STARWOOD PROPERTY TRUST WKN: A0N9JF ISIN: US85571B1052 Kürzel: STWD Forum: Aktien Thema: Hauptdiskussion

Da bricht ein Sturm los. Jetzt crashen bereits wieder die AAAs in den USA. https://www.youtube.com/watch?v=M3amm983e-A

Facing Possible Cash Crunch, Giant Real Estate Fund Limits Withdrawals: Starwood Real Estate Income Trust is restricting what investors can redeem https://www.nytimes.com/2024/05/23/business/starwood-reit-limits-withdrawals.html

Volatility laundering in REITs https://www.accreditedinsight.com/p/non-traded-reits-dampening-volatility

Das war ja klar. Bald kommt man dann wohl garnicht mehr raus? Starwood’s $10 Billion REIT Turns to Survival Mode as Real Estate Pain Lingers. New restrictions are expected to last six months to a year. https://www.bloomberg.com/news/articles/2024-05-23/starwood-reit-sets-drastic-redemption-limits-on-liquidity-crunch

Starwood's woes betray the frailties of private capital vehicles. If you can’t get your money out, you better be sure your fund manager knows what they are doing. https://www.ft.com/content/0368b541-d5ea-4043-91bd-13059d8e194a

A sea of red https://www.reit.com/data-research/reit-indexes/real-time-index-returns

Losses Pile Up in Top-Rated Bonds Backed by Commercial Real Estate Debt https://www.bnnbloomberg.ca/losses-pile-up-in-top-rated-bonds-backed-by-commercial-real-estate-debt-1.2076558

Here’s How The REITs Value Assets — and Why It’s Drawing Concern: All of the REITs report NOI income figures quarterly, none of the 10 NAV REITs reviewed by CoStar News disclose a number for their NOI growth assumptions. McCann acknowledged this is a concern across the nonlisted REIT spectrum. https://www.costar.com/article/482983259/heres-how-blackstone-reit-values-assets-%E2%80%94-and-why-its-drawing-concern

Borrowing money to pay off redemption requests is the proverbial equivalent of robbing Peter to pay Paul. That's especially true considering that SREIT would likely need to borrow between $500 million and $1 billion to ease its liquidity crisis. https://nz.finance.yahoo.com/news/one-americas-biggest-reits-seriously-190016688.html

Hatte einen EK von 17,55 € und bin jetzt ausgestiegen. Bei einem weiteren Verfall steige ich wieder ein.

The rise and fall of real estate's biggest buyers. Blackstone's and Starwood's real estate funds see outflows. Here's what could come next: Firesale - SREIT may be forced to sell assets https://www.businessinsider.com/blackstone-starwood-real-estate-breit-sreit-investors-withdrawals-2024-5

Sind hier so viele im Minus, dass ein Verkauf nicht in Frage kommt? Hätte nach der Erholung gedacht, dass die meisten zumindest +-0, eher im Plus sein müssten. 🤔 .... dann würde ich mich einfach trennen.

S&P Global: US equity REIT capital offerings down by over 50% in April https://www.spglobal.com/marketintelligence/en/news-insights/latest-news-headlines/us-equity-reit-capital-offerings-down-by-over-50-in-april-81653855

SREIT's Dilemma https://www.accreditedinsight.com/p/sreits-dilemma-industrial-deal

Danke für die Artikel, sieht ja nicht sonderlich rosig aus 😐

Starwood REIT quickly burning liquidity https://therealdeal.com/national/2024/05/16/starwood-reit-quickly-depleting-liquidity/