Real Estate Earnings Recap
In our quarterly Real Estate Earnings Review, we analyze the recently released NAREIT T-Tracker data to review the REIT fundamentals over the past quarter and analyze what they could mean for the rest of 2019 and into the next decade. Overall, after three years of middling performance, REITs have gotten their mojo back in 2019. The "Goldilocks" macroeconomic environment of low rates and moderate growth has rejuvenated REITs in 2019.
(Co-Produced with Brad Thomas through iREIT on Alpha)
Rates Down, REITs Up A Continuing Theme
REITs aren't bonds, but they sure