November 1, 2018

Office REITs: The Sector to Rent, Not to Own

The office sector, particularly in the public REIT universe, boasts some of the best-looking buildings among all property types.  Called ‘trophy properties’, they are excellent material for press coverage, property tours, and annual report covers; however, they do not always translate into superior long-term total returns.  Case and point: the […]
October 19, 2018

Portfolio Insight | 3rd Quarter 2018

Stocks posted a banner third quarter as the S&P 500 hit a new all-time high and generated its best quarterly return in nearly five years.  Domestic market volatility remained low as investors looked beyond escalating trade rhetoric and weak international market action to focus on a strong US economy.  For […]
October 1, 2018

REITs and Rates: The Trade That Works Until It Doesn’t

Since we published our March 2018 REIT Outlook titled, “Equity REITs at Bargain Prices: An Asymmetric Opportunity,” on March 1, the FTSE NAREIT Equity REIT Index (Bloomberg: FNRE) has produced a total return of +14.1% through September 24.  This compares to +8.8% for the S&P 500 (Bloomberg: SPX) over the […]
September 1, 2018

REITs Are a Natural Hedge Against Trade Risk

US REITs are better known for being an inflation hedge, but investors often overlook their proven ability to hedge against international trade and currency risks.  As of August 31, President Donald Trump has slapped nearly $30 billion of tariffs on $120 billion of US imported goods, and he has threatened […]
August 24, 2018

Portfolio Insight | 2nd Quarter 2018

Following a volatile and slightly negative first quarter, relative calm returned to the markets for most of Q2 as investors digested continued positive earnings results from domestic companies.  For the quarter, the S&P 500 closed at 2,718, generating a total return of +3.4% and bringing the total return for the […]

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