Is This 14% Yield A Safe Harbor?
Article By:
Marc Lichtenfeld
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Thursday, May 16, 2019 7:15 AM EDT
Last year, the company generated $350 million in net interest income (NII), the measure of cash flow used by mortgage REITs. It paid out $329 million in dividends.
In this article: TWO
Australia's Imploding Housing Market Now Threatens To Unleash Nasty Recession
Article By:
Tyler Durden
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Thursday, May 16, 2019 5:24 AM EDT
After a three-decade boom, the implosion of the Australian housing market could eventually push the economy into a recession.
Homebuilders Get Happy
Article By:
Bespoke Investment Group
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Wednesday, May 15, 2019 10:51 PM EDT
Homebuilder sentiment saw a stronger than expected increase in May as the NAHB sentiment survey rose more than expected to 66 from 63 and expectations of 64.
In this article: XHB
E Research Report: XIN
Article By:
Elle Investments
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Sunday, May 12, 2019 9:47 PM EDT
XIN is a Chinese real estate company trading at a depressed valuation (common for Chinese companies). But the projects outside of China, the investment by global firm TPG, and the 29 consecutive dividends (currently at 9%) significantly de-risk this.
In this article: XIN
Vancouver, Casinos And Grandmothers
Article By:
Kevin Muir
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Friday, May 10, 2019 11:00 AM EDT
Canadian rates are already lower than in the United States. But the trend between the two countries is drifting nicely in the “right” direction. Again, no need to overthink it.
UK Housing Market: Limited Supply Holds Back Spring Bounce
Article By:
ING Economics
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Thursday, May 9, 2019 9:24 AM EDT
House prices in the UK have seen a noticeable slowdown over the last two years, and despite Brexit being kicked down the road to October, things haven’t perked up much for the property market.
An Everlasting Bull Market… Really? I Don’t Think So!
Article By:
Enda Glynn
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Thursday, May 9, 2019 4:02 AM EDT
The housing market today is built on a declining cycle of rates on long term debt securities.
In this article: DJI
NRZ - A Downgrade In Dividend Safety For A 12% Yielder
Article By:
Marc Lichtenfeld
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Wednesday, May 8, 2019 7:36 PM EDT
New Residential Investment Corp. currently pays a $0.50 per share quarterly dividend, which comes out to a plump 12% annual yield.
In this article: NRZ
It Is Time To Sell Real Estates
Article By:
Dimitri Speck
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Wednesday, May 8, 2019 10:40 AM EDT
In order to improve the visibility of the seasonal price pattern in home prices, the following operation is performed: as a first step, the data are de-trended.
US Real Estate Shares Topped Last Week’s Market Gains… Again
Article By:
James Picerno
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Monday, May 6, 2019 9:14 AM EDT
For a second week in a row, securitized real estate stocks in the US posted the biggest gain for the major asset classes, based on a set of exchange-traded funds.
Expensive Properties Leading Sales And Price Slump
Article By:
Danielle Park, CFA
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Friday, May 3, 2019 5:05 AM EDT
Easy money and speculative inflows enabled the Greater Toronto (GTA) and Greater Vancouver (GVA) areas to notoriously become some of the most unaffordable property markets in the world over the last decade.
US Agriculture: Where Is The Future For Investors?
Article By:
Burton Rothberg
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Thursday, May 2, 2019 6:48 PM EDT
The US agricultural markets will probably get a big kick up when (if?) a US-China deal is struck. How much depends on the type of deal.
WeWork Unveils Plans For 'Community-Adjusted' Public Offering As Revenues, Losses Double
Article By:
Tyler Durden
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Monday, April 29, 2019 10:25 PM EDT
According to an investor presentation from last year, the company revealed that it doubled both revenues and losses last year. Its EBITDA seems to be whatever you want it to be.