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Finding the REIT Opportunity
At a time when technology stocks such as Apple, Google, Amazon and Snapchat appear to dominate stock market mindshare, it can be easy to overlook other sectors when considering where to invest.
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Homebuilders: Favor Lennar & Toll Brothers As Cure for June Gloom?
Homebuilders have outperformed the S&P by 1200+bps YTD and we think a favorable macro backdrop and a robust Spring selling season are priced into the stocks at current valuation levels
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Why You Should Pay Attention to the Single-Family Rental REIT Sector
Haendel St. Juste is a Managing Director and senior US Real Estate Investment Trusts (REITs) analyst for Mizuho Americas. In this Q&A he discusses what led Mizuho to initiate coverage of single-family rental REITs, the impact of the Trump administration and why this sector offers such a compelling growth story.
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Takeaways from Las Vegas S/F Rental REIT Meetings
We recently visited Las Vegas, meeting with AMH & SFR and have come back with some key takeaways
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Sector by Sector: Mizuho's Key Themes for Investors in 2017
With the first quarter of the year well in motion, it is no surprise that policy, market conditions and technology disruption are affecting a variety of industries, as well as overall investor sentiment.
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China Housing Market Could Get Worse But Probably Not Cheaper
In our House Alarm series published from May to October 2016, we warned of a policy reversal from easing to tightening, the fading of sales momentum, and a likely housing price decline in upper-tier cities, among other risks
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Global Mizuho Report Addresses REIT Bubble Concerns: Sparkling But Not Too Bubbly
Real estate has outperformed other markets in recent years, which has simultaneously raised celebrations and concerns, all the while begging more than a few questions
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US REITs: Retail Assets on Strong Footing in Oahu; Tourism the Key Driver
The Honolulu MSA continues to thrive, supported by a vibrant tourism industry that is undisturbed by the recent currency fluctuations that have slowed other US tourist destinations
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Global REITs: Sparkling But Not Too Bubbly
REITs have had a great run globally but can the party go on? Is this a bubble in the making?