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...I’m Ethan Wu. Thanks for listening. [MUSIC PLAYING]...
...I am reporter Ethan Wu here in the New York studio. A little bit sick, a little bit of a cold....
...They want to see the real estate sector shrink as a share of GDP. And as long as people have jobs, [officials can tell themselves that] things are fine; just quit complaining!...
...You can email Ethan at ethan.wu@ft.com. Read a transcript of this episode on FT.com...
...In 2023, the market, I would say, was like drastically, drastically short commercial real estate. A bunch of, you know, real estate ETFs sold off like crazy....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. Where to find deals in US CRE As the great commercial real estate valuation reset rolls on, the ominous headlines keep coming....
...Wait for the cover of Barron’s tomorrow? If you have a better plan, email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...(Wu & Armstrong) One good read Dan McCrum on the rise of Temu: “How does a $200bn company own less than $150mn worth of hard assets?”...
...(Ethan Wu) Bank earnings Banks are the most economically sensitive of businesses. They earn a spread by acquiring money at a lower price and lending it at a higher one....
...As a result, the shift that we’re seeing in business processes for regional banks is actually more pronounced outside of real estate than in real estate....
...As we argued back in October, markets don’t understand war any better than the rest of us. Is this time different? Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...Looking at the first chart, you will notice that of the four worst-performing sectors, two are rate-sensitive (utilities and real estate)....
...They want a certain amount of cash, certain amount of bonds, certain amount of stock, certain amount of real estate that they’re balancing around....
...Email us your view: robert.armstrong@ft.com and ethan.wu@ft.com....
...(Ethan Wu) Replies on private credit excess returns Yesterday’s piece about excess returns in private credit drew a lot of meaty responses from readers, from all sides of the debate....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...“Our initial expectations were that exports might moderate this year if the real estate market stabilised,” he said....
...As one sharp reader, Peter, pointed out, this compares apples (the value of real estate assets) to oranges (the value of real estate investment trust equity)....
...commercial real estate, which is one aspect of NYCB’s problem....
...Real estate is designed to generate income, farmland is designed to generate income. Jobs at the FT are designed to generate income. Lol. But, still, who cares?...
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