WREI News and Press, Invesco Wilshire US REIT From 02/10/19

Posted by David Wertheim, Senior Client Portfolio Manager on Feb. 8, 2019, in Alternatives The basis of asset allocation is to combine asset classes that have low performance correlations, with the goal of optimizing the risk-return profile of the overall portfolio. A traditional...

"Our advice is to own as little exposure U.S. equity exposure as your career risk allows." - Martin Tarlie, member of portfolio allocation at Grantham, Mayo, Van Otterloo investment management The following is an excerpt from the latest Short Seller's Journal: Economy is worse than po...

Following our first-ever analysis of the total transaction value for existing home sales in the U.S., we're returning to more familiar territory in calculating the equivalent market capitalization for new homes sold in the U.S., where we find that it too appears to have peaked in March 2018....

Since peaking in February 2018, the relative affordability of new homes being sold in the United States has continued to improve through November 2018, the last month for which the data is available, where rising mortgage rates, falling new home sale prices, and rising incomes have combined to...

By Bruce Blythe At a Glance Construction data, Fed rates and commodity markets combine to tell the story of housing. What does that tell us about overall economic health? Economies and houses are both established on solid foundations, and the relationship between the t...

Sales trends lead price trends, and according to a new report by Altus Group on behalf of the Canadian Real Estate Association, Canadian home sales fell 11% nationally in 2018 on poor affordability, higher rates and tougher loan qualification rules. The report also estimates that each home sal...

What if I told you that today's average American worker with a full-time job is only making $20 more per week (in inflation-adjusted terms) than a similar worker did in 1979? Would you believe me? It doesn't seem right, but according to Fed data, it is: In a previous article about How the...

Is this the Beginning of a Globalized Housing Downturn? Housing has become a global financialized asset class. The possibilities seemed unlimited. And this flow of money, along with local factors, has created enormous distortions in some markets. But the priciest markets are now starting t...

I pulled up these charts today while responding to an e-mail, and they seem worth sharing. This is Austin, Seattle, and San Francisco. They each are cities with high demand for population growth and strong income growth. They really make a nice example of how housing supply works. When there...

By Paul W. Varunok, Senior Vice President, Portfolio Manager, Franklin Templeton Fixed Income Group The US housing market is starting to cool off a bit, but the big question is whether there are cracks in its foundation. Paul Varunok, head of Securitized Assets with Franklin Templeton Fix...