2020.11.13 投资报道分享

[upwind66]

作者：北美地产学堂

今天房地产投资相关报道合集，分享一下。预祝群友们周末平安愉快：

1. multifam permits and starts have double digit declined vs 2019，but SFH development has positive grow
2. 加州租客欠租十七亿美元，二十四万租客有欠租，平均欠近七千元。相比之下美国有一百三十万租客欠租共七十二亿美元，平均每户欠租$5400
3. Senior housing investor survey 70% expects occupancy will start to improve in the next 12 months
4. NMHC President Bibby expressed his optimistics view that urban core will survive and thrive post pandemic
5. CBRE 2021 forecast $300B capitals are ready to be deployed into CRE. There will be 20% cut in retail footage by 2025，data centers and industrials are the brightest sectors
   CBRE is raising $400M for possible acquisition 准备四亿子弹寻找机会
6. Per NAR national assoc of Realtors，median price for SFH jumped 12% YOY，the largest annual increase since 2013.
7. Across US，>1000 hotel and retail borrowers have defaulted on $35B loans，among them 20% of all hotel and 14% of retail loans.
8. ATTOM data revealed 6000 properties began foreclosure process in Oct，21% increased from Sept，but still 80% below Oct 2019 level due to forebearance program
9. Per Hoover Institute，Milpitas is paying $725/sf，$29.2M budget to convert an extended stay motel to low income housing，that is enough price for a luxury 5-star hotel
10. 围观天朝土豪篇，文学城帖子说深圳四十万原居民平均分了12套房子，他小区里一个邻居就有12栋楼/1200户租客，为了支援防疫给租客半个月免租，湿湿碎啦