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With greater clarity on the sustainability of the economic recovery, we also saw the opportunity set across markets broaden to include sectors beyond those seen as the primary beneficiaries of an economic reopening. As expected, the recovery hasn't been smooth sailing for all, with su...
Advertising billboards have become a symbol of American consumerism and an inescapable fixture of the typical American commute. REITs own a commanding share of the nation's 300,000 outdoor advertising displays. The lack of a commute for many Americans throughout the pandemic slammed t...
Near-record supply chain disruption has led to fastest rise in global input prices since August 2008. Higher costs were passed through to clients at sharpest pace for over a decade in March. Shipping delays, elevated transport costs and higher commodity prices likely to feed throu...
Give Me Space! The pre-pandemic trends towards minimalism and smaller homes in dense urban markets have been reversed by the pandemic as households seek additional space and more at-home amenities. The "urban exodus" has been a boon for self-storage REITs, which had entered the pandem...
U.S. equity markets closed on the cusp of record highs as a strong slate of housing data and corporate earnings reports offset concerns over President Biden's proposed capital gains tax hike. Narrowly snapping a four-week winning streak, the S&P 500 finished lower by 0.1% on the w...
Real estate earnings season kicks off this week. We'll see results from more than 175 equity REITs, 40 mortgage REITs, and dozens of housing industry companies over the next month. REITs are off to a hot start to 2021 with a record-setting quantity of dividend increases. 51 equity REI...
The coronavirus pandemic has exposed the fragility of global supply chains. Demand for industrial real estate space remains insatiable as businesses scramble to invest in logistics resiliency. Order delays and bottlenecks have worsened amid the global economic reopenings, frustrating ...
U.S. equity markets rallied to fresh record-highs this past week as long-term interest rates and inflation expectations pulled back despite a stellar slate of economic data and corporate earnings reports. Concerns over the impact of a temporary safety-related halt of the Johnson &...
Healthcare REITs - particularly senior housing and long-term care facilities - have been revived by the early vaccination success. New coronavirus cases have been nearly eradicated in senior living facilities. Senior living facilities were ground zero of the pandemic as the illness ha...
Get Woke, Go Broke? Prison REITs - arguably the "darkest corner" of the REIT sector - have been punished by ever-intensifying political hostilities and declining prison populations across the country. Last week, GEO Group joined CoreCivic in eliminating its dividend and "evaluating it...