Spire Capital’s Post

Welcome to this week’s Watch List where you’ll find golden nuggets on trust discounts, dividends, tips and lots more... https://lnkd.in/et6j8t-u 1. MoneyWeek asks "Is Scottish Mortgage the next big success story?" 2. The Telegraph's Questor says "Hold on tight" to Hipgnosis Songs "despite downbeat developments" 3. 57/53 - the number of consecutive years of dividend growth at Alliance and F&C respectively 4. Finsbury Growth & Income manager Nick Train snaps up another 25,000 shares in the fund 5. And finally some good news for Digital 9 Infrastructure shareholders after the shares top Winterflood's list of share price risers over the last month. #featuredfunds include Scottish Mortgage, SDCL Energy Efficiency Income, Gresham House Energy Storage, Digital 9 Infrastructure, Triple Point Energy Transition, VH Global Sustainable Energy Opportunities, Finsbury Growth & Income, F&C, abrdn Asian Income, Murray Income, Alliance, Hipgnosis Songs + many more #investment #invest #investor #finance #stocks

"Four years ago when COVID struck, if you looked at the 10-year back in the spring of 2020, we were at three quarters of one percent," recalled our Director of Fixed Income, Jonathan Lynn. Here we are four years later, seeing the yield on 10-year Treasuries drop nine basis points just yesterday, down to 4.32%... To learn more about our approach to investment management, click the link below to watch the full 2024 Stonebridge Capital Advisors Economic Forum! https://lnkd.in/gsmzCbhC #bondmarket #fixedincome #Stonebridge #investmentmanagement

🔄 The “mania” phase of the cycle is in full swing. Here’s how I know… ➔ Madison Realty Capital just closed the largest U.S. real estate debt fund in 2024. ➔ ACORE Credit Partners II raised $1.4 billion. ➔ Goldman Sachs Group Inc.'s $3.6 billion for a global real estate credit fund. ➔ Lone Star Funds has raised roughly $2.7 billion for value-add opportunities, including operating companies, debt portfolios, and direct CRE equity. *️⃣ This mania phase is kicked off by a widespread change in sentiment about the world, the economy and markets. In fact, statements like “this is a new era now” or “this time it’s different” start to enter the vernacular *️⃣ CRE Daily said it best: 📊 While commercial property prices are still 19% below their 2022 highs, values have risen 3.3% in 2024 through August. 🫱🏾🫲🏼 However, transaction volume remains sluggish, down 5% year-over-year, with $203.8 billion in deals closed by July. 🚀 Lower interest rates, anticipated soon, could rejuvenate the market, offering Madison even more opportunities to invest in distressed and opportunistic assets. Here we go! #commercialrealestate #marketcycles #realestate

Very interesting …I need to learn more about this.

A very interesting read - This surge will significantly impact the focus of recruitment over the next 12-24+ months. We're already seeing a notable increase in platforms recruiting for professionals skilled in acquiring and managing distressed assets and debt restructuring, with a strong focus on credit analysis and subsequent management. High interest rates, increased regulation (like Basel III), and the looming maturity wall of $2.9 trillion in commercial real estate debt by 2028 will create a surge in distressed opportunities. Firms like Fortress are positioning themselves to capitalise on these developments, with a particular focus on senior debt origination and distressed asset acquisition. This shift will drive demand for professionals skilled in managing distressed real estate portfolios, evaluating risk, and navigating complex debt structures. The regulatory landscape, combined with higher operating costs and shrinking asset values, means there will be an emphasis on structuring innovative solutions for borrowers. These evolving market conditions will increase competition for talent across distressed investment and credit management, emphasising skills in strategic lending, distressed asset recovery, and portfolio management.

According to Bank of America, an estimated $73 trillion in wealth is expected to be passed down over the next several decades. The importance of thoughtful and innovative real estate succession planning has never been greater. In our latest webinar, Transferring Real Estate Wealth to the Next Generation, Jill Mozer, Head of Ares Real Estate Exchange, discussed the many ways private wealth investors and family offices can do away with active managed real estate and plan for a tax-efficient transfer to the next generation. More below. #RealEstate 

Tonight I was invited by the Real Estate Investors Association to be a featured speaker to discuss the facets of #realestateinvesting in the Chicago Area. We will be covering: * Benefits of real estate investing as an asset class (cash flow, debt pay-down, appreciation and depreciation) * Historic volatility and returns of real estate compared to other asset classes. * The macro environment of today and where we are heading into the Spring 2025. * What to look for as a first time investor * Managing tenants * How to run a pro forma * And much more.... DM me if you want to join. #multiunits #inflationhedge #mainstreetreg #teamdunning

Fear of widening losses in the commercial real estate market has been a top concern with investors, according to Bank of America Corp.’s latest Global Fund Manager survey. In that heightened risk, though, a growing number of investors are looking to deploy capital. Story by Scott Carpenter https://lnkd.in/eeB6jZSx #CRE #commercialrealestate

In a world where financial markets can be as unpredictable as the weather, multifamily investments stand out as a beacon of resilience. But why should investors pivot towards these opportunities now? Beyond offering stable cash flow, multifamily properties present a unique hedge against market volatility, with demand historically remaining strong regardless of economic shifts. Coupled with tax advantages and scalability, they offer an unparalleled portfolio diversification strategy. Dive deeper into how multifamily investments can not only safeguard but also grow your wealth in uncertain times. Join the conversation below and share your thoughts! #InvestmentDiversity #RealEstateInvesting #empcfund #bethanyfinch #amhs

Distressed CRE Assets Trigger Big Moves from Investors For the past year, we’ve seen a lot of predictions in commercial real estate (CRE) around the looming “wall of debt” facing commercial assets. Many owners face a difficult refinancing environment as their loans come due, and NAI Global’s Arthur Milston previously predicted a wave of distressed assets that would hit the market in 2024. As we are into the second quarter of the year, that prediction is playing out in real-time as investment firms across the U.S. gear up to take advantage of the distressed asset influx. To learn more, read our latest blog HERE: https://lnkd.in/eQeY_gsK #TheNAIDifference #NAIMopperBenton #CRE #CommercialRealEstate #SavannahRealEstate #GeorgiaRealEstate #CREInvesting