EPRT - Who Else Is Ready For The Great American REIT Rally?
2024-07-08 07:00:00 ET
Summary
- REIT fundamentals remain resilient with supply moderating, valuations below historical median, and historically strong performance following Fed rate hikes.
- I believe that we’re around 70 days away from a REIT Rally, which of course means that an interest rate cut is a primary catalyst.
- September (20-21) appears to be the time in which we could see rates beginning to ease.
- And we will start pounding the drums at the Great American REIT.
Recently, I ran across an article by Cohen & Steers explaining capital markets expectations over the next ten years.
As a private real estate and REIT investor (for over three decades), I'm always interested to hear other opinions, especially after witnessing transformational changes over the last two years. As the co-authors at Cohen & Steers explain,...
Who Else Is Ready For The Great American REIT Rally?