10 Must Reads for the CRE Industry Today (May 18, 2015)

10 Must Reads for the CRE Industry Today (May 18, 2015)

  1. 5 Reasons Why US Real Estate Should Remain Buoyant “The real estate market is in the fourth year of recovery since the 2009 mortgage crisis, rising over 30 percent since 2012, and many investors worry that it is time for a correction. Nevertheless, both historic macro-economic drivers and structural changes of the US real estate market point towards continued, but moderating growth: Morgan Stanley’s 2015 Real Estate market outlook projected that the US real estate market will grow 4% – 6% (MS Housing Market Insights 2015). Investors though have to be more selective in choosing the right real estate opportunities, since most of the post 2009 correction has already occurred.” (Forbes)
  2. Target Is, Like, All Granola and Yogurt and Less Soup and Corn Flakes “Target Corp. is pushing old-fashioned staples such as Corn Flakes and Cinnamon Toast Crunch to the back of the shelves to give more prominence to fresher and healthier foods as it tries to adapt to the changing tastes of consumers, according to the Wall Street Journal.” (Fortune)
  3. Phillips Edison Opts to Divide & Conquer “In a major reorganization, Phillips Edison & Co. is separating its retail investment businesses into two. A newly created unit, PECO Real Estate Partners, or PREP, will invest in a diversified portfolio ranging from single-tenant retail assets, power centers and lifestyle centers to enclosed malls and mixed-use retail projects. The firm’s grocery-anchored retail portfolio will continue to be handled under the Phillips Edison (PECO) name.” (Commercial Property Executive)
  4. Stock Market Tips for Investing in Real Estate Real estate can be an excellent long-term investment, but buying and managing rental properties isn't for everyone. Fortunately, you can get exposure to all different kinds of real estate in your portfolio through stocks called real estate investment trusts, or REITs. Here are five tips for investing in real estate stocks that can produce excellent returns and protect you from downside risk. (The Motley Fool)
  5. Mexico, U.S. Industrial Markets Benefit from Automotive Reshoring “CBRE is reporting this week the trend to reshore some of the automotive industries manufacturing needs back in the U.S. is now having a significant impact on industrial markets across the U.S. and Mexico.” (World Property Journal)
  6. Survey: Malls Still Matter “Despite significant changes in society and online commerce, the mall remains the primary shopping destination in America. Consumer shopping habits have changed, but only slightly, according to JLL’s Shopping Preferences Survey, which polled nearly 3,000 consumers nationwide.” (Chain Store Age)
  7. McDonald’s Said to Market Its Biggest Sale of Euro Bonds “McDonald’s Corp. is selling 2 billion euros ($2.3 billion) of bonds, its biggest offering in the single currency. The world’s biggest restaurant chain is marketing notes maturing in 2019, 2022 and 2027, according to a person familiar with the matter, who asked not to be identified because they’re not authorized to speak publicly. McDonald’s canceled a plan to sell bonds due in 2035 as part of the sale, the person said.” (Bloomberg)
  8. Old Navy Thrives After a Style-Conscious Rebirth “For years, Stefan Larsson was Gap’s  worst nightmare, as he led H&M’s dizzying expansion in the United States with a combination of designer chic and rock-bottom prices.” (New York Times)
  9. Northstar Is Far From An Intelligent REIT Alternative “Warren Buffett famously said, ‘Never invest in a business you don't understand.’ That's one reason that I have never hit the BUY button for Northstar Realty Finance. I'm sure that the New York-based REIT is a sound business, but the complex structure seems to provide less transparency, often distorting the true value of the company.” (Seeking Alpha)
  10. Gearing Up for ICSC in Vegas: PHOTOS “Top New York City dealmakers were in Las Vegas over the weekend, prepping for the start of the world’s largest retail convention, the International Council of Shopping Centers’ RECon 2015, which runs Sunday through Wednesday.” (The Real Deal)


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