DISCERN Real Estate

DISCERN aggregates massive amounts of data and puts it into an easy-to-use, personalized analytics framework to bring you investment insight.

[DISCERN Real Estate @DISCERN_RE]

As of friday's closeVNO is at lowest P/NAV spread to REIT sector over the past ten years

[DISCERN Real Estate @DISCERN_RE]

Retail Real Estate Landlords in trouble? https://t.co/kZKSxOWLgz

[DISCERN Real Estate @DISCERN_RE]

According to Altos Research, cumulative SFH absorptions in its 20 City composite are down YTD through April for the first time since 2013.

[DISCERN Real Estate @DISCERN_RE]

Catch DISCERN's head of Real Estate Curation, Dave Wigginton, on S&P's webinar related to the new Real Estate GIC https://t.co/HLJbjOEclI

[DISCERN Real Estate @DISCERN_RE]

New Real Estate GIC white paper published today.

Check it out https://t.co/B7YrtliipY

[DISCERN Real Estate @DISCERN_RE]

Most interesting signal(s) in DISCERN RE platform last week: Lots of Absolute P/FFO multiples getting into elevated territory (>+1.75/+2 SD)

[DISCERN Real Estate @DISCERN_RE]

New Real Estate GIC white paper postponed to next week. Stay tuned.

[DISCERN Real Estate @DISCERN_RE]

In real terms and as a price-to-rent ratio, home prices are back to late 2003 levels, according to Calculated Risk

[DISCERN Real Estate @DISCERN_RE]

While nominal housing prices are 3.3% below 2006 peak, real housing prices remain 17% below. https://t.co/sQ2we53or2

[DISCERN Real Estate @DISCERN_RE]

New white paper on new Real Estate GIC coming this week. Stay tuned.

[DISCERN Real Estate @DISCERN_RE]

TCO in Uncharted Waters? https://t.co/3sGaGVLVB7

[DISCERN Real Estate @DISCERN_RE]

Most interesting signal from DISCERN RE Platform last week: GOV P/NAV vs. REITs > +2 standard deviations for first time since 2013

[DISCERN Real Estate @DISCERN_RE]

On the ground confirmation of what the DISCERN Homebuilder platform has been saying for some time now https://t.co/BufBpIhXs7

[DISCERN Real Estate @DISCERN_RE]

TCO in Uncharted Waters? https://t.co/3sGaGVLVB7

[DISCERN Real Estate @DISCERN_RE]

Disconnected from Reality? https://t.co/r8qxzHpACs

[DISCERN Real Estate @DISCERN_RE]

Choose Your Own Adventure https://t.co/y1yZXzeJrx

[DISCERN Real Estate @DISCERN_RE]

Taking Inventory https://t.co/8LPdaQLNxh

[DISCERN Real Estate @DISCERN_RE]

Taking Inventory https://t.co/8LPdaQLNxh

[DISCERN Real Estate @DISCERN_RE]

CONE: A Time to Sell? https://t.co/ysEEqntQxR

[DISCERN Real Estate @DISCERN_RE]

Latest Blog Post - General Growth Properties (GGP): To Be or Not to Be? https://t.co/tdq0dxBxqb