★ Market Insights⦁ Theme TrackerCommoditiesⓁ HomebuildersⓁ Lumber ProducersReal Estate & Construction Lumber Prices Line Up All-Time Highs with Residential Construction and Renovations on the Rise Lumber futures are nearing $1000 and even the cheapest contract on the market is now above the pre-pandemic record. Single-family starts and homebuilder…McAlinden Research PartnersFebruary 18, 2021
★ Market InsightsLabor, Education & DemographicsReal Estate & Construction Office and Student Housing REITs: Similar Concerns, Different Outcomes Real estate investment trusts (REITs) specializing in office space and student housing are lagging the broad equity market and real…McAlinden Research PartnersJuly 27, 2020
★ Market InsightsReal Estate & ConstructionTechnology Long SRVR Short RTL Pair Trade Goes Beyond the Great Cessation The coronavirus outbreak has accelerated a secular change that’s been happening in the commercial real estate industry. The retail apocalypse,…McAlinden Research PartnersMarch 26, 2020
★ Market InsightsReal Estate & Construction Retail Real Estate Could See V-Shaped or U-Shaped Recovery in 2H 2020 In the midst of the coronavirus pandemic, online retail has been a winner much at the expense of brick-and-mortar. The…McAlinden Research PartnersMarch 23, 2020
★ Market InsightsReal Estate & Construction The Rental Housing Market is Booming Whether You’re In the US, Europe or Asia Structural issues in the US and international housing markets have pushed more and more high-earners into renting their homes instead…McAlinden Research PartnersNovember 7, 2019
★ Market InsightsReal Estate & Construction The Retail Apocalypse Pair Trade: Long Warehouse REITs / Short Retail REITs The rise of digital retail, bargain shopping, and apparel rental have permanently changed the future of retail in the United…McAlinden Research PartnersSeptember 26, 2019