Iconic assets and visionary management teams are staples of the publicly traded REIT market. It’s not uncommon for REIT assets to create or transform entire neighborhood ecosystems. Finding access to these types of assets outside of the publicly traded REITs is almost impossible for non-institutional investors. Vornado (VNO) has done an incredible job re-vitalizing the…
Tag: Quant Investing
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…
Notable Landmarks That Are REIT-owned
For most investors, REITs represent the ONLY way to own pieces of iconic assets. These properties have irreplaceable locations and storied legacies, in stark contrast to the generic assets in outlying locations owned by most real estate funds. For access to real estate that will truly stand the test of time, publicly-traded REITs are investor's…
How REITs Can Provide Protection Against Inflation
As most investors know, inflation is the enemy of fixed income. When inflation accelerates, bond yields tend to rise, denting the value of fixed income holdings within a portfolio. But what if you could get fixed income like exposure, with protection against inflation and a growth component? The REIT market offers exposure to multiple types…