Blog 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. 06/01/2017 Image
Blog Is the Real Estate Market Cycle In its Late Stages? (No.) I think it’s very difficult to make any thoughtful (let alone empirically based) case for predicting that the current real estate market cycle is nearing its end. The evidence simply isn’t there. 04/28/2017 Image
Blog Public/Private Valuation Gaps Starts to Close with Strength in Exchange-Traded REITs and Weakness in Private Transactions Will the gap be closed through underperformance in what may be an overvalued private real estate market, overperformance in what seems very clearly to be an undervalued listed REIT market, or a little of both? 04/25/2017 Image
Industry News Zell Sees Possibility of “Extra Innings” in Current Real Estate Cycle Equity Group Investments chairman sees “a lot of dry powder” on corporate balance sheets. 04/10/2017
Blog Equity REITs Post 7.4 Percent Gain in FFO in 2016 Equity REITs reported a 7.4 percent gain in funds from operations in the fourth quarter, according to recently-released T-Tracker® data. 03/07/2017 Image
Blog Valuing Mortgage REITs: Exactly How Enticing Should a >10% Dividend Yield Be? The headline for the Mortgage REIT industry is a big one: the dividends paid by exchange-traded Mortgage REITs yield 10.54%, on average, as of the beginning of February 2017. 02/24/2017 Image
