Real Estate Snippets

Saturday, January 22, 2022

Economics of Zillow Offers

https://lntb2cassets.blob.core.windows.net/$web/assets/Marketing/Evolution%20of%20Online%20Marketplaces%20vS3

Friday, January 7, 2022

Supply Shortage Remains Low while Active Listing Price Continues to Drop

http://www.housecanary.com/wp-content/uploads/2022/01/Market-Pulse-Report-39.pdf

Price-to-Income Ratio and Homeownership Rate in 2020

https://www.aei.org/wp-content/uploads/2022/01/HMI-Briefing-Presentation-1.4.22-FINAL-v2-1.pdf?x91208

Friday, December 31, 2021

Bay Area Counties Assessed Value (AV) 2021-2022

https://www.sccassessor.org/edocman/AnnualReport2021-2022.pdf

What will be the primary value drivers for companies to maintain a future physical office footprint?

https://knowledge.uli.org/-/media/files/emerging-trends/2022/emerging-trends-in-real-estate-united-states-and-canada---2022.pdf

Inside Real Estate 2022

https://www.josepauloecon.com/wp-content/uploads/2021/11/Principal-2022-Inside-Real-Estate.pdf?x58954

Saturday, December 25, 2021

Mortgage Market Monitor

https://www.blackknightinc.com/wp-content/uploads/2021/12/BKI_DR_OMM_Nov2021_Report.pdf

Wednesday, December 8, 2021

Where the world's unicorns and $1B+ exits are based.

https://albaniatech.org/wp-content/uploads/2021/12/Dealroom-Sifted-Startup-cities-in-the-entrepreneurial-age_compressed-1.pdf

Friday, December 3, 2021

Premium/Discount to asset value by sector as of Sep 21

https://documents.nuveen.com/Documents/Nuveen/Default.aspx?uniqueId=A01EF6FD-CC06-46A5-B660-0F1B5D33A1C5

Thursday, December 2, 2021

Direct real estate/S&P 500 correlation

https://am.jpmorgan.com/content/dam/jpm-am-aem/global/en/insights/market-insights/guide-to-alternatives/mi-guide-to-alternatives.pdf

Sunday, November 28, 2021

Work From Home Trend Continues in Top Metros

https://www.aei.org/wp-content/uploads/2021/11/HMI-Briefing-Presentation-11.1.21-FINAL.pdf?x91208

Commercial Outlook

https://cdn.nar.realtor/sites/default/files/documents/2021-11-12-commercial-economic-issues-and-trends-forum-lawrence-yun-presentation-slides-11-12-2021.pdf

Thursday, November 18, 2021

Price to income ratios for major cities around the globe

https://am.jpmorgan.com/content/dam/jpm-am-aem/global/en/insights/market-insights/guide-to-china.pdf

Housing - U.S.

https://beaconecon.com/wp-content/uploads/2021/11/Thornberg_CCFC_11.03.2021.pdf

Friday, November 5, 2021

RBC Datacenter Portfolio Highlights

https://www.datacenterplatform.com/wp-content/uploads/2021/10/RBC-Datacenter-Download-20210920.pdf

Friday, October 22, 2021

Real Estate Funding - Q2 YTD 2021 Highlights

https://4bvy4t2xjry3vamvb3zt2g8f-wpengine.netdna-ssl.com/wp-content/uploads/2021/08/Real-Estate-Funding-2021-Q2-Highlights.pdf

Sunday, October 10, 2021

Openfield Smart Building logical flow

https://query.prod.cms.rt.microsoft.com/cms/api/am/binary/RWAfSf

Once building owners choose Latch

https://assets-global.website-files.com/5accdb8e8bad9978bfc74db2/60880bf5f8d3f62eb007e30c_Latch%208K%20-%20April%202021.pdf

vacation rentals market

https://www.tpg.com/sites/default/files/2021-10/Vacasa%20Analyst%20Day%20Presentation%20%28October%202021%29.pdf

Saturday, October 9, 2021

Global under-allocation to real estate continues to drive growth

https://www.patrizia.ag/fileadmin/form_definitions/Shareholders/News___Publications/Presentations/2021/20210804_PATRIZIA_H1_2021_Company_presentation.pdf

Flexible space is where Retail was at the turn of the century

https://s23.q4cdn.com/100276410/files/doc_presentations/2021/10/WeWork-Analyst-Day-Presentation_2021.10.07-vF.pdf

Saturday, September 25, 2021

Private real estate summary

http://www2.co.fresno.ca.us/9200/Attachments/Agendas/2021/20210901/20210901-5B-RealAssetsOutlook-1Report.pdf

Real estate fundamentals

http://www2.co.fresno.ca.us/9200/Attachments/Agendas/2021/20210901/20210901-5B-RealAssetsOutlook-1Report.pdf

Thursday, September 9, 2021

Real Estate Fund IRR's

https://www.nmerb.org/wp-content/uploads/2021/09/2021-Q1-NMERB-Real-Estate-and-Real-Asset-Performance-Report.pdf

Wednesday, August 25, 2021

Prop Tech Private Company Funding Leaders

https://gcaglobal.com/wp-content/uploads/2021/08/GCA-PropTech-Q2-2021-Market-Update.pdf

Monday, August 23, 2021

Q2 YTD 2021 Highlights

https://4bvy4t2xjry3vamvb3zt2g8f-wpengine.netdna-ssl.com/wp-content/uploads/2021/08/Real-Estate-Funding-2021-Q2-Highlights.pdf

Saturday, August 21, 2021

Major Players in PropTech

https://colombiaproptech.com/wp-content/uploads/2021/08/Deep-Dive_-PropTech-in-China.pdf

Thursday, August 19, 2021

Q2 and 1H 2021 Proptech Market Update

https://gcaglobal.com/wp-content/uploads/2021/08/GCA-PropTech-Q2-2021-Market-Update.pdf

Sunday, August 15, 2021

China's housing market

https://am.jpmorgan.com/content/dam/jpm-am-aem/global/en/insights/market-insights/guide-to-china.pdf

Saturday, August 14, 2021

Seniors Housing Supply

https://welltower.com/wp-content/uploads/2021/08/2Q21-Fixed-Income-Presentation_v4.pdf

Saturday, July 24, 2021

Cities of Choice - Global City Ranking

https://web-assets.bcg.com/d0/cf/2204a0c145bd8e7ad591e60152d2/bcg-cities-of-choice-june-2021-v5.pdf

Friday, July 23, 2021

Surplus (Shortfall) of Home Completions, Relative to Historical Average

https://pws.blackstone.com/wp-content/uploads/sites/5/2021/07/2021Q3_Uneven_Reopening_Ahead.pdf

Sunday, July 18, 2021

Employment Share of High Offshorable Jobs by Population Density

http://www.bollettinoadapt.it/wp-content/uploads/2021/07/Technology-at-Work-6.pdf

Thursday, July 8, 2021

Real Estate at a glance

https://wealthmanagement.bnpparibas/content/dam/bnpparibas/pdfs/july/Strategy_Navigator_July.pdf

Wednesday, June 30, 2021

Loan Counts and Average Days Delinquent

https://cdn.blackknightinc.com/wp-content/uploads/2021/06/BKI_MM_Apr2021_Report.pdf

Saturday, June 26, 2021

State of the Housing Market

https://savantwealth.com/wp-content/uploads/2021/06/MarketWise-Chart-Pack-053121.pdf

Saturday, June 19, 2021

Home Prices Expected to Moderate.

https://ma.moodys.com/rs/961-KCJ-308/images/2021-05-The-Year-Ahead-Mortgages.pdf

Tuesday, June 15, 2021

Real Estate Risk and Return Strategy Choices

https://www.lacera.com/about_lacera/boi/meetings/real_assets/2021-06-09_real_assets_agnd.pdf

Sunday, June 13, 2021

Is This Trend Reversal Cyclical or Structural?

https://www.aei.org/wp-content/uploads/2021/06/HMI-Briefing-Presentation-6.7.21-FINAL-v3.pdf?x91208

Tuesday, June 8, 2021

Housing market is sizzling

http://www.rilin.state.ri.us/Special/rcc/REC0521/RI_0421_MacroForecast.pdf

Monday, June 7, 2021

Changing design and operations

https://www.duffandphelps.com/-/media/assets/pdfs/webcasts/covid-19-and-the-impact-on-the-real-estate-market.pdf?la=en&hash=6EC0A7E3E696664884FFBE8347CBE1843D77DCC1

Wednesday, May 19, 2021

Real Assets Outlook, May 2021

https://www.verusinvestments.com/wp-content/uploads/2021/05/2021-Real-Assets-Outlook.pdf

Monday, May 17, 2021

Housing Units

https://ucreconomicforecast.org/wp-content/uploads/2021/05/2021.04.29_RiversideCountyThornberg2.pdf

Thursday, May 6, 2021

Post Vaccine, Catch Up For Most Affected Sectors

https://www.centersquare.com/documents/20182/20924/Q12021+CenterSquare+Real+Assets+Webinar/64c4b88a-c98c-4c91-9b11-54bb9fbf62ca?version=1.0&download=true

Wednesday, May 5, 2021

Real Estate Post-COVID-19

http://www2.co.fresno.ca.us/9200/Attachments/Agendas/2021/20210421/20210421-6B2-MarketAndPortfolioUpdate-2Ares.pdf

Deteriorating fundamentals, excess short-term debt and pending maturities are driving distress

http://www2.co.fresno.ca.us/9200/Attachments/Agendas/2021/20210421/20210421-6B3-MarketAndPortfolioUpdate-3Oaktree.pdf

Friday, April 23, 2021

WeWork: comprehensive real estate solution for less

https://snippet.finance/wp-content/uploads/2021/04/WeWork-Management-Presentation-March-2021-vF-1-2.pdf

Friday, April 16, 2021

Residential Re Market Remains Highly Active Despite Historically Low Inventory

https://gcaglobal.com/wp-content/uploads/2021/04/GCA-PropTech-2021-Q1-Market-Update.pdf

Saturday, April 3, 2021

Demographic-driven Investment Thesis

https://cdn.ymaws.com/www.mapers.org/resource/resmgr/webinars/031121.pdf

Saturday, March 27, 2021

PropTech House

https://business.esa.int/sites/default/files/Webinar%20presentationKS%20PropTech%20with%20EUPropTech%20Slides.pdf

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