Market Commentary REIT Share Prices Little Changed Last Week, Q1 Earnings Season Opens Soon In more normal times a weekly move up or down of nearly 4% would be major news, but in a period of heightened volatility during the covid-19 crisis, this is the smallest move in quite a while. 04/20/2020 Image
Market Commentary Policy Moves Sparked Rebound in REITs, S&P 500 Last Week The markets have gained ground in two of the past three weeks despite news of record levels of jobless claims as firms close to curb the spread of COVID-19. 04/14/2020 Image
Market Commentary REITs, Broader Equity Markets Gave Back Some Gains Last Week REITs declined in the week ended April 3, with a total return of -7.67%, giving back almost half of the gains they posted the week before. 04/06/2020 Image
Market Commentary REITs and Real Estate Related Economic Data to Watch for During the Coronavirus Crisis Several important data releases are scheduled in the coming weeks. Here’s what to watch. 04/01/2020 Image
Market Commentary Three-day Rally Reduces Recent REIT Losses The stock market got a bit of relief last week as forceful policy measures prompted a three-day rally, trimming some of the recent losses. 03/30/2020 Image
Market Commentary Mortgages, MBS Face Challenges During Coronavirus Crisis The mortgage market is critically important for the economy and for financial markets. 03/26/2020 Image
Market Commentary Mortgage REITs, CMBS Markets and the Fed Growing concerns about the impact of the coronavirus on the economy have caused severe liquidity issues in some asset classes. 03/25/2020 Image
Market Commentary What Resources Will REITs Need To Navigate the Coronavirus Crisis? The main question today is how long the phase of rapid growth of infection and the economic shutdowns necessary to contain it will last. 03/25/2020 Image
Market Commentary All REIT Sectors Hit With Stock Dip Conditions worsened significantly over the past week, both in terms of the expected economic impact of the disruptions to activity in response to the virus, and also in stock market returns. 03/23/2020 Image
Market Commentary Pain Points in the Coronavirus Crisis Stock market declines due to the coronavirus crisis are in the headlines, but the main risks in the weeks ahead are elsewhere: in cash flows and liquidity shocks; resiliency of the financial system; and impact on economic fundamentals. 03/18/2020 Image
Market Commentary What Real Estate Sectors Has The Coronavirus Affected? Different property sectors face different exposures to the coronavirus crisis, and REIT returns reflect those differences. 03/17/2020 Image
Market Commentary Coronavirus and the Economy: The Impact Spreads The advance of the coronavirus within the United States has prompted a corresponding spread of actions aimed at slowing the pandemic. These actions will cause a noticeable reduction in GDP, but how large might it be? 03/13/2020 Image