by Ross Bowler | Nov 8, 2021 | Market Commentary
Over the last few months, two topics have dominated economic/investment debate: the pace and strength of economic recovery and surging inflation. After just a half hour’s television broadcast, the topic count was reduced to only one. In his appearance on CNBC’s...
by Ross Bowler | Dec 9, 2020 | Capital Markets
More high coupon credit and preferred equity is being called Much of the activity is immediately accretive Narrowing of supply and demand brings markets back to normalcy Opportunities are still available, but might not be for long In September we highlighted some...
by Ross Bowler | Oct 8, 2020 | Capital Markets
New, accretive refinancings announced daily The spreads can be massive Improved cost of capital opportunities are even available to small and micro-cap players REIT share prices don’t reflect this new strengthening, and some may be cheaper than previously perceived...
by Ross Bowler | Sep 15, 2020 | Industry News
Yesterday Nareit republished an article that first appeared on 7/31/2020. The report is a survey of top real estate analysts designed to gather their observations and insights relative to the pandemic’s macroeconomic and operational effects on various subsectors of...
