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From category archives: Market News

REITS (Real Estate Investment Trusts)

Global Real Estate: To Hedge, or Not To Hedge

Global Real Estate: To Hedge, or Not To Hedge

September 12 2018

Until fairly recently, it is one that has been avoided by the majority of real estate investors due to their heavy home bias.

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REIT Management Matters

REIT Management Matters

August 27 2018

Assessing REIT management is crucial in determining which stocks are opportunistic

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The Increasing Importance of Currency Risk in Real Estate

The Increasing Importance of Currency Risk in Real Estate

July 27 2018

Transaction risk arises as investment cash flows are converted into foreign currency. This could be converting purchase or sale proceeds, repatriating operating income, or expatriating funds to cover outgoings, such as capital expenditure

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DY Differential: Global REITs vs Global Equities

DY Differential: Global REITs vs Global Equities

June 14 2018

The current dividend yield differential (DY) between REITs and equities is close to a 5-year high.

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The Upside-Down Value of REITs

The Upside-Down Value of REITs

May 14 2018

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. 

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Did You Know 6

Did You Know 6

May 14 2018

The mean reversion factor is the factor that contributes the most to REIT outperformance.

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Did You Know 5

Did You Know 5

February 20 2018

Some of the strongest long-term returns are found among REITs with low dividend yields,

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Did You Know 4

Did You Know 4

January 15 2018

Many factors that correspond with high returns across the broad market don’t work with REITs.

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REITs and Real Estate Outlook for 2018

REITs and Real Estate Outlook for 2018

January 12 2018

Commercial construction has been on an uptrend for several years; will demand growth keep up?

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Portfolio Manager Favors Single-Family Rental, Manufactured Home REITs

Portfolio Manager Favors Single-Family Rental, Manufactured Home REITs

January 8 2018

Both sectors benefit from a lack of appropriately priced residential housing stock

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