May 1, 2018

Lodging REITs: Poised to Outperform

Since President Trump was elected on November 9, 2016, the lodging REIT sector (Bloomberg: BBREHOTL Index) has outperformed the MSCI US REIT Index (Bloomberg: RMS G) by over 2,350 basis points (bps) through April 16, 2018. The strong stock performance has likely been in anticipation of the pro-growth and pro-business […]
April 30, 2018

REIT Commentary – April 2018

The MSCI US REIT Index (RMS) had a total return of +1.4% in April, while the S&P 500 had a total return of +0.4%. The Chilton REIT Composite underperformed the benchmark for the month by producing a total return of +0.3% and +0.5%, net of fees and gross of fees, […]
April 17, 2018

Portfolio Insight | 1st Quarter 2018

The first three months of 2018 saw an end to the S&P 500’s nine-quarter winning streak as investor concerns about rising interest rates, the potential for a Fed policy misstep, and fears of a global trade war outweighed extremely positive corporate earnings. For the quarter, the S&P 500 closed at […]
April 2, 2018

Negative Prognosis for Healthcare REITs

When we last discussed the healthcare REIT sector in our May 2014 Outlook, the sector was riding high.  Citi had it consistently trading at a large premium to its net asset value (or NAV) since early 2009.  Our recommendation that investors avoid the sector was a bold call, but it […]
March 1, 2018

Equity REITs at Bargain Prices: An Asymmetric Opportunity

A ‘correction’ is defined as a decline of 10% or more from a recent high. As of February 23, 2018, the MSCI US REIT Total Return Index (Bloomberg: RMS G) was trading 11% below its recent high on December 18, 2017. Some pundits assert that a correction can be healthy […]

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