EWRE News and Press, Invesco S&P 500 Equal Weight Real Estate From 04/12/23

2023-04-12 13:49:00 ET Summary The rising interest rate environment was already weighing on the outlook for construction activity, but the recent stresses in the US and European banking sectors have added to fears that lenders will increasingly step back. The US looks especially v...

2023-04-11 05:30:00 ET Summary As long as banks have existed, banks have failed, just like other companies have failed, even the most splendid ones. Special servicing rates are a precursor for potential defaults for CRE mortgages that have been securitized into CMBS. CRE is un...

2023-04-06 09:40:00 ET Summary Coming out of January 2023's improvement, we had anticipated lower mortgage rates recorded in February 2023 would lead to a lower median new home's mortgage payment. After dipping to a revised 39.3% in January 2023, the mortgage payment for a median ...

2023-04-04 10:11:49 ET Summary EWRE invests in real estate companies listed in the S&P 500 index, with an equal weighting given to each stock in the portfolio. Rising interest rates pose challenges for REITs. EWRE is a Sell for now. The REIT sector is facing cyclical headw...

2023-04-04 05:16:00 ET Summary The way we understand the tech economy is changing dramatically. While we can’t be sure if it is or is not too soon to enter the highest-quality REIT space, we know for sure it is not too late. Near-term challenges create volatility; long-...

2023-04-04 03:05:00 ET Summary Many of last winter’s biggest worries don’t look so bad in the spring. The few big bank failures didn’t explode into a massive bank run. The solution to un-stressing the banking system is simple: the Fed has to un-invert the Trea...

2023-04-04 02:30:00 ET Summary Markets are liquidity junkies and repeatedly anticipate that central banks will pause and return to easing credit conditions. Equities historically don’t bottom until after a recession is recognized and central banks near the end of easing eff...

2023-04-03 06:52:27 ET Summary Skyrocketing inflation has led to sharply higher interest rates. Higher rates have important implications for investment markets and securities. A look as to how higher rates impact real estate, REITs, and VNQ follows. Skyrocketing infl...

2023-03-31 03:00:00 ET Summary The world would be a lot easier for central bankers if things moved in a straight line. China has opened much more or has reopened much more rapidly than we would’ve expected. We’re pretty optimistic about what we think fixed-income...

2023-03-31 02:30:00 ET Summary Given the atypical nature of this economic cycle, we expect the eventual constraints on employment from tighter financial conditions to be even further delayed. The uncertain timing around the impact on employment has been compounded by an extremely ...