americas | The Property Chronicle

US home prices hit a record high

by Moses Sternstein | Jul 1, 2024 | Residential Investor, zNewsletter

So why are homebuilders so sad? In today’s dispatch: home prices hit an all time highstrangely, no one wants to build new homes, and homebuilders are saddiscounts everywhere, but not in the indexesthe indexes are a little hazy, and that’s ok Last week, you may have...

Making sense of REIT dividend yields

by Hunter | Jun 24, 2024 | The Analyst, zNewsletter

Rising rates, or as Jim Grant says, “Interest rates we can be proud of,” considerably change investment decision calculus. Regardless of whether the subject is equity, fixed income, or private investment opportunities, investments can be evaluated using the...

Playing the blame game on rent inflation

by Louis Rouanet | Jun 24, 2024 | Residential Investor, zNewsletter

Inflation is the surest way to trigger a Pavlovian response from politicians, whereby they blame monopolists, middlemen, greedy entrepreneurs, profiteers, and price gougers. In 1793, French Revolutionaries fueled inflation by running persistent deficits that they...

Banks are playing it safe, sort of

by Moses Sternstein | Jun 24, 2024 | The Economist, zEditor's pick, zLead Article

In today’s dispatch: banks are lending lessbanks are also generating less revenue, and NIM continues to slide (for now)are Zombie banks good?bank exposure to non-bank lending is probably higher than Zombie would like After the Fed nearly killed the banks by torpedoing...

The dollar and its domestic enemies

by Peter C. Earle | Jun 17, 2024 | The Economist, zNewsletter

Upping the ante following the initial weaponization of the dollar in 2022, the United States and a number of allied nations have agreed in principle to begin distributing profits on seized Russian assets to Ukraine. Interest payments on securities in...

Banks are playing it safe, sort of

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