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Reitway Global - Our Blog

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  The latest headlines in REIT world are about the death of the shopping mall. Indeed, there are indications that lower quality (B and C) malls are set to suffer long term strife due to the progression of e-commerce. However, high quality “A malls” will continue to thrive as they provide consumers with experiences as opposed to the mere essentials.
Embrace Erratic Markets or Be Left BehindGlobal REITs continued their forward march with a total return (TR) of 7.2% in 1Q16, after achieving a TR of 5.7% in 4Q15 in USD terms.Global REITs drifted lower during January as well as the start of February, as economic growth concerns dominated the headlines. Risk assets were sold down and bond yields declined as investors sought shelter.
Single-family rental (SFR) homes are dwellings where the occupants rent, rather than own, their place of residence. This investment universe, which grown substantially since the 2008 financial crisis, has been dominated by small investors and individuals.This is changing somewhat. Consolidation is allowing specific REITs to benefit from economies of scale and, most importantly, providing the runway for substantial shareholder returns over time.
Digital Infrastructure REITs continue to benefit from the insatiable growth in demand for data storage facilities. Click here to view infographic
At 8% of our portfolio, the German Apartment sector is currently a significant “thematic investment” here at Reitway Global. In this note we provide a recap on our investment thesis, the REIT-status of these companies and how they are unlocking value for shareholders.
2015 will be remembered as a tumultuous year for global stock markets. The oil price plummeted, the dollar skyrocketed and a slowdown in China sparked significant uncertainty across the globe. During these periods of high volatility it is important to remind oneself that financial markets are social structures. They should not be approached like a natural science.