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...(Ethan and Robert laugh) Robert ArmstrongThat surprised me. I thought it could be worse than that. Joshua OliverWell, maybe I’ll be more fair to real estate owners....
...These are few disasters to talk about, other than office real estate, and that disaster is moving at a politely glacial pace....
...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....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. 2024 vs 2021 There is not, so far as we know, an agreed-upon marker for the birth of a bull market....
...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)....
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. How much inflation is priced in?...
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com....
...Email us your view: robert.armstrong@ft.com and ethan.wu@ft.com....
...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)....
...The posted bond has prevented New York state from seizing his assets — particularly his prized real estate — while he appeals a $464mn fraud judgment....
...Starring Ryan Gosling, it was loosely based on the real-life story of Robert Durst, an enigmatic New York real estate heir accused of three murders, including that of his Texas neighbour Morris Black....
...Joining Paulson to chair the event will be Robert Bigelow, the real estate investor who was the biggest donor to Florida governor Ron DeSantis’s terminated presidential campaign, and shale oil baron Harold...
...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....
...Weightman stepped into the private credit arena after his 2020 departure from Cromwell, the Australian real estate investment firm he founded two decades earlier, following a bitter boardroom battle....
...“The bigger funds are more nimble and can act quickly,” said Chris Roberts, managing director at Dalriada Trustees, a firm of professional trustees....
...real estate....
...commercial real estate, which is one aspect of NYCB’s problem....
...So and I think we’ve talked about this on the show several times that if you look at an index that’s very timely, like real estate companies like Zillow keep timely indices of rents and housing prices....
...Here, office real estate rears its ugly head, as bank bears have been saying for months that it would....
...Read a transcript of this episode on FT.com...
...The US is not in any sort of generalised earnings boom. One good read We’ve been feeling our worry levels on commercial real estate creep up....
...Take the late Robert Solow’s exogenous growth theory....
...Email us your cockamamie schemes: robert.armstrong@ft.com and ethan.wu@ft.com. New year, same old CRE On the list of 2023’s overwrought market fears, commercial real estate ranked high....
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