Tag Archives: JLL

QUICK BLURBS [ADNT, JLL, MA, MRC, SNI]

(2,218 words) [MA] In 2009, the Unique Identification Authority of India (UIDAI) launched an ambitious nationwide program to collect all 10 fingerprints, iris scans, a photo, and all sorts of personal information from each of its 1.2bn citizens in a central database, with a unique 12-digit ID number assigned to each record.  The goal was to […]
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QUICK BLURBS [DIS, EMR, FOXA, JLL, KORS, NLSN, NWL, SPSC, TWX, WD]

(2,906 words) [WD: 2/8] Pressing the accelerator pretty hard.  This company is a non-balance sheet multifamily real estate lender with > 5% of total lending share on multifamily properties in the US, which is big for a non-bank lender.  In 2016, WD was Fannie’s 2nd largest lender, Freddie’s 3rd largest seller servicer, and a top 10 […]
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QUICK BLURBS [CBG, JLL, WD]

(1,108 words) CBG: 12/1/16 Thought these two exhibits from CBRE’s Business Outlook Day on 12/1/2016 were interesting. First, there’s this time series, which shows the cumulative job increase since the beginning of each of the last 5 recessions.  It suggests that we are in a mature phase of the cycle.  However, it also shows that […]
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QUICK BLURBS [CUBE, EXR, JLL, LSI, PSA, WD]

(2,369 words) 8/3/2016: WD (Earnings Call) In May 2016, the FHFA increased the combined MF lending cap of Fannie/Freddie from $62bn to $70bn, suggesting that FHFA expects multi-family lending in 2017 to surpass 2016 and wants the GSEs involved and supportive.  MF is now the largest commercial real estate mortgage debt asset class (> $1tn […]
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