Property markets knocked by high interest rates and the end of cheap financing have caught the eye of hedge funds.
Five hedge funds shared five trading ideas on global property markets, adding that they cannot reveal trading positions for regulatory reasons.* Key trade: buy commercial mortgage-backed securities issued 2012-2016
Mizrachi mainly focuses on the mezzanine, or intermediate tranches of CMBSs, issued between 2012 and 2016. These now trade at a discount and contain fewer loans with lots of historical data, so are easier to analyze, he said.CEO of Armenian hedge fund Balchug Capital, David Amaryan, recently purchased one of Moscow's biggest malls, and is looking to buy more properties from investors leaving Russia.
"They are not getting what the assets were worth before the conflict but the discounted price is a reasonable one given that Balchug is taking the risk," he said.* Size: $14.8 billionBen Hunsaker, portfolio manager and head of structured credit at Beach Point Capital Management said a good shorting opportunity was to invest in sell options, or buy puts, on commercial mortgage real estate investment trust stocks .
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