CRE Finance Council’s Post

Don’t miss out on the latest insights from Drivers & Norris Group on top investment opportunities. We’re honoured to be featured in the article and invite you to read it for some valuable takeaways!

Top financial insights: 10 must-read stories from Property Week in July! Covering market trends and investment strategies, these stories are a must-read for professionals in finance and real estate. Here are some key highlights: 1. Hammerson takes £500m loss on Value Retail deal but boosts balance sheet: https://ow.ly/1Yv050SOazV 2. Urban&Civic to acquire L&Q Estates in £200m deal: https://ow.ly/XzAE50SOazW 3. SEGRO says market has ‘turned the corner’ as warehouse portfolio value rises for first time since 2022: https://ow.ly/HBip50SOaA1 4. Crown Estate profits double to £1.1bn in record results: https://ow.ly/GK7E50SOazU 5. Crest Nicholson ‘minded’ to accept Bellway’s third, £700m takeover offer: https://ow.ly/xlzZ50SOazY 6. Barratt reports fall in annual completions and expects further decline in 2025: https://ow.ly/30yG50SOaA0 7. Vistry outperforms housebuilding sector with strong trading update: https://ow.ly/pUz850SOazX 8. Housebuilder share prices soar in Q2 but student sector takes a hit: https://ow.ly/wKJZ50SOazZ 9. Home REIT to wind down after failing to secure refinancing: https://ow.ly/Wsaj50SOazR 10. DWS UK CEO Hardman departs to launch real estate venture with Downing: https://ow.ly/aTsx50SOazS Dive into the full list and stay informed on industry developments. #Finance #RealEstate #MarketTrends #InvestmentStrategies #PropertyWeek

Over 25% of St James's Place funds fail to deliver value as 80% red-flagged for performance. Of the 45 funds - six of which are not available to UK investors - listed in its latest Assessment of Value report, 13 were deemed to have not delivered value for their investors over the past five years. Kavit Tolia, CFA. Paul Niven. Check out Linus Uhlig's latest article 👇 https://incm.pub/4ejwI9D #investing #assetmanagement #wealthmanagement #finance

In his latest article with Dallas Business Journal, Shawn Givens, Vice Chairman of the Givens Debt & Structured Finance Team, shares key insights on the commercial real estate market’s resilience and opportunities. Despite mixed signals in Q3, strong fundamentals, investor optimism, and strategic growth potential are paving the way for market recovery, especially in Dallas-Fort Worth. With rising investment volumes and easing borrowing costs, the market is poised for a strong close to 2024. Now is the time to capitalize on emerging opportunities, especially as distressed assets and competitive pricing offer attractive entry points for investors. 🔗Read the article here: https://lnkd.in/gYG55YVD #ColliersDallas #CommercialRealEstateInsights #InvestmentOpportunities #Q4Outlook #DebtandFinance

CRE is still strong as an investment vehicle relative to other options. The bar chart on the left shows an average of historical 10-year total return for 10-year periods throughout history. The bar chart on the right shows projected total return over the 10-year period beginning with Q4 2023. The obvious difference is the height of the bars on the left side compared to the shorter height on the right side. In both, CRE outperforms the other alternatives. Interesting insight produced by Rebecca Rockey and her team! #capitalmarkets #investmentsales #commercialrealestate #realestateinvestment #realestateinvesting

In his latest article with Dallas Business Journal, Shawn Givens, Vice Chairman of the Givens Debt & Structured Finance Team, shares key insights on the commercial real estate market’s resilience and opportunities. Despite mixed signals in Q3, strong fundamentals, investor optimism, and strategic growth potential are paving the way for market recovery, especially in Dallas-Fort Worth. With rising investment volumes and easing borrowing costs, the market is poised for a strong close to 2024. Now is the time to capitalize on emerging opportunities, especially as distressed assets and competitive pricing offer attractive entry points for investors. 🔗Read the article here: https://ow.ly/JjRL50TEujj #ColliersDallas #CommercialRealEstateInsights #InvestmentOpportunities #DebtandFinance

🚨 How a 5% Treasury Yield Could Reshape Commercial Real Estate in 2025 🚨 The commercial real estate market is evolving, and rising Treasury yields are a game changer. A 5% or higher yield could lead to: 📈 Increased borrowing costs 📉 Expanding cap rates and reduced property values 💰 Value-buying opportunities for savvy investors In my latest Substack newsletter, Ventura Partners Wealth Hub, I break down: ✅ How these shifts will impact CRE investments ✅ Practical strategies to protect your portfolio ✅ Key opportunities in high-growth markets for 2025 👉 Read the full newsletter here https://lnkd.in/gqGe_c_c Subscribe to get actionable insights and stay ahead of the market each week! Happy and Prosperous New Year! ✨ Ventura Insights from the Ventura Partners Wealth Hub ✨ #CommercialRealEstate #CRE #EconomicTrends #WealthManagement #Substack #VenturaPartnersWealthHub

Catch up on November’s top 10 finance stories that shaped the property sector: 1. UK freezes assets of three kleptocrats in fresh ‘dirty money’ crackdown: https://ow.ly/t7cj50UiWBv 2. Landsec returns to profit, but warns Trump presidency could slow economic recovery: https://ow.ly/bj9c50UiWBz 3. Strong results show Grainger on track to become UK’s BTR leader, says CEO Gordon: https://ow.ly/nTU450UiWBt 4. Safestore to cut over-weighting to UK business customers amid 'soft demand': https://ow.ly/R3ZY50UiWBs 5. LondonMetric sells 24 assets for almost £60m: https://ow.ly/TUmk50UiWBp 6. Starlight Bidco completes £673.5m takeover of BCPT: https://ow.ly/ixC350UiWBw 7. Sibley quits Vistry after COO role is axed: https://ow.ly/QP4q50UiWBy 8. Crest Nicholson tells investors to expect profit to be at lower end of forecasts: https://ow.ly/mHc150UiWBo 9. Property sector set for investment boost from new pension ‘megafund’ plans: https://ow.ly/njG950UiWBx 10. UK operational real estate presents £1trn opportunity in response to megatrends: https://ow.ly/n3ej50UiWBq #PropertyNews #FinanceNews #PropertySector

Join us on May 22 at Park House in Dallas for an engaging panel: Uncovering Opportunities in Public Credit. Interest rate volatility has been elevated as market participants project and reassess the direction of rates bringing fixed income markets to center stage. Private credit has received a lot of publicity as of late, but there are plenty of opportunities in public credit. The panel of experts will discuss their view on the market and why they think it is important to maintain allocations to public credit sectors. Get more information and register now ➡️ https://bit.ly/444Q4Lb __ #cfasocietydfw #cfainstitute #cfaprogram #investmentdecisionmakingprofessionals #investmentdecisionmaker #investmentdecisionmakers #financeprofessionals #publiccredit

💼 October 2024 Real Estate Stocks to Watch: Insights from Andrew Moffs 💼 In a market showing early signs of recovery, Andrew Moffs, Senior Vice President and Portfolio Manager at Vision Capital Corporation, has pinpointed three standout real estate investments: 📈 First Capital Realty (FCR.UN TSX): This Canadian REIT is a leader in grocery-anchored, necessity-based retail properties in major urban centers, notably Toronto. Their growth strategy involves monetizing high-density assets and expanding development projects for enhanced shareholder value. 📈 Chartwell Retirement Residences (CSH.UN TSX): As Canada’s largest senior housing provider, Chartwell benefits from rising occupancy rates across Ontario, Quebec, Alberta, and B.C. With strategic acquisitions in high-barrier regions like Quebec and Vancouver Island, Chartwell is positioned for steady income growth. 📈 Empire State Realty Trust (ESRT NYSE): A premier REIT in New York City with assets including the Empire State Building. Empire State Realty’s updated portfolio and competitive leasing position have increased occupancy rates, promising growth despite challenges in the broader office market. Also critical in shaping the favorable environment are the Bank of Canada and U.S. Federal Reserve policies that drive stability in lending conditions. 📈 Plus, recent data from S&P Global highlights that Canadian REIT capital-raising has surged 35% YoY, reflecting investor confidence. Explore Moffs’ picks and the broader trends driving a real estate recovery! #RealEstateInvesting #REITs #VisionCapital #AndrewMoffs https://lnkd.in/gCZA_-NC