Workflow
Real Estate
icon
Search documents
X @The Wall Street Journal
Exclusive: President Trump lived in a charming Tudor-style house in Queens, N.Y., in the earliest years of his life. Decades later, the latest in a string of owners is hoping to turn a healthy profit. 🔗 https://t.co/eOV9eYuFuO https://t.co/0QcyA6PCAb ...
X @Nick Szabo
Nick Szabo· 2025-11-05 19:25
RT Nick Szabo (@NickSzabo4)@ZeeAjee @seanmdav Once you factor in property taxes, maintenance, etc. residential real estate is a considerably worse investment than stocks or even gold. It's a good purchase if you get a lot of benefit from living there, or are in the right place and time to get good rental incomes. ...
Colliers International(CIGI) - 2025 Q3 - Earnings Call Transcript
2025-11-04 17:00
Colliers International Group (NasdaqGS:CIGI) Q3 2025 Earnings Call November 04, 2025 11:00 AM ET Speaker7Welcome to the Colliers International Third Quarter Investors Conference call. Today's call is being recorded. Legal counsel requires us to advise that the discussions scheduled to take place today may contain forward-looking statements that involve known and unknown risk and uncertainties. Actual results may be materially different from any future results, performance, or achievements contemplated in th ...
Ares(ARES) - 2025 Q3 - Earnings Call Transcript
2025-11-03 15:02
Financial Data and Key Metrics Changes - Ares Management reported a 28% year-over-year increase in management fees, totaling $971 million, and a 39% increase in fee-related earnings (FRE) [22][23] - Realized income for the quarter increased by 34% year-over-year, reaching $456 million [29] - Assets under management (AUM) grew to over $595 billion, with fee-paying AUM increasing to $368 billion, both up 28% year-over-year [8][22] Business Line Data and Key Metrics Changes - The firm raised over $30 billion in new capital during the quarter, marking the highest quarter on record, and has raised over $77 billion year-to-date [6][7] - Gross deployment reached over $41 billion, a 55% increase from the previous quarter and 30% above the previous high [8] - The infrastructure secondaries fund closed at $3.3 billion, exceeding its hard cap due to strong investor demand [10] Market Data and Key Metrics Changes - The company experienced strong demand for private credit strategies, with $19.3 billion raised in credit strategies during the quarter [11] - Approximately 40% of third-quarter inflows came from outside the U.S., indicating strong international demand [16] - The diversified non-traded REIT saw record fundraising, driven by a leading 1031 exchange program [17] Company Strategy and Development Direction - Ares Management aims to continue increasing its quarterly dividend, with a 20% increase announced for the current quarter [4][5] - The company is focused on expanding its wealth management platform and enhancing its distribution capabilities globally [18] - Ares is positioning itself to benefit from potential credit cycle opportunities, emphasizing its asset-light model and strong capital base [39][40] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the current market environment, noting a rebound in transaction activity and strong M&A volumes expected in the fourth quarter [19] - The firm anticipates continued strong demand for its institutional funds and expects to exceed last year's fundraising record of $93 billion [15][48] - Management highlighted the resilience of its credit portfolios and the low realized loss rates, indicating a healthy credit environment [33][39] Other Important Information - Ares launched the "Promote Giving" initiative, committing to donate a portion of fund performance fees to charitable organizations [20][21] - The company is actively investing in expanding its investment teams across various products and geographies [40] Q&A Session Summary Question: Real estate market outlook and Ares' position - Management highlighted Ares' position as the third-largest institutional real estate manager, benefiting from scale and a vertically integrated platform [43][44] Question: Fundraising outlook for next year - Management expressed confidence in surpassing previous fundraising records, driven by strong performance and diverse strategies [47][48] Question: Impact of lower yields in private credit - Management indicated that investor appetite for private credit remains strong, as private credit spreads continue to offer better relative returns compared to traded alternatives [53][54] Question: Update on GCP transaction integration - Management reported positive integration progress with GCP, enhancing Ares' real estate platform and expanding opportunities in data centers [62][63] Question: Asset-based finance market strategy - Management discussed the significant growth in asset-based finance deployment, with nearly double the deployment in Q3 compared to Q2 [80]
X @The Wall Street Journal
Buzzy restaurants are moving in, and young people are moving up. The Upper East Side has never been hotter.🔗: https://t.co/DVlLDrkGtc https://t.co/zPH6kiW4pl ...
X @The Wall Street Journal
Renters in the U.S. have enjoyed easing prices and months of free rent this year. The tenant-friendly environment looks poised to extend deep into next year, and perhaps beyond. https://t.co/YHoXrU6eD2 ...
Why Fed Rate Cuts Aren’t Helping Most Americans
CNBC· 2025-10-28 16:02
The Federal Reserve is making loans cheaper. The federal funds rate is currently around 4.11%. By the end of 2026, this rate is expected to fall below 3.5%.Wall Street is excited, but middle class Americans aren't likely to benefit much from this decline in interest rates. Low rate and high liquidity environments benefit the guys who have money in markets, benefit the guys who already have the wealth. The top 0.1%: they have seen their wealth nearly double since 2020 to over $23 trillion.Stocks accounted fo ...
X @Joe Consorti ⚡️
Joe Consorti ⚡️· 2025-10-26 19:50
Bitcoin is a centi-trillion-dollar idea currently valued at $2T.Horizon is a bridge-building company: connecting the world's largest pool of speculative capital ($370T of real estate) to the world's only asset designed specifically to absorb it, Bitcoin.Few.Horizon (@JoinHorizon_):"All of the money in real estate, $370 trillion, is going to move into instruments that have access to Bitcoin"@GaryCardone gets it.Bitcoin is demonetizing real estate. We're building the infrastructure to accelerate it. https://t ...
X @Forbes
Forbes· 2025-10-24 15:10
Beachfront Mansion Could Break Sales Record For Caribbean Island — See Insidehttps://t.co/JmSvPCuilr https://t.co/FJTJtynFPD ...
X @Forbes
Forbes· 2025-10-24 14:36
Explore the latest travel news, from the Italian village drawing the real estate jet set to five epic train journeys, the most beautiful Christmas markets in Europe and more. https://t.co/iWCSen56A5 ...