Новостная лента

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  Storage REITs: Downsized Demand

  Seeking Alpha

  27 янв 2023 г. в 10:00

  Despite delivering the strongest earnings growth of any property sector in 2022, Self-Storage REITs have stumbled of late amid a post-pandemic demand normalization and pressure from elevated supply growth. Storage demand is driven largely by housing activity – specifically home sales and rental market turnover. Rental market turnover finished 2022 near historic-lows while home sales also dipped to decade-lows.

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  Hotel REITs: Dividends Are Back

  Seeking Alpha

  25 янв 2023 г. в 10:00

  Despite lingering recession concerns and recent travel disruptions, Hotel REITs have been among the better-performing sectors over the past year, buoyed by steady post-pandemic operating improvement fueling long-awaited dividend resumptions. Several years of pent-up leisure demand helped to offset a sluggish business and group travel recovery. Hotel revenues eclipsed record highs in 2022, but with wide dispersion between markets and segments.

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  Industrial REITs: Shortages Become Gluts

  Seeking Alpha

  18 янв 2023 г. в 10:00

  Pressured by global recession concerns, Industrial REITs dipped by 30% in 2022 - the sector's worst year on record- snapping a seven-year streak of outperformance over the broader REIT Index. The frenzied investment in logistics space clashed with already-tight supply, fueling an incredible surge in rent growth across logistics and warehouse properties. Market rents have soared 50% since early 2021.

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  Asian Exports Are Softening

  Seeking Alpha

  01 сент 2022 г. в 11:46

  Non-China Asian exports are still growing, but the pace of increase has slowed and will slow still further as key export destinations struggle with inflation, energy security, and rising recession risks. In year-on-year terms, the rate of overall export growth is now skirting single-digits again.

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  RDOG Outpaced REIT & U.S. Equities Markets Last Week

  ETF Trends

  17 авг 2022 г. в 19:01

  The ALPS REIT Dividend Dogs ETF (RDOG) gained 4.88% last week, outpacing the broader REIT market and the U.S. equities market. RDOG was propelled by a slew of positive earnings for its underlying REITs, as well as positive sentiment around “peak” inflation that may slow the Fed's tightening cycle, ALPS wrote in a recent insight.