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 […]
May 1, 2016

REIT Outlook Archive

2016 January | The Golden State of California’s Office Market February | The 2016 Chilton REIT Forecast March | Tower REITs: The Irreplaceable Backbone of the Smart Phone Revolution April | E-commerce: Shifting the Tide of Industrial Demand May | GICS Change Validates the Investment Merits of REITs 2015 January […]

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