Many investors think they can safely ignore the publicly traded REIT market for various reasons. After a 28% surge in 2019, the opportunity cost of ignoring publicly-traded REITs should be evident. With industrial, data center, single family housing, and timber REITs all returning in excess of 40% over the last twelve months, many investors will…
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Benefits of Low Capex Property Sectors In Your Portfolio
Cash flow is king in real estate, whether investing in properties directly or investing in the publicly traded REITs. High capital expenditure (capex) requirements are the main threat to cash flow in real estate portfolios, but are often glossed over since they don’t appear on the income statement. Seasoned investors appreciate how important preserving cash…
As Commercial Real-Estate Prices Fall, REITs Are Still A Smart Choice
The REIT market returned +1.3% in Q2 of this year, illustrating the fact that there is always opportunity in the REIT market, regardless of what is happening in the underlying commercial property market. As growth slows, there are REITs that will benefit from lower rates, and if growth re-accelerates there are REITs that can insulate…
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…