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Morgan Stanley - 7 Ronald Kamdem - 4 Ron Kamdem - 2 — CNBC's Michael Bloom - 2 Morgan Stanley's Ron Kamdem Ron Kamdem - 1 Chris Curtis - 1 Curtis - 1 Michael Hochanadel - 1
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Search resuls for: "Kamdem"


10 mentions found


☆ There are 'pockets of opportunities' in REITs despite 2024 headwinds: Morgan Stanley's Ron Kamdem
  + stars: | 2024-05-24 | 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 EmailThere are 'pockets of opportunities' in REITs despite 2024 headwinds: Morgan Stanley's Ron KamdemRon Kamdem, Morgan Stanley head of U.S. REITs and CRE research, joins 'The Exchange' to discuss how interest rates have affected the REIT market, which REITs might hold the most potential, and more.
Persons: Morgan Stanley's Ron Kamdem Ron Kamdem, Morgan Stanley Locations: REITs
☆ Why a warehouse giant is planning a $25 billion push into data centers
  + stars: | 2024-03-06 | by ( Daniel Geiger | ) www.businessinsider.com   time to read: +10 min
He will fill the newly created role of global head of data centers at the firm. Prologis's push exemplifies the growing interest among investors in data center deals, including players who have not traditionally been involved in the highly specialized industry. Warehouses have squat footprints similar to data centers and are often located in industrial areas that have proximity to the heavy electrical lines and equipment necessary to deliver voluminous power that data centers require. Warehouse growth slows as data centers accelerateDemand for data centers has steadily grown over the past decade, driven by the widespread use of cloud computing and storage across corporate America. Blackstone, for instance, has said it plans to develop as much as $50 billion of data centers in the coming years.
Persons: Chris Curtis, Curtis, Michael Hochanadel, Hochanadel, Harrison, They're, Joseph Ghazal, Ghazal, Hamid Moghadam, JLL, Morgan Stanley, Blackstone, Vince Tibone, Tibone, Prologis's, Ron Kamdem, Moghadam, Carl Beardsley, Beardsley, Chris Crosby, Prince William County, Prologis Organizations: Business, Harrison, Green, Amazon, Google, Microsoft, Brookfield, Blackstone, Compass Locations: San Francisco, Dallas, America, Brookfield, Canadian, Prince William, Virginia
☆ Morgan Stanley's Ron Kamdem on commercial real estate: Fundamentals are normalizing
  + stars: | 2024-02-09 | 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 EmailMorgan Stanley's Ron Kamdem on commercial real estate: Fundamentals are normalizingRonald Kamdem, head of U.S. REITs at Morgan Stanley, joins 'The Exchange' to discuss why he believes the NYCB event is 'idiosyncratic,' the state of the commercial real estate market, and more.
Persons: Morgan, Ron Kamdem, Ronald Kamdem, REITs, Morgan Stanley
☆ Re/Max shares tumble as Morgan Stanley warns of litigation risks in wake of landmark realtor conspiracy ruling
  + stars: | 2023-11-07 | by ( Michelle Fox | ) www.cnbc.com   time to read: +2 min
Shares of Re/Max sank Tuesday after Morgan Stanley warned the brokerage firm could be in for some rocky times ahead in the wake of a landmark ruling against realtors and brokerages. Morgan Stanley thinks the ruling could increase the risk of further litigation and expensive settlements. The bank downgraded Re/Max to underweight from equal weight and slashed its price target to $9 per share from $19.50. The brokerages typically take a slice of its agent's earnings. Shares of Re/Max have already lost more than 40% year to date.
Persons: Max, Morgan Stanley, Ronald Kamdem, Kamdem, Sellers, — CNBC's Michael Bloom Organizations: realtors, brokerages, National Association of Realtors
☆ Simon Property is a 'buy': Morgan Stanley's Ronald Kamdem
  + stars: | 2023-10-30 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailSimon Property is a 'buy': Morgan Stanley's Ronald KamdemRonald Kamdem, Morgan Stanley REIT analyst, joins 'The Exchange' to discuss the state of New York City's commercial real estate, investing opportunities in the broader market, and more.
Persons: Morgan Stanley's Ronald Kamdem Ronald Kamdem, Morgan Stanley Locations: New York
☆ Morgan Stanley reveals the 'top' property stocks to buy and short right now
  + stars: | 2023-07-28 | by ( Ganesh Rao | ) www.cnbc.com   time to read: +3 min
Morgan Stanley has named three stocks to buy and three to short as it revealed a cautious stance on the global office space sector. Reflecting that view, Morgan Stanley said shares of Office Properties Income Trust and Vornado Realty Trust face significant downside to the current share price. The Wall Street bank expects both stocks to decline by more than 35% over the next 12 months. Stocks to buy Morgan Stanley also identified stocks it said were undervalued, pricing in a significantly worse trading environment than is likely to be the case. Shares of all three property companies are also traded in the U.S. "HK has been pricing in one of the highest implied cap rates across the global office markets.
Persons: Morgan Stanley, Ronald Kamdem, Stocks, Morgan Stanley's, Keppel REIT, — CNBC's Michael Bloom Organizations: Income, Vornado Realty, Hongkong, HK Locations: U.S, Hong Kong, Singapore, Europe, Hongkong Land
☆ Morgan Stanley's Ronald Kamdem: A pullback in life science funding is straining lease occupancy
  + stars: | 2023-06-16 | 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 EmailMorgan Stanley's Ronald Kamdem: A pullback in life science funding is straining lease occupancyRonald Kamdem, Morgan Stanley REIT analyst, joins 'The Exchange' to discuss deceleration in West Coast office space occupancy, the pullback on life science funding driving pressure on leasing activity, and the REIT favorability towards senior housing spaces.
Persons: Morgan Stanley's Ronald Kamdem, Ronald Kamdem, Morgan Stanley Locations: West Coast
☆ Debt default would hurt REITs with government exposure, says Morgan Stanley's Ron Kamdem
  + stars: | 2023-05-17 | 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 EmailDebt default would hurt REITs with government exposure, says Morgan Stanley's Ron KamdemRon Kamdem, head of US REITs and commercial real estate at Morgan Stanley, joins 'The Exchange' to discuss how the debt ceiling could impact REITs numbers, consumer spending moving down if the government defaults on its debt, and REITs with government exposure.
☆ There's still some downside in REITs, says Morgan Stanley's Ronald Kamdem
  + stars: | 2023-05-04 | 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 EmailThere's still some downside in REITs, says Morgan Stanley's Ronald KamdemRonald Kamdem, Morgan Stanley REIT analyst, joins 'The Exchange' to discuss the impact of tighter lending on REITs.
☆ There's more downside for office REITs as bank lending tightens: Morgan Stanley's Ronald Kamdem
  + stars: | 2023-04-20 | 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 EmailThere's more downside for office REITs as bank lending tightens: Morgan Stanley's Ronald KamdemRonald Kamdem, Morgan Stanley REIT analyst, joins 'The Exchange' to discuss his expectations for office REIT earnings, investor interest in commercial real estate, and more.
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