Which REITs Could Benefit from Back-to-School Shopping?

Back-to-school is the second biggest shopping season for U.S. retailers. But shoppers are favoring discounters more, including off-price chains, dollar stores, and lines like Macy’s Backstage and Nordstrom Rack. Plus, interest rate survey data from Trepp.

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Is It Trouble or Opportunity at the Mall?

Macy’s has announced plans to close 100 of its 675 traditional full-price locations and to increase investment in its online channel, which heightened concern about bricks-and-mortar retail versus e-commerce and led regional mall REITs lower. Plus, interest rate survey data from Trepp.

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U.S. REITs Attractive in a Post-Brexit World

Thanks to strong market fundamentals, positive second-quarter earnings reports, and post-Brexit assurances of ongoing low interest rates, real estate investment trusts (REITs) pushed forward in July with a 3.87 percent total return, with the lodging segment posted the strongest total returns for July at 10.23 percent. Plus, interest rate survey data from Trepp.

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Zillow Models Nearly 2 Million U.S. Homes Flooded by 2100

Using maps released by the National Oceanic and Atmospheric Administration (NOAA), real estate listing provider Zillow is predicting that almost 300 U.S. cities would lose more than half of their housing stocks by the year 2100 due to rising sea levels associated with climate change. The estimated value of these homes is $882 billion.

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Recent Articles

  • In Print: The Road Taken: The History and Future of America’s Infrastructure

    August 1, 2016

    The word infrastructure, which originated during the 1920s, was unusual enough to still appear in quotation marks in the Wall Street Journal as late as the 1980s. Henry Petroski’s The Road Taken: The History and Future of America’s Infrastructure is an exhaustive tour of the tremendous variety of built works encompassed by the term.

  • Early Earnings News for REITs Mostly Positive

    Midyear earnings season is getting underway, and news from large real estate investment trusts has been mostly positive, but mixed. REITs have benefited from strong underlying real estate market fundamentals and ongoing low interest rates, although new supply is becoming a concern for some product types in selected markets. Plus, interest rate survey data from Trepp.

  • Brexit Helps Boost U.S. Office REIT Performance in July

    July 25, 2016

    The June Brexit referendum is lending momentum to the office REIT sector. Brexit will keep U.S. interest rates very low for longer, making REIT yields more attractive and providing inexpensive capital for expansion. Plus, interest rate survey data from Trepp.

  • From the Slots to the Stables: Specialty REITs Outperforming

    July 18, 2016

    What do billboards, prisons, casinos, schools, farmland, and document storage have in common? Real estate investment trusts (REITs) in these disparate businesses comprise NAREIT’s specialty REIT category, one of the best-performing sectors this year. Plus, interest rate survey data from Trepp.

  • Highlighting the Growth, Economic Opportunity in Walkable Urban Places

    July 15, 2016

    New research shows that not only are walkable urban places (WalkUPs) in metropolitan areas ranging from New York City to Knoxville, Tennessee, on the rise nationally, but also the growing demand to locate in those areas is translating into significantly higher real estate rents.

  • Freestanding Retail REITs Bring Stable Returns in Uncertain Times

    July 11, 2016

    Strong returns and limited risk have been key factors in the success of freestanding retail REITs during 2016, with a 37.29 percent total return year to date. But as these REITs reach 52-week highs, is it time to buy, hold, or sell? Plus, interest rate survey data from Trepp.

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