.  Other Arrived Issuers conducting public offerings pursuant to Regulation A, as amended, through  arrived.com have offering circulars and related filings for the Arrived Issuers that can be found here. 

Arrived is not a broker-dealer or investment advisor and all securities-related activity is conducted through Dalmore Group LLC, a registered broker-dealer and member of FINRA/SPIC located at 525 Green Place, Woodmere, NY 11598.  You can review the broker check for Dalmore here.  An up-to-date Dalmore Form CRS is available here.