PSALL News and Press, Public Storage From 06/04/20

The simple table below gives what I believe the be a striking view of the impact of the virus-related slowdown on various property types in the equity real estate investment trust ( REIT ) universe. Source: Bloomberg Indices To create this table, I calculated total returns (price return + ...

Introduction In September, 2019, I put out an article titled " The Monetary Death Spiral " attempting to explain why interest rates, inflation, productivity, and economic growth have been sliding downward over the past 35 years. To understand the theory, one must first understand the tw...

Real Estate Earnings Halftime Report Did the rent get paid? We just passed the halfway point of what has shaped up to be the most newsworthy and consequential REIT earnings season in at least a decade. While it hasn't yet fully lived up to the "hype" that some critics were forecasting -...

JPMorgan Chase & Co. (JPM) Q1 2020 Results Conference Call May 01, 2020 12:00 PM ET Company Participants Ryan Burke - VP, IR Joe Russell - President and CEO Tom Boyle - SVP and CFO Conference Call Participants Jeff Spector - Bank of America Jeremy Metz - BMO Capital M...

Real Estate Earnings Preview REIT earnings should provide pivotal information on rent collection and future dividend plans on what will surely be the most newsworthy and potentially volatile earnings season in at least a decade. While some REITs have provided mid-quarter updates on rent co...

A few weeks ago we unveiled our COVID-19 property sector risk chart in which we identified the various REIT categories based upon their “physical distancing” risk profiles. Over the last few weeks, we’ve gained more clarity as it relates to the possible “back to...

Editors' Note: This is the transcript of the video we posted April 6th. Please note that due to time and audio constraints, transcription may not be perfect. We encourage you to listen to the video as well as a combined podcast featuring two other interviews along with this one, embedded ...

by Daniel Shvartsman Over the past week or so, we've shined a spotlight on the real estate sector and real estate investment trusts (REITs), asking authors what's going on and how they are dealing with it. We had a group roundtable on the topic, and then interviewed two Seeking authors a...

At High Yield Landlord, we discuss the pros and cons of REIT closed-end funds in our Course to REIT Investing. In short, they allow investors to: Gain diversified exposure to REITs. Enjoy professional management. Earn a superior yield to most ETFs. However, there also are many do...

Real Estate Factor Report: Cheap REITs Get Cheaper "Recover and Rebuild" was the theme of the real estate sector throughout the 2010s, and few could have imagined that many REITs may be facing a similar re-build in the early stages of 2020 amid the coronavirus crisis. While the majority of...