Keeping Up With Industry Trends
Discussing Real Estate after the first Fed Cut with Bloomberg
Ballast Rock Founder and CEO Thomas Carroll recently was interviewed on Bloomberg BusinessWeek by hosts Carol Massar and Matt Miller to discuss trends in the multifamily real estate sector after the Fed's 50bps rate cut.
Venture Capital Market Update Webinar
The team discusses key themes and trends impacting the venture capital market.
Multifamily Real Estate Outlook Video - August 2024
Ballast Rock Asset Management real estate team sit down to discuss their outlook for the multifamily sector, including our expectations for rental growth, expense inflation, and the impact of distressed sponsors.
Bloomberg Radio Multifamily Real Estate Discussion
Ballast Rock Founder and CEO Thomas Carroll recently was interviewed on Bloomberg Radio by hosts Tim Stenovec and Carol Massar to discuss trends in the multifamily real estate sector and even had the chance to speak about our Sunbelt Multifamily Fund III (SB3).
Ballast Rock Real Estate Market Update
The economy continues to appear relatively robust, though there are some signs of cooling, e.g., the 07/07 jobs report reflected a slowdown in job creation from previous months. We are also seeing rental growth in our markets start to normalize – with rent increases typically more broadly in line with CPI rather than significantly leading it, as had been the case for the last couple of years.
Multifamily Trends in the Southeast Differ from the Broader CRE Market
The broader U.S. real estate market is at a turning point after more than 12 months of rate increases from the Federal Reserve. According to research from Morgan Stanley Wealth Management, more than half of $2.9 trillion in commercial mortgages will need to be renegotiated in the next 24 months when new lending rates are likely to be up by 350 to 450 basis points.
Census Data Proves Positive Outlook for Southeast Multifamily Market
2020 Census data has now been released and we wanted to highlight relevant data about the continued demographic growth in the Southeast. In this article, we will review several key statistics and how they relate to the Ballast Rock Real Estate strategies.
Investing for an Accommodative Fed and Post-Pandemic Inflation
In this article we discuss likely U.S. economic scenarios for exiting the pandemic recession, headline vs. housing inflation, and national vs. Southeastern regional inflation, and whether multifamily real estate can be a good hedge for inflation.
Cyber-Hygiene: Arresting Cybercrime Contamination
As the COVID-19 pandemic has forced much of the global workforce to work from home, many have suddenly started to work full-time outside the protections of corporate security programs. Just as we have all become experts in social distancing and hand washing, we also need to be just as vigorous about our “cyber-hygiene”.
Potential COVID-19 Effects on the Multifamily Real Estate Market
A number of investors have inquired about our view of the effect of this new coronavirus strain on their real estate investments, workforce multifamily specifically, and real estate in general.
Late Cycle Investing: Read the Data, Not the Headlines!
In this article we will frame the stages of the business cycle, attempt to ascertain where the U.S. economy is in that cycle, and ultimately discuss things to consider when positioning one’s portfolio for late cycle investing and beyond.
Portfolio Strategy: Investing for the Soon to be Retired
At Ballast Rock Capital we believe that each investor’s goals are unique, but that there are common strategies used in a customized mix to achieve these goals. It is standard advice that by diversifying one’s portfolio across liquidity and value creation methods, while accounting for leverage and taxability, one can lower the impact of market events, and best prepare to live comfortably through retirement.