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Tag: Ports

June 14th – Taking the Plunge

By Adam DeermountIn Basis PointsPosted June 14, 2022

What I'm Reading Jumping In: Big landlords are increasingly getting into the homebuilding business as demand for single-family rentals continues to surge.  CNBC This is exactly what one should expect will happen given that the monthly cost of home ownership has doubled since January 2021. Priced Out: The cost of...

Tags: Development, Inflation, Logistics, Ports, Single Family Rental, Warehouse, WTF
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June 2nd – Out of Balance

By Adam DeermountIn Basis PointsPosted June 2, 2022

What I'm Reading Out of Balance: Households boosted spending in April but drew heavily on savings in order to do so.  Higher-income consumers are likely healthy enough to continue funding their spending through savings for a while as their excess savings are significant.  However, lower income households do not have...

Tags: Economy, Immigration, Logistics, Mortgage, Ports, WTF
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November 5th – Danger Zone

By Adam DeermountIn Basis PointsPosted November 5, 2021

What I'm Reading Leverage: Just when you thought that the situation at west coast ports couldn't possibly get worse, contracts for 15,000 west coast dockworker union members are due to expire on July 1, 2022.  Obviously, this situation gives the union a ton of negotiating leverage.  As a point of...

Tags: Apartments, Employment, Labor, Logistics, Office, Ports, Remote Work, Warehouse, WTF
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March 16th – My Way or the Highway

By Adam DeermountIn Basis PointsPosted March 16, 2021

What I'm Reading My Way or the Highway: The Kushner Companies declined to oppose its lenders’ bid to appoint a receiver to take control of a deeply distressed Times Square entertainment retail property that it purchased for $295.3MM back in 2015.  The decline in value here is eye popping to...

Tags: CMBS, Default, Distress, FHFA, Logistics, Multifamily, Ports, Receivership, Restaurant, WTF
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February 22nd – Deep Thoughts

By Adam DeermountIn Basis PointsPosted February 22, 2021
Tags: Apartment, Cap Rates, Carried Interest, Condos, COVID, Herd Immunity, Housing, Inflation, Manhattan, Ports, Self Storage, Technology, Work From Home, WTF, Yield Curve
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