Sunday, March 1, 2026
Market Intelligence for Real Estate Investing Professionals
What's happening: Ancora Advisors Takes $148M Stake in Americold Realty Amid 42% Share Decline
Ancora Advisors disclosed a $148.26 million purchase of 11.5 million Americold Realty Trust shares, representing about 3.05 % of its $4.85 billion U.S. equity portfolio and making the REIT its fourth‑largest holding. The investment comes as Americold’s stock is down 42 % from its 52‑week high, trading at $13.39 with a 6.87 % dividend yield.
China new home prices fell at fastest pace in 3+ yrs (Feb). Macro: property slump drags growth. Key factors: weak demand, limited policy relief. Risks: wealth erosion, consumption hit. Trade: short Chinese property developers/RE ETFs 🔻 — Viktor Kopylov, PhD, CFA. More insights: t.me/si14Kopylov

Will we see a price uptick this spring? This is what the rhythm looks like. The median isn't a perfect metric (there is no perfect metric), but it gives a helpful shape for the market. Remember, larger homes start selling in the spring, which makes a difference in price stats. https://t.co/5NZCexWu1c