Market Commentary Cap Rates Hold their Ground as Interest Rates Move Higher Cap rates have been holding their ground, even as interest rates move higher. The resilience of pricing in the real estate sector should not be surprising, however, given the strength in the fundamentals that support demand for commercial space. 12/07/2017 Image
Market Commentary Enjoy Some Steady Income with Your Price Appreciation One of the enduring mysteries of reporting on investments is how many people seem to focus on price appreciation OR income, and how few people focus instead on total return 11/29/2017 Image
Market Commentary REIT Balance Sheets as Solid as Ever REITs have steadily fortified their balance sheets, leaving the industry in as solid a financial position it has ever seen, based on more than two decades of data available. 11/28/2017 Image
Market Commentary FFO of all REITs Declined in Q3, but Firm Fundamentals Point to Future Growth The fundamentals for the REIT industry remain firm, which gives us some confidence that the recent decline in FFO is a short-term dip amidst a longer-term trend of mostly solid growth. 11/21/2017 Image
Market Commentary Commercial Property Update: Apartment Markets Led the Way in the Third Quarter The apartment market led the way among commercial property markets in the third quarter, as robust demand pushed down the national vacancy rate and supported rent growth. 11/09/2017 Image
Market Commentary This May Be the Time to Hedge Your Private Real Estate Portfolio Pricing in the private real estate market has become more inflated, relative to REIT valuations, than at any time since 2007. 11/02/2017 Image
Market Commentary Senior Housing Occupancy Stable in Q3 Amid Building Boom The senior housing business is in the midst of a building boom the likes of which we have not seen for a couple of decades. 10/18/2017 Image
Market Commentary Valuation Metrics Remain in Bullish Ranges Whether what you’re looking to purchase is simply the steady income typical of REITs and Treasuries or the broader performance and diversification benefits of the real estate asset class, the “price” for purchasing those investment return attributes through listed equity REITs is especially favorable now. 10/12/2017 Image
Market Commentary Listed REITs and Non-REIT Stocks: A Comparison of Total Returns, Volatilities, and Correlations An investment performance comparison between listed equity REITs and the rest of the U.S. stock market—segmented by sector or by style—highlights the long-term diversification benefits of the listed equity REIT market. 10/04/2017 Image