Real Estate

3 Real Estate Stocks on Sale After a Downturn

A perfect storm of rising interest rates, inflation, remote working and an oversupply of commercial properties is rattling the U.S. real estate market like never before.

A sobering reflection of the excess office space in the U.S. is the fact that about 18% of U.S. office space remained unoccupied, as of October. This percentage is predicted to increase as more leases come to an end and a growing number of companies reduce their real estate footprint.

The trend could have significant implications for companies that offer a wide range of real estate services to owners, occupiers, and investors globally. A potential decline in their stock prices could present an appealing opportunity for those seeking to increase their exposure to the real estate sector.

 

Jones Lang LaSalle JLL provides a plethora of real estate-related services. Its rich array of offerings includes property management, project development, advisory, maintainability, digital real estate

Read more
Real Estate

2 Top Real Estate Stocks to Buy on the TSX Today

Image source: Getty Images

Real estate investing can be an entirely passive endeavour via stock investing. A top real estate stock that is a Canadian Dividend Aristocrat that increased its dividend at the highest rate in the last year was FirstService (TSX:FSV). Specifically, in February, it increased its quarterly dividend by 10.8%.

It has outperformed the Canadian real estate sector (using iShares S&P/TSX Capped REIT Index ETF as a proxy) and the Canadian stock market (using iShares S&P/TSX 60 Index ETF as a proxy) over the last five years, as shown in the graph below. So, it’s worth a closer look.

FSV Total Return Level Chart

FSV, XRE, and XIU Total Return Level data by YCharts

FirstService provides real estate services in North America, including managing residential communities. Additionally, it provides essential property services through individually branded franchise systems and company-owned operations. In most years over the last decade, FirstService achieved returns on equity of

Read more
Real Estate

Stocks to bet on China’s economic future after the real estate pain ends

Read more
Real Estate

Blackstone's Wien Rings Alarm on Stocks, Real Estate, Banks, Recession

  • Stocks, real estate, banks, and the economy may be in danger, Byron Wien has warned.
  • Earnings weakness could tank the S&P 500 by 10% or 20%, the Blackstone executive said.
  • Wien sees a risk of recession, and higher rates hitting commercial real estate and bank lending.

Stocks, real estate, banks, and the wider US economy are all flashing warning signs, one of Wall Street’s leading strategists says.

“Everything that I’m looking at makes me think that there is trouble ahead,” Byron Wien, the vice chairman of Blackstone’s private wealth solutions arm, said during a recent Rosenberg Research webcast. “And if I’m right about that, then the market is dangerous.”

Wien, who spent 21 years as Morgan Stanley’s top US investment strategist, is known for his

Read more
Real Estate

Weekend Reading - Stocks or Real Estate for Returns?

Weekend Reading – Stocks or Real Estate for Returns?

Hey Everyone, 

Welcome to a new Weekend Reading edition, comparing some high-level stock and real estate returns. 

As always, a few thoughts on that theme to come but some reminders about recent content on my site:

This post remains very popular: watch out for RRSP and RRIF taxation!

I breakdown Lean FIRE, Barista FIRE and wonder if 99% of the population could ever achieve Fat FIRE in this post.

Weekend Reading – is Fat FIRE realistic?

Good, bad or indifferent, I like sharing some portfolio updates with readers and so I took a look back at the reasons to own BlackRock stock in my DIY stock portfolio.

Some interesting comments on my decision!

Then and Now – BlackRock

Weekend Reading – Stocks or Real Estate for Returns?

As always, the answer to whether stocks or bonds or real estate or other

Read more