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Real Estate

Kirkland & Ellis’s Manhattan Expansion Signals Office Market’s Shifting Fortunes

Elecor Properties’ 900 Third Avenue—completed in 2017 at a cost of $1.2bn—has carved out a reputation as one of Midtown East’s most sought-after office towers. Its 1.2m sq ft of Class A space, LEED Platinum certification, and proximity to Grand Central Terminal have made …

Vinay Lochav | 21 May 2026

Lenders wrestle with the nuances of modern credit score pricing

Mortgage lenders are caught in a quiet revolution—one that is reshaping how creditworthiness is priced. The Federal Housing Finance Agency’s (FHFA) decision to adopt VantageScore 4.0 for loans backed by Fannie Mae andFreddie Machas thrust two rival credit scoring systems into the spotlight: VantageScore …

Vinay Lochav | 21 May 2026

NAHB at 37: The US Housing Market Is Not Recovering, It Is Stabilising at a Low Level

The National Association of Home Builders' Housing Market Index is a sentiment survey of builders regarding current and expected sales conditions and traffic from prospective buyers. A reading above 50 indicates more builders view conditions as good than poor; a reading of 37 means …

Nitish Kishor | 20 May 2026

Saks Global's Fire Sale: The Luxury Retail Bankruptcy That Could Kill the Business It Saves

The Saks Global bankruptcy is a predictable outcome of a financial engineering exercise that prioritised deal completion over commercial logic. The combination of Saks Fifth Avenue and Neiman Marcus, two luxury department stores with overlapping customer bases and competing real estate portfolios, was financed …

Nitish Kishor | 20 May 2026

Dollar Stores on a Tear: But Gas Prices Could Spoil the Party

Dollar stores have been among the most successful retail format innovations of the past two decades, building market share by offering extreme convenience through ubiquitous small-format stores that bring basic consumer goods within a short drive or walk of millions of American households. Dollar …

Nitish Kishor | 20 May 2026

Can CBRE’s Diversification Offset Real Estate Market Weakness?

CBRE (NYSE:CBRE) stock drop highlightsCommercial Real Estaterisk, interest-rate pressure, office uncertainty, transaction volumes and property valuation concerns.

Nitish Kishor | 15 May 2026

Digital Realty's Record AI Leasing Rewrites the Data Centre Investment Thesis

Digital Realty Trust (NYSE:DLR), the world's largest cloud and carrier-neutral data centre platform, delivered first-quarter 2026 results that accelerated an already strong growth trajectory. Total revenues reached $1.6 billion, a 16% increase from the same period last year and in line with the prior …

Nitish Kishor | 24 April 2026

Comstock Holding Companies (NASDAQ:CHCI)- Mixed-Use Developer Rallies on New Platforms

The Washington, D.C. metropolitan area remains one of the strongest real estate markets in North America, supported by robust government employment, strong demographics, and limited new supply. Comstock's strategic diversification into data centers capitalizes on accelerating digital infrastructure demand across the nation. By combining …

Team Kalkine | 17 March 2026

Is Strawberry Fields REIT (NYSE:STRW) Still Positioned for Upside After Earnings Dip?

Strawberry Fields REIT (NYSE:STRW) reported quarterlyearningsof USD 0.16 per share,revenuefor the quarter totaled USD 40.10M. The company recorded anet marginof 4.83% and areturn on equityof 9.37%, reflecting its operational performance during the reporting period.

Team Kalkine | 19 February 2026

What Does Annaly Capital Management’s (NYSE:NLY) Q4 Report Reveal ?

Annaly Capital Management, Inc. (NYSE:NLY) reported its financial results for the quarter ended December 31, 2025. For the fourth quarter, the company posted GAAPnet incomeof USD 1.40 per average common share, whileearningsavailable for distribution (EAD) totaled USD 0.74 per average common share. For the …

Team Kalkine | 29 January 2026
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