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MidLincoln ML Global Real Estate Index Eq.Weight

basketnameweekchmonthchytdchyearch
ML Global Real Estate0.38-0.97-19.82-23.09

Basket 12m Performance Weighted by Various Factors Items

MCapSalesnetincome
0.00.00.0
netmarginDividenYield52wkchangerisk
0.00.0160.00.0

Select Equity Indexes Yields

nameweekchmonthchytdchyearch
MICEX Index1.717.2621.1621.58
Russian Trading System Cash Index3.165.9038.8829.44
Russian Depositary Index USD2.407.0340.4428.68
S&P 500 Index-0.973.096.234.79
Dow Jones Industrial Average0.105.678.907.41
FTSE 100 Index-1.61-3.217.287.89
Nikkei 2250.465.74-3.19-6.63
Hong Kong Hang Seng Index-1.13-2.042.520.81
Ibovespa Brasil Sao Paulo Stock Exchange Index-2.02-7.1039.1432.97
Borsa Istanbul 100 Index-1.44-6.440.12-1.31
FTSE/JSE Africa All Share Index-3.34-3.54-3.55-0.58
Warsaw Stock Exchange WIG Total Return Index-0.22-1.224.324.16
Shanghai Stock Exchange Composite Index-1.753.36-9.65-9.20
S&P BSE SENSEX Index-0.33-6.020.862.36
Korea Stock Exchange KOSPI Index-0.38-1.780.470.00
Jakarta Stock Exchange Composite Index3.28-2.8514.7615.93
Mexican Stock Exchange Mexican Bolsa IPC Index-1.77-7.193.593.63
S&P/TSX Composite Index-0.151.8114.5312.68
Karachi Stock Exchange KSE100 Index0.779.0432.7733.04
Deutsche Boerse AG German Stock Index DAX-1.74-1.42-2.14-2.22

Best Stocks 1 Week in USD %ch

nameChngePctCountry
Bumi Serpong Damai Tbk PT (BSDE:IJ)10.87
Etalon Group Ltd (ETLN:LI)9.89
Host Hotels & Resorts Inc (HST:US)7.66
CBRE Group Inc (CBG:US)5.44
Daelim Industrial Co Ltd (000210:KS)3.50
SL Green Realty Corp (SLG:US)3.18
Vornado Realty Trust (VNO:US)2.47
Segro PLC (SGRO:LN)2.41
Country Garden Holdings Co Ltd (2007:HK)2.37
PIK Group PJSC (PIKK:RM)2.35

Worst Stocks 1 week in USD %

nameChngePctCountry
Unitech Ltd (UT:IN)-6.38
Multiplan Empreendimentos Imobiliarios SA (MULT3:BZ)-4.71
Longfor Properties Co Ltd (960:HK)-4.54
Emlak Konut Gayrimenkul Yatirim Ortakligi AS (EKGYO:TI)-4.43
Agile Group Holdings Ltd (3383:HK)-4.28
American Tower Corp (AMT:US)-3.84
BR Malls Participacoes SA (BRML3:BZ)-3.77
Westfield Corp (WFD:AU)-3.75
Shanghai Industrial Holdings Ltd (363:HK)-3.33
Ayala Corp (AC:PM)-3.30

best Stocks 1 month in USD %

nameChngePctCountry
Host Hotels & Resorts Inc (HST:US)20.51
CBRE Group Inc (CBG:US)15.86
Vornado Realty Trust (VNO:US)13.75
SL Green Realty Corp (SLG:US)12.68
Weyerhaeuser Co (WY:US)10.72
Sumitomo Realty & Development Co Ltd (8830:JP)9.78
Etalon Group Ltd (ETLN:LI)7.14
Boston Properties Inc (BXP:US)6.93
Ruentex Development Co Ltd (9945:TT)5.46
Country Garden Holdings Co Ltd (2007:HK)5.06

Worst Stocks 1 month in USD %

nameChngePctCountry
DLF Ltd (DLFU:IN)-20.25
Unitech Ltd (UT:IN)-19.10
Emlak Konut Gayrimenkul Yatirim Ortakligi AS (EKGYO:TI)-16.83
BR Malls Participacoes SA (BRML3:BZ)-16.80
Ayala Corp (AC:PM)-16.42
Lippo Karawaci Tbk PT (LPKR:IJ)-16.03
BR Properties SA (BRPR3:BZ)-15.42
Multiplan Empreendimentos Imobiliarios SA (MULT3:BZ)-15.16
Bumi Serpong Damai Tbk PT (BSDE:IJ)-12.68
New World Development Co Ltd (17:HK)-11.48

best Stocks ytd in USD %

nameChngePctCountry
Multiplan Empreendimentos Imobiliarios SA (MULT3:BZ)70.60
Etalon Group Ltd (ETLN:LI)67.60
PIK Group PJSC (PIKK:RM)47.86
BR Malls Participacoes SA (BRML3:BZ)46.13
Country Garden Holdings Co Ltd (2007:HK)37.35
Iron Mountain Inc (IRM:US)25.77
Liberty Property Trust (LPT:US)25.60
Central Pattana PCL (CPN:TB)25.15
Daelim Industrial Co Ltd (000210:KS)24.57
Duke Realty Corp (DRE:US)22.65

Worst Stocks ytd in USD %

nameChngePctCountry
British Land Co PLC/The (BLND:LN)-35.59
Unitech Ltd (UT:IN)-33.65
Sino-Ocean Group Holding Ltd (3377:HK)-31.63
Land Securities Group PLC (LAND:LN)-30.34
Intu Properties PLC (INTU:LN)-29.21
Shimao Property Holdings Ltd (813:HK)-25.44
Equity Residential (EQR:US)-25.13
Lippo Karawaci Tbk PT (LPKR:IJ)-23.18
China Jinmao Holdings Group Ltd (817:HK)-23.06
Raven Russia Ltd (RUS:LN)-18.94

Sector Performance in ML Global Real Estate in USD 1 month %

sectorChngePct
Financials-16.42
Industrials-5.95
Real Estate-1.76
Consumer Discretionary1.13

Sector Performance in ML Global Real Estate in USD YTD %

sectorChngePct
Financials-11.28
Real Estate-1.06
Industrials15.50
Consumer Discretionary47.86

ML Global Real Estate Stock News


Daelim Industrial Co Ltd

  • Ineos Styrolution adding specialty capacity in Mexico
  • Daelim Signed an MOU with Iranian Oil Company to Improve ...

    China Resources Land Ltd

  • BRIEF-China Resources Land updates on land acquisition for ...
  • Goldman Sachs: Buy Chinese stocks with foreign assets as yuan falls

    Poly Property Group Co Ltd

  • Marina Groenberg Acquires 2500 Shares of Polymetal International ...
  • Polymetal International PLC (POLY) Insider Marina Groenberg ...

    Yuexiu Property Co Ltd

  • Moody's: Yuexiu Property's moderate 2015 results within expectations
  • Moody's: Yuexiu Property Company Limited's ratings unaffected by ...

    New World Development Co Ltd

  • ETF Alert: iShares Asia/Pacific Dividend (DVYA) Declines 0.54% for ...
  • Notable ETF Flows Change: WisdomTree International MidCap Div ...

    Country Garden Holdings Co Ltd

  • $100 Billion Chinese-Made City Near Singapore 'Scares the Hell ...
  • Chinese-made $100 billion city near Singapore 'scares everybody'

    Shui On Land Ltd

  • BRIEF-Shui On Land Ltd says Innovate Zone entered into financial ...
  • Country Garden teams up with Shui On Land for upmarket ...

    Sino-Ocean Group Holding Ltd

  • Sino-Ocean Group, KKR to invest in Capital Juda
  • KKR si allea con Sino-Ocean per gli outlet in Cina. Pure Global ...

    Agile Group Holdings Ltd

  • Moody's changes Agile Group's outlook to stable from negative
  • BRIEF-Agile Group Holdings says unit to inject funds into JV ...

    Shanghai Industrial Holdings Ltd

  • Hong Kong Stocks Gain on Italy Optimism; Shenzhen Trading Slows
  • Shanghai Composite Index Falls, Despite Positive Services Industry ...

    Greentown China Holdings Ltd

  • BRIEF-Greentown China Holdings Jan-Oct contracted sales of about ...
  • Moody's assigns definitive Ba3 to Greentown China's USD perpetual ...

    SOHO China Ltd

  • Tech sector boosting property demand in Beijing, Shanghai: Soho ...
  • Moody's downgrades SOHO China's ratings to Ba3; outlook negative

    China Overseas Land & Investment Ltd

  • Hong Kong Stocks Erase Advance as Property Companies Decline
  • Today's ETF On Watch: WisdomTree Emerging Mkts Qual Div Gr ...

    Shimao Property Holdings Ltd

  • Sogo operator Lifestyle International wins Kai Tak site for HK$7.39b
  • Form NQ FIRST TRUST/ABERDEEN For: Sep 30

    China Jinmao Holdings Group Ltd

  • It looks as if 2016 will be a year to forget for Li Ka-shing and CK ...
  • Macquarie Capital partners with Chinese property developer to ...

    China Overseas Grand Oceans Group Ltd

  • BRIEF-China Overseas Grand Oceans says Oct property contracted ...
  • 中国海外宏洋集团估值虽低但并不宜介入

    Link REIT

  • Link Reit buoyed by Hong Kong property curb
  • Hong Kong Legco approves motion to 'counteract' dominance of ...

    Mitsui Fudosan Co Ltd

  • Hoboken's Waterfront Corporate Center III Has a New Owner
  • SKS Partners Wins Prestigious Platinum LEED Certification

    Mitsubishi Estate Co Ltd

  • Stock Watch: Focusing in on Mitsubishi Estate Co., Ltd. (TSE:8802)
  • Mitsubishi Estate Co Ltd (MITEY) Stock Rating Lowered by Zacks ...

    Sumitomo Realty & Development Co Ltd

  • REFILE-BRIEF-Sumitomo Realty & Development Co Ltd's revenue ...
  • BRIEF-Sumitomo Realty & Development Co Ltd's revenue is seen ...

    Japan Retail Fund Investment Corp

  • Japan Could Cut Tax Revenue Estimate Due to Low Corporate ...
  • USD/JPY – Yen Ticks Higher, Japanese Current Account, GDP Next

    Longfor Properties Co Ltd

  • The growing attraction of Chinese real estate investments
  • CPP Fund Totals $300.5 Billion at Second Quarter Fiscal 2017

    Ruentex Development Co Ltd

  • Ruen Chen quiet on Nan Shan Life funding
  • Legislators get new ammunition in OBI Pharma share controversy

    Ayala Corp

  • Ayala Corp. pushes for manufacturing roadmap
  • Ayala Corp. nets nearly P20B

    Ayala Land Inc

  • まにら新聞ウェブ
  • Ayala Land to open executive course at Southlinks

    American Tower Corp

  • Price Target Analysis: American Tower Corporation (NYSE:AMT)
  • Levels in Review for American Tower Corporation (NYSE:AMT)

    AvalonBay Communities Inc

  • Levels in Review for AvalonBay Communities, Inc. (NYSE:AVB)
  • The Two Best REITs To Buy Right Now

    British Land Co PLC/The

  • British Land Company PLC 10% Potential Upside Indicated by ...
  • Exane BNP Paribas Issues Price Target With 12.83% Upside On ...

    BR Malls Participacoes SA

  • Noteworthy Earnings: Analysis and BR Malls Participacoes SA (ADR ...
  • Brazil's BR Malls posts 3rd-qtr net income of 35.5 mln reais

    BR Properties SA

  • Rekonstrukcija crkve na Sv. Stefanu: Falsifikati sa blagoslovom
  • Noteworthy Earnings: Analysis and BR Malls Participacoes SA (ADR ...

    Bumi Serpong Damai Tbk PT

  • 4 Saham Properti yang Layak Anda Koleksi
  • IHSG Awal Pekan Diprediksi Bakal Bergerak Positif

    Boston Properties Inc

  • Boston Properties Inc. (BXP) Stake Lowered by Teachers Advisors ...
  • Analyst Targets on Boston Properties, Inc. (NYSE:BXP) Underscore ...

    CBRE Group Inc

  • CBRE Group, Inc. Earns Top Score on Corporate Equality Index for ...
  • Market Check: Narrowing in on Shares of CBRE Group, Inc. (NYSE ...

    Crown Castle International Corp

  • BlackRock Japan Co. Ltd Has $43281000 Stake in Crown Castle ...
  • Looking at the Numbers for Crown Castle International Corp. (NYSE ...

    Central Pattana PCL

  • Fast conditions, choppy seas, a spirit of competition for day two of ...
  • Phuket King's Cup Regatta 30th Anniversary: the Heritage of Passion

    DLF Ltd

  • Buy DLF, target Rs 128 : Siddarth Bhamre
  • Competition Comm dismisses complaint against DLF

    Digital Realty Trust Inc

  • Digital Realty Trust Inc. (DLR) Shares Bought by Swiss National Bank
  • Levels in Review for Digital Realty Trust, Inc. (NYSE:DLR)

    Duke Realty Corp

  • Stock Intraday Alert - Duke Realty Corporation's (DRE)
  • Duke Realty Expands Northeast Team with New VP

    Dexus Property Group

  • Keeping an Eye on Shares of Dexus Property Group (ASX:DXS)
  • DEXUS Property Group gains 49pc with $332m Sydney Metro sale

    Emlak Konut Gayrimenkul Yatirim Ortakligi AS

  • KAP: EKGYO [ ] EMLAK KONUT GAYRIMENKUL YATIRIM ...
  • ***EKGYO*** EMLAK KONUT GAYRİMENKUL YATIRIM ORTAKLIĞI ...

    Equity Residential

  • Earnings Reaction History: Equity Residential (NYSE:EQR) has a ...
  • Analyst Recommendation Is A Thing Worth Watching: Equity ...

    Essex Property Trust Inc

  • Essex Property Trust Inc. (ESS) Stake Boosted by National Pension ...
  • Analyst Targets on Essex Property Trust, Inc. (NYSE:ESS ...

    Etalon Group Ltd

  • Inequality Is Key to Making Sense of Russian Consumer Plight
  • Etalon Bets Russian Homebuyers to Persevere Amid Crisis

    Federal Realty Investment Trust

  • Rating Sentiment Report: Is there a Bearish outlook for Federal ...
  • Stock in Focus: Federal Realty Investment Trust (NYSE:FRT)

    General Growth Properties Inc

  • Hot Stock - General Growth Properties, Inc's (GGP)
  • Analysts Upside For This Dividend Diamond: General Growth ...

    Goodman Group

  • Checking the Numbers on Goodman Group (ASX:GMG)
  • US equity firms move in on Goodman business parks

    GPT Group/The

  • The Australian Financial Review's Rob Harley: Lessons from a life in ...
  • The upside, and downside, to Bob Johnston's GPT Group

    Growthpoint Properties Ltd

  • Globalworth Real Estate Investments: Capital Increase Marks A Step
  • Growthpoint Properties a preluat 26,9% din acțiunile de la ...

    Welltower Inc

  • Welltower Inc. (HCN) Shares Bought by WINTON GROUP Ltd
  • Welltower Is 'Taking Charge'

    HCP Inc

  • How Risky Is HCP, Inc.?
  • HCP Inc. (HCP) Shares Sold by Neuberger Berman Group LLC

    Host Hotels & Resorts Inc

  • Analyst Research Summary: Host Hotels & Resorts, Inc. (NYSE:HST)
  • Analyst Opinions To Note: Host Hotels & Resorts, Inc. (NYSE:HST ...

    IMMOFINANZ AG

  • Consiliul Concurenței a autorizat tranzacția prin care Immofinanz ...
  • Competition body authorizes take over by Immofinanz AG of office ...

    Intu Properties PLC

  • Market Risers: Frenkel Topping Group Plc, HSBC Holdings plc, Intu ...
  • BNP Paribas Reaffirms Underperform Rating for Intu Properties PLC ...

    Iron Mountain Inc

  • Iron Mountain: Worth A Look From Income Investors
  • Insider Selling: Iron Mountain Inc. (IRM) Director Sells 954 Shares of ...

    Kimco Realty Corp

  • SEC Filing: Real Estate Management Services LLC Has Lowered Its ...
  • Stock in Focus: Kimco Realty Corporation (NYSE:KIM)

    Land Securities Group PLC

  • Market Risers: Land Securities Group plc, National Grid plc ...
  • Land Securities Group plc 7.3% Potential Upside Indicated by ...

    Klepierre

  • Plaza agrees settlement with Klepierre
  • Correctie: Beursblik: Barclays verhoogt advies Klepierre

    Lippo Karawaci Tbk PT

  • Jual mall di Bali, Lippo Karawaci dapat dana segar Rp 800 miliar
  • Indonesia: LMIR Trust to acquire Lippo Mall Kuta for $59.8m

    Liberty Property Trust

  • Liberty Property Trust Commences Development of “The Camden ...
  • Liberty Property Trust (NYSE:LPT) lost about -4.3 percent in value ...

    Macerich Co/The

  • Ownership Action To Observe: Macerich Co (NYSE:MAC ...
  • La Francaise Forum Securities Ltd Lowers stake in Macerich Co ...

    Mirvac Group

  • Watching the Levels for Mirvac Group (ASX:MGR)
  • Mirvac's residential chief heads to Dubai

    Multiplan Empreendimentos Imobiliarios SA

  • Ibovespa Surges With Oil as Budget Deal Adds to Fiscal Optimism
  • Multiplan compra fatia adicional de 4,5% no Barra Shopping, no Rio

    Realty Income Corp

  • Realty Income Corp. (O) Downgraded by Bank of America Corp. to ...
  • Institutional Move: Realty Income Corp (O) Shareholder Farmers ...

    PIK Group PJSC

  • Blackstone mulls sale of 137M sf European warehouse portfolio
  • Прибыль ГК «ПИК» за I полугодие 2016 г. упала почти в 2,5 раза ...

    Prologis Inc

  • Prologis Inc. (PLD) Stake Raised by Rhumbline Advisers
  • Earnings Preview: Prologis, Inc. (NYSE:PLD) moved up 14 times out ...

    Public Storage

  • Coming to new mixed-use development: More self-storage
  • Consumer warning: What you should know before you use self ...

    Regency Centers Corp

  • Prudential Financial Inc. Has $46299000 Stake in Regency Centers ...
  • Analysts Upside For This Dividend Diamond: Regency Centers ...

    Raven Russia Ltd

  • Is RAVEN RUSSIA LTD 6.5% RED CNV PREF SHS NPV a Buy ...
  • Raven Russia reports strong balance sheet as market stabilises

    Scentre Group

  • Volatility Watch on Shares of Scentre Group (ASX:SCG)
  • Scentre Group expands outdoor network to non-Westfield malls in ...

    Stockland

  • Stockland's Mark Steinert deals property group back into apartments
  • Robots to make shopping easier

    Segro PLC

  • The SEGRO plc (SGRO) Rating Decreased to Neutral at Goldman ...
  • Checking the Metrics on Shares of SEGRO plc (LSE:SGRO)

    SL Green Realty Corp

  • Notable Analyst Research Reports: Amphenol Corporation (NYSE ...
  • What do Analysts Say about: SL Green Realty Corp. (NYSE:SLG)

    SM Prime Holdings Inc

  • まにら新聞ウェブ
  • SM to open biggest mall in China in December

    Simon Property Group Inc

  • TIAA CREF Investment Management LLC Has $356460000 Stake in ...
  • Simon Property Group Fights to Reinvent the Shopping Mall

    UDR Inc

  • UDR, Inc. (UDR) Appoints New CFO
  • UDR, Inc. (NYSE:UDR) topped earnings-per-share estimates 33% of ...

    UEM Sunrise Bhd

  • BRIEF-Uem Sunrise Bhd says qtrly revenue 421.3 million rgt versus ...
  • UEM Sunrise units served with C$15.14m claims

    Unitech Ltd

  • Supreme Court Stays Unitech Homebuyers Meetings On ...
  • SC directs Unitech to refund money to home buyers for delay in ...

    VEREIT Inc

  • Vereit Inc. (VER) Downgraded to "Underperform" at Bank of America ...
  • Financial Stocks Worth Chasing: SLM Corporation (SLM), VEREIT ...

    Vornado Realty Trust

  • BlackRock Fund Advisors Has $551404000 Position in Vornado ...
  • Stock in Focus: Vornado Realty Trust (NYSE:VNO)

    Ventas Inc

  • Ventas Inc. (VTR) Shares Sold by Teachers Advisors LLC
  • Analysts Set Ventas Inc. (VTR) Price Target at $63.22

    Westfield Corp

  • Keeping an Eye on Shares of Westfield Corp. (ASX:WFD)
  • Better buy? Westfield Corp Ltd vs Scentre Group

    Weyerhaeuser Co

  • Weyerhaeuser Co Unusual Bearish Options Activity Means Higher ...
  • MAI Capital Management Boosts Stake in Weyerhaeuser Co (WY)




    • ML Global Real Estate


    By: Research Team


    Description

    MidLincoln Global Real Estate Index Is an equity index consisting of emerging and developed market real estate stocks and select REITs. The index is calculated with equal weights set for each stock.

    Comment



    Best last week among stocks was Bumi Serpong Damai Tbk PT (BSDE:IJ) +10.87%, Etalon Group Ltd (ETLN:LI) +9.89%, Host Hotels & Resorts Inc (HST:US) +7.66%,

    While worst last week among stocks was Unitech Ltd (UT:IN) -6.38%, Multiplan Empreendimentos Imobiliarios SA (MULT3:BZ) -4.71%, Longfor Properties Co Ltd (960:HK) -4.54%,

    Best last month among stocks was Host Hotels & Resorts Inc (HST:US) +20.51%, CBRE Group Inc (CBG:US) +15.86%, Vornado Realty Trust (VNO:US) +13.75%,

    While worst last month among stocks was DLF Ltd (DLFU:IN) -20.25%, Unitech Ltd (UT:IN) -19.10%, Emlak Konut Gayrimenkul Yatirim Ortakligi AS (EKGYO:TI) -16.83%,

    Best YTD among stocks was Multiplan Empreendimentos Imobiliarios SA (MULT3:BZ) +70.60%, Etalon Group Ltd (ETLN:LI) +67.60%, PIK Group PJSC (PIKK:RM) +47.86%,

    While worst YTD among stocks was British Land Co PLC/The (BLND:LN) -35.59%, Unitech Ltd (UT:IN) -33.65%, Sino-Ocean Group Holding Ltd (3377:HK) -31.63%,

    Companies Reported last month include:

    TickerReported
    8801:JP11/11/2016
    8802:JP11/7/2016
    8830:JP11/14/2016
    9945:TT11/14/2016
    AC:PM11/14/2016
    ALI:PM11/9/2016
    AMT:US10/27/2016
    BLND:LN11/16/2016
    BRML3:BZ11/14/2016
    BRPR3:BZ11/9/2016
    BSDE:IJ10/27/2016
    CBG:US10/27/2016
    CPN:TB11/8/2016
    DLR:US10/27/2016
    EKGYO:TI10/31/2016
    ESS:US10/27/2016
    FRT:US11/2/2016
    GGP:US10/31/2016
    HCN:US11/2/2016
    HCP:US11/1/2016
    HST:US11/2/2016
    IRM:US11/1/2016
    KIM:US10/27/2016
    LAND:LN11/15/2016
    LPKR:IJ11/11/2016
    MAC:US10/27/2016
    MULT3:BZ10/31/2016
    REG:US11/1/2016
    SMPH:PM11/8/2016
    VER:US11/2/2016
    VNO:US10/31/2016
    VTR:US10/28/2016
    WY:US10/28/2016

    Companies that will report next month include:

    TickerReporting
    000210:KS1/26/2017
    CCI:US1/25/2017
    DLFU:IN12/2/2016
    DRE:US1/29/2017
    EQR:US1/31/2017
    IIA:AV12/19/2016
    PLD:US1/26/2017
    SLG:US1/29/2017
    SPG:US1/31/2017
    UEMS:MK12/2/2016
    UT:IN11/29/2016

    Ex Div Stocks Last Month:

    TickerExDv
    17:HK11/24/2016
    3900:HK3/1/2017
    823:HK11/22/2016
    8801:JP3/29/2017
    8802:JP3/29/2017
    8830:JP3/29/2017
    8953:JP2/24/2017
    AVB:US12/28/2016
    BLND:LN1/5/2017
    CCI:US12/14/2016
    DLR:US12/13/2016
    DRE:US11/14/2016
    ETLN:LI11/23/2016
    FRT:US12/29/2016
    GGP:US12/13/2016
    HCN:US11/4/2016
    HCP:US11/8/2016
    IRM:US12/13/2016
    KIM:US12/29/2016
    LAND:LN12/1/2016
    MAC:US11/8/2016
    O:US11/29/2016
    PSA:US12/12/2016
    REG:US11/14/2016
    SPG:US11/14/2016
    VER:US12/28/2016
    VNO:US11/3/2016

    Companies that will go ex-Div next month include:

    TickerReporting
    000210:KS12/28/2016
    AC:PM12/12/2016
    AMT:US12/14/2016
    BXP:US12/28/2016
    DXS:AU12/29/2016
    EQR:US12/23/2016
    ESS:US12/29/2016
    GMG:AU12/23/2016
    GPT:AU12/29/2016
    HST:US12/28/2016
    LPT:US12/29/2016
    MGR:AU12/23/2016
    O:US12/29/2016
    PLD:US12/12/2016
    SGP:AU12/28/2016
    SLG:US12/30/2016
    UDR:US1/5/2017
    VNO:US1/26/2017
    VTR:US12/15/2016

    Chart: Canadian Real Estate Firms Able To Grow Dividends

    Source: ML, ValueWalk

    Chart: Colony Capital Inc. Chairman raised a red flag on U.S. real estate saying that the market is 'bubblicious'

    Source: Bloomberg, Moodys

    Chart: Most Expensive Markets, Top Increases and Top Decreases

    Globally, prime office occupancy costs increased 2.4% in the year ending Q1 2016
    - Occupancy costs in EMEA increased by 2.1% year-over-year
    - Hong Kong (Central) climbed to the top of CBRE's semi-annual ranking of the world's most expensive office markets
    - London-Central (West End), now ranked in second place
    - Globally, prime office occupancy costs increased 2.4% in the year ending Q1 2016

    Source: http://www.zawya.com/

    Chart: Global Ofice Yields

    Global Ofice Yields

    Source: ML

    Chart: Net ajusted disposable income per houshold for various countries

    Useful to compare to retail penetration

    Source: ML

    Chart: Food retail penetration for various countries

    Source: ML

    Chart: Current Retail Yields are soft compared to their historical averages for Moscow assets

    Source: ML

    Chart: Retail stock per 1000 persons

    Source: ML

    Chart: Moscow Warehousing Yields are soft compared to their historical averages for Moscow assets

    Source: ML

    Chart: Average warehousing stock per 1000 persons for select countries

    Source: ML


    Real Estate Flows, Yields and News

  • Real estate sector has sunk since its creation, and could spiral further
  • Rising Rates Threaten Global Property Investments
  • 3 quick takeaways for residential real estate investors
  • Opinion: 10 REITs that look like big winners for 2017
  • A-REIT prices open real estate opportunities

    Logistic Real Estate Yields

  • Real estate investment trust acquires Bradford logistics warehouse ...
  • Managers feel logistics assets will remain safe
  • GIC continues to tap into booming logistics sector with European deal
  • Singapore: GIC acquires P3 for €2.4b from TPG Real Estate ...
  • GUEST ARTICLE: Family Offices' Craving For Yield Puts European ...

    Warehouse Real Estate Yields

  • Pure Industrial Real Estate Trust (AAR.UN) Given Average ...
  • Tough auction tactic, $20000 bids, don't deter keen buyer
  • STAG Industrial: Why You Should Consider This Monthly-Paying 6 ...
  • 5 questions for investors when looking at industrial real estate
  • Chinese investors interested in PH property market

    Moscow Warehouse Real Estate

  • AP News in Brief at 11:04 pm EST
  • Moscow Warehouse Fire Kills 17 Migrant Workers
  • Deadly warehouse fire: Operator accused of ignoring safety
  • Milkiland hopes to restructure $58.6 mln debt to syndicate in 2016 ...
  • Moscow's industrial heritage 'at risk' in rush to redevelop old Soviet ...

    Retail Real Estate Yields

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    Country Composition

    CountryWeight %
    UNITED STATES35.37
    HONG KONG12.20
    CHINA8.54
    AUSTRALIA8.54
    JAPAN4.88
    BRITAIN4.88
    BRAZIL3.66
    PHILIPPINES3.66
    RUSSIA2.44
    INDIA2.44
    INDONESIA2.44
    THAILAND1.22
    SOUTH AFRICA1.22
    SOUTH KOREA1.22
    TAIWAN1.22
    FRANCE1.22
    TURKEY1.22
    AUSTRIA1.22
    MALAYSIA1.22
    GUERNSEY1.22

    Loading graph...
    /

    Sector Composition

    CountryWeight %
    UNITED STATES35.37
    HONG KONG12.20
    CHINA8.54
    AUSTRALIA8.54
    JAPAN4.88
    BRITAIN4.88
    BRAZIL3.66
    PHILIPPINES3.66
    RUSSIA2.44
    INDIA2.44
    INDONESIA2.44
    THAILAND1.22
    SOUTH AFRICA1.22
    SOUTH KOREA1.22
    TAIWAN1.22
    FRANCE1.22
    TURKEY1.22
    AUSTRIA1.22
    MALAYSIA1.22
    GUERNSEY1.22
    Loading graph...

    Key Basket Multiples

    StocksTotal MCap US mnPayout RatioDiv YieldPENetMargin1yr Return
    82898755.357.43.926.4330.560.0

    Basket Valuations

    valueMCap US mnDividendYieldPEPSNetMarginPctPayoutRatio52wkchangeScore
    Dexus Property Group6425.195.0215.7111.3972.5078.860.27120.28
    Mirvac Group5638.895.0214.349.5666.6771.990.16108.82
    Stockland7624.096.0014.004.2930.6484.000.1685.15
    Goodman Group8753.133.8715.4310.3667.1459.710.1595.93
    Scentre Group16483.005.0818.299.8753.9692.910.11113.05
    GPT Group/The6300.274.9816.1112.6278.3480.230.08126.88
    Westfield Corp14162.663.6520.2814.9473.6774.02-0.01111.75
    IMMOFINANZ AG2027.803.4731.656.3019.91109.83-0.1482.29
    Multiplan Empreendimentos Imobiliarios SA3175.041.6927.919.4233.7547.170.4437.80
    BR Malls Participacoes SA1901.911.9218.084.8226.6634.710.1527.79
    BR Properties SA671.950.7827.544.6116.7421.48-0.02-4.99
    Segro PLC4258.563.9121.5611.3352.5584.30-0.1999.45
    Intu Properties PLC4512.365.1618.306.2834.3294.43-0.2994.51
    Land Securities Group PLC9564.433.7521.1513.1061.9479.31-0.33104.12
    British Land Co PLC/The7598.484.9516.419.3156.7381.23-0.39105.51
    Country Garden Holdings Co Ltd11754.763.878.120.637.7631.420.4815.89
    SOHO China Ltd2755.366.8051.5911.8622.99350.810.47307.03
    Agile Group Holdings Ltd2171.705.515.770.335.7231.790.1016.19
    Longfor Properties Co Ltd7787.614.386.660.9714.5629.17-0.0221.41
    Greentown China Holdings Ltd1818.472.486.690.466.8816.59-0.170.96
    Shui On Land Ltd1893.932.707.350.9312.6519.85-0.189.32
    Sino-Ocean Group Holding Ltd3284.305.006.930.689.8134.65-0.2221.66
    Klepierre11776.455.0415.549.2259.3378.32-0.12106.34
    Raven Russia Ltd320.357.517.161.5822.0753.77-0.2652.77
    New World Development Co Ltd10368.725.1211.521.3011.2858.980.1543.25
    Link REIT15018.124.2423.5112.3852.6699.680.15113.33
    Shanghai Industrial Holdings Ltd3131.173.869.391.1812.5736.250.1323.90
    Poly Property Group Co Ltd1180.260.40-0.330.00-0.000.00-15.65
    China Overseas Grand Oceans Group Ltd835.720.925.660.346.015.210.00-10.10
    China Resources Land Ltd16979.493.497.811.1314.4727.26-0.1018.17
    China Jinmao Holdings Group Ltd2875.834.746.550.6710.2331.05-0.1218.96
    Yuexiu Property Co Ltd1774.884.148.910.556.1736.89-0.1318.37
    China Overseas Land & Investment Ltd31361.153.456.811.3319.5323.49-0.1320.44
    Shimao Property Holdings Ltd4523.256.504.870.5010.2731.66-0.1821.22
    DLF Ltd2920.261.9528.912.297.9256.370.0319.77
    Unitech Ltd186.82---0.000.00-0.33-15.98
    Bumi Serpong Damai Tbk PT2451.130.8515.385.1233.2913.070.0315.36
    Lippo Karawaci Tbk PT1337.471.3114.761.6511.1819.34-0.38-0.27
    Japan Retail Fund Investment Corp5047.613.80--0.00-0.000.06-15.59
    Mitsui Fudosan Co Ltd23584.091.2020.731.547.4324.88-0.06-4.13
    Mitsubishi Estate Co Ltd27504.300.7533.772.798.2625.33-0.07-15.90
    Sumitomo Realty & Development Co Ltd13030.780.7514.821.6711.2711.12-0.11-8.20
    UEM Sunrise Bhd1067.731.5225.612.7610.7838.93-0.188.26
    SM Prime Holdings Inc15548.571.0431.339.6230.7132.580.1716.48
    Ayala Corp9053.600.7819.082.2511.7914.88-0.08-8.13
    Ayala Land Inc9543.921.4323.314.2018.0233.33-0.1212.27
    Etalon Group Ltd803.364.468.691.0712.3138.760.5427.27
    PIK Group PJSC2835.521.4920.373.0414.9230.350.279.53
    Growthpoint Properties Ltd4943.257.9014.317.7354.02113.050.08137.19
    Daelim Industrial Co Ltd2284.160.398.150.263.193.180.04-17.39
    Ruentex Development Co Ltd1665.126.528.204.4454.1553.46-0.1083.66
    Central Pattana PCL6960.341.4726.968.8432.7939.630.2130.02
    Emlak Konut Gayrimenkul Yatirim Ortakligi AS3166.025.196.743.3549.7034.98-0.1462.15
    Digital Realty Trust Inc14620.663.8945.026.8915.30175.130.31130.07
    Duke Realty Corp8823.002.9330.5210.3633.9489.420.2777.47
    Iron Mountain Inc8851.855.7534.062.677.84195.850.25154.22
    Liberty Property Trust5691.594.9320.607.6236.99101.560.21102.51
    Ventas Inc21285.534.9135.686.2717.57175.190.19141.62
    Prologis Inc26122.773.3827.2611.6142.5992.140.1992.01
    Realty Income Corp14569.484.2651.3313.3626.03218.670.18177.89
    American Tower Corp45448.562.0149.117.8415.9698.710.1050.02
    Host Hotels & Resorts Inc12525.924.9416.492.3214.0781.460.0863.47
    VEREIT Inc8158.716.56-6.100.00-0.000.07-15.58
    Welltower Inc22647.355.5124.055.3522.25132.520.05115.11
    Kimco Realty Corp11097.433.9334.949.6827.70137.310.04114.47
    Vornado Realty Trust18261.572.6277.067.299.46201.900.03118.68
    Weyerhaeuser Co23952.833.8941.243.498.46160.420.03112.03
    Regency Centers Corp6979.723.0053.9511.9322.11161.850.02114.38
    General Growth Properties Inc22427.663.5622.907.8734.3781.520.0277.36
    Crown Castle International Corp30455.034.2486.907.879.06368.460.02274.98
    Boston Properties Inc18854.162.2944.227.3816.69101.260.0158.09
    Federal Realty Investment Trust10073.842.7439.4612.6131.96108.12-0.0184.96
    Simon Property Group Inc56719.873.6128.7810.1635.30103.90-0.0194.76
    HCP Inc13692.847.3021.945.4925.02160.16-0.04147.56
    Essex Property Trust Inc13978.142.9850.1210.8121.57149.36-0.05105.11
    UDR Inc8926.103.5387.619.3610.68309.26-0.07216.62
    SL Green Realty Corp10850.582.7764.505.849.05178.67-0.08107.49
    AvalonBay Communities Inc22051.793.3526.5910.8440.7789.08-0.0987.51
    Macerich Co/The9895.476.2423.629.5140.26147.39-0.10148.28
    Equity Residential21590.2015.675.188.9399.9981.17-0.11232.63
    Public Storage35629.833.5630.6213.9045.40109.01-0.12108.01
    CBRE Group Inc9929.50-13.800.755.43-0.00-0.21-24.22

    Top 5 ML Global Real Estate Long Picks

    valuestockMarketCapDividendYieldPEPSNetMarginPctPayoutRatio52wkchangescore
    SOHO China Ltd410:HK2755.366.8051.5911.8622.99350.810.47307.03
    Crown Castle International CorpCCI:US30455.034.2486.907.879.06368.460.02274.98
    Equity ResidentialEQR:US21590.2015.675.188.9399.9981.17-0.11232.63
    UDR IncUDR:US8926.103.5387.619.3610.68309.26-0.07216.62
    Realty Income CorpO:US14569.484.2651.3313.3626.03218.670.18177.89

    Top 5 ML Global Real Estate Short Picks

    valuestockMarketCapDividendYieldPEPSNetMarginPctPayoutRatio52wkchangescore
    CBRE Group IncCBG:US9929.50-13.800.755.430.00-0.21-24.22
    Daelim Industrial Co Ltd000210:KS2284.160.398.150.263.193.180.04-17.39
    Unitech LtdUT:IN186.82---0.000.00-0.33-15.98
    Mitsubishi Estate Co Ltd8802:JP27504.300.7533.772.798.2625.33-0.07-15.90
    Poly Property Group Co Ltd119:HK1180.260.40-0.330.000.000.00-15.65
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    Weekly Fund flow into focused funds showed (Previous Week)74.5 USD mn of inflow


    Weekly Fund flow into focused funds showed (Previous Week)-29.0 USD mn of outflow.


    Weekly Fund flow into focused funds showed (Previous Week)-2993.5 USD mn of outflow.


    Weekly Fund flow into focused funds showed (Previous Week)-56.5 USD mn of outflow.


    Weekly Fund flow into focused funds showed (Previous Week)-5.6 USD mn of outflow.


    Weekly Fund flow into focused funds showed (Previous Week)-567.0 USD mn of outflow.


    Weekly Fund flow into focused funds showed (Previous Week)2.9 USD mn of inflow


    Weekly Fund flow into focused funds showed (Previous Week)-268.8 USD mn of outflow.


    Weekly Fund flow into focused funds showed (Previous Week)-2.6 USD mn of outflow.


    Weekly Fund flow into focused funds showed (Previous Week)299.9 USD mn of inflow


    Weekly Fund flow into focused funds showed (Previous Week)-116.1 USD mn of outflow.


    Weekly Fund flow into focused funds showed (Previous Week)-24.2 USD mn of outflow.


    Weekly Fund flow into focused funds showed (Previous Week)418.8 USD mn of inflow


    Weekly Fund flow into focused funds showed (Previous Week)-15.3 USD mn of outflow.


    Weekly Fund flow into focused funds showed (Previous Week)-41.8 USD mn of outflow.


    Weekly Fund flow into focused funds showed (Previous Week)-119.3 USD mn of outflow.


    Weekly Fund flow into focused funds showed (Previous Week)-16.9 USD mn of outflow.


    Weekly Fund flow into focused funds showed (Previous Week)-248.6 USD mn of outflow.


    Weekly Fund flow into focused funds showed (Previous Week)26.1 USD mn of inflow


    Weekly Fund flow into focused funds showed (Previous Week)-60.6 USD mn of outflow.


    Weekly Fund flow into focused funds showed (Previous Week)60.3 USD mn of inflow


    Weekly Fund flow into focused funds showed (Previous Week)35.6 USD mn of inflow


    Weekly Fund flow into focused funds showed (Previous Week)-22.5 USD mn of outflow.


    Weekly Fund flow into focused funds showed (Previous Week)3.1 USD mn of inflow


    Weekly Fund flow into focused funds showed (Previous Week)-1.9 USD mn of outflow.


    Weekly Fund flow into focused funds showed (Previous Week)-161.3 USD mn of outflow.


    Weekly Fund flow into focused funds showed (Previous Week)-28.5 USD mn of outflow.


    Weekly Fund flow into focused funds showed (Previous Week)59.5 USD mn of inflow


    Weekly Fund flow into focused funds showed (Previous Week)-881.4 USD mn of outflow.


    Weekly Fund flow into focused funds showed (Previous Week)-2.9 USD mn of outflow.


    Weekly Fund flow into focused funds showed (Previous Week)-324.6 USD mn of outflow.


    Weekly Fund flow into focused funds showed (Previous Week)-1045.0 USD mn of outflow.


    Weekly Fund flow into focused funds showed (Previous Week)10.8 USD mn of inflow


    Weekly Fund flow into focused funds showed (Previous Week)-1586.0 USD mn of outflow.


    Weekly Fund flow into focused funds showed (Previous Week)-159.4 USD mn of outflow.


    Weekly Fund flow into focused funds showed (Previous Week)-9.0 USD mn of outflow.


    Weekly Fund flow into focused funds showed (Previous Week)-27.8 USD mn of outflow.


    Weekly Fund flow into focused funds showed (Previous Week)320.5 USD mn of inflow


    Weekly Fund flow into focused funds showed (Previous Week)1151.4 USD mn of inflow


    Weekly Fund flow into focused funds showed (Previous Week)298.5 USD mn of inflow


    Weekly Fund flow into focused funds showed (Previous Week)-606.5 USD mn of outflow.


    Weekly Fund flow into focused funds showed (Previous Week)-47.0 USD mn of outflow.


    Weekly Fund flow into focused funds showed (Previous Week)254.1 USD mn of inflow


    Weekly Fund flow into focused funds showed (Previous Week)-899.1 USD mn of outflow.


    Weekly Fund flow into focused funds showed (Previous Week)-4.0 USD mn of outflow.


    Weekly Fund flow into focused funds showed (Previous Week)-239.8 USD mn of outflow.


    Weekly Fund flow into focused funds showed (Previous Week)-2.5 USD mn of outflow.


    Weekly Fund flow into focused funds showed (Previous Week)-573.3 USD mn of outflow.


    Weekly Fund flow into focused funds showed (Previous Week)0.1 USD mn of inflow


    Weekly Fund flow into focused funds showed (Previous Week)-7.6 USD mn of outflow.


    Weekly Fund flow into focused funds showed (Previous Week)-9789.7 USD mn of outflow.


    Weekly Fund flow into focused funds showed (Previous Week)2640.1 USD mn of inflow


    Weekly Fund flow into focused funds showed (Previous Week)893.8 USD mn of inflow


    Top 10 Focused Funds by Inflows Last Week
    Fund Namefund flow mn$Total Assets mn$
    FI TESOURO RENDA FIXA (NSCXTES)891.64065.8
    SPDR S&P MIDCAP 400 ETF TRUST (MDY)829.417232.9
    SPDR S&P MIDCAP 400 ETF TRUST (XMDYX)829.417232.9
    ISHARES CORE S&P MID-CAP ETF (IJH)621.631482.4
    VANGUARD INVESTMENT SERIES PLC - GLOBAL STOCK INDEX FUND - INVESTOR CLASS USD (VANGIVI)505.78068.9
    ISHARES CORE S&P SMALL-CAP ETF (IJR)448.223901.0
    ISHARES MSCI NORTH AMERICA UCITS ETF (INAA)422.51672.7
    ISHARES MSCI JAPAN ETF (EWJ)391.214310.4
    ISHARES RUSSELL 1000 GROWTH ETF (IWF)308.630494.6
    VANGUARD INVESTMENT SERIES PLC - JAPAN GOVERNMENT BOND INDEX FUND - INVESTOR $ (VANJGBU)269.8633.5

    Top 10 Focused Funds by Outflow Last Week
    Fund Namefund flow mn$Total Assets mn$
    SPDR S&P 500 ETF TRUST (SPY)-4177.699999.9
    NOMURA TOPIX EXCHANGE TRADED FUND (01312017)-1873.331846.3
    NOMURA ETF - NIKKEI 225 EXCHANGE TRADED FUND (1321)-1860.534562.3
    NOMURA ETF - NIKKEI 225 EXCHANGE TRADED FUND (01311017)-1859.134562.3
    SPDR GOLD SHARES (GLD)-1629.436579.3
    ISHARES GOLD TRUST (I6HB)-485.88323.2
    ISHARES GOLD TRUST (I6HB)-485.38323.2
    CONSUMER STAPLES SELECT SECTOR SPDR FUND (SD7I)-463.27844.9
    ISHARES CORE S&P 500 ETF (ISQ2)-436.584770.9
    FIRST STATE INVESTMENTS ICVC - ASIA PACIFIC LEADERS FUND - AEUR INC (FSAPAEI)-416.611695.0
    		•