reits

With the 10-year yield rising toward 3 percent and boosting costs of capital, cap rates and dividend yields, 2018 isn’t looking so great for real estate investment trusts. One analyst anticipates a 5-percent decline in the MSCIUSREIT INDEX (NYSE: RMZ) partly driven by underperformance in two...

With recovery in retail and favorable legislative circumstances, Wells Fargo expects real estate investment trusts to generate 4.5- to 5-percent returns to match next year’s single-digit returns in the S&P 500. The trend is seen to drive 27 winners across real estate and other exposed...

At around a 20 percent discount to net asset value, retail REIT Kimco Realty Corp (NYSE: KIM) is certainly not expensive. But the stock may have a difficult time outperforming the market if cash flow estimates are too high. The Analyst Baird analyst RJ Milligan downgraded Kimco from...

One of the more anticipated initial public offerings of 2017 was Switch Inc (NYSE: SWCH), a technology infrastructure company that operates data center facilities and related services. But investors made it clear they have no appetite for the stock as all of its strong gains on Friday were wiped...

As has been widely documented, real estate will become the eleventh GICS sector at the end of this month, separating from financial services. It's Almost Here, And Analysts Are Ready It is believed the news, widely known since index providers Standard & Poor's and MSCI made the announcement...

D.A. Davidson analysts Barry Oxford and Steve Shaw just issued a new research note on the real estate sector that asked a simple question: "Will this be the summer of mergers & acquisitions?" While the two aren't aware of any current M&A chatter, they name three office...

On Wednesday, Stifel released a timely update on Healthcare REITs (HCREITs), noting that interest rates are "the tail that wags the dog." This report came out on a day the Fed signaled it was getting closer to raising short-term rates, perhaps as soon as June. Stifel is taking a...

The regional shopping mall is dead and buried, say some retail pundits. However, Simon Property Group Inc (NYSE: SPG), the largest owner of Class-A malls, appears to vehemently disagree. On November 19, shares in mall landlord Macerich Co (NYSE: MAC) spiked up 9.5 percent after disclosing...

Ebola fears and forecasts of a global economic slowdown roiled the broader market on Monday October 13. However, REITs which own the blue collar real estate that drives the U.S. economy -- warehouses, distribution and E-commerce facilities -- defied the broader market in an impressive...

Whenever academics, geeks and quant jockeys get together to talk about markets and stocks, a few catch phrases are likely to dominate much of the conversation. One is "anomalies" -- those pesky little factors that cannot be explained away by the efficient market theory. The other is...

In what comes as a surprise to absolutely nobody who follows the REIT sector, Realty Income (NYSE: O) announced its 530th consecutive common stock dividend after the bell on August 21, 2014. This single-tenant triple-net lease REIT also known as "The Monthly Dividend Company" can...

How much do investors know about investing in real estate located in Scotland? Probably like most regular folk, not very much. That is a big part of the W.P. Carey (NYSE: WPC) strategy of sourcing real estate assets through a network of offices strategically located around the world. On...

After the bell on August 20, 2014, Bloomberg reported that the $5.6 billion hedge fund, UBS O'Connor LLC, a unit within Swiss banking giant UBS, had sold off more than $900 million of shares in U.S. REIT holdings, according to filings last week with the SEC. The sell-off was across the...