Programmability - June 27

Macro Trends | Market Pulse | Influencer Insights | RWA + Tokenization ✍️ By AI & Block N Mortar Team 📬 Powered by Tokenized World Co.

Author

Block N Mortar
June 27, 2025

📈 Market Summary
It’s not just about interest rates anymore. The smartest capital is following data and that data is being shaped, scored, and sorted by AI. Whether it’s underwriting rentals or auto-tokenizing deeds, the value isn’t just in the property. It’s in the programmability.

Meanwhile, the RWA snowball keeps rolling. More platforms, more liquidity, and more credibility.

🌐 Macro Trends

  • Global GDP forecasts are holding, but cracks are forming in commercial real estate sectors, especially in Europe and Asia.

  • The U.S. dollar remains strong, giving American investors more firepower for cross-border deals.

  • Oil remains volatile near $85/barrel as Middle East tensions continue.

Investor Insight:
While traditional markets digest uncertainty, programmable assets continue attracting institutional capital looking for transparency and yield.

🏠 U.S. Housing Pulse

  • Realtor.com reports U.S. housing inventory is up 37% YoY, but still 34% below pre-pandemic levels.

  • Median home price: $445K and rising.

  • Zillow launched AI-powered valuation tools now offered to institutional partners for instant rental portfolio pricing.

Quick Hit:
Home prices may cool, but SFRs remain the institutional favorite. Add AI and tokenization, and they’re unstoppable.

🧠 Influencer Insights

  • Graham Stephan: “The next housing edge? Tech-enabled underwriting. AI beats spreadsheets every time.”

  • Kier Jones (House Hacker): “Rental portfolios are going from locked-up equity to liquid assets. The token shift is already happening.”

  • The Real Estate Disruptors Podcast: featured a deep dive on how smart contracts are cutting title closing times by 70%.

Theme:
The sharpest influencers are moving from theory to infrastructure. It’s not if, it’s when.

🔗 RWA + Tokenization Watch

  • Roofstock onChain announces plans to tokenize rent flows, not just ownership.

  • INX added a U.S.-based student housing portfolio to its tokenized marketplace.

  • Propy enabled auto-compliance features for SEC-exempt Reg D offerings.

  • Faith Driven Investor hosts a closed-door summit next week focused on asset tokenization for faith-based communities.

Signal:
Tokenization is no longer just about efficiency. It's about access. From institutions to ministries, the RWA wave is opening new doors.

🧱 Block by Block

Block N Mortar tracks the shift from physical to programmable real estate.
We help investors stay informed and ahead.

Disclaimer: Not financial advice. This content is for informational purposes only.