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 […]
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 […]

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