ARTICLES

• REITs are well-positioned for economic uncertainty in 2023 because of their strong balance sheets.
• Leverage is near historical lows and REITs have well-termed, well-structured debt.
• Lower leverage has led to lower expenses as a share of net operating income (NOI).
• REIT balance sheets put them in a strong position in 2023 to compete against more highly levered market participants for property purchases.

READ MORE

In the realm of real estate investment, the pursuit of consistent and growing income streams is a fundamental objective for many investors. REITs emerged as a popular avenue for investors seeking reliable dividends, and the strategy of chasing dividend yield has gained significant traction. The appeal particularly lies in the promise of high and regular payouts, surpassing those offered by more traditional investments. However, it is essential to tread cautiously, as the pursuit of dividend yield in REITs carries its own set of risks and challenges and proves to be a poor indicator of overall total returns. We will expand further on this in the article.

READ MORE

One of the most effective inflation hedges is real estate. It sits at the unique intersection of inflation pass-through (through rental contracts) and inflation cultivar (land and building materials) making it an asset class with the ability to capture a great deal of the inflation that permeates in an economy.

READ MORE