On this edition of "Charting Futures," Benchmark Investments' Kevin Kelly examines industrial stocks and how he is playing the trade war. He speaks with Bloomberg's Abigail Doolittle on "Bloomberg Markets: The Close."
Yahoo Finance's Seana Smith, Andy Serwer and Dan Roberts discuss the big business of Amazon's self-made holiday with Benchmark CEO Kevin Kelly
Kevin Kelly, Benchmark Investments managing partner, discusses equity markets, options markets and his JD.com options strategy with Bloomberg's Julie Hyman on "Bloomberg Markets." JD.com, traditionally known as a retail company, has invested heavily into industrial properties including logistics, distribution, and fulfillment facilities and it has lead to another leg of growth for the company. JD's retail prowess can be felt in China as they command about 20% of all retail sales.
Pacer ETFs President Sean O'Hara joined Kevin Kelly from Benchmark and Maria Bartiromo on the "Mornings with Maria" panel to discuss the opportunities in retail and data center real estate. The discussion focuses on how retail real estate (RTL) and data centers (SRVR) will benefit from 16% year over year growth in e-Commerce and the recent Supreme Court ruling on how states can mandate taxation of e-commerce sales.
International Council of Shopping Centers (ICSC) CEO Tom McGee joined Kevin Kelly and Maria Bartiromo on the "Mornings with Maria" panel to discuss the Supreme Court's online sales tax ruling and the state of retail.
Kevin Kelly, managing partner at Benchmark, discusses markets and his options trade for Alibaba (BABA) with Julie Hyman on Bloomberg TV. Alibaba held its Cloud Computing Conference in Shanghai. Like Amazon, Alibaba is primarily an e-commerce company. Its cloud computing business grew out of the IT infrastructure it built to support its online retailing business. AliCloud will come to represent a bigger portion of the company's overall revenue.
Kevin Kelly from Benchmark discusses the price of oil in the face of our rising output with OPIS chief oil analyst Tom Kloza. Kevin comments on the U.S. producing more oil than in the 1970s (Nixon administration) and is exporting over 1 Million barrels a day. Tom Kloza discusses the outlook for oil prices and the impact of rising gas prices on consumers.
Barron's focuses on how data center real estate is providing one of the most compelling investment opportunities, not only in real estate, but also in technology. Data centers are experiencing tremendous rent and demand growth, have high barriers to entry, and are defensive in nature. Data Centers are at the heart of the Benchmark Data & Infrastructure Real Estate SCTR Index (SRVRSCTR). Just last week, the SRVR exchange traded fund launched on the NYSE Arca.
Real Estate SCTRs℠ provide tailored solutions for commercial real estate investment management. There is significant dispersion of market multiples (Share Prices/Fund From Operations) because each property type has its own set of investment characteristics, including individual economic cycles and risk factors, competition threats, and growth potential.
Correlation and risk-adjusted return metrics demonstrate that listed equity real estate investment trusts provide optimal exposure to the real estate asset class. 1998 to 2015, REITs had the highest average annual net return, relatively low correlations with other asset classes, implying good diversification benefits, and strong risk adjusted returns.