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Month: August 2019

Self-Storage REITs: Heads I Win, Tails You Lose

Self-Storage REITs: Heads I Win, Tails You Lose

The self-storage REITs have returned 30% in 2019, riding a wave of multiple expansion driven by a flight to safety within REITs and the broader market. While self-storage is a great business and the self-storage REITs are well run companies, as with any investment valuations sometimes get detached from reality. With fundamentals that continue to…

August 27, 2019 by Martin Kollmorgen No comment(s) REITs
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REITs and the Cycle – A Road Map for Re-Positioning Your Real-Estate Portfolio

REITs and the Cycle – A Road Map for Re-Positioning Your Real-Estate Portfolio

You don’t have to look too far in the financial press to find an article about how we are “late in the cycle.” It’s common knowledge that the economic recovery is long in the tooth, as we pass the 10-year mark since the depths of the last recession. But how does that knowledge help us…

August 22, 2019 by Martin Kollmorgen No comment(s) REITs
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Canary in the Coalmine? What Hotel Fundamentals are Saying About the US Economy

Canary in the Coalmine? What Hotel Fundamentals are Saying About the US Economy

One of the un-sung virtues of the REIT market is the wide variety of insights that can be gleaned by closely following REIT fundamentals. The various REIT property types form a sort of spider-web of connectivity between real estate and the underlying drivers of the US economy. For investors paying close attention, there is always…

August 14, 2019 by Martin Kollmorgen No comment(s) REITs
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REIT Signal REDUX: Did you “BUY” REITs in 2018?

REIT Signal REDUX: Did you “BUY” REITs in 2018?

Net Asset Value or “NAV” is a hotly debated topic in REIT circles. At its best, it represents the underlying value of a REITs real estate portfolio, or the liquidation value a REIT would achieve were it to put itself up for sale. Knowing a REITs NAV gives REIT investors an immediate view as to…

August 6, 2019 by Martin Kollmorgen No comment(s) REITs
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