Check out residential sector strategist Zoe Kimmelman’s summary of Invitation Homes’ (NYSE: INVH) Q1 earnings call. Her key takeaways: INVH's Q1 earnings call solidified our investment thesis, highlighting the company's significant growth potential within the U.S. single-family rental market. Key insights from the call include the company's accelerating rent growth for both renewals and new leases, the addition of over 7,000 homes to its management portfolio, and strong financial liquidity. CEO Dallas Tanner emphasized INVH's commitment to growing the U.S. housing supply, stating, "So that's our goal, is to be part of that narrative, which would be to bring new supply into the market over and over and over. And we're not going to stop." Read the full summary:
NYU SPS Schack REIT Investment Fund’s Post
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Good article - worth the read. “In my mind, we’re at the end of an era of what I’d call ‘easy real estate profits.' Going forward, those people who make money in real estate are going to have to really create value.” ----> Stuart Boesky, CEO at Pembrook Capital Management; has nearly 40 years of experience in the industry. #realestate #interestrates #federalreserve #future
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📈 Chart of the Day: Integra Realty Resources Cycle Monitor shows that only 13% of multifamily markets are in recession, signaling positive market health. However, a concerning 63% of markets are grappling with hypersupply issues. This glut, fueled by a surge in capital investment, hints at an impending supply-demand imbalance, possibly leading to a more volatile market ahead. Read the full story here 👉 https://lnkd.in/e6Q_kszn Today’s issue is brought to you by RE Cost Seg. Unlock the tax benefits of your property and put more cash back in your pocket. #credaily #commercialrealestate #markets #supply #demand
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Keep an eye on this. Most multifamily markets are holding up well, but the sheer number new development properties coming online is a REAL issue for many of the most attractive MSA's across the country for the next 12-24 months. Previous rent growth rates may be difficult to achieve for a while. Adjust your underwriting accordingly!
📈 Chart of the Day: Integra Realty Resources Cycle Monitor shows that only 13% of multifamily markets are in recession, signaling positive market health. However, a concerning 63% of markets are grappling with hypersupply issues. This glut, fueled by a surge in capital investment, hints at an impending supply-demand imbalance, possibly leading to a more volatile market ahead. Read the full story here 👉 https://lnkd.in/e6Q_kszn Today’s issue is brought to you by RE Cost Seg. Unlock the tax benefits of your property and put more cash back in your pocket. #credaily #commercialrealestate #markets #supply #demand
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The commercial real estate outlook appears optimistic, fueled by evolving workplace dynamics, technological advancements, and resilient investor interest despite ongoing market fluctuations: #commercialrealestate #finance #realestate #multifamily
March 2024 Commercial Real Estate Market Outlook
nar.realtor
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What does Cedric Bucher, CEO, Hearthstone Investments think of the rising popularity of private market assets and their associated #institutionalinvestment allocation in portfolios today? The latest from InstitutionalAssetManager and the Financial Conduct Authority how valuations can be tracked and the scrutiny that is coming especially across the UK. Want to better understand #privatemarket allocations and the data impacting a multi-asset class portfolio? Learn more about Vidrio(dot)com, and how we're approaching private market tracking around the globe. We have you covered through collection, risk, and reconciliation. Reach out today. https://hubs.li/Q02b-FHT0
Valuing private market assets: How residential property sets the standard for valuation rigour
https://institutionalassetmanager.co.uk
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We're thrilled to share some exciting insights from our latest report! The #CRE market is poised for ongoing improvement throughout 2024. Here’s what’s fueling the optimism: 🟡 Investor Enthusiasm: Private investors are leading the charge, representing 82% of transactions in Q2 🟡 Economic Resilience: With anticipated rate cuts and declining bond yields, investor enthusiasm is steadily increasing 🟡 Record population growth is driving demand for rental properties across the country Read BNN Bloomberg: https://ow.ly/GaI850SEEW2 #RealEstateInvesting #AYdifference
Commercial real estate poised for ‘ongoing improvement’ this year: Avison Young
bnnbloomberg.ca
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This week, we dive into 3 key metrics that highlight the economic growth in the Midwest and its impact on the multifamily sector. Discover what these trends mean for the future of real estate in the region. Watch the full video to gain insights on how to navigate this evolving landscape. #CWBTN
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Curious about the future of real estate? Our latest blog dives deep into why experts are confident that a housing crash isn't on the horizon. From tightened lending standards to a shortage of inventory and smarter homeowner practices, we reveal the factors driving today's market stability. Dive into expert analysis and projections with Strategic Directions by S&D Real Estate to navigate the market with confidence. https://bit.ly/3J2uNYT
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Since the beginning of the year, fewer investors appear to be jumping into the market, and many report dissatisfaction with managing tenants and properties. #realestatenews #realestate #realestateinvesting #investmentproperty #realestateagents
Investor regret is up as purchases hit lowest point in 2 years
realestatenews.com
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Real Estate Investments at Fortune 90 Company | Chair - CRE Advisory Board, Marquette CRE | NAIOP Research Foundation Governor & Visionary | Empowering Others | Demonstrating Exceptional Leadership
“I think 2024 is when the ice breaks. That’s when we begin the process of facing the reality of having to re-equitize the sectors and to address, across the board, the shift in the new interest rate paradigm,” said Scott Rechler, CEO of RXR, “There’s been a little bit of a delay in that happening as rates continue to move.” Very interesting article from Commercial Observer… Is 2024 the year the ice breaks for #cre? #commercialrealestate #realestatedevelopment #realestateinvestment Hines Newmark CBRE JLL Terra Strategies The Peebles Corporation TriGate Capital https://lnkd.in/guQgb7ge
Into the Wild: Is 2024 the Year the Ice Breaks On Commercial Real Estate?
https://commercialobserver.com
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