Investor Information

REIT Management Matters

REIT Management Matters

    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.

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    (Source: Seeking Alpha)