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…
Author: Martin Kollmorgen
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…
2019 REIT Recap
What a difference a year makes. At this point in early 2019, the equity market was still reeling from a 20% drop, the fed was pivoting from hawkish to neutral/dovish due to awful economic data, and the REIT market was being driven to multi-year lows. It was not an enjoyable time. Fast forward 365 days…
These Three REITs are up 50% YTD
While many investors view REITs as boring, bond-proxy, dividend stocks, - do not be fooled - there are many instances when the returns generated by REITs tell a different story. There is nothing boring about stock prices that are up 62%, 58%, and 54% over the course of less than a year. Contrary to popular…