REIT Market Commentary

How Will Apartment REITs be Impacted by New Construction?

Vacancy rates are likely to remain low as adult members of shared households eventually strike out on their own. However, that the process may take longer than anticipated.  Read More

Looking Carefully at the Current Real Estate Market Cycle

The current bull market for exchange-listed equity REITs has rewarded investors with returns averaging more than 21% per year over the past 8½ years—but by the standards of previous real estate market cycles this one has not even hit its stride yet. Read More

Construction Activity Begins to Slow, Boosting the Outlook for REITs and Real Estate

REITs and other owners of commercial properties are likely to benefit from a favorable balance of supply and demand in the months ahead. Read More

How Do Market Interest Rates Affect REIT Returns?

 An increase in interest rates might be cause for concern if it were predicted to come with no accompanying increase in net operating income—but it’s those changes in net operating income, not the interest rates themselves, that should attract the closest attention of investors in any equity asset such as real estate. Read More