Primer: Kimco Realty (KIM US) - Sep 2025
Dominant Player in Resilient Grocery-Anchored Retail: Kimco is one of North America's largest owners of open-air, grocery-anchored shopping...
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Downgrading Outlook on $SPX; Upgrading Real Estate and Staples. Many Significant Risk-Off Signals
Downgrading our long-term $SPX outlook to neutral (bullish since early-November 2023) due to deteriorating market dynamics; Upgrading Real Estate...
310 Views
Homeplus REIT IPO - The Largest Ever REIT IPO in Korea
The Homeplus REIT ("Korea Retail Homeplus #1 REIT"), which is expected to be completed by end of March, will be the biggest ever REIT IPO in...
952 Views
Technically Attractive U.S. Stocks for Value Investors
Key points: Energy names are showing signs of bottoming with the recent uptick in crude, and weakness in the U.S. dollar REITs are continuing to...
627 Views
The Market Sentimentalist: Global Real Estate – Where Are The Risks Residing?
Summary: Housing has several characteristics that mean it is almost perfectly designed to be prone to bubble-like behaviour. By definition a bubble...
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