Today's Block N Mortar - June 23

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 23, 2025

📈 Market Summary
As equity markets fluctuate and inflation remains sticky, U.S. housing continues to defy gravity. Despite elevated mortgage rates, pricing power holds steady, fueled by short inventory and sticky demand. At the same time, RWA adoption is accelerating, moving from niche Web3 circles to Wall Street boardrooms.

The takeaway? Real estate’s value is increasingly defined by what’s built on top of it, data, liquidity, and automation.

🌐 Macro Trends

  • The 10-year U.S. Treasury yield hovers near 4.25%, keeping pressure on lending costs.

  • Home price growth in key metros like Miami, San Diego, and Dallas has outpaced inflation for 14 straight months.

  • Japan’s central bank warns of inflation spillovers from global commodities, adding uncertainty in Asia.

Investor Insight:

Hard assets are holding steady, especially when paired with cash flow. The demand for yield-generating real estate remains strong—on-chain and off.

🏠 U.S. Housing Pulse

  • Existing home sales in May declined slightly but prices increased for the 11th consecutive month.

  • The median U.S. home price now sits at $416,000—a record for June.

  • Multifamily construction starts have cooled, while SFR (single-family rentals) are outperforming as an investor class.

Quick Hit:

Pricing strength signals resilience. Expect REITs and tokenized funds to lean harder into SFRs

🧠 Influencer Insights

  • Graham Stephan warns investors: “If you’re betting on a housing crash, you’ve already missed it. The real play is cash flow.”

  • Meet Kevin said on his latest live stream that real estate with AI-enhanced tenant screening and smart contracts will soon be a standard offering.

  • BiggerPockets podcast highlighted a full episode on fractional investing and asked: “Is tokenization the next 1031 exchange?”

Theme:

Seasoned voices are echoing one message—decentralized infrastructure will unlock real estate’s next retail wave.

🔗 RWA + Tokenization Watch

  • Archblock expands its stablecoin and RWA tooling to support direct real estate integrations for family offices.

  • INX quietly launched an institutional real estate marketplace with SEC-compliant digital assets.

  • Roofstock onChain surpasses $7 million in SFR value traded YTD.

  • Faith Driven Investor announces exploration of a blockchain real estate fund rooted in mission-aligned assets.

Signal:

It’s not just about on-chain property. The platforms bringing compliance, liquidity, and faith-based capital are building trust—and serious traction.

🧱 Block by Block. Built for Investors.

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