SCHH News and Press, Schwab U.S. REIT From 10/20/23

2023-10-20 06:00:00 ET Summary Today’s higher interest rates and slowing growth have been elevating the need for property income stability in a real estate portfolio. The real estate sectors in favorable positions to sustain income stability during the current economic slow...

2023-10-18 21:20:00 ET Summary Mortgage rates officially hit 8% today. It’s amazing considering mortgage rates were as low as 2.5% back in just 2020. It isn’t the high rate that is so alarming – it’s the rate of change. And this is what separates this p...

2023-10-18 12:30:00 ET Summary The global outlook is being troubled by rising rates, oil prices and the U.S. dollar, resulting in investor risk aversion. Spiking bond yields are challenging the equity market’s soft landing assumption. With limited prospect of an upgrade to ...

2023-10-18 10:30:00 ET Summary Real estate earnings season kicks into gear this week, and over the next month, we'll hear results from 175 equity REITs, 40 mortgage REITs, and dozens of housing industry companies. Have REITs hit "rock bottom?" Pressured by the surge in interest ra...

2023-10-17 07:30:00 ET Summary What the Gaza conflict could mean for oil markets. Why the real threat to markets is if the Israeli-Hamas conflict pulls in other actors. Managing a portfolio in a time of uncertainty. The conflict between Israel and Hamas is adding m...

2023-10-17 07:03:00 ET Summary Real estate is a proven investment asset class, and REITs are arguably even better. However, Warren Buffett and Charlie Munger do not invest much in either real estate or REITs. We look at why this is, and why these reasons may not apply to you. ...

2023-10-16 10:50:13 ET Summary REITs may be a better investment than the S&P 500. In this article, I analyse two scenarios - a recession and a high interest rate environment - and compare the index with REITs. My analysis leads me to believe that REITs come out better than...

2023-10-16 05:44:00 ET Summary The CPI report didn’t seem to have much impact with rates little changed an hour after the report but bond selling was persistent all day. We think we are in the midst of a secular change in the trend for inflation and interest rates. The down...

2023-10-15 09:20:00 ET Summary Baron is an asset management firm focused on delivering growth equity investment solutions known for a long-term, fundamental, active approach to growth investing. The Baron Real Estate Fund declined in the third quarter, underperforming the MSCI USA...

2023-10-14 12:00:00 ET More on REITs: SRET: Narrow Focus On Dividend Yield May Lead To Poor Performance REZ: A Fund That Lost Its Focus KBWY: A Highly Speculative High Yield Play Equity REITs raise 84.7% more capital in September from last year Real e...