Insights from Mizuho Americas
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Category: Trends
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: Trends
REIT 2021 Outlook
In this video, Head of Real Estate, Noel Purcell, speaks with NAREIT’s Sarah Borcherson-Keto on the REIT 2021 outlook and where he believes M&A activity is headed.
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Category: Research
The Technology Trends Powering Growth for Data Center REITs
Rapid growth of data center REITS makes the sector impossible to ignore – but it is also raising questions among investors. Can the sector’s growth continue? Senior REIT Equity Research Analyst Omotayo Okusanya takes a look.
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Category: Research
Mizuho’s REIT/Real Estate Summit Recap
More than 20 REITs gathered at our conference in New York to discuss the trends and challenges in the real estate space. Here, we outline highlights from Equity Research Analyst Haendel St. Juste.
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Category: Research
Biotech’s Big Bang: M&A and Groundbreaking Therapies Push Sector Ahead
How will pharmaceutical companies drive growth in 2019? M&A and ground-breaking therapies are already starting to make waves, says Biotech Analyst Difei Yang.
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Category: Research
Cash Flow is King: Office REITs Compete
Senior REITs Analyst Haendel St. Juste sees the potential for solid performance this year, but not all REITs are made the same.
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Category: Expert Opinions
REITS are on the Rise, What’s the Outlook?
Over the past decade, we have witnessed explosive growth in the REIT sector. Our real estate leaders spoke about what comes next at Mizuho’s Global REIT/Real Estate Conference.
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Category: Trends
Finding the REIT Opportunity
At a time when technology stocks such as Apple, Google, Amazon and Snapchat appear to dominate stock market mindshare, it can be easy to overlook other sectors when considering where to invest.
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Category: Research
Homebuilders: Favor Lennar & Toll Brothers As Cure for June Gloom?
Homebuilders have outperformed the S&P by 1200+bps YTD and we think a favorable macro backdrop and a robust Spring selling season are priced into the stocks at current valuation levels