Video Update - Election And Tech Earnings Are Huge For Real Estate

And especially for our REIT stocks

Author

Tim Melvin
October 29, 2024

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Editor’s Note: Tim just released his latest, Premium-exclusive weekly video reviewing how next week’s election and tech earnings impact real estate investors, and our specific real estate investments. Below is a brief preview. To access the whole video, upgrade to Premium!

As we enter a pivotal week in October 2024, multiple significant events are converging to create an especially dynamic market environment. From the upcoming presidential election to major tech earnings and evolving real estate trends, investors face both challenges and opportunities in the current landscape.

Election Week Impact

The presidential election, scheduled for next week, is poised to intensify market activity. While election-related uncertainty has pushed some metrics, particularly in the bond market, to noteworthy levels, historical data suggests that presidential elections typically have less severe market impacts than often anticipated. The most successful market performances since World War II occurred during the Clinton and Obama administrations, highlighting that market success often depends more on broader economic factors than specific presidential policies.

Tech Sector Spotlight

This week marks a crucial period for tech earnings, with five of the "Magnificent Seven" scheduled to report: Alphabet, Meta, Microsoft, Amazon, and Apple. These reports will provide vital insights across various sectors, from AI and e-commerce to consumer technology and enterprise software. Additionally, Visa and MasterCard's upcoming reports will offer valuable indicators of broader economic health, particularly consumer spending patterns in our increasingly cashless society.

Real Estate Market Dynamics

The commercial real estate sector is showing encouraging signs of stabilization after a period of decline. Notable trends include:

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