![]() 19 The McKinsey scenarios illustrate this range and include additional downside risks that should be considered. Mick sang: "You Can't Always Get What You Want, but sometimes You Get What You Need." And we love better re-entry levels to get long great assets in tech-centered cities of the most vibrant economy in the world, USA. A recent tally of economic forecasts shows a wide range of GDP growth estimates for 2023, from a low of 1.4 percent to a high of 1.2 percent in the United States, and 0.8 to 0.8 percent in the eurozone. Austin which is the #2 most overvalued market despite vast overbuilding in the past few years in the US is a great place to buy low and invest for the long game. In the next 12-24 months, the time it took to reset real estate where we invest (NY and Silicon Valley) in 20, there will be many great opportunities to get long. Thank you #Powell, both for the low rates and the inflation which is greatly depreciating our debt and increasing the value of our hard asset, #realestate. He predicts 5% FFunds and 6% unemployment rate with #NAIRU still at 5%.ĬCG’s positioning and opportunistic strategy enable the firm to enjoy the sub 2% rates on our real estate loans which we refinanced as recently as 2021, about a lifetime ago, with an 8% inflation rate today. The latest consensus is that #FFunds won't stop until at least 4%, so we have 2 more hikes of 75bps? However, possibly the smartest and the most independent guy in the room is still #LarrySummers who said that it would be "hope over experience" that we'll get a soft landing. The markets sold off from Jan to Jun 2022, thinking the #Fed would stop at 3.25% fed funds and the June rally certainly looks like a bear market one, in hindsight. However, as Bob Dylan famously sang “The Times They Are A-Changin'”. Since #ZIRP of 2009, the past 13 years have been boom times. The recent AI boom in capital markets is transformative, but it is uncertain. Ranked: The World's Wealthiest Cities, by Number of Millionaires 2024 US Stock Market Outlook: Insights from a Global Macro Trader. Esta página ofrece gráficos de velas, área, líneas, barras y Heiken Ashi. ![]() #realestate #investment #ny #siliconvalley #austintexas #privateequity #sanfrancisco Acceda gratis al gráfico en tiempo real del fondo Boom Capital, Sicav S.a. To reconcile these competing narratives, please contact us for our market insights. There are other competing facts and one of the most glaring is that NY and San Francisco are ranked #1 and #3 cities in the world for the number of billionaires. The argument as recently espoused by the Wall Street Journal’s Editorial Board uses the census data to show that California and New York are losing the most citizens while Florida and Texas are gaining the most. Why Invest in Over Taxed, Over Regulated NY and CA?Īs real estate investors, one of our most asked questions by potential investors is why Cypress Capital invests in expensive, highly regulated, highly taxed states such as NY and California. For full disclosure, our investment thesis is to Invest in Residential properties in US Tech-Centered cities which include NY, SF, and Austin.
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