REITs
Blackstone is a major seller in January commercial real estate deals
A version of this article first appeared in the CNBC Property Play newsletter with Diana Olick. Property Play covers new and evolving opportunities for the real estate investor, from individuals to venture capitalists, private equity funds, family offices, institutional investors and large public companies. Sign up to receive future editions, straight to your inbox. After […]
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Blackstone’s BREIT is a major seller in January commercial real estate deals
A version of this article first appeared in the CNBC Property Play newsletter with Diana Olick. Property Play covers new and evolving opportunities for the real estate investor, from individuals to venture capitalists, private equity funds, family offices, institutional investors and large public companies. Sign up to receive future editions, straight to your inbox. After […]
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Boaz Weinstein’s hedge fund Saba Capital has a new activist target — and has given it an ultimatum to adopt sweeping proposals
Saba Capital, the activist hedge fund led by Boaz Weinstein, has a new target: Workspace Group , a U.K. real estate investment trust (REIT). The New York-based fund manager is calling for a managed wind-down of the trust, which operates office buildings in London and the south-east of England. In a letter to the Workspace […]
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From carpark office to $25 billion portfolio: How George Hongchoy transformed Link REIT into a real estate giant
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email On this episode of Managing Asia, retiring Link Asset Management’s Group CEO George Hongchoy opens up about the risks, tough calls and bold bets that helped reshape one of Asia’s largest real estate investment trusts. Source
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Saba Capital activist investor Boaz Weinstein sees ‘storm brewing’ in UK investment trusts — and has pounced on these two names
Activist investor Boaz Weinstein has unveiled two new bets in the U.K. investment trust space, where he sees a growing number of trading opportunities emerging from discounted valuations. The Saba Capital founder unveiled two new positions at this year’s Sohn London investment conference — Workspace Group and Pantheon Investments — which he said are trading […]
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Empire State Realty Trust CEO: International demand was lower than expected
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Anthony Malkin, Empire State Realty Trust CEO, joins ‘The Exchange’ to discuss the state of REITs, the shares falling on lower international demand and New York City Democratic Mayoral candidate Mamdani’s potential impact on real estate in the city. Source
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Wall Street sees upside in 2025 for these dividend-paying real estate stocks
The outlook for real estate is brighter in 2025, according to many on Wall Street. After a rough couple of years, it is “the dawn of a new cycle” for real estate investment trusts, according to Citi. The firm expects REITs, which typically pay dividends, to have a total return of 10% to 15% in […]
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The commercial real estate recovery is on, but the rebound may be uneven
A commercial building available for rent in Melville, New York, April 17, 2023. Howard Schnapp | Newsday | Getty Images The tide could be turning for commercial real estate. The Federal Reserve began its interest rate cutting cycle in September, lowering the Fed funds rate for the first time since 2020 by 50 basis points, […]
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These high-dividend-yielding stocks could see a rebound as rates decline, BMO says
Now could be a good time to start buying stocks with high dividend yields, according to BMO Capital Markets. The highest-paying S & P 500 stocks have significantly underperformed the index over the last year and a half, even with the rebound they’ve enjoyed in recent months, said chief investment strategist Brian Belski. Higher-for-longer interest […]
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Buy this ‘cheap’ REIT — it’s set to offer a yield of nearly 7%, Morningstar says
Real estate is one corner of the market that investors are moving into , as expectations of interest rate cuts grow. Markets are betting that this month’s inflation data will give the U.S. Federal Reserve justification to cut rates, as it has repeatedly said consumer prices need to come down for that to happen. It’s […]
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