Real Estate Daily News Buzz November 2, 2015

Reserve-White-house-domeReal Estate Daily News Buzz is designed to give news snippets to readers that our (yet to be award winning) editors thought you could use to start your day. They come from various business perspectives, real estate, government, the Fed, local news, and the stock markets to save you time. Here you will find the headlines and what the news buzz of the day will be.

Friday, the Dow Jones industrial average fell 92.26 points, or 0.5%t, to 17,633.54. The Standard & Poor’s 500 index shed 10.05 points, or 0.5%, to 2,079.36. The NASDAQ composite index gave up 20.53, or 0.4%, to 5,053.75.

Benchmark U.S. crude rose 53 cents, or 1.2%, to $46.59 a barrel in New York. Brent crude, which is used to price international oils, advanced 76 cents, or 1.6%, to $49.56 a barrel in London. Wholesale gasoline rose 5.5 cents, or 4.1%, to $1.405 a gallon. Heating oil picked up 2.5 cents, or 1.7%, to $1.499 a gallon. Natural gas rose 6.4 cents, or 2.8%, to $2.321 per 1,000 cubic feet.

Deutsche Bank Cuts Back to Its Roots “Execution, not strategy, is the problem. So said Deutsche Bank chief John Cryan as he unveiled an overhaul that includes thousands of job cuts and no dividend for two years. Areas to be pruned back, though not cut entirely, include emerging- market bonds along with over-the-counter interest rate and credit trading. The bank will invest a little in servicing hedge funds, commercial property lending and traditional advisory work on mergers and acquisitions and equity raising.” (Wall Street Journal)

Thirty Five Years and $7 Billion Later, World Trade Center Rebuilding Expected to Finally Pay Off “The World Trade Center site will pay for itself in two decades, according to a new report by New York University. NYU’s Rudin Center, which focuses on transportation and infrastructure, released a study Thursday showing that the Port Authority of New York and New Jersey will be able to recoup the nearly $7 billion it is anticipated to invest in the rebuilding of the 16-acre site.” (Crain’s New York Business)

Detroit Natives Wary as Recovery Threatens to Push Them Out “Residents and business owners who stuck with Detroit through the economic bad times fear they could be priced out during the city’s recovery as property values and rents creep up. Detroit is among several large urban communities experiencing a mini-boom as developers see potential where there once was neglect and abandonment.” (Crain’s Detroit Business)

CalPERS Expected to Close Sale of $1 Bln Private Equity Portfolio “The California Public Employees’ Retirement System was expected to complete the sale of a portfolio of private equity interests valued at about $1 billion, according to a person with knowledge of the transaction. It’s not clear if the transaction closed yet. The sale included multiple buyers, rather than one large buyer, as has been the case with large portfolio deals recently, the person said.” (PE HUB)

Fairway Slumps as Epicure Options Grow “The New York supermarket wars are just one of Fairway’s problems. A leveraged buyout of the chain by a private equity firm has contributed to a heavy debt load of $250 million. An overambitious store-opening strategy — it vowed to open 300 stores across the country — drained its cash flow and has caused ratings agencies to downgrade its debt. Its stock has plummeted, declining 86 percent since it went public in 2013.” (New York Times)

Clues to What Makes Bill Ackman Tick Unveiled in His Family Tree “Bill Ackman didn’t let an investor’s call he had to prepare for get in the way of a family celebration. The event raised more than $2 million for the Center for Jewish History, where the Ackman family and the family of Larry Ackman’s business partner, Simon Ziff, have the genealogy institute named after them. Larry said the institute helped the Ackmans assemble an extensive family tree. Prior to working with their researchers, he’d only known details back to his grandfather.” (Bloomberg)

3.5M SF Up for Sale in Midtown East If Steering Committee Recommendations Get the OK “The owners of landmarks throughout the east side of Midtown are about to see the market open up for their 3.5 million square feet of air rights. A steering committee made up of elected officials and community groups has released its much-anticipated recommendations to rezone the Midtown East area. There will be two options for increased zoning, if the plan is approved.” (Commercial Observer)

Even Burkle Can’t Save Grocer as Fresh & Easy Falls Again “Billionaire Ron Burkle couldn’t save Fresh & Easy Neighborhood Market Inc. from joining A&P, Pathmark and Food Emporium as the newest victim of a super-heated U.S. supermarket business dominated by Whole Foods Market Inc. and Trader Joe’s Co. Burkle’s Yucaipa Cos. bought the grocery chain out of bankruptcy two years ago from Tesco Plc, the U.K.’s biggest retailer, which retained a stake.” (Bloomberg)

How Stuy Town Was Won “The agreement, touted by Mayor Bill de Blasio as a ‘great victory’ for middle class New Yorkers, is the biggest single deal to preserve affordable housing in the city’s history. It has made Blackstone, a private equity giant, a darling of tenant advocates and left-wing politicians and is, according to U.S. Sen. Chuck Schumer, ‘proof that a company can do well by doing good.’ How on earth did we get here?” (The Real Deal)

Strength of Class-B Among Main Takeaways of EQR-Starwood “The portfolio includes a mix of mid-rise and garden-style apartment buildings in five states, with major concentrations in South Florida; Denver; Washington, D.C.; Seattle; and the Inland Empire, Calif. ‘These assets would generally be described as older, mostly suburban in nature, with limited access to public transportation services,’ said EQR CEO David Neithercut on the company’s earnings call.” (Multifamily Executive)

SEC opens door to startup investing for all — A new form of crowdfunding is coming soon that will allow startups to raise money by selling stock to Main Street investors. The Securities and Exchange Commission on Friday adopted rules implementing a 2012 law that opened the door to securities crowdfunding. For years, artists, charities and entrepreneurs have used the power of the Internet to generate money for projects. Starting in mid-2016, businesses will be able to offer investors a piece of their company by legally selling stock online.

Valeant cutting ties with Philidor — Valeant Pharmaceuticals, a company that has come under intense scrutiny for its drug prices, has cut ties with Philidor following accusations that it was a “phantom pharmacy” used solely to artificially boost sales. Valeant said Friday that the mail-order pharmacy has informed the company that it will shut down as soon as possible. The imminent end of Philidor comes just hours after the nation’s two largest pharmacy benefit providers, CVS Health and Express Scripts, said that they had ended all interactions with the company citing its business practices. UnitedHealth Group conducted an audit of Philidor in late 2014 and began cutting ties with the company “in the interests of our customers.”

Fed official: Central bank has made no decision on rate hike — A voting member of the Federal Reserve cautioned Friday that the Fed has yet to decide when to raise interest rates even though it issued a statement this week that said a rate hike was possible in December. John Williams, president of the Fed’s San Francisco regional bank, said he wants to study more economic data in coming weeks before deciding whether the economy is strong enough for the Fed to raise its key short-term rate from a record low. Williams said the Fed decided to say it could decide at its next meeting to avoid surprising investors.

China’s new baby policy lifts kid stocks, sinks condom maker — Shares of companies that make diapers, baby strollers and infant formula got a boost Friday from China’s decision to scrap its one-child policy. But for the maker of a popular brand of condoms, it was not the brightest of days. Investors are betting on a bump in sales for companies with child-related businesses after China’s Communist leaders announced that all married couples would be allowed to have two children. The economic waves travelled as far afield as New Zealand, where the currency of the dairy exporting country surged. But shares of Japanese condom maker Okamoto Industries Inc., a favorite of Chinese visitors to Japan, slumped 10 per cent in Tokyo.

US stocks slip but finish month with biggest gain in 4 years — The stock market drifted lower Friday but finished October with its biggest monthly gain in four years. U.S. government economic data released Friday and earlier this week suggests the economy is still sluggish, stuck in a pattern of gradual but uneven growth it has followed since the Great Recession. But the outlook for future growth improved and fears waned that a slowing Chinese economy would send the U.S. economy into a tailspin. Strong corporate earnings in some sectors, like health care and telecommunications, also helped propel the market all the way back to positive for the year after a swoon in August and a rocky September.

US consumer spending records weakest gain in 8 months — Consumer spending in September posted the smallest gain in eight months, a sign that shoppers grew cautious at the end of the third quarter. Americans increased their spending just 0.1%, the Commerce Department said Friday, the weakest showing since they cut spending in January. Income growth inched up 0.1%, which was the smallest amount in four months. Still, spending totals can be influenced by price changes, and falling gasoline costs last month were a big reason for the weaker spending figure. Adjusted for inflation, consumers spent 0.2% more in September.

US paychecks rise at modest 0.6 per cent pace in 3rd quarter — U.S. workers’ paychecks grew at a moderate rate over the summer, showing little sign of accelerating from the sluggish growth that has persisted since the recession ended. The employment cost index, which tracks wages, salaries and benefits, rose 0.6% in the July-September quarter from the April-June quarter, the Labor Department said Friday. That is stronger than the second quarter’s 0.2% gain. Yet in the past 12 months, pay and benefits have risen just 2%. That’s below the 3.5% to 4% typical of a healthy economy.

Chevron cutting up to 7,000 jobs as oil profits shrink — Chevron is cutting up to 7,000 jobs, or 11 per cent of its workforce, the latest indication of the toll that low oil prices are taking on the industry. The two biggest U.S. oil companies reported huge profits for the third quarter. Chevron Corp. said Friday that it earned $2 billion, and Exxon Mobil Corp. earned more than $4.2 billion. But those profits are down sharply from a year ago. Chevron’s profit was 64% lower than last year’s third quarter; Exxon’s profit fell 47%, its worst third quarter since 2003.

Fed looks at way to shift big-bank losses to investors — Federal regulators are proposing that the eight biggest U.S. banks build new cushions against losses that would shift the burden to investors. The Federal Reserve’s proposal put forward Friday means the mega-banks would have to bulk up their capacity to absorb financial shocks by issuing equity or long-term debt equal to prescribed portions of total bank assets. The idea is that the cost of a huge bank’s failure would fall on investors in the bank’s equity or debt, not on taxpayers.

HP, a Silicon Valley icon, is ready for its break-up — One of the nation’s most storied tech companies will split in two this weekend, another casualty of seismic shifts in the way people use technology. Hewlett-Packard was an early pioneer of what became the model for Silicon Valley startups: Founded in 1939 by two Stanford graduates in a garage, HP was long celebrated for its engineering know-how and laid-back corporate culture. It made hefty profits as it grew into a multinational giant. But after struggling to keep pace with recent trends like the rise of smartphones and cloud computing, HP’s board decided to create two smaller companies, each with a narrower focus.

 




Real Estate Daily News Buzz October 28, 2015

Reserve-White-house-domeReal Estate Daily News Buzz is designed to give news snippets to readers that our (yet to be award winning) editors thought you could use to start your day. They come from various business perspectives, real estate, government, the Fed, local news, and the stock markets to save you time. Here you will find the headlines and what the news buzz of the day will be.

Tuesday, the Dow Jones industrial average fell 41.62 points, or 0.2%, to 17,581.43. The Standard & Poor’s 500 index fell 5.29 points, or 0.3%, to 2,065.89. The NASDAQ composite fell 4.56 points, or 0.1%, to 5,030.15.

Benchmark U.S. crude fell 78 cents, nearly 2%, closing at $43.20 a barrel on the New York Mercantile Exchange. Brent crude, which is used to price international oils used in many U.S. refineries, fell 73 cents to $46.81 a barrel in London.

Wholesale gasoline fell by a fraction of a cent to close at $1.287 a gallon in New York, heating oil fell 2 cents to $1.424 a gallon and natural gas edged up 3 cents to $2.092 per 1,000 cubic feet

Morgan Stanley Makes a Comeback in Real Estate “Morgan Stanley wrapped up fundraising over the summer for its first higher-risk real-estate fund since 2007, a sign that it has finally recovered from the downturn. The new global fund has attracted $1.7 billion in commitments from investors such as CIC and Australia’s sovereign-wealth fund, according to people familiar with the matter.” (Wall Street Journal)

Crowdfunding of U.S. Real Estate Deals Gains Momentum “A tipping point may be near for U.S. investors seeking to benefit from crowdfunding in real estate, an industry that is a clear winner in the early stages of raising capital for small businesses over the Internet. The amount of money raised, size of deals and the speed at which they occur – at times in a matter of hours – has steadily increased, suggesting crowdfunding for real estate is maturing.” (Reuters)

Mack-Cali Hires Brokers to Sell its Sole Property in the City “Mack-Cali has tapped a broker to market its office condo at 25 Broad St.—its only property in New York City. The New Jersey-based real estate investment trust, which owns several office and residential buildings along the Jersey City waterfront, has hired Eastdil Secured to sell its interest in 125 Broad St. Crain’s first reported last month that Mack-Cali would put it on the market.” (Crain’s New York Business)

Avoiding Federal Tax Liability When Selling Commercial Real Estate “Like-kind exchanges provide a powerful tool for commercial real estate investors and owners. A 1031 like-kind exchange allows investors to sell appreciated property and reinvest the proceeds in the purchase of qualifying property with no immediate capital gain. While investors may have made a profit on each exchange, they continue to avoid any tax liability until cash is ultimately realized upon the sale of a property.” (Crain’s Cleveland Business)

PeerStreet Brings Real Estate Investing to Main Street “Skip the savings account or CD, and put your money where the pros do. In real estate. That’s the premise behind PeerStreet, an E-Trade for real estate, where instead of betting on stocks and ETFs, investors are building a portfolio of real estate backed securities. The 22-month-old startup, based in Manhattan Beach, launches to the public on Monday and aims to democratize access to investments previously only available to a privileged few.” (The San Diego Union-Tribune)

Target to Open Two Smaller-Format Stores in L.A. “Target Corp. is opening two smaller-format stores in Los Angeles, part of an expansion in urban markets across the country. In recent years, the Minneapolis retailer and other big-box companies have expanded their offerings in urban locations, in an effort to serve city dwellers who previously had to drive to the suburbs in search of the firms’ bargains. By year’s end, Target plans to have opened nine urban-focused stores, compared with six traditional, big box locations.” (Los Angeles Times)

Top Real Estate Developer Talks About Shaping NYC Skyline “MaryAnne Gilmartin is one of the most powerful women in real estate in the country. Born in Queens and married to a retired New York City police detective, she’s brokered the deals that have brought about The New York Times skyscraper designed by Renzo Piano, as well as the Barclays Center in Brooklyn, which was the first new indoor major sports and entertainment arena in New York City since 1968.” (Here & Now)

Is $5.4B Sale Sam Zell’s Way of Saying the Party’s Over? “In 2007, Sam Zell struck a deal to sell his entire office-building portfolio to the Blackstone Group for $39 billion, then the biggest leveraged-buyout deal ever. By the end of the following year, the collapse of Lehman Brothers sent the real estate market on a tailspin. The deal earned Zell the reputation of being unusually good at predicting market swings. And it means observers tense up every time one of his companies makes a big sale.” (The Real Deal)

Industry City to Get $320M From Bank of China and SL Green “Bank of China and SL Green Realty Corp. are lining up a $320 million loan to recapitalize existing debt on the massive redevelopment project, which boasts 6 million square feet of commercial space across 16 buildings, according to a person with intimate knowledge of the deal. The loan is slated to close in the next few weeks, that person said on the condition of anonymity.” (Commercial Observer)

Herald Square Properties’ Gerald Nocera on Revitalizing NYC’s Iconic Lipstick Building “You’d be hard-pressed to find a better example of leaving things better than you found them than Herald Square Properties. Since launching in 2009, co-founders Gerard Nocera and Michael Reid have either owned or provided asset management services for over 1.9M SF of office space in Manhattan. This includes efforts to put the Lipstick Building back on the map through a comprehensive series of renovations, infrastructure upgrades and strategic rebranding.” (Bisnow)

Walgreens confirms it will buy Rite Aid for $9.41 billion — Walgreens confirmed Tuesday that it will buy rival pharmacy chain Rite Aid for about $9.41 billion in cash. Walgreens says it will pay $9 per share for Camp Hill, Pennsylvania-based Rite Aid Corp. That’s a premium of 48 per cent to the closing price of Rite Aid Monday. The deal is worth $17.2 billion when debt is included, the companies said. Walgreens Boots Alliance Inc., based in Deerfield, Illinois, is the largest U.S. drugstore chain, based on store counts. Rite Aid is the third largest. The deal expected to close in the second half of next year. (ABC News)

US home values and rents defying global slowdown — U.S. housing appears to be insulated so far from the cooling global economy.Home values and rental prices are steadily rising, fueled by strong demand and a tight supply, a pair of reports Tuesday showed. The Standard & Poor’s/Case-Shiller 20-city home price index climbed 5.1% in the 12 months that ended in August. And in September, median rents nationwide rose a seasonally adjusted 3.7% from a year ago, according to real estate data firm Zillow. (ABC News)

How Comcast wants to meter the Internet — Most home Internet service providers offer unlimited data, but cable giant Comcast is moving in the opposite direction. It’s started charging heavy Internet users extra in more parts of the country. The reason? A small but growing number of consumers are skipping cable subscriptions and doing their TV-watching over the Internet instead. So finding a way to charge for heavier Internet use could bolster Comcast’s revenue as the ranks of its cable customers shrink.

REI bucks Black Friday shopping, will close stores that day — Outdoor retailer Recreational Equipment Inc., known as REI, has announced it will buck Black Friday and close its 143 stores on the Friday after Thanksgiving. The Kent-based co-op told members the plan in an email Monday, saying instead of working they’ll pay their employees on Nov. 27 to be outside. REI also created the social media hashtag #optoutside and a website where people can share their outdoorsy plans for that day

US consumer confidence slips in October — Americans turned slightly more anxious about the job market this month. The Conference Board’s consumer confidence index fell to 97.6 in October, down from a nine-month high of 102.6 in September. Fewer people surveyed for the business research group described jobs as “plentiful” compared to September, with that measure slipping to 22.2% from 24.8%. The decline likely reflects the results of two consecutive jobs reports. Employers added just 142,000 jobs in September and 136,000 jobs in August, after routinely chalking up monthly net jobs gains in excess of 200,000.

 




Real Estate Daily News Buzz October 27, 2015

Reserve-White-house-domeReal Estate Daily News Buzz is designed to give news snippets to readers that our (yet to be award winning) editors thought you could use to start your day. They come from various business perspectives, real estate, government, the Fed, local news, and the stock markets to save you time. Here you will find the headlines and what the news buzz of the day will be.

Monday, the Dow Jones industrial average fell 23.65 points, or 0.1%, to 17,623.05. The Standard & Poor’s 500 index dipped 3.97 points, or 0.2%, to 2,071.18. The NASDAQ composite rose 2.84 points, less than 0.1%, to 5,034.70.

U.S. crude oil lost 62 cents, or 1.4 per cent, to close at $43.98 a barrel in New York. Brent Crude, which is used to price international oils, fell 45 cents, or 0.9 per cent, to $47.54 a barrel in London. In other trading, wholesale gasoline fell 1.6 cents to close at $1.288 a gallon, heating oil fell 2.9 cents to close at $1.426 a gallon and natural gas sank 22 cents to close at $2.062 per 1,000 cubic feet.

US new home sales fall sharply in September — Sales of new homes plunged sharply in September to the slowest pace in 10 months, as higher prices and slower overall economic growth weigh on the housing market. The Commerce Department said Monday that new-home sales slumped 11.5 per cent last month to a seasonally adjusted annual rate of 468,000, the lowest level since November of 2014. September’s drop ended a two-month streak of accelerating sales. Americans’ zeal for newly built homes took off this year — yet now appears close to having topped out. (AP)

Sam Zell Edges Out of Apartments “Sam Zell has agreed to sell more than 23,000 apartments controlled by his real-estate company, Equity Residential, for $5.4 billion to Starwood Capital Group, the companies said. The transaction, announced Monday, represents about a quarter of the units in Equity Residential’s portfolio of apartments and would be one of the largest since the recession.” (Wall Street Journal)

This is Your Office, If Ex-Goldman Twins Have Their Way “Last October a New York startup called Delos, founded by twin brothers who were once partners at Goldman Sachs, published what may be the most marketable proposition in real estate short of a front lawn overlooking the Fountain of Youth. It’s a manual they called The Well Building Standard and styled after the U.S. Green Building Council’s Leadership in Energy and Environmental Design (LEED) program.” (Bloomberg)

America’s Best Malls Have This Tenant in Common “Goldman Sachs on Thursday released its list of the top 100 malls in the U.S., which included 16 new additions. Among the premier properties, 75 percent are home to an Apple store, up from 69 percent last year. That compares to just 14 percent of all malls that count the tech behemoth as a tenant, the report found. But the percentage of Apple stores wasn’t the only thing on the rise.” (CNBC)

We’re Seeing the First Signs of Trouble in San Francisco’s Red-Hot Real Estate Market “In a note to clients on Friday, analysts at Morgan Stanley led by Vance Edelson wrote: ‘The tech IPO slowdown has stoked concern that San Fran, one of the hottest real estate markets, could be ready for a pause.’ Specifically, Edelson and his team look at the commercial real-estate market, in which rents have risen about 70% since 2009 and demand has been robust — just 6.5% of the city’s office space is vacant, a 10-year low — as the economy has bounced back.” (Business Insider)

Lord & Taylor Off-Price Spinoff to Debut in Paramus “Hudson’s Bay Company is launching an off-price spin-off of the Lord & Taylor department store, and it has picked Paramus for the first location of the new concept, called Find @ Lord & Taylor. The Paramus store will be located at 180 Route 4 East, in the 35,000 square foot former Loehmann’s space. The store is scheduled to open Nov. 19.” (NorthJersey.com)

When Detroit Stood Tall and Shaped the World “My recent post about how urban planning decisions helped lead to the Motown sound in Detroit was inspired by David Maraniss’ new book Once in a Great City: A Detroit Story. The book takes a deep dive into Detroit 1963, a city that was, although in some ways already in decline, in others near its zenith.” (Urbanophile)

Good News for Singles Who Don’t Want Roommates: More Tiny Apartments Are on the Way “The de Blasio administration is pursuing two zoning changes that could make the city a denser place without increasing the size of buildings. The city hopes to allow more so-called micro apartments, or units smaller than 400 square feet, and give developers leeway to carve up buildings into more apartments. The modifications—which would only alter a building’s innards, not size—are buried in a citywide proposal called Zoning for Quality and Affordability.” (Crain’s New York Business)

First Look: Microsoft’s Flagship Store “Microsoft opens its flagship store on New York City’s Fifth Avenue. Marketwatch’s Jennifer Booton takes a look inside Microsoft’s answer to the Apple Store and its hopes to draw consumers.” (MarketWatch)

PGGM Maps CO2 Footprint of Real Estate Portfolio “PGGM has mapped the carbon dioxide footprint of its €20 billion ($22.7 billion) in real estate assets with the help of data analytics platform GeoPHY, said a spokesman for the Dutch pension fund provider. The partnership means PGGM can map the CO2 footprint of its entire real estate portfolio — both listed and private — down to individual buildings. The firm also can compare its portfolio with other local real estate markets.” (Pensions & Investments)

Multifamily Lending in U.S. Jumped 13 Percent in 2014 “According to the Mortgage Bankers Association (MBA) 2014 Report on Multifamily Lending, in 2014, there were 2,876 different multifamily lenders that provided a total of $195.1 billion in new mortgages for apartment buildings with five or more units. The 2014 dollar volume represents a 13 percent increase from 2013 levels. Sixty-five percent of the active lenders made five or fewer multifamily loans over the course of the year.” (World Property Journal)