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Category: research Research
Mizuho Collaborates: The Evolution of Life Sciences and the Impact on REITs
Members of Mizuho's Biotech, Healthcare, and REITs Equity Research teams are back for another edition of Mizuho Collaborates, where they discuss the latest developments at the intersection of life sciences and real estate.
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Category: research Research
Industrial REITs: A tale of 300 markets
Throughout much of the pandemic, industrial REITs experienced a boom as ecommerce drove demand for warehouse space. At least until last year, when major companies paused growth. Today, industrial REITs look solid once more, but many REITs investors see big variations among geographic sub-markets. Vikram Malhotra, Senior REITs Equity Research Analyst, dissects why the time is now for a renewed focus on large, well-diversified industrial REITs.
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Category: research Research
What is ahead for healthcare investing in 2023?
Last year, economic concerns drove investors to some of the most defensive stocks in healthcare research and services, including managed care organizations. But Senior US Healthcare Analyst Ann Hynes expects the tide to turn in 2023, with last year’s laggards poised to lead.
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Category: research Research
5 questions with Dan Dolev
Senior Fintech Equity Research Analyst Dan Dolev answers questions about crypto and the fintech industry.
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Category: research Research
For opportunities in the medtech sector, look for high barriers to entry and disruptive technologies
Investors have historically found the healthcare sector attractive during times of economic uncertainty. After all, we need access to healthcare solutions regardless of macroeconomic conditions. Still, not all healthcare stocks are the same, and Senior Equity Research Analyst Anthony Petrone believes that medtech might offer greater resilience compared to other stocks.
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Category: research Research
As summer fades to fall, will biotech stay in season?
A key question for biotech investors and operators is whether the sector’s recent summer comeback will continue. Biotech analyst Salim Syed examines the recent trends.
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Category: research Research
For the next neuroscience breakthroughs, look to smaller biotech companies
The incredible complexity of the human brain has rendered treatments for central nervous system disorders elusive. But an emerging group of small- and mid-cap biotech companies are working on novel drug therapies that may finally deliver meaningful improvements. Senior Equity Research Analyst Graig Suvannavejh explains.
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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.