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...

Real Estate Weekly Outlook What recession? US equity markets climbed for the sixth consecutive week as a busy slate of economic data and earnings reports indicated that the 'Goldilocks' economic conditions of low inflation and solid, consumer-led economic growth may be here to stay into 20...

In my previous article I made the case that currently small-cap REITs offer historically high discount relative to large-cap REITs. The current discount is the steepest in the past 10-year period. While both the small-cap and large-cap REITs have correlated strongly there have been some period...