BizToc
4) German Office Property nosedives —
Germany sees a record decline in office property, accelerating concerns in real estate markets. #RealEstate
tweet
4) German Office Property nosedives —
Germany sees a record decline in office property, accelerating concerns in real estate markets. #RealEstate
tweet
BizToc
2) US Real Estate Strains Regional Banks —
Investors worry as US regional banks feel the squeeze from mounting real estate pressures amid economic uncertainty. #RealEstate
tweet
2) US Real Estate Strains Regional Banks —
Investors worry as US regional banks feel the squeeze from mounting real estate pressures amid economic uncertainty. #RealEstate
tweet
BizToc
3) China Cuts Mortgage Rates —
China drops mortgage-linked rates dramatically in an unprecedented move to breathe life into its housing market. #RealEstate
tweet
3) China Cuts Mortgage Rates —
China drops mortgage-linked rates dramatically in an unprecedented move to breathe life into its housing market. #RealEstate
tweet
BizToc
4) Dubai Real Estate on Record Rally —
Dubai's real estate market hits new heights, with residential transactions soaring in 2023. #RealEstate
tweet
4) Dubai Real Estate on Record Rally —
Dubai's real estate market hits new heights, with residential transactions soaring in 2023. #RealEstate
tweet
Offshore
Photo
Dimitry Nakhla | Babylon Capital®
Did you know Old Dominion Freight Lines $ODFL is more than just a trucking company?
They're also a REAL ESTATE powerhouse, owning vast land parcels across the country, so as a long-term shareholder of $ODFL you benefit from the value of the land (inflation hedge) & competitive advantage emanating from land ownership, among other things.
And here's the thing: land assets are typically valued on a balance sheet at original purchase price, not current market value as this is an objective amount that can easily be audited, whereas market value is subjective and may be difficult to determine.
___
#stocks #investing #logistics #RealEstate
tweet
Did you know Old Dominion Freight Lines $ODFL is more than just a trucking company?
They're also a REAL ESTATE powerhouse, owning vast land parcels across the country, so as a long-term shareholder of $ODFL you benefit from the value of the land (inflation hedge) & competitive advantage emanating from land ownership, among other things.
And here's the thing: land assets are typically valued on a balance sheet at original purchase price, not current market value as this is an objective amount that can easily be audited, whereas market value is subjective and may be difficult to determine.
___
#stocks #investing #logistics #RealEstate
tweet
Offshore
Photo
Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: Did you know Old Dominion Freight Lines $ODFL is more than just a trucking company?
They're also a REAL ESTATE powerhouse, owning vast land parcels across the country, so as a long-term shareholder of $ODFL you benefit from the value of the land (inflation hedge) & competitive advantage emanating from land ownership, among other things.
And here's the thing: land assets are typically valued on a balance sheet at original purchase price, not current market value as this is an objective amount that can easily be audited, whereas market value is subjective and may be difficult to determine.
___
#stocks #investing #logistics #RealEstate
tweet
RT @DimitryNakhla: Did you know Old Dominion Freight Lines $ODFL is more than just a trucking company?
They're also a REAL ESTATE powerhouse, owning vast land parcels across the country, so as a long-term shareholder of $ODFL you benefit from the value of the land (inflation hedge) & competitive advantage emanating from land ownership, among other things.
And here's the thing: land assets are typically valued on a balance sheet at original purchase price, not current market value as this is an objective amount that can easily be audited, whereas market value is subjective and may be difficult to determine.
___
#stocks #investing #logistics #RealEstate
tweet
Offshore
Photo
Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: Did you know Old Dominion Freight Lines $ODFL is more than just a trucking company?
They're also a REAL ESTATE powerhouse, owning vast land parcels across the country, so as a long-term shareholder of $ODFL you benefit from the value of the land (inflation hedge) & competitive advantage emanating from land ownership, among other things.
And here's the thing: land assets are typically valued on a balance sheet at original purchase price, not current market value as this is an objective amount that can easily be audited, whereas market value is subjective and may be difficult to determine.
___
#stocks #investing #logistics #RealEstate
tweet
RT @DimitryNakhla: Did you know Old Dominion Freight Lines $ODFL is more than just a trucking company?
They're also a REAL ESTATE powerhouse, owning vast land parcels across the country, so as a long-term shareholder of $ODFL you benefit from the value of the land (inflation hedge) & competitive advantage emanating from land ownership, among other things.
And here's the thing: land assets are typically valued on a balance sheet at original purchase price, not current market value as this is an objective amount that can easily be audited, whereas market value is subjective and may be difficult to determine.
___
#stocks #investing #logistics #RealEstate
tweet
Lumida Wealth Management
1/ Daily News Round-Up:
- Stock futures dip; Dow -0.2%, S&P -0.3%, Nasdaq -0.4%
- China warns Japan on chip export curbs
- Bitcoin tumbles to $57.5K, down 10% in a week
- Nvidia to revolutionize data-center design
- China's property market slumps; sales drop 20% YoY
#StockMarket #China #Bitcoin #Nvidia #RealEstate #News
tweet
1/ Daily News Round-Up:
- Stock futures dip; Dow -0.2%, S&P -0.3%, Nasdaq -0.4%
- China warns Japan on chip export curbs
- Bitcoin tumbles to $57.5K, down 10% in a week
- Nvidia to revolutionize data-center design
- China's property market slumps; sales drop 20% YoY
#StockMarket #China #Bitcoin #Nvidia #RealEstate #News
tweet
Offshore
Photo
EndGame Macro
Builders Are Cutting Prices for a Reason
Builder sentiment ticked up to 39 in December, but that number matters less than where it sits at well below the 50 breakeven, and it never crossed 50 once in all of 2025. Historically, that’s not a soft patch, it’s builders telling you conditions feel meaningfully restrictive. Current sales are weak (42), buyer traffic is outright depressed (26), and the only thing holding up is expectations six months out (52), which says more about hope tied to easier policy than demand that’s already here.
What really jumps out is behavior. Two thirds of builders are offering incentives, 40% are cutting prices, and they’re doing it back to back months at levels last seen during crisis periods. That’s inventory needing to move in an affordability constrained market. Builders aren’t choosing to discount; they’re being forced to.
Why this looks recessionary, not just cyclical
This is a classic tight money housing setup. Mortgage rates stayed high long enough to drain demand, while construction costs, labor, and regulatory friction never came back down. Builders are squeezed from both sides. Even with the Fed easing late in the year, financing conditions didn’t prove loose enough to restart traffic, and rising resale inventory is now competing directly with new builds. That combination usually shows up late cycle, not at a fresh expansion point.
The most deflationary signal here is buyer traffic stuck in the mid 20s. Historically, traffic turns first. Prices and starts follow later. Builders can stay solvent by cutting prices and offering incentives for a while, but that behavior tends to foreshadow slower starts, weaker construction employment, and softer downstream demand. The market is functioning, but it’s defensive.
My View
The NAHB index is telling you the floor is being tested by affordability, not supply. Builders see relief only if rates fall enough to revive traffic and so far, that hasn’t happened. When sentiment sits this low for this long, history says housing stops being a growth engine and starts acting like a drag. That’s a quietly recessionary signal, even if the surface data still looks okay.
tweet
Builders Are Cutting Prices for a Reason
Builder sentiment ticked up to 39 in December, but that number matters less than where it sits at well below the 50 breakeven, and it never crossed 50 once in all of 2025. Historically, that’s not a soft patch, it’s builders telling you conditions feel meaningfully restrictive. Current sales are weak (42), buyer traffic is outright depressed (26), and the only thing holding up is expectations six months out (52), which says more about hope tied to easier policy than demand that’s already here.
What really jumps out is behavior. Two thirds of builders are offering incentives, 40% are cutting prices, and they’re doing it back to back months at levels last seen during crisis periods. That’s inventory needing to move in an affordability constrained market. Builders aren’t choosing to discount; they’re being forced to.
Why this looks recessionary, not just cyclical
This is a classic tight money housing setup. Mortgage rates stayed high long enough to drain demand, while construction costs, labor, and regulatory friction never came back down. Builders are squeezed from both sides. Even with the Fed easing late in the year, financing conditions didn’t prove loose enough to restart traffic, and rising resale inventory is now competing directly with new builds. That combination usually shows up late cycle, not at a fresh expansion point.
The most deflationary signal here is buyer traffic stuck in the mid 20s. Historically, traffic turns first. Prices and starts follow later. Builders can stay solvent by cutting prices and offering incentives for a while, but that behavior tends to foreshadow slower starts, weaker construction employment, and softer downstream demand. The market is functioning, but it’s defensive.
My View
The NAHB index is telling you the floor is being tested by affordability, not supply. Builders see relief only if rates fall enough to revive traffic and so far, that hasn’t happened. When sentiment sits this low for this long, history says housing stops being a growth engine and starts acting like a drag. That’s a quietly recessionary signal, even if the surface data still looks okay.
Home builder confidence ticked up one point in December in the NAHB/@WellsFargo Housing Market Index (HMI). The 39 reading is the highest in six months, but still underwater. https://t.co/PKv2zYV18W #realestate #housing https://t.co/lcUyOfi2Ig tweet