March 1, 2017

Houston Real Estate Primed for a Comeback

Houston is the home of the comeback. In February, Houston hosted Super Bowl LI, in which the New England Patriots trailed by 25 points in the third quarter only to rally back to beat the Atlanta Falcons in dramatic fashion in overtime.  The Super Bowl was a timely example of the […]
February 1, 2017

Class A Mall REITs: Misunderstood and Mispriced

Mall REITs have suffered from a steady drumbeat of negative news for several years now given the shift toward e-commerce at the expense of ‘bricks and mortar’ real estate.  Recently announced plans to close additional stores at Macy’s (NYSE: M) and Sears (NASDAQ: SHLD) have added fuel to the fire […]
January 1, 2017

The 2017 Chilton REIT Forecast

In our 2016 Chilton REIT Forecast, we were optimistic on total returns, forecasting a base case of +10% to +12% assuming flat interest rates and cap rates.  Our projection was close as the MSCI US REIT Index (Bloomberg: RMZ) finished 2016 with a total return of +8.6%.  For reference, the […]
December 1, 2016

The Trump Effect on Equity REITs

Since our previous publication on November 1, 2016, there have been quite a few changes in the economic and political outlook for the US.  Surprisingly, the election results boosted equity markets to all time highs, despite pundits who suggested beforehand that a Republican sweep would be negative for the market.  […]
November 1, 2016

The Real Estate Cycle Is Maturing, but Is Not Over

Equity REITs, as measured by the MSCI US REIT Total Return Index (Bloomberg: RMS), were down 5.7% in October for a variety of reasons, including the fear of rising interest rates and, to a lesser extent, a slowdown of growth rates in some, but not all, property types.  In an […]

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