Ulti

https://www.cnbc.com/video/2022/07/22/putin-knows-what-hes-doing-in-the-energy-markets-says-sps-dan-yergin.html

https://podcasts.apple.com/us/podcast/citi-sizes-up-the-markets/id1460047965?i=1000570782953

https://www.energy.gov/fecm/carbon-negative-shot-summit

https://news.move.com/2022-07-21-Realtor-com-R-June-Rental-Report-Renting-is-More-Affordable-than-Buying-a-Starter-Home-in-Three-Quarters-of-the-Largest-Metros

V, your welcome…… I think the only solution is that the US , Canadian governments and energy producers get together and figure out how to increase production and exports while being environmentally aware… This also should include energy conservation and helping renewable energy along… As one gal said on the podcast… we are at war with Russia ( and maybe other autocratic states) and need to approach this crisis with that in mind… As an aside I like the Columbia podcasts/ always thoughtful

https://podcasts.apple.com/us/podcast/93-dr-george-athanassakos-ivey-business-school-the/id1493491566?i=1000570497664

https://podcasts.apple.com/us/podcast/the-gas-crisis-deepens/id1081481629?i=1000570498496

https://calculatedrisk.substack.com/p/june-housing-starts-all-time-record

https://oilprice.com/Energy/Energy-General/The-Commodities-To-Benefit-From-Chinas-Stimulus-Plan.html

G-20 financial stability board… some comments in energy and commodity/ traders https://www.fsb.org/wp-content/uploads/P130722-1.pdf

Barron's summary Pg 15: The flip side of hot housing markets is that many potential owners may remain RENTERS for longer and that is bullish for APARTMENT REITs (-20% YTD). They are trading at -21% discounts to NAVs, have attractive yields and fwd P/FFO. Housing is CYCLICAL, and prices should weaken with expected recession. At the same time, housing is NONDISCRETIONARY as people have to rent or own. Mentioned are AVR, EQR, ESS, CPT, MAA, AIRC, UDR.

Bottom is in TODAY. https://finance.yahoo.com/news/july-13th-bottom-why-jim-151800689.html?.tsrc=fin-srch HAHA

https://www.nytimes.com/2022/07/11/business/economy/rent-inflation-interest-rates.html

Don’t you think it would be smarter for the us government to use the future market to flattten out the curve and give producer an incentive to actually produce? https://podcasts.apple.com/us/podcast/a-concrete-plan-to-bring-the-price-of-oil-down-right-now/id1056200096?i=1000567389279

https://oilprice.com/Energy/Crude-Oil/Explaining-The-Disconnect-Between-Physical-And-Paper-Oil-Markets.html

https://www.cnn.com/2022/06/09/energy/us-lng-plant-explosion/index.html https://oilprice.com/Latest-Energy-News/World-News/Natural-Gas-Pipeline-Explodes-Southwest-Of-Houston.html https://www.msn.com/en-us/news/us/fire-at-oklahoma-natural-gas-facility-prompts-evacuations/ar-AAZpiLi Seems like a lot over the past month.. maybe I’m just a paranoid mofo… haha

https://abnormalreturns.com/2022/07/10/sunday-links-recession-calling/ under finance ...should open

https://www.wsj.com/articles/miamis-gold-rush-finance-firms-and-crypto-suarez-rents-development-boom-11657317076?st=xmtw3igtwhb929q&reflink=desktopwebshare_permalink hope link opens

https://podcasts.apple.com/us/podcast/92-john-brussa-bd-p-law-how-the-energy-trusts-grew-to/id1493491566?i=1000569198649 good history of Canadian Energy and where its going.

,The Office portfolio contributes more revenues and NOI than its multifamily. How they going to transition to a pure MF Reit ? Isn't office kinda hard to get rid of nowadays?

ha sounds like the ESG of REIT's Veris Residential, Inc. is a forward-thinking, environmentally- and socially-conscious real estate investment trust (REIT) that primarily owns, operates, acquires, and develops holistically-inspired, Class A multifamily properties that meet the sustainability-conscious lifestyle needs of today's residents while seeking to positively impact the communities it serves and the planet at large. The company is guided by an experienced management team and Board of Directors and is underpinned by leading corporate governance principles, a best-in-class and sustainable approach to operations, and an inclusive culture based on equality and meritocratic empowerment. For additional information on Veris Residential, Inc. and our properties available for lease, please visit http://www.verisresidential.com/.

Gregmal, The numbers below say it all.... Kinda like oil staying in the $100 range... If rents remain flat for the forseable future...$$$....A question for you...How does an AIV reward its shareholders... The way they are cleaning up their balance sheet...FCF should improve over the next few years... Is it the usual share buybacks with selling the company like APTS....And I guess for me the more important question as a shareholder is this a situation that no matter how shitty management is ..hard to fuck up? I'm a neophyte when it comes to MF...but I do read a ton about it. And like oil, its hard to argue with the numbers below. Thanks

https://cre.moodysanalytics.com/insights/cre-trends/q2-2022-preliminary-trend-announcement/