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…
Tag: REITs
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…
California State Teachers’ Retirement System Adds REITs To Pension Fund
Sophisticated investors have long had REITs as a portion of their real estate allocations. It’s not coincidence that as pension funds deepen their understanding of REITs, their allocations tend to increase. With the largest players in the market warming up to REITs as a stand-alone asset class, those that remain under-allocated will have to justify…