Departments: In Closing
Nobody likes a wet blanket. But the current economic cycle is six years old, and the commercial real estate party has been a raging good time for five years now.
It is intrinsic value that will drive the prices of REIT stocks over any meaningful time horizon.
Many apartment investors, especially big institutions, are making two big mistakes in the way they’ll underwrite investments over the next year.
Equity REIT stocks, measured by the FTSE NAREIT All Eq
If economic growth continues in 2015, two very different generations in the housing rental market will create solid demand.
Debate among investors and academics regarding the wisdom of public company buybacks continues.
All investing is a relative, not an absolute, game. If the stock market pops by 25 percent in one year and your fund is up 18 percent, you’re sort of a loser. If your fund gains 2 percent and the market loses 20 percent, then you’re a rock star.
REITs may appeal to the confidence, openness to change and independent streak of millennials.
Certain REIT business and capital deployment strategies may be wise at certain times, but not others.