RQI

Weekly Report: what happened at RQI last week (1127-1201)?

Pivot Pending

U.s. Equity markets notched a fifth-straight week of gains as benchmark interest rates continued a decisive retreat. Equity reit index rallied 5.0% this week, extending their rebound since late-october. Real estate equities were again the leaders this week as mortgage rates declined for a fifth straight week.

RQI: 8% Yield And A Nice Way To Play The Duration Exposure

Commercial real estate has struggled since the fed started increasing interest rates in 2022. However, there are signs of recovery in the sector. The cohen & steers quality income realty fund (rqi) has outperformed the s&p 500 in the past month. Rqi has exposure to commercial real estate and is a good way to play the duration factor.

RQI: Go Overweight

The cohen & steers quality income realty fund is an actively managed, leveraged, closed-end fund with high beta. The fund combines reits and corporate debt securities, making it an aggressive rate play. I estimate a 20% total return potential for the fund by the end of 2024.

Rates Down, REITs Up

Two years of persistent rate-driven pressure on the residential and commercial real estate market appears to be abating. The worst of pandemic-era inflationary pressures appear to be subsiding. State of the reit nation analyzes the recently-released nareit t-tracker data.

Listed Real Estate: Searching For Positive Signals While Reviewing The Case For REITs

Reit index performance can be a leading indicator for the asset class as a whole. Global commercial real estate valuations have been falling since the beginning of the year. Asset allocation recorded a strong quarter for listed real estate. Reits send encouraging signals. A deeper analysis of sectoral returns since the great financial crisis shows no clear pattern.

IGR: Continues To Overpay Distribution, Leaving An Overhanging Risk

Cbre global real estate income fund has performed poorly compared to its peers. The fund is on the list of potential distribution cutters. I believe cohen & steers real estate opportunities and income fund and quality income realty fund offer better opportunities in the real estate and reit space.

I Am Buying Apartment REITs Hand Over Fist

Major private equity groups are investing in the reit sector. They are buying apartment reits at 60-70 cents on the dollar. High yield landlord is a leading expert on the apartment real estate sector. I am buying apartment reit shares at 60 to 70 cents per share.