Q10 | Lutz Financial Services的动态

I encourage every real estate investor to read the J.P. Morgan's 29th edition of Long-Term Capital Market Assumptions article below . Amid lower return expectations for stocks and bonds, the outlook reveals J.P’s suggested opportunities in alternatives, AI, and Real Estate. Notably, higher entry yields are driving a surge in U.S. core real estate returns to 8.1% by 2025. At Q10 | Lutz Financial Services, we're here to help navigate these trends and strategically position your investments for the future - with a full-service Mortgage Banking and Investment Sale Team. Please contact Adam M. Lutz (248) 432-3202 to review your portfolio’s potential debt needs on refinancing or potential acquisitions. Our Investment sale team can assist on valuations or assisting with your acquisition goals. #Q10Lutz #LutzFinancial #CRE #InvestmentStrategy #LongTermPlanning #RealEstateFinance

I encourage every real estate investor to read the J.P. Morgan's 29th edition of Long-Term Capital Market Assumptions article below. Amid lower return expectations for stocks and bonds, the outlook reveals J.P’s suggested opportunities in alternatives, AI, and Real Estate. Notably, higher entry yields are driving a surge in U.S. core real estate returns to 8.1% by 2025. At Q10 | Lutz Financial Services, we're here to help navigate these trends and strategically position your investments for the future - with a full-service Mortgage Banking and Investment Sale Team. Please contact Adam M. Lutz (248) 432-3202 to review your portfolio’s potential debt needs on refinancing or potential acquisitions. Our Investment sale team can assist on valuations or assisting with your acquisition goals. #Q10Lutz #LutzFinancial #CRE #InvestmentStrategy #LongTermPlanning #RealEstateFinance

I encourage every real estate investor to watch the J.P. Morgan's 29th edition of Long-Term Capital Market Assumptions.?Amid lower return expectations for stocks and bonds, the outlook reveals J.P’s suggested opportunities in alternatives, AI, and Real Estate. Notably, higher entry yields are driving a surge in U.S. core real estate returns to 8.1% by 2025. At Q10 | Lutz Financial Services, we're here to help navigate these trends and strategically position your investments for the future.??With a full-service Mortgage Banking and Investment Sale Team, please contact Adam M. Lutz (248) 432-3202 to review your portfolio’s potential debt needs on refinancing or potential acquisitions.?Our Investment sale team can assist on valuations or assisting with your acquisition goals. https://lnkd.in/gtr8qUQ7 #Q10Lutz #LutzFinancial #CRE #InvestmentStrategy #LongTermPlanning #RealEstateFinance

I encourage every real estate investor to read the J.P. Morgan's 29th edition of Long-Term Capital Market Assumptions below.?Amid lower return expectations for stocks and bonds, the outlook reveals J.P’s suggested opportunities in alternatives, AI, and Real Estate. Notably, higher entry yields are driving a surge in U.S. core real estate returns to 8.1% by 2025. At Q10 | Lutz Financial Services, we're here to help navigate these trends and strategically position your investments for the future.??With a full-service Mortgage Banking and Investment Sale Team, please contact me (248) 432-3202 to review your portfolio’s potential debt needs on refinancing or potential acquisitions.?Our Investment sale team can assist on valuations or assisting with your acquisition goals.? #Q10Lutz #LutzFinancial #CRE #InvestmentStrategy #LongTermPlanning #RealEstateFinance

I encourage every real estate investor to watch the J.P. Morgan's 29th edition of Long-Term Capital Market Assumptions.?Amid lower return expectations for stocks and bonds, the outlook reveals J.P’s suggested opportunities in alternatives, AI, and Real Estate. Notably, higher entry yields are driving a surge in U.S. core real estate returns to 8.1% by 2025. At Q10 | Lutz Financial Services, we're here to help navigate these trends and strategically position your investments for the future.??With a full-service Mortgage Banking and Investment Sale Team, please contact Adam Lutz (248) 432-3202 to review your portfolio’s potential debt needs on refinancing or potential acquisitions.?Our Investment sale team can assist on valuations or assisting with your acquisition goals. #Q10Lutz #LutzFinancial #CRE #InvestmentStrategy #LongTermPlanning #RealEstateFinance

I encourage every real estate investor to read the J.P. Morgan's 29th edition of Long-Term Capital Market Assumptions below. Amid lower return expectations for stocks and bonds, the outlook reveals J.P’s suggested opportunities in alternatives, AI, and Real Estate. Notably, higher entry yields are driving a surge in U.S. core real estate returns to 8.1% by 2025. At Q10 | Lutz Financial Services, we're here to help navigate these trends and strategically position your investments for the future - with a full-service Mortgage Banking and Investment Sale Team. Please contact Adam M. Lutz (248) 432-3202 to review your portfolio’s potential debt needs on refinancing or potential acquisitions. Our Investment sale team can assist on valuations or assisting with your acquisition goals. #Q10Lutz #LutzFinancial #CRE #InvestmentStrategy #LongTermPlanning #RealEstateFinance

Yesterday, I wrote a memo on LinkedIn about the substantial, impending CRE losses across office, multi-family and other real estate asset classes. I am not the only one who is of the view that the worst in the US economy, and particularly in US Commercial Real Estate (CRE), is yet to come. “The real wave of distress is just starting.” - John Murray, PIMCO’s Global Head of Private Commercial Real Estate. PIMCO is of the view that more regional bank failures are to be expected given the concentration of CRE loan exposure on bank balance sheets. Until Q1 - 2024, CRE stresses and strains were dismissed by industry participants as “localised”. Given the size of the CRE industry and its inter-linkages with other industries like construction, banking, private equity, private credit, etc. — the contrarian view I took all along was CRE was much more central to the US (and other OECD) economies than market participants believed. Lately, there is a steady change in the tone and cadence around CRE distress and the expected chilling impact it will have on the broader economy. Consumer distress ahead. CRE loan defaults ahead. Bank failures ahead. Stagflation ahead. #neuron #neuronpartners #neuroninvestors #hedgehawk

REIT Earnings Halftime Report We're now through the halfway point of another consequential real estate earnings season, with 68 equity and mortgage REITs representing 50% of the total market capitalization reporting results. Beneath the renewed interest rate headwinds that have pressured the sector in recent weeks, results have been marginally better than expected- and certainly stronger than negative price action would suggest. Of the 51 equity REITs that provide full-year Funds From Operations ("FFO") guidance, 34 REITs (69%) beat the midpoint of their forecast, 12 (19%) matched, while just 4 missed estimates. Focusing exclusively on property-level fundamentals, the clear upside standouts this quarter have been industrial, senior housing, and retail REITs. We've seen mixed results from residential REITs showing a sharp cooling of rent growth in late 2023 - particularly on the multifamily side - but also a modest reacceleration into early 2024. Results from office REITs have been surprisingly decent relative to the dire narrative, but an encouraging rebound in leasing activity might not be enough to change the trajectory after a dismal year of double-digit FFO declines and lingering interest rate headwinds. https://lnkd.in/dv7AimxD REIT Academy & The Executive REIT Masterclass | The Daily REIT Beat Newsletter | David Auerbach | Alex Pettee, CFA | Nareit | #REITs #Dividends #Investing #Income #Yield #RealEstate #Housing #Stocks #Bonds #HighYield #DividendInvesting #IncomeInvesting #Diversification #Inflation #realassets #investment

The sky is falling…or is it?! KPMG hosted our annual asset management symposium in LA yesterday. Great content, good food, better company. A few highlights: - data is pointing to no recession - US is massively passing growth of other G7 countries - consumers are doing well (even with inflation) as many we’re protecting from housing cost increases due to low mortgage rates - 75% of people with a mortgage have a rate less than 5% - 1/2 of US households have less than 3 months savings (yikes) - By Q1 ‘25 we’ll reach 2% inflation target - 2 more fed cuts (25 bps each) expected this year - 100 bps cut in the fed funds rate next year (25 bps maybe every second meeting) - current mortgage rates already price in 2024 rate cuts - by the end of 2025 mortgage rates may be in he 5-5.5% range (should move housing inventory) - ELECTION DAY is only 38 days away…

"...it seems like we’re turning the page on a very difficult environment for the commercial real estate industry.” - Charles Dougherty This sentiment aligns with the conversations I'm having with CRE investors. In five years, when we look at all the line graphs associated with the CRE capital markets, there's a strong chance that August of 2024 will have been the turning point where the line changed direction. #CapitalMarkets, #InvestmentSales, #CommercialRealEstate, #CRE, #RealEstateInvestment