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notes on real estate markets worldwide

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Tag: opportunity

‘Buitenland ziet Nederlands vastgoed weer zitten’ (en meer interessants…)

Als vastgoedprofessional spel ik natuurlijk de Vastgoedmarkt, hèt medium voor de Nederlandse vastgoedsector. Deze maand werd mijn aandacht in het bijzonder … More

economy, exporeal, germany, netherlands, opportunity, real estate, residential, retail, trends

Trump takes gold over cash in property deal

Donald Trump’s newest tenant on 40 Wall Street, his 70-storey luxury skyscraper in New York will be giving him gold … More

capitalism, crisis, economy, news, opportunity, real estate, trends

Dog days are over

Back to were we started off with this blog: March 2009. We’ve set off while the economy was based on quicksand: … More

bank, bankrupcy, economy, germany, opportunity, real estate, rental value, risk, valuation

EXPO real 2009: Crisis? What crisis?

While last year’s edition of the Expo Real, just weeks after Lehman’s collapse, spelled doom and gloom over international commercial … More

europe, germany, interest rate, news, opportunity, portfolio, real estate, rental value, valuation, yield

Poll Results: Not out of the woods yet

Despite bottoming real estate markets, rallying stock markets, months of green shoots and some general optimism on the economy, many … More

asia, economy, europe, interest rate, opportunity, propertyshares, real estate, risk, UK, USA, yield

Value investors add some candy to their carts

I don’t intend commenting on all headlines and especially not on individual transactions or companies. That said, I wanted to … More

europe, fund, germany, opportunity, real estate, retail, valuation, value investing, yield

German property market: more resilient than others

Is it the Rhineland model that is performing better than the Anglo Saxon one? Is it German thoroughness? Is it … More

europe, germany, index, news, opportunity, real estate, rental value, UK, valuation, yield

Vietnam property market shows signs of recovery

Real estate investors should be looking at new frontiers these days. Away from the doom and gloom of established property … More

asia, china, economy, opportunity, real estate, yield

Investors should buy China property stocks, UBS says

Investors should buy shares of China’s property companies and makers of large home appliances, as both industries will benefit from … More

asia, china, opportunity, propertyshares, real estate

Bull bias or start of upswing? It is Spring after all!

It is Spring again! After months of gloomy and straighforward bad news – on the financial sector, on the stockmarkets, on housing … More

economy, fund, interest rate, NAV, opportunity, portfolio, real estate, yield

Crisis exposes real estate valuation flaws

Touching base on what some people call the essence of the current crisis in real estate: valuations. Many property companies … More

bank, europe, opportunity, propertyshares, valuation, value investing, yield

Cement versus Sentiment – the way ahead

This month’s EPRA Newsletter includes an interesting essay by Anatole Kaletsky, economic commentator of The Times of London, where he … More

capitalism, economy, europe, interest rate, opportunity, propertyshares, UK, USA

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