Scorpi18 | Market Insights
6.28K subscribers
5.4K photos
59 videos
24 files
3.58K links
Insights and analysis of the global financial market by investment advisor Sergio Shalamov.

Note: This is not an investment advice.

Chat for investors: https://t.me/+lLbjdcohKhc5MDBi

Contact: @invoyager

Buy ads: https://telega.io/c/scorpi18
Download Telegram
πŸ‡ΊπŸ‡Έ#inflation #bonds #tips #reit
The prospects of resurgent inflation already has investors seeking out protected securities
πŸ‡¬πŸ‡§#realestate #mall #reit #HMSO
Hammerson has sold a portfolio of seven retail parks to Brookfield for Β£330M, an 8% discount to last December’s book value
β—οΈπŸ‡ΊπŸ‡Έ#office #realestate #reit
A threat looms over the office property. In the US, office property might be same fate as malls: an increase in vacant space, a shift in demand to higher quality real estate, a fall in real estate prices - Economist
πŸ‡ΊπŸ‡Έ#mall #retail #traffic #realestate #reit
Placer.ai show that foot traffic for indoor malls was up 3% in October compared with 2019 levels, and traffic for outdoor malls was up 5%.
πŸ’₯πŸ‡ΊπŸ‡Έ#BX #mna #reit #us #realestate
Private REIT of Blackstone ($63B) plans to buy out listed REITs are trading in the public market at discounts to their fair value - FT
πŸ‡ΊπŸ‡Έ#retail #ecom #realestate #reit #us
CNBC: shoppers are eager to head back to brick-and-mortar stores. #ETSY, #SHOP, #W, #POSH and a number of other e-commerce retailers fell Thursday.
β€”β€”β€”β€”β€”β€”β€”β€”
Mastercard SpendingPulse: e-commerce transactions have declined 1.8% from a year ago, while in-store sales rose 10% #data
🌎#realestate #world #office
Economists: redevelopment of office buildings into residential real estate to be inevitable as firms shifted to remote work in the wake of the Covid-19 pandemic - economic research

#reit 39% decline in office values in the longer-run, the latter representing a $0.5T value destruction
βš οΈπŸ‡ΊπŸ‡Έ#realestate #us #sentiment
Topdown: everyone is bearish on US real estate

πŸ’₯#reit #office
βš οΈπŸ‡ΊπŸ‡Έ#realestate #us #debt #reit #office
BBG: almost $1.5T of US commercial real estate debt comes due for repayment before the end of 2025

Morgan: office, retail property valuations could fall as much as 40%

Musk are warning of a looming commercial real estate crisis

BofA: commercial mortgage-backed securities (CMBS) prices = lowest level since 2009

BofA sees commercial real estate as "the next shoe to drop" because to stricter lending rules for CRE loans from US regional banks and a still low occupancy rate in offices
βš οΈπŸ‡ΊπŸ‡Έ#banks #realestate #default #warning #opinion
billionaire investor Howard Marks sounds the alarm on commercial real estate – warning of a wave of mortgage defaults

#office #reit
β—οΈπŸ‡ΊπŸ‡Έ#realestate #us #reit #opinion
private real estate investments have outperformed REITs by 50% in the past 5 years β€” Benzinga