Weekly Report: what happened at VNQI last week (0715-0719)?

Weekly Report: what happened at VNQI last week (0708-0712)?

Weekly Report: what happened at VNQI last week (0701-0705)?

Total Return Forecasts: Major Asset Classes - July 2, 2024

The return forecast for the Global Market Index held steady in June after ticking higher for four straight months. US equities are the outlier for expected return relative to the other major asset classes. The average forecast for American stocks is well below this market’s trailing 10-year performance.

Major Asset Classes: June 2024 Performance Review

US stocks again secured the top spot for monthly performances in June for the major asset classes. The rally marks the second straight month that American shares led global markets. US real estate investment trusts also extended their recent recovery. The biggest loss in June was foreign real estate, down nearly 5% for the year.

Weekly Report: what happened at VNQI last week (0624-0628)?

U.S. Stocks Are (Still) Leading The Major Asset Classes In 2024

Weekly Report: what happened at VNQI last week (0617-0621)?

Weekly Report: what happened at VNQI last week (0610-0614)?

The Interplay Between Cap Rates And Interest Rates

Home Real Estate Analysis The Interplay Between Cap Rates And Interest Rates is a cornerstone of real estate investment analysis. The relationship between capitalization rates and interest rates is more nuanced than first meets the eye. Cap rates measure the ratio of a property's net operating income to its purchase price. While nominal interest rates have an impact on real estate values, they do not have the same effect on cap rates.

Weekly Report: what happened at VNQI last week (0603-0607)?

Monthly Newsletter - May 2024

Total Return Forecasts: Major Asset Classes - June 4, 2024

The performance outlook for the Global Market Index ticked higher again in May. In line with recent history, US equities remain the outlier for expected return among the various asset classes. The average forecast for American shares is well below the trailing 10-year performance. US stocks' returns are expected considerably less in the years ahead.

Major Asset Classes: May 2024 Performance Review

Global markets rebounded sharply in May, with the exception of commodities. US stocks led the rally in May: Vanguard Total US Stock Market Index jumped 4.8%. Year-to-date performances for the major asset classes continue to reflect mixed results. Only US stocks and commodities are enjoying stronger rallies in 2024.

Weekly Report: what happened at VNQI last week (0527-0531)?

Weekly Report: what happened at VNQI last week (0520-0524)?

Office Space: Looking Past The Doom And Gloom

Remote work arrangements have lifted office vacancy rates while high borrowing costs are depressing property prices. US office space, with some regional variations, appears to be facing a similar 'adapt or die' situation. There are too few recently built, environmentally friendly buildings near transit and with amenities that lure employees back to the office.

Commodities' Performance Lead Widens Over Markets In 2024

Last week’s strong rally in commodities expanded the performance lead for the asset class over the rest of global markets. The big losers so far this year continue to be government bonds and US real estate investment trusts. Several bullish trends have helped drive key commodities prices higher. WisdomTree Enhanced Commodity Strategy Fund is up four percentage points over year-to-date.

Weekly Report: what happened at VNQI last week (0513-0517)?

REITs cut capital raising activities by more than half in April, says report