Tag Archives: Cantor Fitzgerald

Is Multi-Family Home Construction Overheating?

“With most data surpassing trailing 10-year averages, supply is clearly on the way. … The big unknown, in our view, is how desensitized (or not) investors are to the idea,” wrote David Toti and Gaurav Mehta, analysts at Cantor Fitzgerald. … Continue reading

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Rentals Chip Away at Home Builder Gains

“Single family starts did ‘improve’ suddenly early in 2012 on the Twist gap down in mortgage rates, but it quit ‘improving’ several months ago. Once 2013 data start to come in, the segment could quickly go from year-over-year positive to … Continue reading

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Yes, Housing Starts Surge, but Rentals Are the Drivers

The headline number for housing starts was big, exceeding expectations and sending the home builder stocks on yet another tear. Starts hit 894,000 (annualized) in October, over 50,000 more than the analysts forecast. Housing starts are now at their highest … Continue reading

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Yes, Housing Starts Surge, But Rentals Are the Drivers

The headline number for housing starts was big, exceeding expectations and sending the home builder stocks on yet another tear. Starts hit 894,000 (annualized) in October, over 50,000 more than the analysts forecast. Housing starts are now at their highest … Continue reading

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Sandy Will Boost Self-Storage Space

It happened after hurricane Katrina, and the expectation is that Sandy will prove no different. “Demand for self-storage rises considerably as homeowners, contractors, and local suppliers set about preparing for reconstruction,” note analysts David Toti and Gaurav Mehta of Cantor … Continue reading

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Apartment Bubble Inflating Fast

Housing construction numbers for September were “blowout” and “smashed consensus,” according to analysts who follow the sector. Single family starts rose 11 percent from August and are up nearly 43 percent from a year ago. This from the depths of … Continue reading

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As Housing Recovers, Will Apartment Boom End?

The latest reports on new and existing home sales seem to indicate that the housing market is beginning to find its footing again. While most believe the recovery will be slow, U-shaped, and bumpy, the free fall appears to be … Continue reading

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Financial Brokerage to Acquire Newmark Knight Frank

Wholesale financial market intermediary and brokerage BGC Partners, Inc. has agreed to acquire Newmark, a real estate advisory firm which operates in the U.S. as Newmark Knight Frank, which is associated with London-based global real estate firm Knight Frank. The … Continue reading

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