ARC Family Office

?? New Video Release: Interest Rate Recap | October 2024 ?? In our latest Interest Rate Recap, Michael and I break down the inversion of the yield curve—an event that hasn’t occurred in two years! We explore what this inversion means for the broader economy, borrowing costs, and future rate expectations. This is crucial information for investors, real estate professionals, and anyone keeping an eye on economic trends. Key Highlights: -Explanation of the yield curve inversion and its significance -Impact on Treasury yields and borrowing costs -Insights into future Federal Reserve actions and rate projections ?? Watch now to stay informed about these pivotal changes in the financial landscape! Please note that this information is for educational purposes only and should not be considered financial advice. ARC Family Office specializes in private credit for investment in commercial real estate. #interestrates #yieldcurve #finance #economy #treasury #credit #realestate #commercialrealestate #investment Link to Video: https://lnkd.in/dHiavGhv

CAPRIGHT released a Healthcare REIT update for October 2024, here are my notes: Analysis of the Healthcare REIT Update – October 2024 The Healthcare REIT sector has remained resilient, navigating market fluctuations and adapting to challenges like inflation and elevated interest rates. Key players in this sector include Welltower Inc. (WELL), Ventas Inc. (VTR), Healthpeak Properties Inc. (DOC), Omega Healthcare Investors Inc. (OHI), and Healthcare Realty Trust (HR). These REITs hold diverse properties such as continuing care retirement communities, outpatient medical offices, hospitals, and research facilities. Key Trends and Performance (2Q24) 1. Revenue and Occupancy Growth: Across the board, Healthcare REITs experienced growth in revenue, occupancy, and same-store Net Operating Income (NOI). This growth is driven by an aging population and suppressed construction activity, which has kept vacancy rates low and fostered rent increases. ?? ??- Occupancy rates increased from 82.8% to 86% since the beginning of 2022, reflecting strong demand despite limited new supply due to construction costs. ?? 2. NOI Growth by REIT:? ??- Welltower Inc. led with an 11.3% increase in same-store NOI, followed by Ventas Inc. at 7.8%. While Healthcare Realty Trust had slower growth at 2.3%, its focus on outpatient medical properties keeps it stable. ?? ??- The overall average same-store NOI growth across the major REITs was 6.48%. 3. Merger & Acquisition Activity: While transaction activity declined after a strong 3Q21, the last quarter saw a resurgence in individual property and small portfolio sales. Major transactions include Healthpeak's acquisition of Physicians Realty Trust for $21 billion. ?? ??- Omega Healthcare also expanded with a $97.4 million acquisition of 63 healthcare facilities in the UK. Challenges and Outlook - Expense Management: Property-level expenses have been rising, but many REITs are focusing on improving operational efficiency through technology and better human capital management. - Interest Rates: High interest rates have slowed new development, but this has worked in the sector’s favor by maintaining low vacancy rates and higher rents. However, any future decline in lending rates could spur new construction. Conclusion Healthcare REITs have demonstrated strong defensive characteristics, offering stable cash flows and a promising outlook in the long term. As the need for medical facilities increases due to demographic shifts, REITs that can effectively manage expenses and adapt their portfolios to changing healthcare needs will likely outperform. The sector remains attractive despite economic uncertainties. This analysis indicates that Healthcare REITs are positioned well for continued growth, particularly those involved in senior housing and outpatient medical offices, where tenant demand is robust. Investors should focus on REITs with diversified portfolios and strong management to navigate future challenges successfully.

?? New Video Release: Construction Cost Breakdown | October 2024 ?? In this video, Michael and I dive into the latest trends in construction costs for October 2024. We cover key materials like lumber, steel, crude oil, and discuss the impact of unemployment on the building market. If you're a real estate developer or investor, understanding these trends is essential for managing costs and maximizing your projects’ profitability. Key Highlights: -Lumber and steel pricing updates -Impact of crude oil on material and transportation costs -How unemployment is influencing labor costs in construction ?? Watch now to stay informed and make data-driven decisions on your next project! Please note that this information is for educational purposes only and should not be considered financial advice. #construction #lumber #steel #crudeoil #unemployment #building #realestate #commercialrealestate #investment #projects #finance Link to Video: https://lnkd.in/gVNuBEGB

?? New Video Release: Consumer Credit Update | September 2024 ?? In this video, Michael and I dive into the latest trends in consumer credit. We cover key economic indicators such as the Consumer Price Index (C.P.I.), Current Employment Statistics (C.E.S.), the Employment Situation Summary, real earnings, accounts by loan type, total debt, and deposits. This comprehensive review of consumer health and credit trends will help you stay informed about the state of the economy and its impact on both individuals and businesses. Key Highlights: -Analysis of C.P.I. and inflation trends -Employment statistics and real earnings insights -Overview of consumer debt and deposits ?? Watch now for insights into consumer health and credit trends! Please note that this information is for educational purposes only and should not be considered financial advice. https://lnkd.in/gHvt27jY #consumercredit #cpi #employment #earnings #debt #finance #realestate #commercialrealestate #investment #economy #credit

?? New Video Release: Federal Reserve Rate Cut & Economic Impact ?? Yesterday, Michael and I recorded a video diving into the Federal Reserve’s recent rate cut of 50 basis points—the first reduction since 2020. In this video, we break down how this decision impacts the financial economy, including interest rates, borrowing costs, and investments. We also discuss the Fed’s future outlook and potential for additional cuts as inflation moderates and the labor market continues to soften. Key Highlights: -Analysis of the 50 bps rate cut and its implications -Impact on investments, borrowing costs, and financial markets -Projections for future rate cuts from the Fed https://lnkd.in/gxHnJVKx ?? Watch now for detailed insights and expert analysis on how these changes could affect your financial planning and investments! Please note that this information is for educational purposes only and not financial advice. #fedratecut #federalreserve #economy #finance #interestrates #investment #monetarypolicy #realestate #commercialrealestate

?? New Video Release: Interest Rate Recap | September 2024 ?? In this month’s Interest Rate Recap, I dive into the latest trends for September 2024. I cover key updates on deposit rates, Treasury yields, mortgage rates, the Federal Funds rate, and Applicable Federal Rates (A.F.R.). If you're an investor or a real estate professional, staying on top of these trends is crucial to making informed financial decisions. Key Highlights: -Breakdown of current deposit rates -Analysis of Treasury yields and mortgage rates -Overview of Federal Funds and Applicable Federal Rates (A.F.R.) ?? Watch now to get the insights you need! As always, this information is for educational purposes only and not financial advice. At ARC Family Office, we specialize in private credit for commercial real estate investments. #interestrates #deposit #treasury #mortgage #federalfundsrate #afr #credit #finance #realestate #commercialrealestate #investment #strategies Link to Video: https://lnkd.in/grejBcsS

???? Construction Cost Breakdown - August 2024! ??? Join Michael and Parker from ARC Family Office as they explore the latest factors influencing construction costs. In this video, we dive into the prices of lumber, steel, crude oil, and the impact of unemployment on the building and construction market. Discover how these costs can affect your investments and projects for August 2024. Key Highlights: -Lumber prices and their impact on budgets -Steel market trends and construction delays -Crude oil prices and their influence on transportation and materials -Unemployment rates affecting labor costs and project timelines ?? Watch now to gain valuable insights that can help you navigate the current construction landscape. Please note that this information is for educational purposes only and should not be considered financial advice. ARC Family Office specializes in private credit for investment in commercial real estate. https://lnkd.in/gPVE5Zee #construction #lumber #steel #crudeoil #unemployment #building #credit #finance #realestate #commercialrealestate #investment #projects

Michael Zau and I recorded another video for an Interest Rate Recap for July 2024! https://lnkd.in/gJ49vNmM

?? New Video Release: June 2024 Construction Cost Breakdown! ?? Join Michael and Parker from ARC Family Office as they explore the latest factors influencing construction costs, including timber, steel, crude oil, and unemployment. This comprehensive analysis is essential for investors and industry professionals looking to stay informed and make strategic decisions. Key Highlights: -Timber prices and their impact on budgets -Steel market trends and construction delays -Crude oil prices affecting transportation and materials -Unemployment rates influencing labor costs ?? Watch now and get the insights you need to navigate the construction market this month! #construction #timber #steel #crudeoil #unemployment #building #credit #finance #realestate #commercialrealestate #investment #projects Link to Video: https://lnkd.in/gnHzarqU

?? Special Update from ARC Family Office! ?? Check out our latest video where Michael and I discuss the recent news about Freddie Mac placing appraiser BBG under review. We dive into the implications for the commercial real estate market and what this means for investors and professionals. This video is for educational purposes only and not financial advice. ARC Family Office specializes in private credit for commercial real estate investments. Don't forget to like, subscribe, and hit the notification bell for more updates! ?? Watch here: https://lnkd.in/gNsmxC2m Source: The Real Deal - Freddie Mac places appraiser BBG under review by Keith Larsen #FreddieMac #BBG #Appraisal #CommercialRealEstate #RealEstateNews #CREFinance #InvestmentUpdate #PrivateCredit #RealEstateInvesting #Finance