Global housing prices remain a popular indicator of economic activity. But overall, recovery in global housing markets seems mixed. Read more
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Here’s a wrap-up of key issues affecting global markets for fundamental investors. Read more
Leave a CommentFor those following China closely, the recent downgrade by Fitch Ratings should come as no surprise. Read more
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A wrap-up of key issues affecting global markets for fundamental investors.
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Real estate has constantly been in the news, so we invited Don Miller, CFA, CEO of Piedmont Office Realty Trust—one of the 10 largest publicly traded office REITs in the United States—to discuss the nature of a real estate investment … Read more
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Ron Rimkus, CFA, wraps up the key issues affecting global markets for fundamental investors. Read more
Leave a CommentThe housing market may be in recovery, and some prominent commentators have suggested that if it is, the broader market may recover alongside it. Joe McAlinden, A CFA Charterholder and the CIO of Catalpa Capital, joined me in our New … Read more
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To value rental property, it is important to understand how leases determine cash flows and how the valuation models for real estate differ from those for other asset classes. Like equity analysts, real estate investors need to develop basic valuation … Read more
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Ron Rimkus, CFA, wraps up the key issues affecting global markets for fundamental investors. Read more
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“I’m a stock investor and express my views in individual securities, but I think some things have changed,” Steven Galbraith, managing partner at the hedge fund Herring Creek Capital, said at the 15th Annual Equity Research and Valuation Conference conference in Philadelphia. “You can no longer just look at the micro,” Galbraith said. “The visible hand and policy blunders are the primary risks for investors today.” Read more
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