北美地产学堂 BBS
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2020.08.11 关于投资报道的分享
三马3ma
今天投资相关报道合集及重点
Airbnb hosts complained about late payment from Corp，Airbnb is planning IPO at reduced valuation
Adobe CEO thinks office setting can pick up productibity lacks while WFH，but agree that office footprint and locations might need to be reconsidered going forward
文学城帖子一个老中房东的莫莫handyman不注意自我保护，因新冠挂啦
小摩老大Dimon 认为花街表现不代表美国经济基本面没有pain，will see delay effect of recession，delay due to Govt/Fed rapid response
MBA reports loans in forbearance program drop to 3.7M，but more ask for extension of program
Related Comp/Hudson Yard Chairman saw office occupancy in NYC
10
%，but people needs human contact，will return to offices
Simon Prop stuggle with rent collection from retail tenants，but still interest in major shopping spree targeted more distressed peoperties，maybe grocery in the malls in future
过去一年国外买家在美国置业量下降16%，$74B 金额里面有⅙来自中国，largest group
曼哈顿居民在向外迁移，一些连锁商家/餐馆也跟着向往搬迁，恶性循环走出来需要时间
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