RT Jeffery Mead (@the_jefferymead)So @ZohranKMamdani promising to “stabilize rents” isn’t solving the housing crisis, he will make it worse.Rent control kills development, discourages renovation, complicates maintenance, and makes it harder for new renters to find homes. https://t.co/2KTOBG7v8e ...

Bess Freedman, Brown Harris Stevens CEO, joins 'The Exchange' to discuss housing in New York City and the mayoral race. ...

Key Takeaways MAA gains from a diverse Sunbelt portfolio and rising rental demand, driven by housing affordability issues. Three internal initiatives, redevelopment, repositioning and tech upgrades, may boost margins and returns. Elevated supply in some markets and $5B in debt are pressuring MAA's rent growth and interest expenses.Mid-America Apartment (MAA) is poised to gain from a well-diversified, Sun Belt-focused portfolio. The prospects of its redevelopment program and technology measures will drive ...

New York mayoral candidate, State Rep. Zohran Mamdani (D-NY) speaks to supporters during an election night gathering at The Greats of Craft LIC on June 24, 2025 in the Long Island City neighborhood of the Queens borough in New York City.Mamdani, who is now the likely favorite to win the general election in November, promised to freeze rent increases in stabilized units during his campaign. The New York City mayor has the power to appoint representatives to the regulatory board that oversees rent-controlled ...

Investor Presentation June 2025 Disclaimer This presentation has been prepared by Easterly Government Properties, Inc. (the "Company" or "Easterly"). This presentation shall not constitute an offer to sell or the solicitation of an offer to buy any securities, nor shall there be any sale of securities in any jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification, or pursuant to an effective exemption to registration or qualification, under the securit ...

【环球网财经综合报道】华泰证券近日发布美债相关研究报告，从需求端视角剖析美债投资者结构特征与行为逻辑，并对2025年下半年市场供需 格局作出展望。报告分析认为，国际投资者、广义共同基金及美联储作为三大核心需求方，合计持有美债比例常年超过60%，但其购债动机与策 略存在显著差异。 报告显示，当前全球投资者累计持有美债规模突破26万亿美元。其中，海外和国际投资者以8.6万亿美元持仓占比33%，稳居最大买家；广义共同 基金持仓量达5万亿美元，占比近20%；美联储截至2024年底持有3.8万亿美元，占比约15%。这三类机构合计持仓常年维持在60%以上。其余投资 者按持仓规模排序依次为个人投资者、商业银行、州和地方政府、养老基金及保险公司等。 美联储作为政策主导型机构，以中长债为主要配置工具，其买卖行为直接关联资产负债表调节目标。海外官方机构购债决策受汇率、贸易平衡及 金融稳定等因素驱动，其行为往往与美元指数呈负相关；私人部门则更多通过套息交易获取收益。美国居民购债呈现"追涨杀跌"特征，本质上是 在股债资产间进行动态配置；对冲基金则偏好基差交易等策略。 商业银行的购债行为受存贷比和期限结构影响显著，需平衡存款规模扩张与 ...

Solid Half-Year Income in a period of significant growth investments Turnover: € 233.3 M (+5.7 %)EBITDA: € 55.3 M compared to 41.0 €M at 1st Half-year 2024Net Income: € 12.6 M compared to € 7.1 M at 1st Half-year 2024Financial situation: gearing of 0.5x and leverage of 2.4x Paris, 24th June 2025, 06:00 p.m. - During its meeting held on the 24th June 2025 and after having reviewed the management report of Groupe Partouche Executive Board, the Supervisory Board examined the audited accounts of the 1st half-ye ...

随着澳洲租金持续上涨且租户争抢现有房源，租房者正竭尽全力寻找一个能称之为 家的地方。 据RealEstate网站报道，澳洲面临的难题是，大量租户寻求租房，但房源供不应 求，导致看房时排长 队、出现竞价战，以及租房者不得不降低生活标准。 "我们还看到，在某些情况下，当房源备受关注时，租户会在法律允许的范围内主 动提出支付更高租 金。" "当然，这并非在所有区都合法，但租户在特定情况下确实觉得有必要这样做。" "租户逐渐意识到，租房不仅关乎是否喜欢这套房子，还包括给物业经理留下好印 象，并尽早提交租房 申请，这些举措能帮助他们在众多申请中脱颖而出。" （图片来源：RealEstate） 房地产公司物业经理Phoebe Righetti指出，看完心仪房源后立即提交申请至关重 要。 "我们通常会在申请收到后就提交给房东，如果你拖延一两天，可能就会成为 未获批的原因。" （图片来源：RealEstate） 绝望的租户们使出浑身解数，争相在其他租户之前提交申请，并动用其他策略来吸 引房东注意。 据PropTrack数据显示，全澳租金中位数在2025年第一季度同比上涨5%，而租金的 持续上涨正推动这一 现象。 REA集团高 ...

Every Tesla comes standard with Parental ControlsJohn LeFevre (@JohnLeFevre):Simple advice:Get your teenager a Tesla.You can set a maximum speed limit, restrict acceleration, lock in safety features, set a curfew, and activate parental notifications.Also one of the safest cars on the road, and most affordable. ...

Financial Data and Key Metrics Changes - The company reported total revenues of $1.5 billion and diluted earnings per share of $1.5 for the second quarter, exceeding delivery expectations due to faster build times [7][30] - Gross margin was 19.7%, excluding inventory-related charges, which was above the guidance range [7][31] - Book value per share increased to nearly $59, reflecting a 10% year-over-year increase [7][40] Business Line Data and Key Metrics Changes - The company generated 3,460 net orders in the second quarter, with a monthly absorption pace of 4.5 net orders per community, down from 5.5 in the previous year [8][18] - Average selling price increased to approximately $489,000 year-over-year, despite mixed performance across regions [30][31] - Homebuilding operating income decreased to $131 million, with a margin of 9% [33] Market Data and Key Metrics Changes - The housing market outlook remains favorable long-term, driven by demographics and an undersupply of homes, but short-term consumer confidence is low due to economic uncertainties [6][12] - The company experienced a decline in net orders in April and May, attributed to rising mortgage rates and geopolitical tensions [6][15] - Active communities increased by 2% year-over-year, contributing to a backlog of 4,776 homes valued at $2.3 billion [18] Company Strategy and Development Direction - The company is focusing on optimizing assets to balance pace and price on a community-by-community basis, aiming for a built-to-order model to enhance customer choice and satisfaction [10][12] - A strategic shift towards reducing land investment spend was noted, with a focus on returning capital to shareholders through share repurchases [26][28] - The company plans to maintain approximately 250 active communities for the remainder of fiscal 2025, with a goal to return to a historical mix of built-to-order homes [12][25] Management's Comments on Operating Environment and Future Outlook - Management acknowledged the need to adjust guidance for fiscal 2025 due to softer market conditions and lower net order results [13][34] - The company is committed to managing costs and improving build times, with expectations for a third-quarter average selling price between $470,000 and $480,000 [34][35] - The management expressed confidence in navigating current market conditions while supporting affordability for buyers [23][28] Other Important Information - The company repurchased $200 million of shares in the second quarter, with plans to repurchase an additional $100 million to $200 million in the third quarter [27][40] - The company maintained a strong balance sheet with total liquidity of $1.2 billion, including cash and available credit [38][39] - The average cash down payment from buyers remained stable at 16%, with a household income of about $136,000 [23] Q&A Session Summary Question: What steps is the company taking to reduce fixed overhead costs? - The company is adjusting headcount to align with new revenue projections and exploring various cost-saving measures to bring the SG&A ratio back below 10% [43][44] Question: What are the drivers behind the gross margin outlook? - The gross margin outlook was impacted by operating leverage, land costs, and regional mix, with construction cost reductions partially offsetting pricing pressures [46][48] Question: How does the company view the backlog and its implications for growth? - The company expects to grow the backlog and hit an inflection point, with strategies in place to optimize sales and deliveries [78][79] Question: How is the company addressing community delays and their impact on orders? - Community delays significantly impacted order pace, with management noting that they missed a couple of hundred sales due to these delays [60][61] Question: What is the company's strategy regarding pricing and incentives? - The company is focused on optimizing base prices rather than relying on incentives, aiming to provide transparent value to customers [86][88]