2020.11.06 投资报道分享

upwind66

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作者:北美地产学堂

今天房地产投资相关报道合集,重点如下

  1. low rise Apt outperforms highrise during Covid,Nationwide Apt rent collection was at 94.6% in Oct Per NMHC
  2. Barry Sternlicht of Starwood Capital said retail/hotel CRE is a four letter words in Capital market (意思就是很不待见[Tongue][Facepalm]),they are out of NYC market permanently
  3. Moody chief economist Zander warned of likely double dip for US economy if No second round of large stimulated package coming due to split govt
  4. Unemployment rate dips to 6.9% after adding 638k nonfarm payrolls,but ⅓ of unemployed have been out of work for >6 months[Facepalm]
  5. Zillow had a great Q,CEO expects the tailwinds of low rate+WFH+urban flight to continue home sales in future
  6. CA Govt orders insurance companies NOT to drop insurance coverage for 2M homeowners (hundreds of zip codes)due to 2020 wild fire for another 12 months. 但毕竟是市场经济,虽然这个限令能让这些保险公司被逼留多一年,但一年后也许又不少选择离开加州市场[Shocked][Facepalm]
  7. Morgan Stanley analysis predicts that business travel will drop by 53% in 2021,and 22% of meeting will be conducted online in 2022,not a good news to airline or hotel industries[Facepalm]
 
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