Latest ideas and analyses related to real estate

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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: 39, 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: 116, 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: 109, 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: 98, Votes: 2, Responses: 0, Attachments: 2
UBER , LYFT , ABNB , DASH , BKNG , EXPE , ANGI , CVNA , FVRR , CARG , RDFN , ZG , WIX

+1 pts





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





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





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
ZG , RDFN , UBER , DASH , ABNB , EXPE , LYFT , CVNA , FVRR , WIX , ANGI , BKNG , CARG

+47 pts



RBC recommends 9 internet stocks for their category dominance and user engagement, where mega-techs have not been able to access

By realjoe on May 26, 2021, 5:55 p.m.
Tagged topics: user engagement , eCommerce , travel recovery , big tech , RBC , real estate

Views: 663, Votes: 6, Responses: 3, Attachments: 21
RKT , PFSI , LDI , BKI , COOP , NRZ , RWT

+34 pts



$RKT, $PFSI, $LDI - Jefferies says concerns of rising rates overdone with sustained robust demand, recommends buying the dip

By mooreideas on April 26, 2021, 11 a.m.
Tagged topics: valuations , buying opportunity , Jefferies , buy the dip , refinancing wave , home mortgages , real estate , rising rate environment

Views: 175, Votes: 2, Responses: 0, Attachments: 36
COMP

+32 pts



$COMP - Goldman and Morgan Stanley both recommend buying Compass for its aggressive growth strategy supported by the strong housing backdrop

By phenphen on April 26, 2021, 10:24 a.m.
Tagged topics: growth stock , expanding TAM , market share gains , deep dive , Goldman Sachs , Morgan Stanley , real estate , macro support

Views: 136, Votes: 2, Responses: 0, Attachments: 89