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Arthur Hurley, senior equity portfolio manager at Columbia Threadneedle Investments, joined Nareit for a video interview at REITworld 2017. Hurley commented on the creation of a headline Real Estate Sector under the Global Industry Classification Standard (GICS) for REITs and other listed real estate companies. He noted that the move has generated a lot more attention for the group from a broader investor base. REIT CEOs, CFOs and investor relations professionals should keep that broader audience in mind as they craft their messages, Hurley said. Click here to download full article (Source: Nareit)
How will REITs and the real estate markets perform in 2018? Are REITs poised for growth in 2018 or will they continue to underperform the stock market? Commercial construction has been on an uptrend for several years; will demand growth keep up? Click here to download full article (Source: Nareit)
I’ve noticed an uptick in the number of people who seem to be concerned about an increase in the inflation rate, and the number of people who have inquired whether real estate—and REITs in particular—provide “a hedge against inflation.” Of course there is substantial disagreement as to whether we are at imminent risk of increased inflation, but the concern is that tightness in employment markets may drive up wage growth, which could then drive up the price level. So I thought it would be a good time to review the historical evidence on the relationship between high inflation and REIT…
As 2017 winds down, we review the performance in the real estate sector over the past year and analyze the potential catalysts that will move markets in 2018. We raise six questions that should be top of mind for REIT investors heading into the new year. Click here to download full article (Source: Seeking Alpha)
Since real estate is inherently local, what happens in New York generally has little impact on London, Berlin or Tokyo. By taking a global approach toreal estate allocations, investors gain access to different property cycles,economic trends and interest-rate environments. We believe the flexibilityto position portfolios globally is more important than ever amid a growing divergence in country and sector fundamentals. Click here to download full article (Source: Cohen & Steers)
Did you know........ The Economics continue to favour renting in the US
Aristotle famously declared man to be, by nature, a social animal. The social nature of human beings has indeed been of interest to philosophers throughout time. Now neuroscience has some contributions to the conversation. “Being socially connected is our brain’s lifelong passion. It’s been baked into our operating system for tens of millions of years,” writes Matthew Lieberman, professor of psychology and biobehavioral science at UCLA. Click here to download full article (Source: EPR Properties)
The assessment of management is often referred to as a crucial element of investment analysis. If I had a Dollar for every time someone touted the importance of “management ability” or “management quality,” I’d undoubtedly have already retired. While it is proven that management can create and/or destroy shareholder value over time, the mechanics of how to measure this, however, can often be unclear.
As a portfolio manager with LaSalle Investment Management, Lisa Kaufman is responsible for researching and analyzing the securities of publicly traded real estate companies in the retail and industrial sectors. Having recently joined the Nareit Real Estate Investment Advisory Council, Kaufman spoke with REIT magazine about sustainability, active fund management, the changing world of retail and more issues in institutional real estate investment today. Click here to download full article (Source: