Real Estate LPLink News’ Post

"📚 **Why Real Estate Equity Funds Make Sense in Today’s Market** With volatile stock markets, more investors are turning to real estate for stability. Our equity fund offers long-term growth potential and a hedge against inflation. Want to understand how it works? Drop us a message or schedule a call!" #EquityFund #RealEstateFund #PassiveIncome #WealthManagement #HedgeAgainstInflation #InvestmentFund #IncomeProducingProperties #GrowthPotential

Liquidity War Against CRE Continues As Fed Goes Illiquidity Long On Redemption WaterFall Few CRE investors, regional banks & US citizens realize that all wars are banker wars. From early 2021 the central bank have been at war against commercial real estate & regional banks leverage concentration on CRE as the basis of wealth creation versus Wall Street derivative products & private equity.The June 2021 Fed gave specific instructions after refunding the largest banks with liquidity after the 2020 pandemic & 2008 GFC to restrict CRE lending. However, after a temporary pause,big banks could begin stock buyback risk against bank reserve. And upon J Powell losing the Basel III reserve regulation to bank lobbyist who advise Congress they extended interest rates out to September & probable beyond.In the on again off again credit liquidity crisis of deglobal leverage capture & design. Approximately $2.75 trillion in commercial mortgage loans will mature between 2023 & 2027 (Trepp.com,) leading to difficult decisions for lenders & borrowers facing layoffs & decreasing CRE syndication waterfall & redemptions. There are 4000 small to medium banks at risk & 700 sitting on the tail of a QT donkey.I don,t think there is loan crisis but there is leverage,liquidity & long bond crisis. The $15B Starwood Real Estate Income Trust said it fulfilled 63% of investor redemption requests in November after the repurchase requests exceeded a 2% limit, reaching 3.2% of net asset value. Blackstone had noted that it has monthly withdrawal limits of 2% of net asset value & quarterly limits of 5% of NAV. It received $1.8B in redemption requests.Blackstone allowed investors to withdraw $1.3bn in November,43% of the redemptions. It’s clear why they would do this. Real estate is not a liquid asset.A fund can’t easily sell shares to raise capital if necessary. Since prices & transactions volumes are flat. In both cases,Asia where investors tend to use higher levels of leverage & many faced margin calls over turns in their domestic markets was the source of many of the redemption requests. Financial Times,reported that 70% of the redemption requests to Blackstone came from Asia, non-US investors make up only about 20% of the fund’s assets. Mansa Musa of BGG says "there should be a limit on how much leverage investors can use going into a non-liquid investment fund would likely be empty, because the investors could use leverage elsewhere, leaving themselves vulnerable, as apparently happened in this case. The regional bank space is facing is a lot of pressure on USTs,liquidity, with funding costs moving higher. At the same time, regulators are asking many regionals to increase reserves & keep more cash on hand.“I think that leaves us [in] a place where regional banks facing slow growth & less loans. The result is that many borrowers will be unable to obtain a mortgage large enough to fully pay off the existing loan as the Fed pretend & extend QT, but with no flow for CRE.

🌍 Join us on October 25 in Milan for an exclusive discussion on the rapid growth of ETFs and how investors worldwide are incorporating them into their portfolios. Industry experts and thought leaders will provide valuable insights into the evolving ETF landscape. This is your chance to gain a global overview of the latest trends, learn how to select ETFs, and understand best practices for trading them. 👉 Register here: https://bloom.bg/3U24dFj #ETFs #Investing #Bloomberg #Finance #InvestmentStrategies #MarketTrends #ETFTrading

Here's the list of top index funds in the Nifty 50, Nifty Next 50 and Nifty Midcap 150 categories. Through the historical performance of active mutual funds, we have found that it is best to focus on investing in index funds in the large and mid-cap categories. Look for low expense ratios, minimal tracking errors, and good assets under management. 💼 Invest wisely! Join our newsletter - https://vrid.in/newsletter #mutualfunds #indexfunds #investing

Predicting investment performance is hard in CRE, comparisons of private equity real estate and public REITs is harder as we see below with a global REIT index and a global open end diversified core fund index from NCREIF/ INREV and ANREV.

core funding is everything, then comes the core assets and then expenses control

Discipline is key in this turbulent #RealEstate market. Unfortunately you will see more of this in the coming months. Being positioned in specific asset classes will be crucial. #Industrial #SeniorHousing Treeline

🌍 Join us on October 25 in Milan for an exclusive discussion on the rapid growth of ETFs and how investors worldwide are incorporating them into their portfolios. Industry experts and thought leaders will provide valuable insights into the evolving ETF landscape. This is your chance to gain a global overview of the latest trends, learn how to select ETFs, and understand best practices for trading them. 👉 Register here: https://bloom.bg/4gY8P9f #ETFs #Investing #Bloomberg #Finance #InvestmentStrategies #MarketTrends #ETFTrading

From The Wall Street Journal article, “A $10 Billion Real-Estate Fund Is Bleeding Cash and Running Out of Options.” The liquidity challenge facing this fund is attracting attention well beyond the investors in the fund and in the sector as a whole. Its remedial actions — namely, the mix between more borrowing, disposing of properties/assets, and restricting investor redemptions — will influence the extent of the spillover effects to other similar funds, the sector and creditors. #econony #markets #cre #commercialrealestate #realestate

Hope to see you there 🌍 Join us on October 25 in Milan for an exclusive discussion on the rapid growth of ETFs and how investors worldwide are incorporating them into their portfolios. Industry experts and thought leaders will provide valuable insights into the evolving ETF landscape. This is your chance to gain a global overview of the latest trends, learn how to select ETFs, and understand best practices for trading them. 👉 Register here: https://bloom.bg/3YwxI4B #ETFs #Investing #Bloomberg #Finance #InvestmentStrategies #MarketTrends #ETFTrading