Nuvo Capital Partners

11/18/2024

📰

Revolutionizing Industrial H**p Farming

𝐓𝐡𝐞 𝐤𝐞𝐲 𝐡𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:
» Efficiency and Competitive Advantages
» H**p’s Multifaceted Applications
» Challenges and Opportunities in the Market
» Trends and the Future of Industrial H**p
» The Future of H**p and Family Office Investing

Credit: Maxwell Nee

➡️🔗 To stay updated, please subscribe: https://newsletter.nuvocapitalpartners.com/

https://www.linkedin.com/pulse/revolutionizing-industrial-h**p-farming-lenny-pisano-2a1be/

Thank you, Maxwell Nee , for sharing your expertise and experiences. CHARLESTON, SC - As industrial h**p farming gains momentum, Maxwell Nee provides an inside look into this evolving sector.

10/31/2024

Tune in to hear Lenny Pisano and Brian Underdahl discuss our recent article titled “Why Mortgage Rates May Stay Higher For Longer".

👇 Check out the full article in the comments!

Lenny Pisano
Brian Underdahl

10/24/2024

📊

Why Mortgage Rates May Stay Higher For Longer

The key highlights:

🔹The average spread between the 30-year mortgage rate and the 10-year Treasury yield is 1.81%.
🔹The largest spread occurred in April 1980, with a spread of 4.85% (Mortgage Rate: 16.33%, 10-Year Yield: 11.47%).
🔹In recent years, spreads have widened significantly, with the largest spreads occurring in 2023 (2.84%), 2024 (2.53%), and 2022 (2.38%).

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Key Highlights: The average spread between the 30-year mortgage rate and the 10-year Treasury yield is 1.81%.

10/03/2024

Tune in to hear Lenny Pisano, and Brian Underdahl discuss our recent article titled “The Fed Cut 50 Bps. Now What?”.

👇 Check out the full article in the comments!

Lenny Pisano
Brian Underdahl

09/19/2024

📊

The Fed Cut 50 Bps. Now What?

The key highlights:

🔹Economic Uncertainty: With a 50bps rate cut and expectations of another 50 by the end of 2024, questions arise about whether these cuts are really just a recalibration of monetary policy or if they signal deeper economic troubles.
🔹Real Estate Outlook: For now, real estate professionals are celebrating much anticipated rate cuts. If fears of a downturn grow, lending standards could tighten and limit real estate activity rather than boost it.
🔹Housing Inflation: The housing sector is a major component of CPI, accounting for approximately 30% of the index. Lower financing costs may keep housing inflation high and limit the Fed’s ability to justify future cuts (which are largely priced in).

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Key Highlights Economic Uncertainty: With a 50bps rate cut and expectations of another 50 by the end of 2024, questions arise about whether these cuts are really just a recalibration of monetary policy or if they signal deeper economic troubles. Real Estate Outlook: For now, real estate professional

09/17/2024

Last week, Brian Underdahl and Lenny Pisano had the opportunity to meet with our equity partners in NYC. Over the course of 17 meetings, we focused on building relationships and gaining insight into how they are navigating this evolving market.

While there’s a collective eagerness to close more deals, it’s clear that timing is crucial—it’s not a question of "if," but "when." Focusing on the relationship is a top priority as we observe the bid/ask spread improving over time.

Here are a few insights from our time in the city:

➡️ 𝗧𝗶𝗴𝗵𝘁 𝗺𝗮𝗿𝗸𝗲𝘁 𝗳𝗼𝗿 𝗾𝘂𝗮𝗹𝗶𝘁𝘆 𝗱𝗲𝗮𝗹𝘀: Even the largest funds are struggling to find high-quality multifamily deals in the current market.

➡️ 𝗖𝗮𝗽𝗶𝘁𝗮𝗹 𝗱𝗶𝘀𝗰𝗶𝗽𝗹𝗶𝗻𝗲 𝗿𝗲𝗺𝗮𝗶𝗻𝘀 𝘀𝘁𝗿𝗼𝗻𝗴: Despite available capital, funds remain disciplined, refusing to compromise on their investment mandates for suboptimal deals.

➡️ 𝗘𝘃𝗼𝗹𝘃𝗶𝗻𝗴 𝗺𝗮𝗿𝗸𝗲𝘁 𝘀𝗲𝗻𝘁𝗶𝗺𝗲𝗻𝘁: In the last 6-8 months, the conversation has shifted from minimizing downside risks to identifying upside potential, signaling a more optimistic outlook.

09/09/2024

Tune in to hear Lenny Pisano, and Brian Underdahl discuss our recent article titled “This Time Is Different (Somewhat) Reliable Recession Indicators”.

👇 Check out the full article in the comments!

09/03/2024

Celebrating the strength, dedication, and hard work of all workers this Labor Day. Your contributions shape our world.

08/29/2024

📊

Rate Cuts Are Good For Real Estate. Right??

The key highlights:

🔹Uncertain Economic Signals: The market has priced in 100bps of rate cuts by the end of 2024, raising questions about whether these cuts signal deeper economic troubles or merely a recalibration of monetary policy.
🔹Real Estate Impact: Real estate owners often expect rate cuts to lower mortgage rates and spur market activity, but cuts made in response to recession fears could actually freeze lending and investment.
🔹Labor Market Focus: Recent downward payroll revisions and cooling job growth have increased market sensitivity to upcoming labor and inflation data, which will likely dictate how the Fed's next move is perceived by markets.

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The Key Highlights: Uncertain Economic Signals: The market has priced in 100bps of rate cuts by the end of 2024, raising questions about whether these cuts signal deeper economic troubles or merely a recalibration of monetary policy. Real Estate Impact: Real estate owners often expect rate cuts to l

08/15/2024

📊

The Rise of Part-Time Employment

The key highlights:

🔹Flexibility in Work: Part-time work and the gig economy, led by companies like Uber and DoorDash, are gaining popularity, whether for work-life balance or out of necessity to supplement income.
🔹Housing Market Shifts: The increase in part-time employment may lead to fewer qualified borrowers and more ‘would-be’ owners pushed into the rental market.

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The Shift Toward Part-Time Work Setting aside the obvious impact of higher mortgage rates and housing unaffordability, there’s another important factor negatively impacting ‘would-be’ home buyers. Part-time work has been steadily gaining traction as more individuals seek flexible employment op...

08/15/2024

🎙 New Episode Released!

I recently had the pleasure of hosting Matthew Newton, Director, and Art Advisory Specialist at UBS, who shared valuable insights into the evolving landscape of art collecting within the family office space. For more details on this episode, check out the information below.

Title: 𝗙𝗮𝗺𝗶𝗹𝘆 𝗢𝗳𝗳𝗶𝗰𝗲 𝗔𝗿𝘁 𝗖𝗼𝗹𝗹𝗲𝗰𝘁𝗶𝗻𝗴 𝟭𝟬𝟭 w/ Matthew Newton

👀 Watch Here: https://www.youtube.com/watch?v=Mxog76aUu6U

🎧 Listen Here: https://www.buzzsprout.com/2328671/15361514

Keeping it in the Family Office
Nuvo Capital Partners

In this episode of Family Office Insights, we welcome Matthew Newton, Head of Art Advisory at UBS. Matthew shares his expertise on navigating the art world, ...

08/14/2024

Jordan Finneseth from Kitco NEWS reports that gold is seeing a resurgence as a key investment for family offices in 2024. The precious metal has risen over 16% year-to-date, outpacing many major asset classes, according to the World Gold Council (WGC).

Louise Street from the WGC points out that gold has historically grown at about 8% annually in USD terms. The Campden Wealth Family Office Gold survey, conducted by Adrian Murdoch, shows that many family offices now consider gold a strategic asset.

Dr. Oliver W. from SOLIT Management GmbH adds that gold serves as a hedge against inflation and a reliable tool for preserving wealth. Despite criticisms about gold’s lack of income, its role in diversification and inflation protection is driving renewed interest amid global economic uncertainties.

The Kitco News Team brings you the latest news, videos, analysis and opinions regarding Precious Metals, Crypto, Mining, World Markets and Global Economy.