News by Topic : Industry performance

  • 8/16/2017

    Comparing Listed REITs with Private Equity Real Estate: What the Cambridge Associates Data Have to Say

    Cambridge Associates reports that private equity real estate funds have underperformed listed equity REITs by 3.91 percentage points per year over the past 25 years.

  • 8/8/2017

    Jobs Numbers Bode Well for Office REITs

    Nonfarm payrolls rose 209,000 in July, signaling that the economy has good momentum at mid-summer, while office jobs in Gateway Cities have rebounded in recent months.. 

  • 8/8/2017

    Taking Advantage of Temporary Disconnects in the REIT Market

    Value-oriented and momentum-oriented investors look to take advantage of different opportunities: value investors look for stocks selling well below normal, while momentum investors look for stocks that have done well recently.  Both opportunities can be found today among sectors of the REIT market.

  • 8/1/2017

    Relative Valuations in the Public and Private Real Estate Markets

    Appraisal-based valuations in private real estate markets are being systematically reported at levels that exceed those of reported transactions—in which case there may be more valuation risk in private equity real estate markets than many institutional investors realize.

  • 7/18/2017

    Which REIT Sector is Most Undervalued?

    While valuations are somewhat different across different segments of the REIT industry, there is a “wealth of undervaluation” in REITs today—and investors certainly should be paying closer attention.

  • 7/17/2017

    Vanguard Looking to Expand Index Funds’ Exposure to REITs

    Proposal would align REIT funds with GICS.

  • 7/12/2017

    Why Have REITs Underperformed the Stock Market Recently?

    Over the first six months of 2017 the broad U.S. stock market had outperformed the REIT market, with the Russell 3000 Index showing total returns of 8.93% compared to just 5.43% for the FTSE NAREIT All REIT Index.  Dig just a little deeper, though, and this turns out not to be a “stocks vs REITs” story at all.

  • 7/10/2017

    Residential REIT Analyst Doesn’t Expect Apartment Supply Growth to Slow in 2018

    Conor Wagner

    Conor Wagner says economics of development remain attractive.

  • 6/2/2017

    REITs Increase their Position within Secondary Office Markets as Demand Grows

    Recently, office properties in many secondary markets have enjoyed greater demand and rising occupancy rates relative to office markets in gateway cities. 

  • 6/1/2017

    NAREIT T-Tracker Data on REIT Operating Performance Now Available on Bloomberg Terminals

    The NAREIT T-Tracker®, which includes data on operating and financial performance by all stock exchange-listed REITs, is now available on Bloomberg terminals, under Bloomberg Intelligence/Financials/REITs/NAREIT Data.

Pages