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Reitway Global - Our Blog

Global equity markets suffered a significant correction during the fourth quarter of 2018. The weakness experienced across many emerging markets through September spread to developed markets, with the highly valued technology stocks in the S&P 500 Index leading the way down. While real estate equity markets were certainly not immune, they were far less affected.
REITs have generally provided a solid bulwark against stock market declines, with both a low correlation (typically about 60 percent when measured using monthly returns) and a low beta (typically about 0.6, also based on monthly returns) to the broad stock market. Click here to download full article (Source: Nareit)
The GPR 250 REIT World Index produced a largely flat total return of 0.15% in US dollar terms for the quarter ending 30 September 2018.
REITs have historically underperformed equities during acute periods of rising interest rate fears. However, post a sell-off period, REITs have generally outperformed over the next 12 months.
While not quite as profound as the Shakespearean original, it is still quite a tricky one for real estate investors to grapple with. Until fairly recently, it is one that has been avoided by the majority of real estate investors due to their heavy home bias. But the increasing global nature of the asset class, combined with rising currency volatility, means the question is becoming increasingly difficult to avoid. Click here to download full article (Source: MSCI.com)  
For many people, an early window into the world of real estate investing comes through the board game Monopoly, played somewhat reluctantly at family gatherings. Amid the inevitable tears, tantrums, and arguments about rules, kids and adults learn the value of real estate as an income-generating investment and the imporatnce of properly managing cashflow. (Source: MSCI)
Did you know…? REITs have generally outperformed equities and bonds when the Fed has increased rates three or more times in a year.  
Did you know …? Physical retail is not dying, it is evolving….
Summary - Assessing REIT management is crucial in determining which stocks are opportunistic. - We go over some red and green flags that can hint at management's trustworthiness. - Misconceptions about certain management teams can create sizable mispricing and we think there is presently a clear dislocation. REITs are often looked at as asset or yield plays, but they are operating businesses. Management and the business strategy can matter as much as the NAV and bad management can cause tremendous amounts of damage. Click here to download full article (Source: Seeking Alpha)