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☆ Citi names one 'compelling emerging' theme to play real estate — and stocks and REITs to buy
▼ + stars: | 2024-06-21 | by ( Weizhen Tan | ) www.cnbc.com time to read: +5 min

Real estate companies around the world are eyeing one area right now: data centers, according to Citi. Citi noted the push toward data centers is being driven by major themes such as artificial intelligence and nearshoring. More industrial companies are looking to convert warehouses into data centers, Citi noted. Stocks to benefit The bank named three "direct beneficiaries" of rising data center demand: U.S.- listed real estate investment trust Digital Realty Trust , data center firm Equinix and Australia-listed NextDC . Paul Hanna | Bloomberg | Getty ImagesReal estate companies around the world are eyeing one area right now: data centers, according to Citi.

Persons: Stocks, There's, Keppel DC REIT, Paul Hanna Organizations: Citi, Digital Realty Trust, Digital Realty, Equinix, Nvidia, Keppel DC, Industrial Trust, Inc, Talavera de la Reina, Bloomberg, Getty Locations: datacenters, Equinix, Australia, Singapore, India, Talavera de, Spain

☆ These are the stocks that short sellers are betting against even as the market rallies
▼ + stars: | 2024-06-13 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com time to read: +2 min

Hedge funds and other short sellers are betting against plenty of stocks even as the market sets new record highs. Many short sellers have pulled back since the start of the meme stock craze, but the practice of betting against stocks is still around. But with interest rates falling and stocks broadly climbing this week, those targeted stocks could be candidates for a so-called short squeeze. In certain cases, this can create a feedback loop where the extra buying pressure forces other short sellers to do the same. That performance could make them more likely to have a short squeeze in the near term, though the exact financial position of those short sellers is unknown.

Persons: Citron Research, Nick Wells Organizations: Arbor Realty Trust, Medical Properties Trust, Federal Reserve, Comstock Resources, Madrigal Pharmaceuticals, GameStop Locations: Arbor, U.S

☆ Commercial property can thrive in this rate environment: TR Property
▼ + stars: | 2024-06-11 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailCommercial property can thrive in this rate environment: TR PropertyMarcus Phayre-Mudge, fund manager for TR Property Investment Trust, discusses the property sector and a possible REIT renaissance.

Persons: Marcus Phayre, Mudge Organizations: TR Property Investment Trust

☆ Commercial property can still thrive in this interest rate environment, TR Property says
▼ + stars: | 2024-06-10 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailCommercial property can still thrive in this interest rate environment, TR Property saysMarcus Phayre-Mudge, fund manager for TR Property Investment Trust, discusses the property sector and a possible REIT renaissance.

Persons: Marcus Phayre, Mudge Organizations: TR Property Investment Trust

☆ Morningstar calls this ETF the ‘gold standard’ for dividend funds. Here’s why
▼ + stars: | 2024-06-10 | by ( Michelle Fox | ) www.cnbc.com time to read: +2 min

When it comes to dividend funds, the Schwab U.S. Dividend Equity ETF is “the gold standard,” according to Morningstar. The exchange-traded fund seeks to track the total return of the Dow Jones U.S. Dividend 100 Index. Therefore, it is not like its peers that track a broad market index, Jackson pointed out. It also looks at return on equity, dividend yield and the dividend growth rate over the past five years. After the stocks are selected, the index market cap weighs them, with a maximum position around 4%.

Persons: Morningstar, Ryan Jackson, ”, Russell, Jackson, Schwab, D.J, Tierney, Morningstar's Jackson Organizations: Schwab, SEC, Morningstar, Dow Jones U.S, Schwab Asset Management

☆ 36% of Americans think real estate is the best long-term investment. Here's the easiest way to get started
▼ + stars: | 2024-06-06 | by ( Ana Teresa Solá | ) www.cnbc.com time to read: +1 min

Some Americans believe that real estate is the best long-term investment. If you're among them, real estate investment trusts, or REITs, might be the easiest way to tap the market. About 36% of surveyed Americans ranked real estate as the top long-term investment, more than cited stocks or mutual funds (22%), gold (18%), and savings accounts or certificates of deposits (13%), according to a recent survey by Gallup, a global analytics and advisory firm. A REIT is a publicly traded company that invests in different types of income-producing residential or commercial real estate. In many cases, you can buy shares of publicly traded REITs like you would a stock, or shares of a REIT mutual fund or exchange-traded fund.

Persons: Stacy Francis, Francis Organizations: Gallup, Finance, Francis Financial, CNBC Financial Locations: New York City

☆ This AI model sees big upside for a bitcoin miner and several biotech stocks
▼ + stars: | 2024-06-02 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com time to read: +2 min

An AI model that is trying to use machine learning to pick stocks is optimistic about the outlook for some names in volatile sectors over the next month. IFi AI is a company aimed at individual investors that identifies stocks with potential upside based on a blend of fundamental, technical and news data. The stock in the model's highest confidence bracket with the most projected upside is a similarly named company — Marathon Digital . But instead of being an energy company, Marathon Digital is a bitcoin miner. CNBC senior analyst and commentator Ron Insana is the CEO if iFi AI, which launched in March .

Persons: IBM's Watsonx, —, Kilroy, Ron Insana Organizations: Marathon Oil, ConocoPhillips, Marathon, iFi, Kilroy Realty, BridgeBio Pharma, Viking Therapeutics, Therapeutics, CNBC Locations: California

☆ Investing legend Rob Arnott shares 3 trades to exploit underappreciated 'asymmetries' in the market right now — and 6 cheap investments he's betting will deliver 'double-digit' annual returns over the
▼ + stars: | 2024-05-31 | by ( William Edwards | ) www.businessinsider.com time to read: +5 min

But both inflation and economic growth have upside and downside risks relative to consensus. AdvertisementOn inflation, Arnott believes it's far more likely that it surprises to the upside. AdvertisementTo take advantage of these asymmetries in the market, Arnott said that value stocks and TIPS are two investments that would perform well in a higher-inflation environment. One way investors can gain exposure to these assets is through funds like the iShares Core S&P U.S. Value ETF (IUSV), the Schwab U.S. More specifically, value stocks within both developed and emerging markets are trading in their "cheapest decile ever" compared to growth stocks, Arnott said.

Persons: —, Rob Arnott, Arnott, it's, there's, I've, I'm Organizations: Service, Treasury, Securities, Business, Research Affiliates, Federal Reserve, Value, Schwab, MLP, Funds, Equity Locations: Schwab U.S

☆ Big banks are more at risk of a commercial real estate meltdown than people think, new study says
▼ + stars: | 2024-05-30 | by ( Filip De Mott | ) www.businessinsider.com time to read: +1 min

Big lenders are more exposed to commercial real estate than it might seem at first glance, a study says. In addition to lending to property owners, big firms also offer indirect lending to REITs, raising their exposure by about 40%. Wall Street has been worried about distress in commercial real estate amid high interest rates. download the app Email address Sign up By clicking “Sign Up”, you accept our Terms of Service and Privacy Policy . AdvertisementLeading lenders have greater exposure to commercial real estate debt than typically understood, implying a larger chance of systemic risk, according to a new study.

Persons: — Organizations: Service, Bank Credit Lines, Bank Financial, Business

☆ This global fund’s stock could rally by 35% if buyback limits are removed, fund manager says
▼ + stars: | 2024-05-30 | by ( Ganesh Rao | ) www.cnbc.com time to read: +5 min

Caledonia Investments could see its stock price soar by more than 35% if restrictions on share buybacks are lifted, according to fund manager Brian McCormick. McCormick, who runs the Jupiter Global Value fund at Jupiter Asset Management, said Caledonia's share buybacks are limited due to restrictions in share ownership as set out in the U.K.'s Takeover Code. In addition, when the fund performs a share buyback while its stock trades below its NAV, it is buying its own assets at a 37% discount. Caledonia's buyback limits When a company buys back shares, those shares are canceled, which can increase the percentage ownership of remaining shareholders. Analysts also agree that Caledonia's limits on share buybacks right now are holding back the share price.

Persons: Brian McCormick, Philip Morris, McCormick, Robert Memmott, Iain Scouller Organizations: Microsoft, Oracle, British American Tobacco, London Stock Exchange, Jupiter Asset, CNBC Pro, London Value Investor Conference Locations: Caledonia, United States

☆ The S&P 500 could plunge as much as 70% this cycle as markets hit a 'motherlo' of FOMO extremes, famed fund manager says
▼ + stars: | 2024-05-29 | by ( Filip De Mott | ) www.businessinsider.com time to read: +3 min

Legendary investor John Hussman says the latest stock rally is rooted in the extreme fear of missing out. FOMO factors have surged in markets, and stock prices could fall 50%-70% this cycle. Sign up to get the inside scoop on today’s biggest stories in markets, tech, and business — delivered daily. The legendary bear, famed for predicting the 2000 and 2008 crashes, reiterated that equities could drop as much as 70% this cycle. "Even the more conventional (but less reliable) S&P 500 price/forward operating earnings multiple is at levels that have no rivals except surrounding the 2000 and 2022 peaks," Hussman said.

Persons: John Hussman, —, Hussman, Dow Organizations: Service, Hussman Investment Trust

☆ Japanese stocks are rallying this year. But one key group of investors is missing
▼ + stars: | 2024-05-24 | by ( Hakyung Kim | ) www.cnbc.com time to read: +6 min

Japanese stocks are enjoying a banner year, with foreign investors plowing into the market. Japanese investors are hesitant Japanese investors have long been skeptical of the local stock market after the asset price bubble burst in the early 1990s. Another reason Japanese investors may not be as keen on their domestic market could be the yen falling sharply. Outlook for Japanese stocks still strong Despite the recent bout of selling from local investors and the market's recent struggles, many global investors remain bullish on Japanese stocks. This is another "slow-moving but important tailwind to Japanese stocks," with more room to run, according to Zachary Hill, Horizon Investments head of portfolio management.

Persons: Goldman Sachs, Morgan Stanley, Kishida, Julian McManus, Janus Henderson, Bernstein, Zachary Hill, Raymond Chan, Chan, McManus, he's, Warren Buffett Organizations: Japan Exchange Group, Nikkei, Bank of Japan, U.S ., Ministry of Internal Affairs and Communications, Investment, Association, Prime, Nippon, Savings, U.S, Horizon Investments, Federal Reserve, Asia Pacific, Allianz Global Investors, Mitsui, Itochu, Sumitomo Locations: U.S, Japan, Asia

☆ 36% of Americans say real estate is the best long-term investment—financial pros say they may be wrong
▼ + stars: | 2024-05-23 | by ( Ryan Ermey | ) www.cnbc.com time to read: +4 min

For years, Gallup has asked investors exactly that question, and since 2013 the most popular answer has been the same: real estate. It's tough to say what the best long-term investing option is without knowing the desired outcome." You can invest in real estate via real estate investment trusts, which trade like stocks, or ETFs that hold them. As you pay down your mortgage, you build equity in a piece of real estate that also appreciates in value. Among Americans making less than $40,000 per year, 33% choose real estate as their No.

Persons: Gallup, Stocks, Nick Foulks, Andrew Briggs, Briggs, Gold Organizations: cryptocurrency, Great Waters, National, Advisory, presto

☆ Facing Possible Cash Crunch, Giant Real Estate Fund Limits Withdrawals
▼ + stars: | 2024-05-23 | by ( Maureen Farrell | ) www.nytimes.com time to read: +1 min

A giant real estate fund managed by the company of the billionaire investor Barry Sternlicht is limiting the amount of money that investors can redeem, in an attempt to fend off a potential cash crunch as high interest rates pummel the market for commercial properties like office buildings. Starwood Real Estate Income Trust, which manages about $10 billion and is one of the largest real estate investment trusts around, said on Thursday that it would buy back only 1 percent of the value of the fund’s assets every quarter, down from 5 percent earlier. Starwood said that it had chosen to tighten the limit because it was facing more withdrawals than it could meet with its cash on hand, and that it was a better option than raising money by selling properties at discounted prices. The value of commercial properties has fallen — hit both by lower occupancy since the coronavirus pandemic and by high interest rates that make real estate less affordable. In a letter to shareholders, Mr. Sternlicht, who leads the Starwood Capital Group, and Sean Harris, the chief executive of Starwood’s REIT, said: “We cannot recommend being an aggressive seller of real estate assets today given what we believe to be a near-bottom market with limited transaction volumes, and our belief that the real estate markets will improve.”

Persons: Barry Sternlicht, —, Sternlicht, Sean Harris, Starwood’s REIT, ” Organizations: Starwood, Income Trust, Starwood Capital Group

☆ This unexpected corner of the market offers quality dividend payers, Bank of America says
▼ + stars: | 2024-05-22 | by ( Darla Mercado | Cfp | ) www.cnbc.com time to read: +3 min

Investors hunting for income ought to look to small-cap stocks for a few high-quality dividend payers, according to Bank of America. There are names within it that offer quality dividend yields, according to Jill Carey Hall, equity strategist at Bank of America, in a Monday research report. Further, once the Federal Reserve begins cutting rates, yields paid on cash will fall, and that will make these dividend payers even more attractive for income. Finally, Bank of America added Essential Properties Realty Trust to its list of buy-rated dividend payers. The stock has a dividend yield of 4.2%, and shares are up 7.5% in 2024.

Persons: Russell, Jill Carey, Peter Galbo, Utz, Alton Stump, Stump, Nick Joseph Organizations: Bank of America, Nasdaq, Federal Reserve, Brands, Properties Realty Trust, Citi Locations: West, Midwest, Southwest, Hanover , Pennsylvania, comps

☆ Top Wall Street analysts like these 3 dividend stocks for high yields
▼ + stars: | 2024-05-19 | by ( Tipranks.Com Staff | ) www.cnbc.com time to read: +6 min

Bearing that in mind, here are three attractive dividend stocks, according to Wall Street's top pros on TipRanks, a platform that ranks analysts based on their past performance. On May 1, the company announced its first-quarter results and declared a quarterly dividend of 48 cents per share, payable on June 28. Following the results, RBC Capital analyst Kenneth Lee reaffirmed a buy rating on ARCC stock with a price target of $22. The company recently announced its first-quarter results and declared a quarterly distribution of $0.405 per unit. Overall, based on the annualized dividend amount of $3.08 per share, the stock's dividend yield stands at 5.6%.

Persons: Wall, Capital, Kenneth Lee, Lee, TipRanks, Devin Dodge, Dodge, Income's, Brad Heffern, Heffern Organizations: New York Stock Exchange, Federal Reserve, Ares, RBC Capital, Ares Credit, Brookfield Infrastructure Partners, Brookfield Infrastructure, BMO Capital, Triton, Dodge, Brookfield Locations: New York City, Asia, Pacific, North America, Europe, U.S, TipRanks

☆ Why the biggest real estate funds still struggle
▼ + stars: | 2024-05-17 | by ( Daniel Geiger | ) www.businessinsider.com time to read: +8 min

Read previewBlackstone, the world's largest landlord, contends the worst is over for commercial real estate. In the first quarter, shareholders in Blackstone Real Estate Income Trust, or BREIT, its $59 billion flagship real estate investment fund, pulled out almost a billion dollars a month on average, according to the company's first-quarter earnings statement. A similar investment fund operated by Barry Sternlicht's Starwood Capital has had an even greater retreat by investors. Share pricing is determined through appraisals of the value of the underlying real estate holdings. In May, Blackstone Real Estate Partners X also completed the $3.5 billion acquisition of Tricon Residential, an owner of single family rental homes.

Persons: —, Barry Sternlicht's, Kevin Gannon, BREIT, reinvigorating, anemic, REITs, Jonathan Gray, Blackstone Heidi Gutman, NBCUniversal, Jon Gray, they're, Gray, outperformance, redemptions, Blackstone, Gannon, They're, Sternlicht, Todd Henderson, REIT, Henderson, It'll Organizations: Service, Investors, Income Trust, Business, Barry Sternlicht's Starwood Capital, Starwood Real, Blackstone, Starwood, KKR, Apollo, Federal Reserve, Communities, Blackstone Real Estate Partners, Tricon Locations: Blackstone, Brookfield, BREIT, Tricon, Nashville, DWS

I asked a financial planner how I can grow my passive income since I can't work more in a week. It felt like the only way to continue to expand and earn more money would be to introduce passive income streams. But in 2024, I found myself eager to find a few new passive income streams. "Audit what you're already working with and see how you can turn it into a passive income stream." After a month, I was able to bring in $390 in passive income just through those ads.

Persons: —, I've, Jeff Rose, Rose, it's, It's, you've Organizations: Service

☆ Executives at these companies, including Disney, are scooping up stock amid the market comeback
▼ + stars: | 2024-05-14 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com time to read: +2 min

Corporate executives and board members have made several notable buys of their own stock in the opening days of May, including a big Wall Street name buying shares of Walt Disney . Director James Gorman bought 20,000 shares of the entertainment company for $2.1 million on May 8, according to securities filings and VerityData. Gorman's buy is something of an outlier among Disney executives this year, as two executive vice presidents have made small sales in 2024. Several other Macerich insiders have also bought shares in May. Pegram also bought shares in March.

Persons: Walt Disney, James Gorman, Gorman, Morgan Stanley, Gorman's, Ali John Mirshekari, Martha Sullivan's, Jackson Hsieh, Macerich, Michael Pegram's, Pegram, —, Nick Wells Organizations: Walt, Disney, Sensata, MAC, Caesars Entertainment, Caesars Locations: America

☆ From a 65% stock market crash to an imminent recession, here's a roundup of recent high-profile bear forecasts
▼ + stars: | 2024-05-12 | by ( Matthew Fox | ) www.businessinsider.com time to read: +7 min

Despite a stock market that's less than 1% away from record highs, bearish forecasts are out in full force. And a weakening in the labor market will crush investor confidence and send the stock market falling by as much as 30%. BCA Research: A recession in early 2025 will cause 30% stock market declineBCA strategist Roukaya Ibrahim warned that a 30% correction in the stock market could be sparked by a recession early next year. Rosenberg famously predicted the 2008 recession, but his consistently bearish economic outlooks since then have largely fallen flat. Advertisement"Forward earnings rose to a record high during April, consistent with a solid labor market.

Persons: —, they're, Gary Shilling, we've, Shilling, BI's Jennifer Sor, we're, John Hussman, Hussman, wouldn't, Roukaya Ibrahim, Ibrahim, David Rosenberg, We're, Rosenberg, Ed Yardeni, Yardeni, landers Organizations: Service, Wall, Hussman Investment Trust, BCA, Bloomberg Locations: Wall

☆ 'This is where you start bear markets from': A notorious bear who called the 2000 and 2008 crashes warns stock-market conditions resemble a major peak more than any time in the last 100 years
▼ + stars: | 2024-05-11 | by ( William Edwards | ) www.businessinsider.com time to read: +6 min

The gauge is shown below in green and red alongside S&P 500 price action in blue. Most strategists at major Wall Street banks, meanwhile, generally see the S&P 500 staying above 5,000 through 2024. And as the stock market ground mostly higher, he persisted with his doomsday calls. He predicted in April 2007 that the S&P 500 could lose 40%, then it lost 55% in the subsequent collapse from 2007 to 2009. The S&P 500, by comparison, is up about 26% over the past year.

Persons: Jeremy Grantham, John Hussman, he's, Hussman, —, it's, Warren Buffett, there's, David Rosenberg Organizations: Hussman Investment Trust, Business, CPS, Federal Reserve, Rosenberg Research, Bureau of Labor Statistics, Employment Dynamics, bullish

☆ BMO is buying the real estate dip. These dividend-yielding stocks on are its buy list
▼ + stars: | 2024-05-10 | by ( Michelle Fox | ) www.cnbc.com time to read: +3 min

Real estate stocks have become oversold and that's presented an opportunity for investors, according to BMO. Real estate is the only S & P 500 sector that's in the red this year, off 6%. .SPLRCR YTD mountain S & P 500 Real Estate Sector year to date BMO identified four other periods of this abnormal underperformance. In the year following such troughs, real estate investment trusts outperformed the S & P 500 by about 17%, on average. "The death of commercial real estate is way, way precluded.

Persons: that's, Brian Belski, Belski, REITs, Charles Meyers Organizations: BMO, Real, Boston Properties, CNBC, Boomers, . Census, Hotels, Resorts Locations: New York, San Francisco

☆ Stocks making the biggest moves midday: Planet Fitness, AMC, Airbnb, Roblox and more
▼ + stars: | 2024-05-09 | by ( Alex Harring | ) www.cnbc.com time to read: +6 min

Arm — Shares of British chip designer fell 1% in volatile trading after the company issued revenue guidance that left investors unimpressed. Airbnb said revenue in its second quarter total $2.68 billion to $2.74 billion, while analysts were expecting $2.74 billion, according to LSEG. AppLovin — The mobile technology company soared 19% on the heels of better-than-expected first quarter earnings . Warby lost 2 cents a share, narrower than the consensus forecast of 9 cents per share from analysts surveyed by FactSet. Cheesecake Factory — Shares rallied nearly 9% after the chain's first quarter earnings beat estimates.

Persons: FactSet, Forthe, Klaviyo, Airbnb, AppLovin, AMC's financials, Duolingo, —, Warby Parker, Warby, Kate Spade, Roblox, That's, Raymond James, Ancora, Alan Shaw, Equinix, amortization, Charles Meyers, Samantha Subin, Yun Li, Jesse Pound, Sarah Min, Hakyung Kim, Tanaya Macheel, Michelle Fox, Scott Schnipper Organizations: LSEG, LSEG . Revenue, AMC Entertainment, Revenue, FactSet . Revenue, FactSet, Leadership, JPMorgan, Norfolk Southern, postmarket Locations: The Virginia

☆ Jim Cramer gets a read on REITs with Federal Realty Investment Trust CEO Don Wood
▼ + stars: | 2024-05-08 | by ( Jim Cramer | ) www.cnbc.com time to read: 1 min

Jim Cramer gets a read on REITs with Federal Realty Investment Trust CEO Don WoodFederal Realty Investment Trust CEO Don Wood joins 'Mad Money' host Jim Cramer to talk the state of real estate investing, its portfolio, tenant quality and more.

Persons: Jim Cramer, Don, Don Wood Organizations: Federal Realty Investment, Don Wood Federal Realty Investment

☆ Stocks making the biggest moves after hours: Airbnb, Robinhood, Arm Holdings, Equinix and more
▼ + stars: | 2024-05-08 | by ( Brian Evans | ) www.cnbc.com time to read: +2 min

Check out the companies making headlines in extended trading:Airbnb — The hoteling company issued disappointing forward guidance, dragging shares down 8%. Airbnb said second-quarter revenue would range between $2.68 billion and $2.74 billion, but analysts were calling for $2.74 billion, per LSEG. Robinhood reported earnings of 18 cents per share on revenue of $618 million, while analysts polled by LSEG expected 6 cents in earnings per share and $549 million in revenue. Klaviyo expects revenue in the current quarter of $211 million to $213 million, while analysts polled by LSEG expected $210 million. Second-quarter revenue guidance was also weak, ranging between $250 million and $280 million, versus analysts' estimates for $306 million.

Persons: Airbnb, Robinhood, LSEG, Equinix, FactSet, AppLovin, SolarEdge Organizations: Wall, Arm Locations: Ankara, Turkey

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