2020.08.11 关于投资报道的分享 - 北美地产学堂 BBS 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
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