Capital Markets


Industry Outlook for 2016 from REIT World

At the recent REIT World Conference in Las Vegas, industry experts said they are looking forward to 2016, when REITs will be separated from financial services and elevated into a new Global Industry Classification Standard (GICS) sector. Self-storage and apartments are attractive due to favorable demographic trends. Plus, interest rate survey results from Trepp.

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Why Have Health Care REITs Been Battered This Year?

Health care has been one of the worst-performing sectors for real estate investment trusts this year, with a total year-to-date return of –17.60 percent. This performance has been surprising, since the sector has been a model for growth in prior years. So what has pulled the sector down during 2015? Plus, interest rate survey results from Trepp.

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REITs Get Treats, Not Tricks, in October

U.S. markets rebounded in October, posting their best monthly performance in four years. Real estate investment trusts also posted strong returns that offset losses from earlier in the year, with the FTSE NAREIT All Equity REIT average gaining 6.47 percent. Plus, interest rate survey results from Trepp.

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Are Lodging REITs Priced to Buy?

It has been reported by the Wall Street Journal and others that Hyatt is in talks to buy hotel operator Starwood Hotels and Resorts Worldwide. While neither company is a real estate investment trust, the potential transaction is emblematic of what is happening in the sector, where hotel REITs that are trading below the value of their underlying assets are creating an opportunity for mergers, acquisitions, and buybacks. Plus, interest rate survey results from Trepp.

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Recent Articles

  • REITs Hop in the DeLorean, Go Back to the Future

    October 26, 2015

    Despite healthy real estate market conditions, investors are pricing an anticipated market slowdown into REIT share values. This situation generally occurs late in the real estate cycle and is spurring REIT privatizations and share buybacks. Plus, interest rate survey results from Trepp.

  • Wells Fargo, Prologis CEOs Not Worried about Chinese Slowdown

    In a question-and-answer session at ULI’s 2015 Fall Meeting in San Francisco, John G. Stumpf, chairman, president, and CEO of Wells Fargo & Company, and Prologis chairman and CEO Hamid R. Moghadam both indicated that China’s recent economic deceleration is not as big of a worry as it might seem to jittery Wall Street investors.

  • Optimizing Real Estate Space Use through Technology

    October 19, 2015

    Most industries are embracing technology, which is getting better, faster, and more affordable and is profoundly affecting all types of real estate. In the real estate industry itself, one way that technology is being used is to more fully utilize properties, which in turn can enhance property values. Plus, interest rate survey results from Trepp.

  • Fundamentals Remain Strong for U.S. Real Estate

    During a panel discussion at the ULI Fall Meeting, three of the real estate industry’s leading economic experts explained their reasons for optimism while adding notes of caution, while also drawing on survey data from the latest ULI Real Estate Consensus Forecast.

  • San Francisco Fed President Cites Concern over Real Estate Prices

    October 7, 2015

    By most measures, the U.S. economy remains strong, and the Federal Reserve is likely to begin increasing interest rates before the end of the year, John C. Williams, president of the San Francisco Federal Reserve, told ULI Trustees and Foundation Governors.

  • Emerging Trends: Dallas/Fort Worth and Austin Are Top Cities for 2016

    Impressive employment growth is the story behind the Dallas/Fort Worth area’s rise to the top of this year’s survey (it ranked number five last year), according to Emerging Trends in Real Estate® 2016, copublished by PwC US and the Urban Land Institute.

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