2020.11.06 投资报道分享 - 北美地产学堂 BBS 2020.11.06 投资报道分享 北美地产学堂
今天房地产投资相关报道合集，重点如下
今天房地产投资相关报道合集，重点如下
- low rise Apt outperforms highrise during Covid，Nationwide Apt rent collection was at 94.6% in Oct Per NMHC
- 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
- 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
- Unemployment rate dips to 6.9% after adding 638k nonfarm payrolls，but ⅓ of unemployed have been out of work for >6 months[Facepalm]
- Zillow had a great Q，CEO expects the tailwinds of low rate+WFH+urban flight to continue home sales in future
- 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]
- 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]