Posted on 11/13/20
Apartment REITs: Urban Exodus Until Vaccine
The pandemic-driven "urban exodus" hasn't yet shown signs of slowing. Apartment REITs in the coastal "shutdown cities" have been slammed as residents flee to lower-cost suburban . . .
Posted on 9/30/20
Hotel REITs: Winter's Coming
Summary"No vacancy" becomes "no occupancy." Hotel REITs - along with the global leisure and tourism industry - have been decimated by the coronavirus pandemic, plunging more . . .
Posted on 9/16/20
Data Center REITs: Sunlight Through COVID Clouds
SummaryA "cloudy" future lies ahead, but that's good news for data center REITs. The physical epicenter of the "cloud," data centers have been the best-performing property . . .
Posted on 9/3/20
Single-Family Rentals: The Burbs Are Back
SummaryThe suburbs are back. Amid the coronavirus pandemic, residential REITs - particularly the traditionally countercyclical single-family rentals - have proven to be a source of relative . . .
Posted on 9/1/20
Office REITs: Work-From-Home Reckoning
Did coronavirus kill the office? Despite reporting near-perfect rent collection throughout the pandemic, office REITs continue to be under pressure as the “Work From Home” paradigm . . .
Posted on 8/27/20
Shopping Center REITs: An 'Essential' Bargain
Move aside, retail apocalypse. Despite being the primary "distribution center" to many suddenly-thriving essential retailers, shopping center REITs have plunged more than 40% in 2020 amid . . .
Posted on 8/25/20
REITs: This Time Was Different
SummaryWhile the coronavirus crisis isn't yet over, the REIT sector appears likely to avoid the type of long-term lingering pain that was felt by the sector . . .
Posted on 8/20/20
Apartment REITs: Urban Exodus
SummaryAn urban exodus is in full swing in the coastal "shutdown cities" where lockdown policies have plunged local economies into an uncontrolled tailspin, backtracking a two-decade-long . . .
Posted on 8/18/20
Mall REITs: Shop Till You Drop
SummaryFrom bad to worse. Entering 2020 on already unstable footing following a tsunami of store closings over the past half-decade, mall REITs have been punished by . . .
Posted on 8/4/20
Who Paid The Rent? Earnings Halftime Report
Did the rent get paid? We just passed the halfway point of another newsworthy REIT earnings season. Results thus far have generally been better than expected . . .
Posted on 8/2/20
Rent Paid: REITs Rally As Outlook Brightens
U.S. equity markets rallied this week as solid corporate earnings results and another slate of stellar housing data contrasted with data showing a record plunge in . . .
Posted on 7/9/20
Hotel REITs: Dividend Cut Bloodbath
SummaryHotel REITs have been hit harder than any real estate sector during the ongoing coronavirus pandemic and resulting economic lockdowns, plunging more than 50% in 2020.Dividend . . .
Posted on 6/25/20
Industrial REITs: Virus Is Ultimate E-Commerce Accelerant
SummaryOne of the top-performing property sectors in 2020, Industrial REITs have proven to be relatively immune from the coronavirus-induced pain that has encumbered much of the . . .
Posted on 6/16/20
Net Lease REITs: 'Social Distancing' Hits Key Tenants
Typically viewed as "bond-proxies," net lease REITs haven't performed like the safe-haven they were believed to be amid the ongoing coronavirus pandemic, dipping more than 50% . . .
Posted on 6/11/20
Data Center REITs: The New Digital Office
What pandemic? Data center REITs have jumped nearly 20% so far in 2020 even as most property sectors were ravaged - at least temporarily - by . . .
Posted on 6/7/20
REITs Surge Amid Reopening Rally
U.S. equity markets extended their reopening rally this week amid signs of an emerging "V-shaped" post-pandemic economic recovery juxtaposed with scenes of violence in the streets . . .
Posted on 6/1/20
Reopening Revival? REITs And Homebuilders Add To Rally
U.S. equity markets added to their "reopening rally" this week as states and countries around the world continue to lift lockdowns while new cases of coronavirus . . .
Posted on 5/10/20
REITs Rally Despite Mounting Dividend Cuts
The rebound continued for U.S. equity markets this week despite another brutal week of unemployment data
Posted on 4/25/20
Rocky Start To REIT Earnings Season
U.S. equity markets finished the week modestly lower - but held on to most of their April rally - as investors look ahead to a possible . . .
Posted on 4/22/20
Did Rent Get Paid? Previewing REIT Earnings Season
Summary"Did the rent get paid? How about the mortgage?" Earnings season kicks off this week with more than 175 REITs and 100 housing-related companies reporting earnings . . .
Posted on 4/12/20
Real Estate Revival? REITs Rebound As Curve Flattens
Back to work soon? U.S. equity markets posted their strongest weekly gains in decades amid mounting evidence that the "coronavirus curve" is flattening in key "hotspots" . . .
Posted on 3/24/20
Cheap REITs Get Cheaper
Earlier this year, we published a report titled "Cheap REITs Stay Cheap" that analyzed the "factors" that exhibited persistent outperformance in the REIT sector over the . . .
Posted on 3/22/20
From Bad To Worse For REITs
There were few places to hide on another punishing week for global equity markets as the coronavirus-related shutdowns continue to wreak havoc on the global financial . . .
Posted on 2/3/19
REITs And Homebuilders Surge In January
Powered by the 100th consecutive month of job growth and an increasingly dovish Fed, the S&P 500 climbed 1.6% on the week and notched its best . . .
Posted on 2/3/19
REITs And Homebuilders Surge In January
Powered by the 100th consecutive month of job growth and an increasingly dovish Fed, the S&P 500 climbed 1.6% on the week and notched its best . . .
Posted on 7/5/18
Shopping Center REITs: Good Riddance To The Retail Apocalypse
REIT Rankings: Shopping CenterIn our REIT Rankings series, we analyze one of the fifteen real estate sectors. We rank REITs within the sectors based on both . . .
Posted on 4/23/18
REITs And Homebuilders Retreat As Yields Return To 2018 Highs
REITs and homebuilders took a leg lower this week as the 10-Year yield climbed back towards 2018 highs. Inflation expectations have picked up amid concern over . . .
Posted on 3/7/18
REIT Earnings Recap: Cycle Enters Late Innings
Amid the interest rate-driven volatility in the real estate markets, it's easy to lose sight of the underlying real estate fundamentals, which remain healthier than the . . .
Posted on 3/5/18
Tough Times Continue For REITs And Homebuilders
Real Estate Weekly ReviewThe real estate sectors continued their recent skid this week, dragged down by a broader equity market selloff that was sparked in part . . .
Posted on 2/16/18
Mall REITs: Only The Strong Shall Survive
The stars aligned for a blowout holiday shopping season, and it delivered. Shoppers returned to brick-and-mortar retailers, sending sales higher by 4-6% above 2016.The strong holiday . . .
Posted on 8/1/17
Apartment REITs Deliver Strong Quarter On Impressive Rent Growth
Apartment REITs have been among the strongest performing real estate sectors in 2017. The sector is up 8% YTD compared to a 2% gain in the . . .
Posted on 7/10/17
REIT Rankings: Office
Office REITs have underperformed the REIT index so far in 2017 after a significant post-election surge higher. Deregulation and pro-growth policies appear less certain as the . . .
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