Here’s a fantastic “deep dive” interview into the commercial real estate (CRE) market, which includes office, multifamily housing (apartments), hotels, data centers, malls, and more (from Blockworks Forward Guidance on August 30)…

Jack welcomes John Toohig, Head of Whole Loan Trading at Raymond James, Thomas LaSalvia, Head of Commercial Real Estate Economics at Moody’s Analytics, and Victor Calanog, Manulife’s Managing Director & Global Head of Research and Strategy, Real Estate Private Markets, for a wide-ranging discussion on the challenges and opportunities within CRE, with a focus on

America’s banks are facing a real estate “doom loop” (from The Wall Street Journal on September 6)…

Bank OZK had two branches in rural Arkansas when chief executive officer George Gleason bought it in 1979. The Little Rock lender today has billions of dollars in commercial real-estate loans, including for properties in Miami and Manhattan, where it is helping fund the construction of a 1,000-foot-tall office and luxury residential tower on Fifth

These cities are most at risk of a short-term rental meltdown (from Statista on September 6)…

With 32,597 Airbnb listings for an estimated 1.4 million inhabitants, the island state of Hawaii has the highest Airbnb density out of all U.S. cities and regions analyzed by InsideAirbnb as of June 2023. The project, which scrapes publicly available data from Airbnb’s website, was founded by activist and artist Murray Cox and has seen

Michael Gayed – publisher of The Lead-Lag Report and portfolio manager at Tidal Financial Group – believes the resumption of student loan repayments next month could also be a super-bearish catalyst for the housing market (from Nasdaq.com on September 21)…

Investors, beware: The stock market is at a high-risk juncture and a credit event could be just around the corner. One more risk – and potential trigger – that’s looming is the restart of student loan repayments. The “butterfly effect” is the idea in chaos theory that a small change can trigger a series of

A handful of hedge-fund special situations that are still actionable today (from Dalius – Special Situation Investments on September 16)…

Finished going through all hedge fund pitches made on this account over the last 4 quarters. Below, you’ll find a list of my top 10 favorite picks that are still actionable. 👇 1/ $CLBT pitch by @GreenhavenRoad CLBT is SaaS for law enforcement agencies in the US and EU with 90% of revenue coming from