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Top related persons:
Morgan Stanley - 7 Ronald Kamdem - 6 Kamdem - 2 — CNBC's Michael Bloom - 2 Tejas Savant - 1 Savant - 1 Manan Gosalia - 1 CRE - 1
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Search resuls for: "Ronald Kamdem"


9 mentions found


☆ Prologis: Here's why Morgan Stanley remains 'positive' on the warehouse giant's stock
  + stars: | 2024-10-18 | 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 EmailPrologis: Here's why Morgan Stanley remains 'positive' on the warehouse giant's stockRonald Kamdem, Morgan Stanley head of U.S. REITs research, joins CNBC's 'The Exchange to discuss why national office vacancy is remains high, opportunities in REITs despite the trend, and more.
Persons: Morgan Stanley, Ronald Kamdem Locations: REITs
☆ Keep buying these top stock picks in October, Morgan Stanley says
  + stars: | 2024-10-05 | by ( Michael Bloom | ) www.cnbc.com   time to read: +5 min
Morgan Stanley is pounding the table on several stocks as investors wait to see if October markets are tumultous or quiet. Morgan Stanley said that even though recent data shows that total cold storage inventory has been down, Lineage still sees plenty of room for growth. Morgan Stanley walked away from Thermo's recent analyst day raving about the stock. Overseas growth, especially in China, remains subdued for now, but Morgan Stanley is optimistic that the latest China stimulus will improve the economic outlook. In addition, Morgan Stanley sees a "significant runway" for higher margins as the Federal Reserve continues its rate-cutting cycle.
Persons: Morgan Stanley, Ronald Kamdem, Kamdem, Tejas Savant, Savant, Manan Gosalia, CRE, Gosalia Organizations: T Bank, Taiwan Semiconductor, Tejas, T, Buffalo, MTB, Federal Reserve, Taiwan Locations: U.S, China
☆ 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
☆ 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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