EWRE News and Press, Invesco S&P 500 Equal Weight Real Estate From 08/16/22

The confidence of builders of single-family houses, after the second-biggest plunge in the data last month, fell again in August. Traffic is an indication of interest by buyers. And with the headwinds buyers face, including sky-high prices and 5%+ mortgage rates, they’ve lost i...

Total housing starts fell to a 1.446 million annual rate in July from a 1.599 million pace in June, a 9.6% drop. Starts of multifamily structures with five or more units decreased 10% to 514,000 but are up 17.4% over the past year, while starts for the two- to four-family-unit segment...

The US has seen a rebound in manufacturing and industrial output, coupled with a decent performance from the consumer sector and net trade and inventories being less of a drag. These factors put together support our view of 3%+ GDP growth in 3Q. However, the housing market, a weak...

Management raises outlook and expects 2022 AFFO to increase 14% YoY. The portfolio is becoming more diversified in other industries. Tenant credit metrics show a rosy picture over the course of this year. The stock valuation is favorable, and the stock is a strong buy. ...

Long-term investors need to have a strategy they can stick with no matter what happens, a strategy that keeps them on an even keel. Investing is hard and determining your risk tolerance is far from an exact science. There are a lot of people these days who seem to want the market ...

Those looking for a deep value “contrarian play” need not look much further than the homebuilders, which are perhaps the most unloved industry group across the entire equity market. This sharply bearish sentiment comes on the heels of a historically strong year of operat...

A simple linear regression shows that changes in mortgage rates have an inverse relationship with changes in new home sales. The correlation between changes in mortgage rates and new home sales isn't as strong as you might think. There's still quite a lot of noise in the underlyin...

Realty Income’s long lease durations provide stability during uncertain times, but the downside is that rent raises are slow. Simon Property Group, in contrast, is more cyclical given the discretionary nature of its mall properties. Both feature strong balance sheets and he...

Given our outlook that the chance of a recession occurring has increased, we are making appropriate asset allocation adjustments to include more defensive positions. Real estate is an area we believe is well-positioned to provide a degree of downside risk management. Medical offic...

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...