News
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Dividend Hikes Lift REITs
On another choppy week, U.S. equity markets finished mostly lower despite a solid slate of economic data and assurances from the Federal Reserve that it would keep interest rates near-zero indefinitely.Declining for the third-straight week following a six-week winning streak, the S&P 500 dipped another 1.0% this week and is now roughly 7% below its recent all-time highs.An encouraging slate of dividend news and rent collection updates buoyed real estate equities this week, particularly the more beaten-down property sectors, including malls, hotels, student housing, and mortgage REITs.After the Equity REIT sector was slammed by a wave of 64 dividend cuts in March through June, since then, we've seen far more dividend increases than dividend cuts in the REIT sector, including five more boosts from equity REITs and three from mortgage REITs this week.Housing Heats-Up: Homebuilder Sentiment jumped to the strongest levels on record in September, driven by a surge in Home Buyer Traffic, which far exceeded previous record levels as inventory levels remain historically tight.
Seekingalpha · 18h ago
30 Reasons Why Stocks May Fall Further
Stocks are increasingly dealing with technical resistance.Fundamental weakness is a problem that dates back long before the onset of COVID-19.80 billion reasons why stocks will eventually bottom and rally.
Seekingalpha · 2d ago
Averages end down again in absence of tech leadership
The shakeout in the megacap stocks continued, pulling the broader market down for the second day in a row.The S&P ended off 0.8%. The Nasdaq closed down 1.3% and has been lower in
Seekingalpha · 2d ago
Timber REITs: Literally On Fire
One of the best-performing REIT sectors this year, Timber REITs have nearly doubled since their mid-pandemic lows in March, reignited by a rejuvenation in the suddenly red-hot U.S. housing market.Housing has proven to be the "ultimate essential service." Households have exhibited a propensity to prioritize housing-related payments and investments in home improvement and living situation upgrades amid the pandemic.Lumber prices have soared to record-highs from the combination of insatiable demand and reduced supply resulting from pandemic-related production shutdowns and forest fires raging in the Pacific Northwest.Timber REITs were caught off-guard by the velocity of the rebound in lumber demand from single-family homebuilding and remodeling activity and have struggled to meet customer demand.Long-term fundamentals look strong for the Timber REIT and broader housing sectors, powered by demographic trends that suggest a revival of the suburbs and single-family housing in the 2020s.
Seekingalpha · 2d ago
What Goes Up Must Come Down
The "tech-wreck" dragged on as U.S. equity markets declined for the second-straight week after Congress failed to reach a compromise on a renewed stimulus package and after a potential vaccine setback.The seemingly unstoppable rally from the "stay-at-home winners" has come to a screeching halt over the last two weeks. The Nasdaq 100 dipped into "correction territory" with declines of nearly 5%.It was an especially choppy week in the real estate sector as the relatively mundane 2.2% decline from the broad-based Equity REIT ETF masked a sharp dip from retail REITs.It shaped up to be a very busy week of REIT-related news flow, headlined by a flurry of rent collection updates, several dividend increases, and some notable M&A news in the mall and self-storage REIT sectors.Homebuilders were a bright spot this week as housing data continues to impress. Mortgage applications to purchase a single-family home are now higher by a stunning 40% from last year.
Seekingalpha · 09/12 13:00
Equity REIT Performance In A Nutshell: Week 32
Seeking Alpha - Article · 08/10 14:30
A warning about real estate and REITs from famed hedge fund manager Seth Klarman of Baupost
Seeking Alpha - Article · 08/08 17:45
Trends In Housing Supply
Seeking Alpha - Article · 08/04 14:11
Mack-Cali Realty misses FFO expectations, reports surprise revenue decline
marketwatch.com · 08/03 06:19
Equity REIT Performance In A Nutshell: Week 31
Seeking Alpha - Article · 08/02 19:52
New Home Sales A Bright Spot For U.S. Economy
Seeking Alpha - Article · 07/29 10:26
CMBS In The Eye Of The Storm
Seeking Alpha - Article · 07/28 15:34
Equity REIT Performance In A Nutshell: Week 30
Seeking Alpha - Article · 07/28 03:15
Shift From Condos To Houses And From Big Cities To Suburbs? New House Sales Rose 6.9% From June Last Year To Highest Level Since July 2007
Seeking Alpha - Article · 07/26 13:32
Student Housing: School's Out Forever
Seeking Alpha - Article · 07/23 13:00
REITs sink as cash rotates back to tech, Fab 5
Seeking Alpha - Article · 07/20 16:38
Office REIT stocks take a hit after Deutche Bank downgrades, price target cuts
marketwatch.com · 07/20 14:36
Equity REIT Performance In A Nutshell: Week 29
Seeking Alpha - Article · 07/20 13:52
'Pent-Up Supply' Floods San Francisco Housing Market, Most Since Housing Bust
Seeking Alpha - Article · 07/19 13:50
Casino REITs: The House Always Wins
Seeking Alpha - Article · 07/16 15:00