June 21, 2022
Publicly-traded REITs Weather a Repricing Period
REIT share prices have fallen as the broader stock market prices in interest rate hikes and the potential of a recession. But at the...

Publicly-traded REITs Weather a Repricing Period

June 15, 2022 | David Bodamer | WealthManagement.com

REIT share prices have fallen as the broader stock market prices in interest rate hikes and the potential of a recession. But at the same time, REIT executives remain bullish about near-term real estate fundamentals in their portfolios and confident in how their balance sheets are positioned for any coming turbulence.

The current REIT repricing period began with Amazon’s earnings announcement in May, when the firm also announced its plans to return about 30 million sq. ft. of industrial space to the market. Since then, total returns for the FTSE Nareit All Equity REITs index are down a little more than 15.5 percent, including down more than 10 percent in June alone.

It was with that backdrop that more than 2,500 attendees and management teams from more than 170 REITs attended Nareit’s annual REITWeek event in New York City. There, the tone was decidedly more upbeat.

WMRE sat down with Nareit Executive Vice President and Economist John Worth to discuss highlights from REITweek and the current state of the market.

≡ Read Interview

Recent

The Real Villains of Today’s Housing Market

The Real Villains of Today’s Housing Market

The tale of the housing market over the past few years, in which big Wall Street firms and greedy Airbnb investors elbowed out first-time buyers and drove up home prices, is appealing. It's nice and tidy, with a clear delineation between good guys and bad guys. But it also misses the mark.
Office Landlords Increasing Pace Of Handing Properties Back To Lenders

Office Landlords Increasing Pace Of Handing Properties Back To Lenders

Office landlords are looking at the shifting landscape and deciding to cut their losses, Hatch said. “Now, borrowers are looking forward and just realizing that even if they can get a modification on their loan, it's just not a feasible asset class for them to really even stay in,” she told CoStar. 

Most Popular

Blue Vault Q2 2023 Performance Reports Update

Blue Vault Q2 2023 Performance Reports Update

Blue Vault Q2 2023 Performance Reports Update 10-3-2023 Blue Vault wishes to acknowledge and apologize for the delay in publishing some Q2 2023 NTR Individual Performance Pages (IPPs) as well as the full review. We recently added additional reporting metrics to our IPPs, and that, combined with coverage of all share classes and some additional…
Blue Vault Q2 2023 Performance Reports Update

Blue Vault Q2 2023 Performance Reports Update

Blue Vault Q2 2023 Performance Reports Update 9-25-2023 Blue Vault has published the Q2 2023 Nontraded BDC Industry Review as well as Individual Performance Report and Limited Operations pages for the following offerings (newly published pages in bold font): Nontraded REITS American Healthcare REIT Q2 2023 Apollo Realty Income Solutions Q2 2023 (limited operations) Ares…

Explore

Blue Vault Logo
Don’t miss alts news
and educational events

Subscribe Now