What a week. From 3/13/20 – 3/20/20 the MSCI US REIT index returned -25.5%, good for the worst week in the history of the modern REIT era (which began in 1990). No property type was spared, with data centers performing the best at -14.4%, while regional malls dropped -40%. This move came on the heels…
Month: March 2020
Distress Signals: Finding Opportunity In REIT Volatility
The volatility monster has awoken from its slumber to once again terrorize investors of all stripes. Coronavirus concerns have created havoc in the stock market and put an abrupt end to the 11-year expansion in the US economy. As market psychology has flipped from extreme greed to extreme fear in a matter of weeks, REITs…
The Coronavirus, Commercial Real Estate And REITs
The publicly traded REIT market offers a broad opportunity set for real estate investors to take advantage of. Even in times of crisis, there are REITs that can protect investor's capital, and opportunities to hedge by selling REITs short. For an expert view on current opportunities during a period of heightened volatility, contact Martin Kollmorgen…