EWRE News and Press, Invesco S&P 500 Equal Weight Real Estate From 08/10/22

Huge insider selling combined with massive net fund inflows are two clear signals that U.S. equities are headed much lower, regardless of what they do in the short run. Whenever VIX goes below 20 it is safe to add to your short positions. The lower it goes below 20, the more aggressiv...

Persistently elevated rates of price increases and an intensifying Fed tightening cycle are impacting economic activity. Real final sales to private domestic purchasers have shown greater resilience. Initial claims remain at a very low level by historical comparison, but a clear u...

The era of 15-20% rent increases may be coming to an end, but renters shouldn't expect significant relief anytime soon. The inflationary effects will be felt for years to come. Despite a stellar slate of earnings results from the apartment sector in which all ten REITs raised their fu...

Mortgage balances jumped by 9% in Q2 from a year ago, as prices spiked year over year, while people bought far fewer homes. HELOCs’ decline has ended and balances ticked up in Q2 to $319 billion, from the low in the prior quarter. This has occurred as mortgage rates have spiked...

Rithm Capital still trades at a wide book value discount. The company recently completed internalization. The dividend is well-covered by Rithm's distributable earnings. Rithm Capital Corp. ( RITM ), formerly known as New Residential Investment Corporation, repor...

It's not every day that I get to crack open a REIT based in North Carolina. In Q2-22, Highwoods reported a strong beat and doubled down on the sunbelt. I'm rooting for two things in the state of North Carolina: basketball (go Tar Heels!) and Highwoods Properties. This ...

The relative affordability of new homes in the U.S. unexpectedly improved in June 2022. In terms of raw affordability, the ratio of median household income to the median new home sale price in the U.S. held steady near its record low level of 17.4% in June 2022. Expanding the numb...

The Bitcoin variety, I don't think it will live. I think, we have two significant government agencies which will make sure it's going to die. At the beginning of this year, a lot of people spoke about the Fed put as something that was going to support markets, equity markets, obviousl...

The second quarter was dominated by negative market sentiment amid worries over skyrocketing inflation and the risks of a global recession. The broad market selloff over the past few months led almost all markets to finish the second quarter with negative returns in U.S. dollars and l...

Last Thursday, the Commerce Department announced its preliminary estimate for second-quarter GDP growth at an annualized decline of -0.9%, which marks two consecutive quarters of negative GDP growth. The Commerce Department announced on Wednesday that durable goods orders increased a ...