November 3, 2020

Essential REIT Evaluation: Retail | November 2020

It has been 16 months since we dedicated a REIT outlook to retail, which is evidence of the massive uncertainty surrounding the future of brick and mortar stores. Even before COVID, the shift to online purchasing was growing at more than four times the rate of in-store purchases. In the […]
October 2, 2020

Essential REIT Evaluation: Self Storage | October 2020

The essentialness of self storage has been in doubt many times in the past due to its lack of institutional owners and widespread professional management. However, it’s stability in the Global Financial Crisis (or GFC) cemented its status as a defensive property type that can protect revenue losses in a […]
September 1, 2020

Welcome to the New Cycle | September 2020

Commercial real estate has historically (and accurately) been described as ‘cyclical’, meaning there is a ‘reset’ at the end of every growth period. The reset has often come in the form of a ‘crash’, where the bottom falls out of pricing, and gains from the prior years are wiped out. […]
August 1, 2020

Essential REIT Evaluation: Cell Towers and Data Centers | August 2020

One cannot go very far in today’s information age without seeing someone on a mobile device. As applications are built for so many facets of our daily lives, the need for a higher level of and faster data only grows. Even back in the mid 2000s just before the dawn […]
July 1, 2020

Essential REIT Evaluation: Industrial and Office | July 2020

We are continuing on our ‘Essential’ theme from the June 2020 Chilton REIT Outlook. For those who have not read it, we have developed a decision tree for determining how ‘essential’ a business is, and thus where an investor should be spending his or her time. As shown in Figure […]

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