↺ Theme Adjustments★ Daily Intelligence Briefings (DIBs)Real Estate & Construction 7 Reasons Why MRP is Adding Short U.S. Housing as an Investment Theme A steady stream of negative data confirms slowing activity in the U.S. housing market, compelling MRP to add Short US…McAlinden Research PartnersOctober 1, 2018
★ Daily Intelligence Briefings (DIBs)Real Estate & Construction New Trouble Ahead for Homebuilders as US Housing Market Shifts to Rent Territory The past couple of months have been bleak for the US housing market, and new data suggests there is more…McAlinden Research PartnersSeptember 10, 2018
★ Daily Intelligence Briefings (DIBs)Real Estate & Construction Chinese Real Estate Run Up May be Ready to Topple Chinese real estate has seen years of strong appreciation in property values due to a huge acceleration in housing growth.…McAlinden Research PartnersAugust 16, 2018
★ Daily Intelligence Briefings (DIBs)Real Estate & Construction Homebuilders Losing Steam as Affordability Keeps Diving In late May, MRP closed its Long US Housing theme after a very strong 6-year run. The foremost reason for…McAlinden Research PartnersJuly 26, 2018
★ Daily Intelligence Briefings (DIBs)Real Estate & ConstructionServices Clicks versus Bricks Plays out in Commercial Real Estate The clicks versus bricks trade is also playing out in the commercial real estate (“CRE”) market. On one side you…McAlinden Research PartnersJuly 23, 2018
★ Daily Intelligence Briefings (DIBs)Real Estate & Construction Homebuilders: MRP Closes Theme on Plunging Housing Affordability MRP launched Long U.S. Housing as a theme in the Spring of 2012 with our report, The Developing U.S. Housing…McAlinden Research PartnersMay 21, 2018
★ Daily Intelligence Briefings (DIBs)Real Estate & Construction Construction Disruption – Robots are Super-Powering Industrial Productivity Automation and robotics are disrupting all industries. However, their impact is being felt most particularly in construction these days, considering…McAlinden Research PartnersApril 26, 2018
⚑ Joe Mac's ViewpointsReal Estate & Construction Joe Mac’s Market Viewpoint: Beyond the Housing Headwinds The housing sector of the U.S. economy has reached an important inflection point. Bolstered by strong industry fundamentals, housing related…McAlinden Research PartnersFebruary 28, 2018
⚑ Joe Mac's ViewpointsReal Estate & Construction Joe Mac’s Market Viewpoint: New Pig in the Python In June, MRP made the case for a return of stagflation in the years ahead. We also stated our expectation…McAlinden Research PartnersAugust 5, 2016
⚑ Joe Mac's ViewpointsCommoditiesEconomics & TradeEnergy & EnvironmentMarketsReal Estate & Construction Joe Mac’s Market Viewpoint: Déjà Vu All Over Again Here we go again. The headlines are bleating that the global economy is tipping into recession. This time around, the…McAlinden Research PartnersJanuary 30, 2016