October 1, 2016

REIT Roadmap for Generalist Investors

September marked a watershed moment in the REIT historical timeline: the creation of its own top-level GICS sector, appropriately named ‘Real Estate’.  We addressed the potential long term impact of this change in our May 2016 REIT Outlook, in particular as it relates to the sector’s raised profile and new […]
September 1, 2016

Self Storage REITs: Up to the Challenge

The self storage sector has been the top performing property type in 2 of the past 5 calendar years.  In fact, the Bloomberg Self Storage REIT Index (Bloomberg: BBREPBST Index) has outperformed the MSCI US REIT Index (Bloomberg: RMS G) every calendar year since 2010, averaging 1,200 basis points (or […]
August 1, 2016

There’s No Place Like Apartment Homes

Year to date as of July 28, 2016, the apartment REIT sector (Bloomberg: BBREAPT) has underperformed the MSCI REIT Index (Bloomberg: RMS G) by over 1,500 basis points (bps).  Investors are concerned increasing supply in key REIT markets, principally New York and San Francisco, will have a negative effect on […]
July 1, 2016

Class A Malls Standing Tall

The only sure thing about trends is that they change.  Almost every retail concept is vulnerable to a new trend that could reverse years, or even decades, of profits.  We have published extensively on the opportunities and threats that have been created by the growth of ‘omni-channel’ retailing, most recently […]
June 1, 2016

The Value of Great Management: Capital Recycling

Since the modern REIT era began in the early 1990’s, REITs have learned to enhance the quality of the assets held.  The best axiom for real estate quality is “location, location, location”.  Across all sectors, the best locations tend to be high barrier markets where it is difficult to build […]

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