ARTICLES

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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Are you worried about inflation?

Are you worried about inflation?

December 19 2017

Review the historical evidence on the relationship between high inflation and REIT returns.

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Did You Know 3

Did You Know 3

December 5 2017

Economics continue to favour renting in the US

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'Management Value Added' is important - but fundamentals still dominate

'Management Value Added' is important - but fundamentals still dominate

December 1 2017

If I had a Dollar for every time someone touted the importance of “management ability” or “management quality,”

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The Enduring Appeal of Congregate Experiences

The Enduring Appeal of Congregate Experiences

November 18 2017

In modern life, this need to socially connect also means a need for spaces in which to congregate—the physical platform for creating our collective experiences.

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