Mitch Morgan started buying apartment buildings in 1985 and built it into Morgan Properties, one of America’s largest apartment owners. Now he’s passing the mantle to his two sons. https://t.co/FNns1N4Gnv📸: Morgan Properties https://t.co/brTHIS48Ug ...

Foreclosures are spiking in a Florida city that was a hot spot for rookie home flippers armed with cheap financing. https://t.co/umxdb5zxz7 ...

Economic Indicators - The U.S. non-farm payroll employment increased by 130,000 jobs in January, significantly higher than the expected increase of 70,000 jobs, following a downwardly revised increase of 48,000 jobs in December [2][23] - The unemployment rate decreased to 4.3 percent in January from 4.4 percent in December, contrary to expectations that it would remain unchanged [2][24] Market Reactions - Major U.S. index futures are indicating a higher open, driven by the positive employment report, which may lead to upward movement in stocks after a mixed performance in the previous session [1][3] - The Dow Jones Industrial Average rose by 52.27 points (0.1 percent) to 50,188.13, while the S&P 500 fell by 23.01 points (0.3 percent) to 6,941.81, and the Nasdaq dropped by 136.20 points (0.6 percent) to 23,102.47 [4] Retail Sales - U.S. retail sales were flat in December, unchanged from the previous month, despite expectations for a 0.4 percent increase, indicating a pause in consumer spending after strong sales in October and November [5][6] - Excluding motor vehicle and parts dealers, retail sales remained virtually unchanged in December, with a slight increase of 0.4 percent in November [6] Sector Performance - Housing stocks experienced a significant increase, with the Philadelphia Housing Sector Index rising by 3.4 percent, attributed to a decrease in treasury yields [8] - Utilities and commercial real estate stocks also performed well, with the Dow Jones Utility Average increasing by 1.9 percent and the Dow Jones U.S. Real Estate Index climbing by 1.3 percent [8] - Conversely, brokerage stocks fell sharply, with the NYSE Arca Broker/Dealer Index declining by 2.5 percent [9] Commodity and Currency Markets - Crude oil futures rose by $1.52 to $65.48 per barrel, while gold prices increased by $42.60 to $5,073.60 per ounce [11] - The U.S. dollar traded at 153.59 yen, down from 154.38 yen, and at $1.1865 against the euro, compared to $1.1894 previously [11]

楼市迎来"开门红"，有媒体统计，二手房成交量甚至暴增45%的水平，莫非，楼市要焕发新春了？别急，真相有可能是残酷的。 专家认为，这不是回暖的信号，而是崩盘前的最后一刻。我们先来聊一个话题，楼市要兴，什么数据最能体现？简单的逻辑来看，应该看一手房、新房的成 交量。 归根结底，房子早已不是单纯的住所，而是有着许多象征、意义，只要兜中有钱，买新不买旧的道理是绝对的。可你看，本次大涨的数据不过是二手房，新 房根本就没有起色。 这说明什么？大部分人依然在观望中，而下手买的，大多属于"刚需"。结婚、工作，这都属于"刚需"，所以我们再来看一组数据。 这次楼市的上涨，能发现很明显的两极分化趋势。上海一月同比去年上涨26.1%，北京同比超20%，深圳、广州等地也是如此，在这些超一线城市外，能看 到二三线城市的楼市基本没有起色，成交量依然是一潭死水。 是不是和前文说的逻辑差不多？大城市的工作机会多，年轻人想扎根下去，并且也更愿意留在这些城市里，自然买房的需求大。同时再补充一点，最近有多 个政策利好，买房可以减税、可以充当公积金的缴纳优惠等等，上述超一线城市大多出台了多个配套政策。 归根结底，房产的投资价值相比过去依然十不存一，这 ...

Core Viewpoint - George Weston Limited has declared a quarterly dividend of $0.3625 per share on its Preferred Shares, Series I, payable on March 15, 2026, to shareholders of record on February 28, 2026 [1] Company Overview - George Weston Limited is a Canadian public company established in 1882 [2] - The company operates through two reportable segments: Loblaw Companies Limited and Choice Properties Real Estate Investment Trust [2] - Loblaw offers a variety of products and services including grocery, pharmacy, health and beauty, apparel, general merchandise, financial services, and wireless mobile products [2] - Choice Properties focuses on owning, operating, and developing a high-quality portfolio of commercial and residential properties across Canada [2]

Finland’s biggest private-sector pension fund Varma is exiting direct rental housing in a $1.1 billion deal https://t.co/DuKRwxTGV7 ...

Group 1 - The three major indices opened lower, with the Shanghai Composite Index down 0.1%, the Shenzhen Component Index down 0.17%, and the ChiNext Index down 0.24%, followed by narrow fluctuations and a significant decrease in trading volume compared to the previous day [1] - In terms of real estate, January's second-hand housing transaction volume remained flat month-on-month and the year-on-year decline narrowed, with a 3% month-on-month decrease in the transaction volume index for 80 cities and a 3% year-on-year decrease [1] - The transaction price index for second-hand residential properties saw a significant narrowing of the month-on-month decline to -0.6%, indicating a potential investment opportunity in the real estate and property management sectors [1] Group 2 - The optical fiber sector is experiencing a strong growth cycle driven by AI computing infrastructure and domestic communication policies, leading to simultaneous increases in both price and demand [2] - The Ministry of Industry and Information Technology is promoting the construction of high-speed optical fibers and ultra-low loss fibers, which supports the domestic optical communication industry's upgrade and opens long-term growth potential [2] - The current optical fiber sector benefits from four major advantages: policy support, explosive demand, improved supply-demand dynamics, and technological upgrades, making it a core focus in the optical communication field [2]

Group 1: Market Overview - The Dow Jones Industrial Average rose by 52.27 points, or 0.10%, reaching 50,188.14, after hitting an intraday record high [4][8] - The S&P 500 declined by 23.01 points, or 0.33%, closing at 6,941.81, while the Nasdaq Composite fell by 136.20 points, or 0.59%, to 23,102.47 [4][8] - The S&P 500 narrowly missed a return to its late January record close, indicating some hesitation as it approaches high levels [5][8] Group 2: Retail Sales and Consumer Spending - U.S. retail sales unexpectedly stalled in December, with households reducing spending on vehicles and other big-ticket items, suggesting a slower growth path for consumer spending [7][8] - The flat retail sales reading contrasted with economists' estimates of a 0.4% growth [7][8] Group 3: Technology Sector and AI Investment - Major technology companies, including Amazon, Alphabet, Meta, and Microsoft, are projected to collectively spend hundreds of billions in 2026 to support the artificial intelligence boom [7][8] - Concerns about the financial commitments required for AI development are influencing investor sentiment [7][8] Group 4: Individual Stock Performances - Datadog's shares surged by 13.7% after exceeding quarterly estimates, leading the S&P 500 percentage gainers [5][8] - Marriott's stock rose by 8.5%, marking its largest daily gain since April, driven by a projected 35% increase in fees from co-branded credit cards [5][8] - Spotify shares increased by 14.7% following a forecast of first-quarter earnings above expectations, attributed to strong user growth and price hikes [5][8] - Conversely, S&P Global's shares fell by 9.7% after forecasting 2026 profit below analysts' estimates, impacting peers like Moody's and MSCI [5][8] Group 5: Market Sentiment and Future Outlook - Trader hopes for a more dovish Federal Reserve increased, with the probability of a one-notch rate cut in April rising to 36.9% from 32.2% [7][8] - Caution prevails ahead of the upcoming nonfarm payrolls report, with concerns about potential lower job gains due to slower labor force growth and higher productivity from AI advancements [2][8]

TPG 2026 Conference Summary Company Overview - **Company**: TPG (NasdaqGS: TPG) - **Founded**: 1992, with roots in managing the Bass family office - **Public Listing**: Went public in 2022 - **Assets Under Management (AUM)**: Approximately $290 billion [4][6] Key Financial Highlights - **4Q 2025 Earnings**: Announced on February 10, 2026, with proactive communication to address market concerns [5] - **Capital Raised**: $51 billion in 2025, a 70% increase from $30 billion in 2024 [7][16] - **Investment Deployment**: Over $50 billion deployed in 2025 [7] - **Fee-Related Revenue (FRR)**: Grew to $2.1 billion; Free Cash Flow (FRE) increased to approximately $950 million from over $300 million at IPO [8] - **FRE Margin**: Expected to expand from 45% to 47% in 2026, with an 800 basis point increase since IPO [18] Growth Strategy - **Diversification of AUM**: Shift from 80% private equity at IPO to 50% currently, with growth in other asset classes such as private credit and real estate [10][11] - **Horizontal and Vertical Growth**: Focus on expanding existing businesses and entering new asset classes, including GP-Led Secondaries and hybrid solutions [12][13] - **Strategic Priorities for 2026**: Complete existing fundraises, scale new businesses, and expand private wealth and insurance channels [14][15] Fundraising Insights - **Product Diversification**: In 2025, TPG was in the market for about 25 products, expected to increase to 35 in 2026 [19] - **Credit Business**: Raised over $20 billion for credit businesses in 2025, with expectations for robust fundraising in 2026 [20] - **Real Estate Business**: Anticipated growth with at least four different real estate funds in 2026, supported by strong early dialogues with Limited Partners (LPs) [20] Realizations and Market Conditions - **Realization Strategy**: Averaged $25 billion in realizations annually over the past five years, with expectations for a pickup in 2026 due to stabilizing market conditions [21][22] Insurance Business Development - **Partnership with Jackson Financial**: Established a long-term investment management agreement, focusing on direct lending and investment-grade asset-backed finance [23][26] - **Expansion of Insurance Relationships**: Leveraging Angelo Gordon's capabilities to enhance offerings for insurance clients [24] Private Wealth Channel - **TPOP Launch**: Successfully raised about $1.5 billion since its launch, with plans to expand distribution partnerships [30][31] - **Future Products**: Introduction of a multi-strategy private credit interval fund and a non-traded REIT to broaden offerings [32] Credit Quality and Management - **Direct Lending Focus**: Twin Brook's direct lending strategy targets companies with $0-$25 million EBITDA, maintaining lower leverage levels [39] - **Credit Quality Assurance**: High credit quality with low pick rates, active management of risks associated with portfolio companies [40] Conclusion - TPG is positioned for continued growth through diversification, strategic partnerships, and a focus on expanding its asset management capabilities across various sectors, including private equity, credit, and real estate. The company aims to leverage its strong fundraising capabilities and enhance its offerings in the insurance and private wealth channels.

RT Bloomberg Live (@BloombergLive)We’re pleased to welcome H.E. Mohamed Alabbar, Founder & Managing Director of @emaardubai — the visionary entrepreneur who helped shape Dubai’s modern skyline and global real estate success.Join us at #BloombergInvest Dubai on March 27.https://t.co/4cd6EsJPro https://t.co/T6nBNh35Qz ...