★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerReal Estate & Construction Homebuilders Healing as Buyers Swell and Stocks Rally Early indications point to housing data bouncing off of a bottom in the April – May period. Homebuilders have rallied…McAlinden Research PartnersJune 9, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerReal Estate & Construction 7 Reasons to Be Bullish on US Homebuilders Since the US equity market bottomed on March 23, shares of U.S. homebuilder companies have enjoyed a spectacular 50% rally,…McAlinden Research PartnersMay 11, 2020
★ Daily Intelligence Briefings (DIBs)CommoditiesReal Estate & Construction How to Capitalize on a US Infrastructure Spending Surge America’s economy is in need of a lifeline, and politicians are touting infrastructure spending as a possible remedy. After all,…McAlinden Research PartnersApril 30, 2020
★ Daily Intelligence Briefings (DIBs)Real Estate & ConstructionTechnology Long SRVR Short RTL Pair Trade Goes Beyond the Great Cessation The coronavirus outbreak has accelerated a secular change that’s been happening in the commercial real estate industry. The retail apocalypse,…McAlinden Research PartnersMarch 26, 2020
★ Daily Intelligence Briefings (DIBs)Real Estate & Construction Retail Real Estate Could See V-Shaped or U-Shaped Recovery in 2H 2020 In the midst of the coronavirus pandemic, online retail has been a winner much at the expense of brick-and-mortar. The…McAlinden Research PartnersMarch 23, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerReal Estate & Construction Why Homebuilders Will Shine in 2020 The US housing market may be about to experience its strongest spring season since before the financial crisis. Cheap mortgages,…McAlinden Research PartnersMarch 2, 2020
★ Daily Intelligence Briefings (DIBs)Real Estate & Construction Real Estate Brokers Grapple with Regulatory Risk Amid Tech Disruption A growing number of cities have recently updated their housing laws (or are considering changes) in ways that favor tenants…McAlinden Research PartnersFebruary 20, 2020
★ Daily Intelligence Briefings (DIBs)Real Estate & Construction The Rental Housing Market is Booming Whether You’re In the US, Europe or Asia Structural issues in the US and international housing markets have pushed more and more high-earners into renting their homes instead…McAlinden Research PartnersNovember 7, 2019
★ Daily Intelligence Briefings (DIBs)Real Estate & Construction The Retail Apocalypse Pair Trade: Long Warehouse REITs / Short Retail REITs The rise of digital retail, bargain shopping, and apparel rental have permanently changed the future of retail in the United…McAlinden Research PartnersSeptember 26, 2019
★ Daily Intelligence Briefings (DIBs)Real Estate & Construction Housing Affordability in Downtrend Despite Mortgage Rate Declines Affordability continues to be a problem for the homebuilding industry. A slowdown in single-family starts through most of the year,…McAlinden Research PartnersAugust 14, 2019