In the Press

In the Press 2018-06-23T17:34:31-04:00

RealVision: Room to Run for Industrial Real Estate

Kevin Kelly, managing partner at Benchmark Investments, joined RealVision on how he is utilizing optionality for a unique play on warehouse giant, Prologis (PLD). In this interview, Kevin says e-Commerce will drive greater demand for industrial real estate solutions offered by Prologis.

July 19th, 2018|

Bloomberg TV: Taking a LEAP on JD.com

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.

July 10th, 2018|

Fox Business: Retail & Data Center Real Estate Opportunities

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.

June 22nd, 2018|

Bloomberg TV: How to Trade Alibaba (BABA)

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.

June 19th, 2018|

Fox Business: Benchmark on Oil Prices and Market Impacts

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.

June 1st, 2018|

Bloomberg TV: Options Play for Equinix (EQIX)

Kevin Kelly, managing partner at Benchmark, discusses markets and his options trade for Equinix with Julie Hyman on "Bloomberg Markets" TV. He believes the ongoing adoption of hybrid-cloud network architectures and shift to digital services will continue to drive market expansion and higher revenue for Equinix. EQIX has brought on Amazon.com, Microsoft, Google, SoftLayer and other infrastructure providers, as well as Software-as-a-Service companies.

May 7th, 2018|

Fox Business: What’s keeping investors from investing in the market?

Benchmark Investments managing partner Kevin Kelly and Tematica Research CIO Chris Versace on why the stock market is still experiencing volatility and what equities investors should watch. Kevin Kelly discusses how to play the eCommerce effect after Amazon's earnings last Thursday with Prologis.

April 30th, 2018|

Bloomberg TV: How to Play Hilton Worldwide Ahead of Earnings

Benchmark's Kevin Kelly went on Bloomberg TV to discuss an options trade on Hilton Worldwide (HLT) to position into the company's upcoming earnings report. Hilton's implied volatility has increased going into this quarters earnings above it historical average as the company engages in an asset-light shift, strict cost discipline and midscale-segment focus is widening margin. The company recently repurchased $1.2 billion worth of shares from HNA at a discount.

April 16th, 2018|

Bloomberg TV: How to Trade SL Green Realty Ahead of Earnings

Benchmark's Kevin Kelly went on Bloomberg TV to discuss an options trade on SL Green (SLG) to position into the company's upcoming earnings report. Recently, SL Green has ramped up share buybacks in an attempt to close a 25-30% gap between its share price and the value of underlying assets. In 2017, the company boosted its repurchase program to $1.5 billion, which it plans to fund with proceeds from its active asset-disposition program.

April 11th, 2018|

Bloomberg TV: How to Trade Marriott Options Insight

Benchmark's Kevin Kelly went on Bloomberg TV to discuss an options trade on MAR to position into the company's upcoming earnings report. Marriott's earnings expansion hinges on increasing the number of fee-based hotels, particularly in overseas markets, and upgrading low-performing brands, such as Sheraton.

March 27th, 2018|

Bloomberg TV: Options Insight on How to Trade Prologis

Benchmark’s Kevin Kelly went on Bloomberg TV to discuss an options trade to generate additional yield on PLD as it has an irreplaceable portfolio which is a critical waypoint for the global economy as $1.3 Trillion of goods flow through their distribution centers which is 1.7% of global GDP.

March 23rd, 2018|

Bloomberg TV: Benchmark’s Kelly on Simon Property Group (SPG)

Simon Property has one of the strongest, best diversified retail real estate portfolios and Benchmark’s Kevin Kelly went on Bloomberg TV to discuss an options trade to generate additional yield on the company predicated on SPG’s redevelopment pipeline will fuel portfolio expansion and cash-flow growth.

February 27th, 2018|