Latest ideas and analyses related to real estate

You may also enter '* TRADES' to see all trade recommendations, '* QUESTIONS' to see all questions, and '* COMMENTS' to see all comments.
CHIR

+12 pts



China Property Weekly Digest

By toranjaa on Aug. 22, 2022, 8:21 a.m.
Tagged topics: real estate

Views: 12, Votes: 3, Responses: 0, Attachments: 1
UK

+53 pts



Early signs of yield pressure

By Thomasidea on July 31, 2022, 10:48 a.m.
Tagged topics: real estate

Views: 18, Votes: 4, Responses: 0, Attachments: 1
STRATEGY

+32 pts



A sector snapshot and forecast changes

By RayHold on July 24, 2022, 5:53 a.m.
Tagged topics: real estate , UK

Views: 11, Votes: 3, Responses: 0, Attachments: 1
HWG , UK

+53 pts



Upgrading forecasts as operational performance remains strong

By P on July 23, 2022, 9:37 a.m.
Tagged topics: real estate , UK

Views: 25, Votes: 4, Responses: 0, Attachments: 1
LMP

+95 pts



A record year, ahead of expectations

By toastcrunch.info on May 31, 2022, 1:22 a.m.
Tagged topics: real estate

Views: 20, Votes: 6, Responses: 0, Attachments: 1
UK

+39 pts



UK Real Estate Chartbook A sector snapshot and results preview

By Thomasidea on May 14, 2022, 12:53 p.m.
Tagged topics: real estate

Views: 26, Votes: 6, Responses: 0, Attachments: 1
Z , ZG

+32 pts



$ZG $Z Sounding Z Macro Alarm?

By realmomobags on May 6, 2022, 3:09 a.m.
Tagged topics: earnings results , real estate

Views: 24, Votes: 2, Responses: 0, Attachments: 1
Real Estate

+0 pts



Goldman Sachs analyst reports on $SBB

By lejooon on April 1, 2022, 1:50 a.m.
Tagged topics: Goldman Sachs , real estate , European equities

Views: 15, Votes: 1, Responses: 0, Attachments: 0
HDB

+40 pts



$HDB Opportunities For HDFC Bank In Property & Renewable Sectors

By Btam on Nov. 30, 2021, 3:34 a.m.
Tagged topics: India , real estate , renewables

Views: 61, Votes: 4, Responses: 0, Attachments: 2
EWW

+34 pts



Mexico Real Estate : 10 years, just getting started

By KHUN on Nov. 8, 2021, 5:45 p.m.
Tagged topics: analyst checks , real estate , INDUSTRY COMMENT

Views: 54, Votes: 3, Responses: 0, Attachments: 1
MCHI

+10 pts



Thanks, my long on China is not delivering at all, what looks getting better stance is everything concerning Real Estate sector after getting to know...

By javiersb7 on Nov. 3, 2021, 7:20 a.m.
Tagged topics: China , Jefferies , real estate

Views: 1, Votes: 1, Responses: 0, Attachments: 0
MCHI

+37 pts



Global Strategist Comments On China Property Market

By Btam on Oct. 29, 2021, 9:24 a.m.
Tagged topics: China , Jefferies , real estate

Views: 54, Votes: 3, Responses: 1, Attachments: 1
China

+45 pts



China real estate developers under heightened stress as refinancing woes ripple through markets

By beat_the_street on Oct. 26, 2021, 9:30 p.m.
Tagged topics: real estate , evergrande , credit health

Views: 62, Votes: 4, Responses: 0, Attachments: 2
REITs

+43 pts



Stagflation? The '05 Playbook

By cassie on Oct. 13, 2021, 9:47 a.m.
Tagged topics: Morgan Stanley , real estate , stagflation

Views: 70, Votes: 7, Responses: 0, Attachments: 2
Housing , US Macro

+30 pts



Morgan Stanley says solution to #AffordableRentalCrisis is to create what we don't have rather than regulate what we do have

By ethonomics on Sept. 2, 2021, 11:44 a.m.
Tagged topics: Morgan Stanley , real estate , Fannie , Freddie , affordable housing

Views: 162, Votes: 1, Responses: 0, Attachments: 2
US Macro , Global Macro , Housing

+33 pts



Goldman says tight supply and delayed construction will continue to push home prices higher in US, Canada and UK

By ethonomics on Sept. 2, 2021, 11:36 a.m.
Tagged topics: US housing , work from home , Goldman Sachs , inflation fears , real estate , tight supply , labor shortage

Views: 172, Votes: 2, Responses: 0, Attachments: 2
US Macro

+33 pts



Goldman estimates 750k US households will be evicted later this year as moratorium ends

By ethonomics on Aug. 31, 2021, 10:34 a.m.
Tagged topics: rent growth , Goldman Sachs , real estate , eviction moratorium , household evictions

Views: 136, Votes: 2, Responses: 0, Attachments: 2
UBER , LYFT , ABNB , DASH , BKNG , EXPE , ANGI , CVNA , FVRR , CARG , RDFN , ZG , WIX

+1 pts



Great research piece, thx!...

By rogoman on June 9, 2021, 8:53 a.m.
Tagged topics: user engagement , eCommerce , travel recovery , big tech , RBC , real estate

Views: 1, Votes: 1, Responses: 0, Attachments: 0
UBER , LYFT , ABNB , DASH , BKNG , EXPE , ANGI , FVRR , CVNA , CARG , RDFN , WIX , ZG

+10 pts



long fvrr as the gig economy becomes more prominent. Zillow operates in a space with a large Tam and is disrupting the real estate industry....

By yrc7777 on May 27, 2021, 8:33 a.m.
Tagged topics: user engagement , eCommerce , travel recovery , big tech , RBC , reopening trade , real estate

Views: 1, Votes: 1, Responses: 0, Attachments: 0
UBER , LYFT , ABNB , DASH , BKNG , EXPE , ANGI , FVRR , CVNA , CARG , RDFN , WIX , ZG

+1 pts



#reopening trade* companies....

By anon7828 on May 27, 2021, 12:25 a.m.
Tagged topics: user engagement , eCommerce , travel recovery , big tech , RBC , reopening trade , real estate

Views: 1, Votes: 1, Responses: 0, Attachments: 0