May 1, 2019

Amazon and Industrial REITs: An Incredible Tailwind, But Future Looks Cloudy

On February 15, 2019, shares of XPO Logistics (NYSE: XPO) fell 14% after the company announced that it was losing some contracts with Amazon (NASDAQ: AMZN).  XPO is a third party logistics provider (or 3PL) that received $900 million in revenue from AMZN in 2018 for delivering packages to its […]
April 1, 2019

Takeaways From the Citi Global Real Estate Conference

In March, the Chilton REIT team participated in the Citi Global Real Estate Conference in Fort Lauderdale, FL, attended by over 185 CEOs of real estate companies from around the world. Perhaps slightly influenced by the +12.0% year to date total return of the MSCI US REIT Index as of […]
March 1, 2019
house for rent

More Families Choosing to Rent Single Family Residences

Commercial real estate is one of the oldest industries in the world, thus making it one of the most mature.  As it has developed, transparency has increased, making it harder to find opportunities for significant wealth creation.  The single family residential real estate industry is even older, and therefore one […]
February 1, 2019

Data Center REITs On Sale Despite Record Leasing

The data center REIT sector had a rough year in 2018.  For the first time ever, its total return, -16.1% on an equal-weighted basis and -13.7% on a market cap weighted basis, was more than 650 basis points (or bps) behind the -4.5% and -7.1% total returns of the MSCI […]
December 3, 2018

The Chilton Retail Tracker Signals Positive for Retail REITs

The retail REIT sector (Bloomberg: BBRERTL), which includes malls and shopping centers, underperformed the MSCI US REIT Index (Bloomberg: RMZ) in both 2016 and 2017 by an average of 870 basis points (bps) on a total return basis.  Year to date through November, retail REITs have continued the trend of […]

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