June 2, 2021

More to Net Lease REITs than Interest Rates | June 2021

Unlike most REIT sectors that refer to the real estate’s use or property type, the net lease subsector is the only one that refers to a specific lease structure, which can be used in multiple property types. In a net lease structure, the responsibility to pay certain expenses is shifted […]
May 6, 2021

In Case of Inflation, Buy REITs | May 2021

Inflation refers to an economic scenario in which the price of a basket of goods increases, which means the currency is worth less than it was previously.  Economic studies have determined that some inflation is necessary to encourage investment, spending, and borrowing. The alternative scenario, called ‘deflation’, is just the […]
April 1, 2021

Takeaways from the 2021 Citi REIT CEO Conference | April 2021

In what we hope was the last virtual Citi REIT CEO Conference, we met with 16 REIT management teams directly and participated in approximately another 20 virtual meetings to discuss the current business fundamentals and what the post-COVID world may look like. In general, the tone at the conference was […]
March 2, 2021

Rotation Creates Long Term Buying Opportunity | March 2021

As we mentioned in the 2021 Chilton REIT Forecast, the rotation from the ‘COVID’ REITs (i.e. Cell Towers, Data Centers, Industrial) to the ‘Vaccine’ REITs (i.e. Regional Malls, Shopping Centers, Coastal Apartments, Lodging, Coastal Office) after the November 9 Pfizer announcement has been nothing short of extraordinary. While the increase […]
February 2, 2021

Why Buy Fixed Income When Your Income Can Grow With REITs? | February 2021

After a 40 year decline in interest rates to record lows, both for corporate and government bonds, fixed income investors can pop the champagne and celebrate the gains and income they have received. Coupled with the strong S&P 500 performance in the past few years, traditional 60% equity / 40% […]

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