BPR News and Press, Brookfield Property REIT Inc.

Investment Thesis In contrast to the other subsidiaries of the Brookfield family, BPY has been struggling for years. In a previous article , I point out that BPY’s sluggish performance could be attributable to the fact that BPY is not a common REIT but an integrated real estate ...

Real Estate Weekly Outlook Risk-on, risk-off. Investors piled into bonds, real estate, and other safe-haven assets this week as uncertainty over the extent of the economic fallout from the coronavirus outbreak weighed on market sentiment. After breaching fresh record highs on Wednesday, U....

NEW YORK and INDIANAPOLIS and CHICAGO , Feb. 19, 2020 /PRNewswire/ --   Authentic Brands Group (ABG), a global brand development, marketing, and entertainment company, today announced the acquisition of America's original fast fashion retailer, Forever 21. ABG and Simon Property ...

Real Estate Weekly Outlook The animal spirits are alive and well. A frenetic slate of corporate earnings and M&A news was exactly what the doctor ordered to restore harmony - and record highs - to the U.S. financial markets following a two-week panic over the coronavirus outbreak. Whil...

Macerich Stock The Macerich Company ( MAC ) is one we've been monitoring for years but never owned. We've always found better relative value in peers like Simon Property Group ( SPG ). Several subscribers owned MAC prior to joining our service and asked if we'd author research on it. To ma...

Simon Property Group ( SPG ) will acquire Taubman Centers ( TCO ) for ~$3.6B in cash, or $52.50 per share. Source: Seeking Alpha Finally, some good news for high quality mall landlords. Let's call it a sentiment boost, which is also making headlines in the mainstream media. Source: Googl...

There are some books out there that stand the test of time for fairly obvious reasons. Typically, they deal with problems or motivations that speak to the essence of what it means to be human. You might be able to mention at least a few of them off the top of your head. Perhaps: Charle...

Real Estate Tax Report Unfortunately, it's that time of year again: tax season. As a real estate-focused Registered Investment Advisor, many of the common questions we hear around this time of year relate to REITs and taxes: "Aren't REITs a tax headache? Do I need to file a K-1? How do RE...

This article was co-produced with Nicholas Ward. 2020 has gotten off to a pretty crazy start. We’ve seen a bit of volatility in the market for the first time in months. And in the news, there’s been no shortage of headlines. We’ve witnessed a historic impeachment tri...

The year is still young, but this far, I’m off to a great start for 2019. Overall, January was a fairly calm month for me in terms of trading. I made 4 total trades, though 2 of them were selective dividend re-investments; so in the grand scheme of things, they were pretty meaningless (...