April 2, 2018

Negative Prognosis for Healthcare REITs

When we last discussed the healthcare REIT sector in our May 2014 Outlook, the sector was riding high.  Citi had it consistently trading at a large premium to its net asset value (or NAV) since early 2009.  Our recommendation that investors avoid the sector was a bold call, but it […]
March 1, 2018

Equity REITs at Bargain Prices: An Asymmetric Opportunity

A ‘correction’ is defined as a decline of 10% or more from a recent high. As of February 23, 2018, the MSCI US REIT Total Return Index (Bloomberg: RMS G) was trading 11% below its recent high on December 18, 2017. Some pundits assert that a correction can be healthy […]
February 2, 2018

Single-Family REITs: Consolidating a Fragmented Industry

Single-family rental homes (or SFRs) have historically been dominated by local “mom and pop” investors considering they own 99% of the 16 million rental homes in the United States. In fact, until the Global Financial Crisis of 2008-09, institutions avoided the asset class due to the lack of available scale […]
January 2, 2018

2018 Chilton REIT Forecast

2017 was another roller coaster of a year for REITs, exemplifying how short-term volatility is merely noise in the long-term goal of producing mid to high single digit total returns. Our +5-7% projected 2017 total return for the MSCI US REIT Index (Bloomberg: RMS G) proved to be in the […]
December 1, 2017

REIT World Discoveries

Nareit, located in Washington DC, is the trade organization primarily representing real estate investment trusts—REITs. Combining the assets of all 200 REITs, public and private, produces nearly $3 trillion of real estate. It conducts two main conferences each year that attract REIT management teams, investors, lenders, and investment bankers. The […]

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