Hints and tips:
...Here, she delivers the definitive biography of Trump and his improbable rise from real estate mogul and television personality to president....
...as private real estate....
...The investor group also includes private credit groups Ares Management and HPS, and L Catterton, a private equity group that invested in Equinox in 2017....
...The S&P 500 rose about 15 per cent in the four months to April. But stocks have started falling as the updated rate narrative has burst traders’ bubbles....
...S&P 500 dividend yields went as high as 9.2 per cent in the first quarter of 1938, according to S&P Dow Jones Indices. Even IPOs paid them, as I read to my surprise in Peris’s book....
...Canada’s housing crisis: A National Housing Conference will be held in Ottawa where real estate companies, lobby groups and officials from the government will discuss solutions for solving Canada’s housing...
...As S&P Global Ratings put it late last year: “Higher-for-longer interest rates remain the key risk for real estate assets globally.” US Treasury secretary Janet Yellen is, reassuringly, on it....
...Looking at the first chart, you will notice that of the four worst-performing sectors, two are rate-sensitive (utilities and real estate)....
...The S&P PMI survey started this year with three back-to-back expansionary readings after spending much of 2023 in contraction territory....
...The US housing market and the substitution effect Single-family homes are expensive....
...We think the urgency for housing policy relaxation is rising....
...What is the trailing P/E ratio of the top-10 stocks in the S&P 500 today? They are more overvalued than the top-10 were in the tech bubble....
...In the first half of August, Chinese home sales in 50 major cities fell 29.3 per cent on the year, according to S&P Global Commodity Insights....
...Compare that with the S&P 500’s 17 per cent rise. Valuations, too, are relatively pricey. Lennar trades on 12 times forward earnings and DR Horton at 11 times — both the highest since autumn 2020....
...Lenders have generally offered the best deals to borrowers buying a home, as they compete for customers in a slower housing market....
...Housing is for living, Xi declared, not for speculation....
...L&G’s £9.4bn real estate portfolio, of which £4bn are offices, might also be affected by a slowdown, despite the group’s focus on good quality tenants....
...Online-only competitors can sell at cheaper prices than a company with a large retail estate....
...In the US right now, it’s a tale of two housing markets. For the majority, grappling with high mortgage rates, the market is stuck in a rut....
...They’ve put aside a huge amount of money for social housing,” she said....
...In short, this time really does look different from previous real estate market downturns in China....
...Now the waterfront — which forms part of Liverpool Waters, Peel L&P’s £5bn, 30-year project to transform the city’s northern docks — is taking on a new life itself....
...Fedspeak: US Federal Reserve governor Michelle Bowman will give the opening remarks on rental housing affordability at a Fed housing market forum....
...“Housing is rising up the political agenda....
...Chart from S&P Global, through September: Part of the reason for this is that companies are making money....
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