Suburbs Show New Life With Sunbelt Growth After Housing Crash – Bloomberg 05-22-13

Salient to Investors: More than half of the 20 municipalities with the fastest-growing populations between 2010 and 2012 were suburbs, meaning growing suburban communities will continue to get their share of the $400 billion in funds the federal government annually spends based on population data provided by the Census Bureau. Author James

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Investors Expecting U.S. Markets With Best Return in Poll – Bloomberg 05-15-13

Salient to Investors: Bloomberg Global Poll: International investors are the most bullish on the US and Japanese markets in more than 3.5 years as both economies are seen to be improving. Over 40% will reduce gold exposure over the next 6 months, close to 3 times more than those who

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Cerberus Financing Landlords Wall Street Can’t Reach – Bloomberg 05-09-13

Salient to Investors: Regional lenders were the primary source of loans for landlords buying properties before the real estate collapse crash. Since then, at least 475 banks have failed and larger banks have tightened mortgage underwriting standards and are focusing on the biggest investors. Home prices are 29 percent below the 2006 peak. Millions of

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Diminished Housing Wealth Effect Keeps Pressure on Fed – Bloomberg 05-05-13

Salient to Investors: The wealth effect from rising house prices may no longer be as effective in spurring the US economy as homeowners increasingly pay down mortgage principal and shorten maturities. Freddie Mac said cash-in refinancings outnumbered cash-outs by more than 2-to-1 in Q4 2012. Amir Sufi at the University of Chicago said the

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Housing Starts in U.S. Surge on Demand for Multifamily Units – Bloomberg 04-16-13

Salient to Investors: Builders are rushing to satisfy growing demand for rental units. Work on multi-family homes, such as apartment buildings, jumped 31 percent to an annual rate of 417,000, the most since January 2006. Aneta Markowska at Societe Generale said demand from homebuyers or renters does not matter because it’s roofs over peoples’ heads.

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Warehouses Win Investors as Unsung Internet Heroes – Bloomberg 04-15-13

Salient to Investors: The growth of Internet shopping in Europe is luring investors to warehouses, where yields are beating showy storefronts and sleek offices amid a space shortage. Jones Lang LaSalle say Europe needs 296 million square feet of new distribution and storage warehouses in the next 5 years, 11 percent of

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