October 1, 2019

The Chilton Global Real Estate Strategy

Since we began publishing the Chilton REIT Outlook, we have consistently been proponents of a US-focused, actively managed strategy. However, international REIT markets across both developed and emerging countries have made significant advancements in the ‘investability’ of their own publicly traded real estate securities as of late. We now believe […]
September 1, 2019

Revisiting the 2019 Chilton REIT Forecast

On August 29, the US 10 year US Treasury yield was 1.5%, approximately one basis point (or bp) below the US 2 year Treasury yield. This ‘inverted’ yield curve has predicated each recession by an average of 19 months for the past 50 years. Figure 1 shows the past 20 […]
August 1, 2019

Mall REITs: Charting New Territory

Another month, another retail bankruptcy, another ‘win’ for e-commerce, and a ‘loss’ for brick-and-mortar. Houston-based Charming Charlie’s filed for Chapter 11 bankruptcy on July 11, which will result in 261 store closings across the country. It is the second bankruptcy in as many years for Charming Charlie’s, which the media […]
July 1, 2019

REIT Week Takeaways

Equity REITs have become a ‘mirror’ of the US economy, and it’s increasingly difficult to make generalizations about all REITs since fundamental drivers vary among the 15 REIT sectors. But, as yield-oriented companies, they do benefit when interest rates move downward as we have seen recently. As of June 30, […]
June 1, 2019

The Chilton REIT Primer

What is a REIT? A REIT is a corporation that either owns interests in commercial real estate (Equity REITs) or acts as a lender (Mortgage REITs). All REITs are exempt from Federal income taxes provided they adhere to a number of regulations; most notably, they must payout at least 90% […]

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