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Reitway Global - Our Blog

Did you know …? Physical retail is not dying, it is evolving….
Gary Wojtaszek, president and CEO of CyrusOne , participated in a video interview at Nareit’s REITweek: 2018 Investor Conference in New York. Click here to download full article (Source: Nareit)
  Peter Van Camp, president and interim CEO of Equinix , participated in a video interview at Nareit’s REITweek: 2018 Investor Conference in New York. Click here to download full article (Source: Nareit)
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)
Market Performance The GPR 250 REIT World Index produced a total return of 6.68% in US dollar terms for the quarter ending 30 June 2018.  
Nobody ever lost money taking a profit – Bernard BaruchThe current dividend yield differential (DY) between REITs and equities is close to a 5-year high.
The commonly held beliefs of which factors contribute to generating returns from REITs have typically been attributed to High Yields, Medium levels of Leverage, and Mid – to High Cap Rates. In our current environment, the changing demographics brought on by an aging population has heightened the focus on post retirement income generation. However, a decline in capital generation is a by-product of a fixation on yield and ultimately a deterioration in the ability to generate income of any consequence.
Did you know........The mean reversion factor is the factor that contributes the most to REIT outperformance.
The GPR 250 REIT World Index exhibited a total return of -5.87% (in U.S. dollars) for the first quarter of 2018. The increase in the US 10-year bond yield from 2.4% at the start of the quarter, to 2.7% at quarter end, was a significant contributor to this.