Weekly Readings and Links
10/04/2026
A collection of articles and links that might be of interest to the reader, spanning from general economic discussion to individual stock conversations, special situations, listed real estate, shipping etc.
Listed Real Estate
Own Report on EPRA Conference 2026 in Milan
Link to a dispatch from this year’s EPRA ReThink conference in Milan. A difficult time for the sector of listed real estate in Europe, the article explores the different talking points and the mood among the community during the three-day conference in the beginning of September.
https://www.whiteacre.net/updates-1/update--dispatch-from-milan
Chilton Capital makes their case for investing in multifamily REITs
The investment manager in this article makes a nuanced take on why they believe in the attractiveness of listed multifamily REITs in the US. They point out that REITs are in a good position to acquire more assets on the cheap amid some carnage among private real estate investors in the multifamily sector.
https://chiltoncapital.com/2026/10/01/multifamily-reits-the-buyer-nobodys-pricing-in-october-2026/
Bill Ackman talks his plans on Howard Hughes ($HHH) on Bloomberg TV
The General talks about his plans on Howard Hughes following the acquisition of insurance company Vantage and on other aspects of his empire building.
https://www.youtube.com/watch?v=PE3dlWH-6Ic
Lessons to learn from Spain’s Housing Crisis
An FT long read that examines the harmful consequences of rent control by looking at a wide range of academic studies on the matter. This article is especially timely considering the recent protests in Spain over the eviction of a senior tenant from her apartment that sparked large protests and lead to the prime minister calling for a snap election, as well as a recent election in Berlin of pro-expropriation party Die Linke won the polls.
https://www.ft.com/content/437ca3f0-9db4-4511-a441-ab7763d8f65c?syn-25a6b1a6=1
New Data Center REIT coming online in Spain
An interesting new IPO is in the making in Spain, where BME-listed company Substrate AI plans to spin-off its data centers and list them in a SOCIMI (Spanish-version of a listed REIT).
REIT Connect coming to Hong Kong and China?
As China builds up its REIT ecosystem of now close to 90 listed vehicles, as well as some Hong Kong property stocks rebounding, there is talk of a potential stock connect between the two jurisdictions for REITs.
X discussion of Hong Kong listed real estate companies
Account with one of the best usernames out there, goldenlabubuwatch, with a number of interesting tweets on the topic of Hong Kong real estate stocks.