2020.11.17 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. Bill Gate predicts 50% of business travel and 30% of days in office will be gone forever Post Pandemic,bad news for Airlines and hotels
  2. S&P Global rating said banks own 50% of 5T in CRE debt,and if loss surpass 10% could trigger deep trouble for some banks
  3. Simon Prop the Largest mall operator in US,gave up on 4 malls with $400M in debt to foreclosures,more closures to follow as more malls with $1B in CRE debts also in trouble.
  4. US household debt hits record of $14.5T
    WW economy bail out now costing $19.5T,almost 100% of US GDP
  5. NAHB chairman explains that low rate + favorably demographics + suburban migration are reason for record high of builder confidence index,Affordability and construction cost are top two concerns
  6. Yardi Matrix survey of 127 markets in US showing avg rent decline of 0.6% YOY。SF/NYC lead the pack for rent decline,while another report by Nemark showing Sacramento is one of the strongest rental market with 7.5% rent gain Since Apr. 三块馒头是全国租金上升最快城市之一[ThumbsUp]
  7. 缅因州Portland (不是OR)的地主要苦/哭啦.
    while CA soundly rejected Prop 21 by 59 vs 41%,Portland passed stricted RC with Max Cap at CPI
    ?
  8. NYC 曼哈顿租金同比下跌14.6%但环比下跌放缓,也许是接近黎明前黑暗的底部?
 
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