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Category: research Research
The analyst: Vikram Malhotra on return-to-work and office REITs
In our new series, “The Analyst,” we showcase the thematic insights of our equity research analysts. For our inaugural video, Senior REITs Analyst Vikram Malhotra discusses his outlook for how the evolving work environment could impact office markets from his perspective as a former real estate appraiser, consultant, and tenured analyst.
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Category: research Research
The housing market has peaked. What’s next for residential REITs?
Between elevated home prices and higher rates, housing affordability hit a 15-year low in June. This decreased affordability is likely to weaken demand and home prices, but REIT investors should keep the situation in perspective, as rental property REITs may actually benefit.
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Category: market-trends Market Trends
At the vanguard of digital transformation
Our new series, Blindspots, examines the evolving role of the CFO. Our next guest is Chris Lapointe, Chief Financial Officer of SoFi, a new order of finance company whose goal is to help people get their money right.
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Mizuho Collaborates: the state of life sciences and the implications for real estate
The life sciences market is in flux. What does that mean for real estate? Senior REITs Equity Research Analyst Vikram Malhotra and Senior Biotech Equity Research Analysts Salim Syed and Mara Goldstein sit down to discuss key points from their cross-sector note titled “Mizuho Collaborates, The State of Life Sciences and the Implications for Real Estate.”
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Category: market-trends Market Trends
Equity capital markets – tech, media & telecom: Q2 2022 review
Equity markets continued their downward trend in Q2 2022 as the S&P 500 suffered its worst first half of a year since Nixon's presidency in 1970. The TMT team provides thoughts, themes, and Mizuho highlights from the quarter.
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Category: market-trends Market Trends
Equity capital markets - Healthcare: Q2 2022 review
Mizuho's Equity Capital Markets team takes measure of where we are and contemplates a path forward for the healthcare markets, looking at IPO, M&A, follow-on and alternative capital transactions during Q2.
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Category: market-trends Market Trends
Global company, global solutions
In our new series Blindspots, which examines the evolving role of the CFO, Abhishek Gupta, Chief Financial Officer of OYO, sat down with Anil Mittal, Managing Director, Industrials at Mizuho. OYO is an Indian multinational technology startup that has expanded to more than 150K+ hotels and vacation homes across 35+ countries. With over 100 million app downloads, it is the third-most-downloaded travel app globally. Abhishek and Anil discuss the hospitality industry during COVID, managing the challenges of a global business, and preparing to take the company public.
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Category: research Research
What return-to-office trends tell us about commercial REITs
"With the recent market sell-off, valuations for office REITS have dropped from near peak levels, but they could fall further and may remain low for the foreseeable future:" Mizuho's Vikram Malhotra on how work from home and a potential economic recession will impact REIT values.
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Category: research Research
Food stocks stay resilient
Consumer staples have historically been viewed as a defensive investment, and companies that make snacks and nutritional supplements could offer a growth opportunity in an otherwise slumping market, says Food and Healthy Living analyst John Baumgartner.