Market Insights

Everything we do is underpinned by proprietary analytical tools and methodologies – then battletested by an in-house team of research analysts and real estate capital market experts. We believe that this combination provides Amherst Capital with an information advantage and differentiated perspective into the fundamentals driving performance. 

Sign up to receive our latest research, news and more. 

  • BNY Mellon and Texas Treasury Safekeeping Trust Company to Exchange Ownership Stakes in Amherst Capital for Minority Interest in Amherst Holdings

    NEW YORK and AUSTIN, Texas – May 14, 2018 – BNY Mellon Investment Management (“BNY Mellon”), and Amherst Holdings, LLC (“Amherst Holdings”), today announced an agreement through which BNY Mellon will exchange its majority equity interest in Amherst Capital Management LLC (“Amherst Capital”), an investment manager specializing in U.S. real estate, for a minority equity stake in Amherst Holdings. Concurrently, Texas Treasury Safekeeping Trust Company (“TTSTC”), a founding seed investor1 in Amherst Capital, will swap its current economic interest in Amherst Capital for an interest in Amherst Holdings. Following the completion of the transaction, Amherst Capital will be a wholly owned subsidiary of Amherst Holdings.

    Read More
  • An update on institutional single-family rental activity – 2017/2018 U.S. market trends support long-term growth & opportunity

    Video – April 2018

    Update on institutional activity in single-family rental (2017/2018) from Amherst Capital on Vimeo.

    View
  • An update on institutional single-family rental activity – 2017/2018 U.S. market trends support long-term growth & opportunity

    Commentary – April 2018
    In 2017, the single-family rental (“SFR”) asset class made further progress towards being widely-recognized as an institutional investment – some of the key takeaways and market trends addressed in our commentary article include:
      o Increasing capital flows
      o Consolidation across large institutional owners
      o GSEs launch pilot deals backing SFR

    Click Here to Download
  • ‘Retail Apocalypse’ wreaking havoc on shopping mall across the U.S. – but which malls fail is no surprise

    Commentary - March 2018
    Retail malls have seen significant distress from store closures as part of the ‘Retail Apocalypse.’ However, which malls fail is not random – in this article, we examine the viability of malls nationwide. When evaluating U.S. cities with more than 10 retail malls, we found that San Francisco, Chicago, New York City, Seattle and Dallas to be the “strongest” cities for malls. The weakest cities: Orlando, Las Vegas, Charlotte, Tampa and San Bernardino.

    Click Here to Download
  • Single-family housing supply tightest in 20 years, expected to get worse

    Commentary - February 2018
    Single-family housing shortage has led to the tightest months supply since 1999. Adding to the shortage, new construction has failed to rebound post GFC. In this article, we find that demographic trends based on stages of life among millennials who are living longer and likely to downsize later, will likely worsen this shortage in the coming years.

    Click Here to Download
  • “Why 'build to rent' is having its moment”

    Asset Securitization Report - February 2018
    The ranks of renters have swollen since the financial crisis, but there are few foreclosed homes left to pick up on the cheap and rent out. So some of the biggest landlords are buying, or building, new single-family homes to pad their portfolios.

    Read More
  • “Here’s what the $10M-$20M investment sales market looked like last week”

    The Real Deal New York - February 2018
    Michael Shah’s Delshah Capital acquired an apartment building on the Lower East Side from investor Michelle Goldstein for $18.9 million. The property, at 138-140 Ludlow Street, is a six-story building with 27 apartments and two commercial units. Delshah is financing the purchase with a $14 million mortgage from Amherst Capital Management.

    Read More
  • “Brace for an even hotter housing market if Austin lands Amazon HQ2”

    Austin CultureMap - January 2018
    If Austin scores Amazon’s $5 billion second headquarters, we should brace ourselves for a hotter — and costlier — market for single-family homes. A new report from Amherst Capital Management LLC, a real estate investment firm, forecasts demand for single-family homes in the Austin metro area would jump by 13 percent if Amazon picks our region for the e-commerce giant’s so-called HQ2 project. By comparison, demand would inch up by just 4 percent if Dallas gains HQ2.

    Read More
  • HQ2’s Prime Effect on Local Housing Markets

    Commentary - January 2018
    Amazon, Inc. – which is looking to build a second headquarters (HQ2) – announced the 20 finalist markets on January 18, 2018. Amazon’s decision carries with it fascinating economic implications, as the company claims its HQ2 will bring 50,000 jobs to the selected area.

    Click Here to Download
  • "Amherst: Amazon’s HQ2 choice to drive local housing demand up to 25%”

    HousingWire. – January 2018
    Real estate investment firm Amherst Capital Management released market commentary on Wednesday outlining the potential impact Amazon’s second headquarters could have on the already hot housing markets of the 20 cities being eyed by the ecommerce giant.

    Read More

Research and Analytics Team


 

1. Provided through a consulting agreement with Amherst Capital

Share this page