Property markets knocked by high interest rates and the end of cheap financing have caught the eye of hedge funds.
Five hedge funds shared five trading ideas on global property markets, adding that they cannot reveal trading positions for regulatory reasons.* Key trade: buy commercial mortgage-backed securities issued 2012-2016
Mizrachi mainly focuses on the mezzanine, or intermediate tranches of CMBSs, issued between 2012 and 2016. These now trade at a discount and contain fewer loans with lots of historical data, so are easier to analyze, he said.CEO of Armenian hedge fund Balchug Capital, David Amaryan, recently purchased one of Moscow's biggest malls, and is looking to buy more properties from investors leaving Russia.
"They are not getting what the assets were worth before the conflict but the discounted price is a reasonable one given that Balchug is taking the risk," he said.* Size: $14.8 billionBen Hunsaker, portfolio manager and head of structured credit at Beach Point Capital Management said a good shorting opportunity was to invest in sell options, or buy puts, on commercial mortgage real estate investment trust stocks .
Australia Latest News, Australia Headlines
Similar News:You can also read news stories similar to this one that we have collected from other news sources.
The only Frank Lloyd Wright property in Malibu burned down — now it’s up for saleDestroyed in 2018 during the Woolsey fires, a rare property now has a new chapter in sight.
Read more »
San Antonio man shot by son in property dispute, police saySAN ANTONIO – A man is hospitalized after he was shot by his own son after a dispute over some properties, police say.The incident happened at the 5100 block of
Read more »
Breakingviews - China’s property market is finding a new normal: podcastSlower growth is not necessarily bad. In this Exchange podcast, Cara Li, Head of Asia Pacific Real Estate Investment Banking at Morgan Stanley, says the debt-fuelled engine of the world’s second largest economy is maturing and outlines the benefits of consolidation.
Read more »
Gov. Greg Abbott signs $18 billion tax cut package for Texas property ownersAt a time when the state has some of the nation’s highest property taxes, the initiative was a cornerstone of his 2022 reelection campaign. tx propertytaxes kprc2 click2hou
Read more »
China's property shares rally after Beijing pledges economic supportShares of China's property developers surged on Tuesday following a sharp selloff in the previous session, after policymakers said they would step up support for the embattled sector.
Read more »