Real World Asset Signals - June 16

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

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Block N Mortar
June 16, 2025

📈 Market Summary
Markets are split, builders are slowing down while tech-forward real estate firms are scaling up. The Fed has signaled it may hold rates steady through Q3, stalling investor momentum. But behind the scenes, Proptech leaders like Roofstock, RealT, and OpenSpace are building out platforms that could redefine how we buy, sell, and interact with property in the next cycle.

🌐 Macro Trends

  • The Fed’s recent tone signals "higher for longer" as inflation proves sticky, especially in services and insurance.

  • Consumer sentiment softened slightly as home affordability continues to struggle against 6.8% mortgage rates.

  • Global capital is shifting toward tech-enabled hard assets, real estate continues to hold its "safe but smart" status, especially in secondary markets.

Investor Takeaway:
If interest rates aren’t dropping soon, investors may look to tokenized or fractional models for exposure without full capital lock-up. Flexibility and digital infrastructure are gaining relevance.

🏠 U.S. Housing Pulse

  • Builder sentiment has stalled for the second month, with permit applications declining across most metros.

  • Rental demand remains firm, especially in cities like Charlotte, Tampa, and Indianapolis.

  • More inventory, fewer buyers: expect strategic price cuts and creative deal structures this summer.

Quick Hit:
This is not a collapse, it’s a recalibration. Savvy investors are watching mid-tier metros and proptech platforms.

🧠 Influencer Insights

  • Graham Stephan said in a recent video: “I’m watching for two things—cash flow and tokenized access. I don’t think we’re far from seeing real assets move entirely digital.”

  • Ken McElroy emphasized that “supply is coming back, but most of it is unaffordable,” suggesting opportunity lies in repurposing or partnering on entry-level assets.

  • TokenizeThis 2025 continues to highlight the infrastructure players, pointing out that “real-world asset investing will belong to those building compliance rails now, not later.”

Pulse Summary:
The creators and thinkers are aligning around two words: flexibility and infrastructure. Both matter more than market timing right now.

🔗 RWA + Tokenization Watch

Spotlight: Roofstock onChain
Roofstock’s onChain division has tokenized over 100 single-family rentals across the Midwest and Southeast. Using blockchain to settle ownership, earnings, and resale—all on Ethereum—they’re showing the model can work at scale.

Also making moves:

  • RealT continues expanding its European presence and testing instant liquidity pools.

  • OpenSpace is merging photogrammetry and AI for jobsite verification—unlocking new trust layers for institutional RE investors.

  • Archblock and Provenance Blockchain are collaborating on tokenizing commercial real estate credit funds with automated KYC and compliance baked in.

Digital Asset Insight:
Tokenization isn’t about disruption anymore; it’s about discipline. Platforms are building strong, slow, and legal-first.

🧱 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.