2025年的日历翻过一半，上海二手房半年战绩出炉：13.01万套，创下近四年来的新高。较2024年上半年的10.89万套增长 19.5%。 01 近四年来的半年峰值 2025年1-6月，上海二手房网签成交（含商业、车位等）累计成交13.01万套，较2024年同期的10.89万套，增长19.5%。并 且超越2022年、2023年同期，是近四年来的半年成交峰值。 今年上半年，上海二手房月均成交超2万套，其中3月成交达29353套，四年来仅次于2024年12月的29711套。 | | 2025年上半年上海二手房月签约套数 | | --- | --- | | 月份 | 网 签复数 | | 1月 | 18379 | | 2月 | 16742 | | 3月 | 29353 | | 4月 | 23506 | | 5月 | 21352 | | 6月 | 20774 | 02 6月成交回落，但仍在稳定区间 刚刚过去的6月份，二手房成交20774套，同比下降21%，打断了连续14个月同比增长的态势。 这一看似显著的回落，主因在于去年同期基数异常高企：2024年6月正值"沪十条"新政落地首月，政策刺激下市场情绪高 涨，集中签约，单 ...

Core Insights - Chilton Capital Management's REIT Team is led by experienced co-portfolio managers Bruce Garrison and Matt Werner, focusing on publicly traded real estate investment trusts (REITs) and related entities primarily in North America [1] - The REIT Team emphasizes the advantages of public REITs, including liquidity, transparency, and total return characteristics, which enhance diversification across various dimensions [1] - The investment strategy combines real estate industry experience with traditional security analysis methods to make informed investment decisions [1] Company Overview - Chilton Capital Management is an independently owned firm established in 1996, providing investment advisory services to a range of clients including registered investment companies, private clients, family offices, endowments, foundations, retirement plans, and trusts [1] - The REIT Team manages Separately Managed Accounts (SMAs) for high net worth individuals and institutions, and serves as a sub-advisor for the West Loop Realty Fund [1] Investment Strategy - The REIT Team's investment approach focuses on traditional methods of security analysis, including research, critical thought, and analytical depth, which are essential to their investment process [1] - The property types targeted by the REIT Team include apartments, regional malls, shopping centers, lodging, office, industrial, self-storage, data centers/cell towers, and various healthcare-related facilities [1]

Acquisition Details - UMH Properties, Inc. has acquired two manufactured home communities in Conowingo, Maryland for a total purchase price of $14.625 million, consisting of 191 developed homesites with 79% occupancy [1][2] - The acquisition includes Maybelle Manor, a fully occupied community with 49 sites, and Conowingo Court, a value-add community with 142 sites, of which 101 are homeowner occupied [3] Operational Efficiency - The acquisition expands UMH's footprint in the Maryland market and is expected to create operational efficiencies, leading to higher returns [2] - The company plans to implement its typical business plan to increase occupancy rates and property-level value over time [3] Year-to-Date Performance - Year to date, UMH has completed the acquisition of four communities, totaling 457 sites for a total purchase price of $39.2 million, indicating a strong acquisition pipeline moving forward [4] - UMH Properties, Inc. operates 143 manufactured home communities with approximately 26,700 developed homesites across multiple states [4]

We are the world's first one room hotel uh global hotel brand that is catering specifically to the value segment. Uh we build one type of room across the world and always on average about 500 rooms which is five times typically larger than your uh budget hotel which gives us that incredible operational efficiency that allows us to deliver that kind of value. But what's really interesting about the business model is because it's asset light.We individually title each of the hotel units. So imagine one hotel ...

After Emily Kwan finished breast cancer treatment, she decided she didn’t want to wait anymore to live the way she wanted. So she bought a $2.42 million, 1,924-square-foot, two-story, two-bedroom house in San Francisco and turned it into her dream house. https://t.co/9HjZUChSkF ...

RT Pio (@piovincenzo_)I'm not a real estate guru butif you're expecting serious rate cuts to happen in the next 12 monthsdoesn't it make sense to buy the house now, in a less competitive, higher interest rate environment?And then just refinance in 12-24 months? ...

A mystery buyer in Florida is quietly assembling one of the priciest estates in the country https://t.co/8oBMeUswwm ...

Newmark represents Crow Holdings in recapitalization of 25-building Texas and Illinois portfolioNEW YORK, July 1, 2025 /PRNewswire/ -- Newmark Group, Inc. (Nasdaq: NMRK) ("Newmark" or "the Company"), a leading commercial real estate advisor and service provider to large institutional investors, global corporations, and other owners and occupiers, announces the Company advised Crow Holdings on the recapitalization of a six-million-square-foot industrial portfolio with Core+ funds affiliated with Blackstone R ...

Real estate lender Nav Deo has been taking a lot of calls from Toronto developers that suggest things are getting desperate. https://t.co/U7fEayOKlV ...

Rexford Industrial Overview - Rexford Industrial Realty has a portfolio of 424 industrial properties, encompassing 51 million square feet, with an entity value of $13 billion[7] - The company focuses on prime infill locations in Southern California[7, 13] - Rexford's FFO per share growth has a 5-year CAGR of 10%, exceeding the REIT average of 3%[9, 10] - The dividend per share growth has a 5-year CAGR of 16%, significantly higher than the REIT average of 3%[9, 10] Growth and Value Creation - Rexford has substantial embedded cash NOI growth, including a $60 million portfolio mark-to-market, $105 million in annual embedded rent steps, and $70 million from repositioning and redevelopment[17] - Repositioning and redevelopment projects in-process or in lease-up are expected to generate $70 million in annualized stabilized cash NOI[17, 18, 25] - The company's leasing activity in 1Q 2025 covered 2.4 million square feet, with average embedded rent steps of 3.6% in executed leases[28] Market and Portfolio - Southern California is the largest and highest-value industrial market in the nation, valued at $32 billion with 2.1 billion square feet[38] - Rexford's portfolio has a trailing 12-month average executed lease rate of $19.16 per square foot, a 22% premium over the Infill SoCal average of $15.65[59] - Over the last 4 years, >85% of transactions were executed off/lightly-marketed[34]