Real Estate & REITs

Substack · Nine One Capital

Why Real Estate Stocks Are Hard to Analyse but Worth the Effort

A framework for analysing listed developers, and why companies growing pre-sales at 25%+ are available at single-digit multiples of their true earnings

Institutional · PIMCO · john murray, francois trausch, russell gannaway, kirill zavodov

Real Estate: From Repricing to Relevance | PIMCO

Commercial real estate is entering a new phase. Artificial intelligence and geopolitical volatility are reshaping how physical space is used and valued.

Institutional · PIMCO · gregory hall, matt tuten, seray incoglu

Commercial Real Estate Reset: Finding Value Across Debt and Equity | PIMCO

Commercial real estate is one of the few asset classes that went through a relatively recent recession and still offers attractive valuations, whether through lending or owning.

Substack · EPB Research · Eric Basmajian

The Iran War Just Derailed the Housing Recovery

Housing was stabilizing for the first time in three years. Then the war reignited inflation and pushed mortgage rates higher, threatening the brewing recovery in the economy's most important sector.

Institutional · PIMCO · libby cantrill, daniel hyman, munish gupta

How Policymakers Can Lower Mortgage Costs and Increase Housing Affordability | PIMCO

Targeted interventions could lower mortgage rates, but missteps risk making affordability worse.

Substack · CRV Investments Researchs

El ciclo inmobiliario y la economía real: cómo la vivienda anticipa las recesiones y los cambios del ciclo económico

El ciclo inmobiliario y la economía real: cómo la vivienda anticipa las recesiones y los cambios del ciclo económico

Substack · El Substack de Víctor · Víctor García

La crisis de vivienda explicada en gráficos (parte 2)

Cuando el dinero expulsa a la gente

Substack · El Substack de Víctor · Víctor García

La crisis de vivienda explicada:

¿Y si, después de todo, esta vez tampoco es diferente?

Institutional · Goldman Sachs Insights

The Outlook for US Housing Supply and Affordability

US housing affordability has declined sharply. Fixing the shortage of homes is estimated to require the construction of at least 3-4 million new houses.

Institutional · PIMCO · john murray, francois trausch, russell gannaway, kirill zavodov

Bend, Not Break: Investing in Real Estate Amid Economic Uncertainty| Real Estate Outlook | PIMCO

Unlocking durable income through discipline, active value creation, and local insight

YouTube · Atlas Real Estate

Investor Webinar Atlas Investment Thesis 2025

Institutional · KKR Insights

Real Estate Credit: Why Our Pipeline is at Record Highs Despite Volatility | KKR

Despite the market volatility, we are seeing abundant opportunities in real estate credit and expect the pipeline to remain elevated. Learn more.

Substack · 01Core · Ben Buchanan

Homebuilders/construction cos+ semiconductor capital equipment companies - the good kind of cyclical

Cyclicality comes in different flavors.