Residential and commercial property, REITs and the rate sensitivity that defines them.
16 report(s) in the archive
Greg Abel steered $6.8 billion into homebuilder stakes, lifting Berkshire's position by 30%, just as builder sentiment hits multi-year lows.
Berkshire Hathaway increased its homebuilder holdings, including Lennar, by 30% with a $6.8 billion commitment, betting on a sector depressed by mortgage rates near 7.5% and weak builder confidence.
Two unrelated names — an ad-tech firm and a mortgage REIT — both touched new year lows in the same session.
Trade Desk shares touched a 52-week low of $11.85 and Armour Residential hit $13.55 during the October 2 session, each marking fresh lows for very different reasons.
Real estate, solar, utilities, casinos, insurance, tires, meatpacking and agriculture all logged fresh lows the same day.
At least ten stocks across unrelated industries — from Medical Properties Trust to Corteva — hit new 52-week lows the same session, a breadth signal that points beyond any single sector story.
The loonie strengthened on the rate decision the same week Toronto recorded its first monthly sales decline in six months.
The Canadian dollar touched a one-week high after the Bank of Canada held its policy rate, even as Toronto home sales fell in August for the first time in six months.
Bank of China jumped 5% on higher profit and a bigger dividend, even as new mortgage rules hit property stocks and raised funding concerns.
Bank of China shares rose 5% on stronger H1 profit and a lifted dividend payout, while China's property sector slid on new mortgage rules that could squeeze developer funding.
The push comes as a top BofA analyst projects Nvidia could generate $1 billion in free cash flow every weekday within a year.
Nvidia is encouraging banks to treat AI chips as loan collateral similar to mortgages, a financing structure that would let AI infrastructure buyers borrow more heavily against hardware they already own.
Builders are sitting on more unsold homes even as they cut prices, a sign buyers are pulling back from new construction.
New single-family home prices have dropped to their lowest level since 2021 while inventory has jumped and sales have weakened, according to the latest data cited by Seeking Alpha.
JPMorgan has cast doubt on Treasury Secretary Bessent's bond strategy, and critics say a buyback push is backfiring on borrowing costs.
J.P. Morgan analysts have publicly questioned the Treasury's approach to managing bond issuance, adding to concern that the same pressures are pushing mortgage rates higher.
Rising debt-service costs, not empty desks, are now the bigger threat to office property owners.
A Manhattan office REIT disclosed going-concern doubt over $249 million in debt even as medical-office landlords, unlike general office owners, keep filling space.
Increased official buying of long-dated Treasuries stabilises the curve's far reaches, but the fiscal arithmetic behind the intervention is reshaping mortgage, credit and equity duration assumptions
The U.S. Treasury has increased its purchases of long-dated securities, a technical intervention aimed at containing volatility at the far end of the curve. The move arrives alongside intensifying scrutiny of the federal debt trajectory and its pass-through into consumer borrowing costs, keeping duration risk at the centre of 2026 asset allocation debates.
From Netflix and Ameriprise to Trump Media, Cintas and Sea Limited, a dense cluster of Form 4 disposals hit the tape — the bulk driven by tax withholding and pre-scheduled 10b5-1 plans rather than conviction exits.
Two dozen insider transactions crossed the wire in 24 hours, dominated by mechanical, non-discretionary sales; two notable buys at NVR and Blackstone Mortgage Trust stand out as genuine signal.
MITT agreed to acquire Cherry Hill Mortgage in a deal valued at $117.5 million, continuing consolidation among small mortgage REITs.
Data show German commercial property prices declined again, interrupting what had been a tentative recovery in the market.
Economists expect the Reserve Bank of Australia to leave rates unchanged at its August meeting, citing easing inflation alongside signs of a softening housing market.
Westpac stock slid about 5% after the lender reported a roughly 20% fall in mortgage applications, which it linked to recent tax changes affecting property buyers.
Westpac reported a 20% decline in mortgage applications following changes to Australia's tax settings, an early signal of cooling demand in the housing credit market.