VNQI

Weekly Report: what happened at VNQI last week (0408-0412)?

Why We Expect A Price Recovery In Commercial Real Estate

Lower interest rates should help lower real estate debt costs and start a chain reaction for a recovery in prices. Improved tenant confidence and a sharp reduction in new supply should drive rent growth starting next year. Lower interest rates and lower cap rates should result in higher real estate prices. Invesco expects real estate to start its price recovery in 2024.

The Federal Reserve Must Choose Its Interest Rate Strategy

Desmond Lachman says the Federal Reserve must choose its interest rate strategy. He says the Fed will have to keep interest rates high to meet its inflation target or cut interest rates to stabilize the financial system. The Fed’s predicament stems from keeping monetary policy too loose for too long, he says. The Federal Reserve has helped fuel a commercial real estate bubble and a bubble.

Weekly Report: what happened at VNQI last week (0401-0405)?

The Stock Market Is Partying Like It Is 2008

Home Market Outlook Today's Market The Stock Market Is Partying like It Is 2008 Desmond Lachman: The stock market is partying like it is 2008 even at a time of high interest rates. He says the market is ignoring the risk of heightened world trade tensions. The market is also ignoring the slow-motion train wreck in the commercial real estate sector.

Commodities Continue To Lead Major Asset Classes In 2024

Commodities have overtaken US stocks as the top performer for global assets in 2024. A number of broad-brush commodity funds are rebounding in 2024 after a down year for the asset class in 2023. The rally for prices of raw materials continues to bubble after a rough 2023 in global markets.

REITs finish March trading at 15% discount to NAV per share estimates

Office REITs finish March trading at 15% discount to NAV per share estimates. Industrial Logistics Properties Trust (ILPT) continued to trade at the largest discount to its consensus NAV estimate of $13.26. The median discount of 15% is unchanged from the month prior.

VNQI: Asia-Pacific And Europe Will Likely Offer Meager Real Estate Performance

Vanguard Global ex-U.S. Real Estate ETF is a sell due to poor macro-level prospects for international real estate investment holdings. The fund has a low expense ratio, substantial dividend yield, and high diversification. Investors will likely see better performance in international funds that are broadly diversified among multiple sectors. VNQI: Asia-Pacific And Europe Will Likely Offer Meager Real Estate Performance