Publicly Traded REITs Available to Investors in 2021
You don't have to buy property to invest in real estate. These publicly traded REITs, or real estate investment trusts, make the process easy.
Real Estate
The place for all the latest analysis and news about real estate stocks, including REITs and other real estate investments.
How Mortgage Points Lower Your Interest Rate
Mortgage points can decrease your interest rate if you pay extra upfront in closing costs.
Real Estate Brokerage Compass Will Likely Go Public With an IPO in 2021
Compass, the country's third-largest residential brokerage, has filed to go public with an IPO. When is the company's IPO date?
Why household formation drives homebuilder demand (Part 2)
Continued from Part 1 The state of the first-time homebuyer The first-time homebuyer has been in a difficult position post-crisis. Many college students graduated with high levels of student loan debt and grim job prospects. Given the harsh job market, many graduates decided to return to school, moved in with their parents, or moved in […]
Inventories Spike In November, Portending Weak December Sales
Sales fell 0.2% in November. Inventories increased 0.2%. Interestingly, the inventory build was with the retailers, not the manufacturers.
A rebound in capacity utilization helps office REITs like SL Green
While most people don’t think of industrial data affecting office REITs, it does influence the top-line growth of commercial REITs like SL Green (SLG).
Why AQR Capital Management chose to open a position in Vodafone
AQR Capital started a new position in Vodafone Group plc that accounts for 0.44% of the fund’s 4Q portfolio.Real Estate Why the housing market impacts consumption and equity investors
This article considers the importance of investment, including residential investment, in the support of U.S. consumption data and the implications for investors.
Why Lone Pine bought a new position in Endo Health Solutions
Endo Health Solutions is a 1.26% position initiated by Lone Pine Capital in the 2013 last quarter.
Foreclosure Completions Drop In October
Since foreclosures represent a process that may or may not wind up with the bank owning the home, foreclosure completions are a better indicator of foreclosure activity than foreclosure starts.
How Did Cannabis Stocks Perform Last Week?
Tilray (TLRY) stock fell as much as 5.5% last week, while Supreme Cannabis (SPRWF) fell ~4.4% in the week ending May 3.
How Equity Residential Improved Its Balance Sheet in 2Q17
During 2Q17, Equity Residential (EQR) reported higher-than-expected top-line and bottom-line results backed by robust rent growth and occupancy levels.
Why small business optimism continues to recover slowly
Small business accounts for roughly half of the U.S. gross domestic product (or GDP) and jobs.
Why AQR Capital exits its position in Geo Group Inc.
AQR Capital sold a position in GEO Group Inc. in 2Q14. The company accounted for a 0.0206% position in the fund’s first quarter U.S. long portfolio.
Why Pershing Square initiated a position in Platform Specialty Products
Pershing Square disclosed a new position in Platform Specialty Products (PAH) that accounts for 7.58% of Pershing Square’s 1Q14 portfolio.
Key Drivers of Extra Space’s 2018 Performance
Extra Space (EXR) holds 12% of its total properties in the form of joint ventures and 32% managed for third parties—the largest in the industry.
A Look at the Financials Sector’s Dividend Yield: Part One
Financials and basic materials have dividend yields of 2.5% and 2.4%, respectively.
Does Fannie Mae Own My Loan?
Fannie Mae and Freddie Mac own a large percentage of mortgages in the U.S. How do you figure out if Fannie Mae owns your loan?
Will IIPR Still Be an Investor Favorite Post Q3 Earnings?
Innovative Industrial Properties (IIPR) is set to report its third-quarter results tomorrow. IIPR stock, up 67.2% year-to-date, has been investor favorite.
Why rising asset prices are driving consumer confidence higher
The CCI is one of the oldest consumer surveys, originally started as a mail-in survey in 1967. It asks respondents whether certain conditions are positive, negative, or neutral.
The End Of Quantitative Easing Could Make Mortgage REITs Vulnerable
Big agency REITs like Annaly (NLY) and American Capital Agency (AGNC) took the chance to deleverage their balance sheets after the warning in the spring of 2013.
Comparing the Valuation Multiples of Cannabis Stocks
In this part of our cannabis valuation series, we’ll discuss the multiples of the remaining cannabis stocks and compare them to the peer (MJ) median of 24x.
How GGP Managed Its Expenses in 2Q17
In 2Q17, GGP (GGP) reported NOI (net operating income) of $551.0 million, which came in higher than the previous year at $554.0 million.
How Prologis Boosted Top-Line Growth in 2Q17
Prologis’s (PLD) upbeat top-line and bottom-line results in 2Q17 were driven by higher-than-expected rent growth and net operating income.
Cannabis Roundup: ACB, HEXO, and CTST Lead the Pack
On March 13, during the first half of the day, the overall cannabis sector traded higher.
Ginnie Mae securities shake off the end of quantitative easing
The ten-year bond sold off, with yields increasing from 2.27% to 2.34%. Ginnie Mae TBAs bucked the trend, rising from 104 20/32 to 104 25/32.
Key Indicators And Recent Trends In The Casino Industry
Casino gambling is spread across major destinations around the world. Casinos, at major destinations, are being influenced by certain factors. This is hampering industry growth.
AvalonBay: What’s Driving the Dividend and Valuations?
AvalonBay’s revenue grew 7% in the first quarter, driven by rental and other income.
Why did Lone Pine Capital buy a stake in SBA Communications?
SBA Communications Corporation is a 2.11% position initiated by Lone Pine Capital in 4Q 2013.
A head-to-head comparison: What are ETFs and ETNs?
ETFs and ETNs are very similar—both trade on an exchange like a stock, follow an underlying product, and are easily accessible to investors.
What to Expect from IIPR’s Earnings for Q3
Innovative Industrial Properties (IIPR) is scheduled to release its Q3 earnings results on November 6. Find out what cannabis investors can expect.Healthcare Why enterprise solid-state drives are a growth driver for Micron
Micron’s solid-state storage business ranges from hard disk drive (or HDD) replacements with solid-state drives (or SSDs) for clients to enterprise-class storage solutions.
Understanding Weyerhaeuser’s Divestiture Policy
Weyerhaeuser (WY) has undertaken several divestiture policies in order to dispose of its underperforming and non-core businesses.
How Weyerhaeuser Fared in 2Q17: The Details
The growing economy has helped REITs including Weyerhaeuser (WY), Rayonier (RYN), Resolute Forests Products (RFP), and International Paper (IP) reap higher profits.
Jobs report shows hiring is picking up—good for commercial REITs
Private sector employment increased by 238,000 in December, while November’s numbers were revised upward from 215,000 to 229,000.
Ginnie Mae Securities Buck The Recent Trend And Rally
Ginnie Mae and the to-be-announced market The Fannie Mae to-be-announced (or TBA) market represents the usual conforming loan—the plain Fannie Mae 30-year mortgage. Meanwhile, Ginnie Mae TBAs are where government loans go—such as the federal housing administration (or FHA) and veterans affairs (or VA) loans. The biggest difference between a Fannie Mae mortgage-backed security (or […]
Elizabeth Warren Targets WeWork’s Layoffs and CEO
Last week, CNBC said that WeWork (WE) is firing 2,400 people. Supposedly, this will “create a more efficient organization.”
Why we’re seeing a brand new housing bubble—Japan style
Residential investments in Japan The below graph reflects the ongoing decline in the rate at which residential investments are being made in Japan. As with other forms of fixed investment noted earlier in this series, Japan has seen a long-term decline in the housing market since the peak of the economic bubble, which was accompanied […]
IIPR, CRON, TLRY Surging: A Good Day for Cannabis Stocks
It looks like cannabis stocks had a great day. Innovative Industrial Properties (IIPR), Cronos Group (CRON), and Tilray (TLRY) are all surging today.
Why capacity utilization is an important economic indicator
Capacity utilization rates are approaching long-term historical averages.
Extra Space Storage Continues to Enhance Shareholder Wealth
Since its conversion to an REIT in 2004, Extra Space Storage (EXR) has paid regular quarterly cash dividends to its shareholders.
Stephen Mandel’s Lone Pine Capital buys a new position in Equinix
Lone Pine initiated a new position in Equinix (EQIX) last quarter that accounts for 1.81% of the fund’s total 1Q portfolio. Lone Pine had exited the position in 4Q 2013 and restarted it last quarter.
Simon Property Group faces competition from online retailers
Simon Property Group is by far the biggest shopping center REIT in the U.S., with a market capitalization of $53 billion. The next biggest REITs are less than half Simon’s size.
Why Marijuana Is Thriving in Colombia
Colombia legalized medical marijuana in 2015. Now, it’s working on its booming medical cannabis industry. Let’s take a look at how.
Softbank’s Journey from Alibaba to Uber and WeWork
In 2017, Softbank (SFTBY) created a pool of $100 billion to promote new business ventures. The company provided seed funding to entrepreneurs worldwide.Financials Omega Advisors buys stake in IntercontinentalExchange
Omega Advisors opened a new 1.36% position in Intercontinentalexchange (ICE), a leading operator of global markets and clearing houses, in the fourth quarter.
The US witnesses an unexpected drop in capacity utilization
From 1972 to 2012, capacity utilization averaged 80.2% and bottomed at 66.9% in 2009 suggesting there’s a lot of room for production to expand before we start feeling inflationary pressures.Consumer Must-know: The pros and cons of investing in dividend ETFs
A dividend exchange-traded fund (or ETF) consists of dividend-paying stocks. Usually, ETFs track a dividend index. The stocks in the fund or index are selected based on their dividend yield.
Get Real: Breaking Down and Bouncing Back
In this morning’s edition of Get Real, we saw that WeWork’s layoffs are taking a toll. Meanwhile, the cannabis industry could be bouncing back.
What Are Broker Fees and Are They Legal in NYC?
Broker fees are part of the housing process across the country, but laws in NYC could mean that they have no place in the city.