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Related Special Reports
...Grosvenor, the Duke of Westminster’s property company, is launching a £900mn lending business focused on residential development, as real estate investors opt for debt investments over the risk of buying...
...estate holdings via a “buy the dip” strategy....
...Glitzy distractions, real estate or otherwise, should be eschewed. camilla.palladino@ft.com...
...Whisper it, but as losses mount and concerns rise in the US and continental Europe around real estate, the UK sector looks better placed....
...US exposure accounts for about 15 per cent of their real estate lending books....
...But they still need agents — particularly those who sell real estate as a side hustle — to stay put, rather than go the way of travel agents. pan.yuk@ft.com...
...Expect these companies’ valuations to improve as the value of their real estate holdings rises....
...That is still small beer, and largely focused on real estate, private credit or buyout strategies that piggyback on existing traditional funds....
Property prices in China could take yet another hit from deconstruction of the indebted developer
...Real world tensions from the fastest hiking cycle in a generation abound nonetheless — and nowhere more so than in commercial real estate. Rate rises have pushed property valuations sharply lower....
...They just want to get their hands on its vast real estate holdings. Macy’s owns hundreds of its stores....
...Global real estate, squeezed by rising interest rates, is in the midst of the worst slump since the financial crisis. Office occupancy and valuations have plummeted, especially in the US....
...Bold calls, such as on Chinese real estate and Lebanese sovereign debt, have proved contrarian for the wrong reasons....
...Jana Partners, the prominent US activist fund with around $2bn in assets, announced on Wednesday that it would work alongside Cannae Holdings, a financial sponsor holding company....
...In the late 1990s, Princeton allocated just 25 per cent collectively to private equity and real estate. Its target now is at 48 per cent....
...And, argued Lex, a quick switch could help underpin Shein’s falling valuation expectations too. Read it here. 5) Real estate markets are troubled pretty much everywhere: China, Europe, the US....
...Buying real estate is not the smartest use of luxury cash flows — even leaving aside the challenges Kering faces with its key brand Gucci. Read more....
...Some of the UK’s biggest pension plans are taking advantage of steep price discounts to snap up real estate and other private assets, as fellow retirement funds put their harder-to-sell holdings on to the...
...Lex this week considered the lender in Europe that looks most under pressure from mounting real estate losses: Deutsche Pfandbriefbank. Find out more here....
...But a moment of reckoning may have finally arrived for the country’s hard-pressed real estate sector....
...America’s real estate market is stuck in the mud. But that hasn’t stopped shares of US mortgage lenders from soaring....
...Read it here. 5) The real estate woes of China’s banking sector are well documented. But Lex looked at another concern for the country’s state-owned banks: Russia....
...“It’s a good time for select names in Chinese real estate. It is 25, 30 per cent of [gross domestic product] and it’s not going to disappear,” said Koenigsberger....
...The Germany property lender was lured in by the prospect of sweet returns in commercial real estate. Now it is suffering thanks to an interest rate shock and a collapse in demand for offices....
...Commercial real estate is Donkey Kong....
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