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From Silicon To Steel: The Value Trade Returns
Seeking Alpha· 2026-02-08 14:00
Core Viewpoint - The article discusses the investment landscape in the real estate sector, emphasizing the importance of market commentary and research for informed investment decisions [2]. Group 1: Company Information - Hoya Capital Research & Index Innovations is affiliated with Hoya Capital Real Estate, a registered investment advisory firm based in Rowayton, Connecticut [2]. - The firm provides investment advisory services to ETFs, individuals, and institutions, focusing on publicly traded securities in the real estate industry [2]. Group 2: Services Offered - Hoya Capital Research & Index Innovations offers non-advisory services, including market commentary, research, and index administration [2]. - The published commentary is intended for informational and educational purposes only, not as investment, tax, or legal advice [2]. Group 3: Investment Considerations - The commentary emphasizes that past performance is not a guarantee of future results, and no specific investment recommendations are made [3]. - It is noted that investing involves risks, and unique risks are associated with investments in real estate and housing industry companies [2][3].
有人预测:明年起,5类房子或成“烫手山芋”,懂行人在悄悄套现
Sou Hu Cai Jing· 2026-02-06 19:41
Core Viewpoint - The perception of real estate as a reliable investment has shifted, with many properties now seen as burdens rather than assets, leading to a potential decline in value for certain types of properties. Group 1: Types of Properties at Risk - Coastal retirement properties have seen significant price drops, with some units falling from 120 million to tens of thousands, and even being auctioned for as low as 70 thousand [10][12][17] - Commercial apartments are misleadingly marketed as affordable, but they come with high ownership costs and limited resale value due to short property rights and lack of amenities [21][23][28] - Retail shops and office buildings are facing high vacancy rates and increased operational costs, with many investors now struggling to maintain profitability [30][32][37] - Suburban large developments and cultural tourism properties are suffering from long commutes and lack of infrastructure, leading to low occupancy rates and difficulty in selling [39][41][45] - Small property rights homes are appealing due to low prices but come with significant risks, including lack of formal property rights and high potential for disputes during redevelopment [47][49][53] Group 2: Market Trends and Investor Behavior - Investors who previously viewed real estate as a long-term investment are now beginning to sell off properties at reduced prices, recognizing the changing market dynamics [5][19][28] - The era of blindly purchasing properties with the expectation of appreciation is ending, with a focus shifting towards properties that meet genuine demand [55]
X @Bloomberg
Bloomberg· 2026-02-06 16:07
Compass lost a bid to temporarily block a Zillow ban on listings that have been advertised elsewhere first, after a judge ruled in favor of the home-search site in its legal battle with the largest US real estate brokerage https://t.co/V7XYf3OHGX ...
Top 2 Real Estate Stocks That May Fall Off A Cliff In Q1
Benzinga· 2026-02-06 14:16
As of Feb. 6, 2026, two stocks in the real estate sector could be flashing a real warning to investors who value momentum as a key criteria in their trading decisions.Here's the latest list of major overbought players in this sector.Peakstone Realty Trust (NYSE:PKST)Veris Residential Inc (NYSE:VRE)How do other stocks rank? Get the full BZ Edge Rankings breakdown here.Photo via Shutterstock ...
Weekly Wrap: ASX 200 slides 2% as froth indicators deepen global pullback
Small Caps· 2026-02-06 09:11
Market Overview - Bitcoin has dropped to $60,000 from a record high of $124,000, indicating a downward trend in market froth [1] - Share markets, including the ASX 200 index, have seen significant declines, with a 2% drop on Friday [2] - A local market wipeout of nearly $65 billion occurred, marking the largest fall since April of the previous year, with all sectors closing lower [3] Sector Performance - The ASX technology sector fell by 12.6% for the week, driven by concerns over AI investments and their potential returns [6] - Major tech companies like Amazon saw an 11% drop in shares due to high capital expenditure plans, impacting technology stocks in Australia [7] - Real estate stocks weakened, with Goodman Group falling 6.1% and REA Group down 7.8% after disappointing profit results [11] Commodity and Mining Sector - Gold and silver prices have weakened, with silver experiencing a 2% increase after an 18% fall in the previous session [8] - Major mining companies like BHP, South32, and Newmont saw declines in their share prices, with BHP down 3.1% [9] - Rio Tinto shares remained flat after ending merger talks with Glencore [10] Upcoming Economic Indicators - The focus will shift to household spending data expected to show some weakening, while new home loan data is anticipated to increase by around 6% [14] - US jobs figures are expected to show an addition of around 50,000 jobs, with the unemployment rate steady at 4.4% [15]
Thu: Main indices slide amid weakness in defense stocks
En.Globes.Co.Il· 2026-02-05 17:35
Market Overview - The main indices on the Tel Aviv Stock Exchange experienced significant declines, with the Tel Aviv 35 Index falling by 1.98% to 4,039.01 points, the Tel Aviv 125 Index down by 1.80% to 4,027.22 points, and the BlueTech Global Index decreasing by 2.73% to 677.70 points [1] - The TelBond 60 corporate bond index saw a slight decline of 0.05%, reaching 416.78 points [1] - Total turnover in equities was NIS 15.81 billion, while bond turnover was NIS 5.32 billion [1] Foreign Exchange Market - The shekel-US dollar exchange rate increased by 1%, setting at NIS 3.1170/$, while the shekel-euro rate rose by 0.84% to NIS 3.6774/€ [2] Company Performance - Teva led trading with a notable decline of 5.4% [3] - Tower Semiconductor fell by 1.34% despite an initial rise following a collaboration announcement with Nvidia [3] - Elbit Systems decreased by 3.81%, Bank Hapoalim fell by 2.07%, and Bank Leumi dropped by 2.22% [3] - The Tel Aviv Defense Index fell by 3.85%, indicating weakness in defense stocks [3] Notable Advancers - Real estate stocks showed positive performance, with Property & Building up by 4.92%, Mega Or increasing by 3.49%, and Kvutzat Acro rising by 3.02% [4] - Nice rose by 2.80%, while other companies like Aryt, Kenon Holdings, Formula, and Israel Corporation experienced declines ranging from 4.73% to 5.43% [4]
X @Bloomberg
Bloomberg· 2026-02-05 17:10
Mortgage rates in the US rose for a third week, adding slightly to housing costs with the key spring sales season ahead https://t.co/VaHdthp9UX ...
【立方债市通】河南完成今年首批地方债发行/河南AAA平台完成发债15亿/地产阶段性改善对债市影响分析
Sou Hu Cai Jing· 2026-02-05 13:03
Key Points - Local bond issuance has accelerated at the beginning of the year, with over 2.5 trillion yuan planned for the first quarter, marking a three-year high. This includes approximately 764.4 billion yuan in new special bonds and about 1.2106 trillion yuan in refinancing special bonds, highlighting the dual goals of proactive fiscal policy and coordinated debt management to stabilize growth [1] - The Ministry of Finance plans to issue 130 billion yuan of book-entry interest-bearing government bonds with a coupon rate of 1.66%, with the competitive bidding scheduled for February 10, 2026 [2] - Henan Province has completed its first batch of local bond issuance for 2026, totaling 804.72 billion yuan, which includes 35 billion yuan in new general bonds for infrastructure projects and 485.61 billion yuan in refinancing special bonds [3] - In 2025, enterprises in Henan Province reported a total profit of 149.97 billion yuan, a decrease of 9%. State-owned enterprises saw a profit drop of 23.7%, while non-state enterprises experienced a slight increase of 1.1% [5] - The 2026 work report from Hubei Province emphasizes the importance of asset securitization through "listing and bond issuance" to address innovation development challenges [7] - The 2026 work report from Jiangxi Province highlights efforts to mitigate local government debt risks and prevent new hidden debts, with a focus on the exit of remaining local government financing platforms [9] - Several companies, including Henan Investment Group and Luoyang Urban Development Investment Group, have successfully issued bonds with varying amounts and interest rates, aimed at refinancing existing debts [11][13][14] - The Shenzhen Stock Exchange has terminated the review of three bond projects, totaling 2.5 billion yuan, indicating potential challenges in the private bond market [18] - Market analysis suggests that recent improvements in the real estate sector may lead to adjustments in bond market expectations, with a focus on the stability of property transactions and pricing in the coming months [20][21]
X @The Wall Street Journal
The Wall Street Journal· 2026-02-05 02:43
Real-estate investor and “Shark Tank” star Barbara Corcoran on plastic surgery, the New York City neighborhood investors should be looking into and why the secret to a happy marriage is separate bedrooms. https://t.co/3A5sTHufzL ...
X @Bloomberg
Bloomberg· 2026-02-04 19:03
A fund managed by Blue Owl Capital sold a warehouse in Pennsylvania to the Department of Homeland Security for nearly $120 million. https://t.co/47oACQv5SY ...