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Less Stress and Greater Flexibility: REITs Benefit From Low Leverage and Interest Expense Ratios
Leverage can be a double-edged sword, potentially amplifying investment gains on the upside and losses on the downside.
2024 Morningstar Analysis Shows the Optimal Allocation to REITs over Lifestages
A 2024 Morningstar Associates analysis, sponsored by Nareit, found that the optimal portfolio allocation to REITs ranges from 4.2% to 20.0% across a range of lifestages.
Taking Action When Opportunity Knocks: Tactical REIT Investment by Teacher Retirement System of Texas
The Strategic Property REIT Execution and Delivery (SPREAD) team at Teacher Retirement System of Texas (TRS) recognized the opportunity in the current divergence and seized it with a $400 million commitment for a tactical investment in U.S. public equity REITs. The investment yielded a 17.1% internal rate of return (IRR) with $47 million in profit.
The Importance of Underrepresented Asset Classes in Defined Contribution Plans
For decades, defined benefit (DB) pension plans have been using real estate successfully within their investment portfolios.
REITs and Broad Markets Fell in April as Inflation Remains Sticky and 10-Year Treasury Yield Hits Highest Level Since October
The FTSE Nareit All Equity REITs Index fell 7.9% in April as the yield on the 10-Year Treasury hit its highest level since October 2023.
REITs Raised More Than $17 Billion Through Debt and Equity Offerings in 2024: Q1
U.S. REITs raised $17.6 billion from secondary debt and equity offerings in the first quarter of 2024.
Attention Real Estate Investors: REITs May Offer More for Less
Retailers have long been adept at catering to consumers’ desires to get more for less. In the mid-1960s, Kmart started its Blue Light Specials.
No Fed Cuts, Still No Problem: Disciplined Balance Sheets Insulate REITs From Higher Rates
At the start of the year, economists and financial markets anticipated that the Federal Open Market Committee (FOMC) would embark on a series of target fed fund rate cuts in 2024.
Global Real Estate Rose in March
The FTSE EPRA Nareit Developed Extended Index rose 3.2% in March, narrowly outperforming global equities as the FTSE Global All Cap rose 3.1%.
A Cut Above: U.S. Public Equity REIT Occupancy Rates
Today’s property market is generally marked by supply-demand imbalances, yet not all segments of the commercial real estate market have exhibited the same levels of operational performance.
Closing Public-Private Real Estate Cap Rate Spreads and REIT Outperformance
Commercial property performance and valuation metrics diverge from time to time.
REITs Climbed in March; Specialty REITs Lead in 2024
The FTSE Nareit All Equity REITs Index rose 1.8% in March. Broader equity markets continued to outperform, as the Russell 1000 and Dow Jones U.S. Total Stock Market each rose 3.2%.