2020.11.26 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. 南加地主组织AAGLA article on what NOT to say in ads for rental housing has some solid advices in fair housing environment.
    Unfortunately,their lawsuit against LA to stop eviction moritorium was denied by US Dist court
    ?
    ,they will appeal[Fist][Fist]
  2. While Jim Cramer sounds alarm for stock speculation,Blackrock Vice chair Byron Wien said 30000 on Dows reflecting optimism of return to normalcy by 2021,this new bull run has legs thus could last several years
  3. Globally,Knight Frank firm picks Shanghai 上海 the top city for price appreciation in 2021,while German cities plus Toronto and HK face bubble,German cities price inflation due to 0.8% interest rate for 30 years mortgage[Tongue]
  4. Case Shiller index posted the biggest spike of 6.6% in 6 years in Sept,leaders are Phenoix Seattle and San Diego,all had about double digit spikes
  5. 30 years mortgage fell to another record low of 2.72%,but there are still estimated 20M refi candidates who not yet refi,missing out $309/month saving per Black Knight
  6. Bloomberg bankruptcy tracker showing 227 large corps since March,pace will accelerated by 2Q 2021,so called Zoombie walking dead march [Facepalm]
    But total distressed bonds+loans only amount to $230B,still relatively low %
  7. Cushman Wakefield office data showing 64M sf negative absorption in Q2+3,but rental rate holding steady. Austin/Nashville/Charlotte are top 3 markets with new office pipelines
  8. Moody Analytics REIS and DBRS Moringstar expected student housing vacancy to increase by 210 bps,recover to pre Covid level will be around Fall 2022
  9. Southern CA Orange County 澄县公寓楼租赁市场稳定下来了,租金和入住率逐步回升[ThumbsUp]
  10. 湾区初创企业Reddit 决定员工工资不分地域性,而是看其产出,对于很多想在便宜外州居住的员工很有吸引力,不知道会不会成为大趋势?
 
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