{"id":227036,"date":"2022-04-19T12:07:17","date_gmt":"2022-04-19T16:07:17","guid":{"rendered":"https:\/\/qa.bluevaultpartners.com\/?post_type=news&p=227036"},"modified":"2022-04-19T12:07:17","modified_gmt":"2022-04-19T16:07:17","slug":"residential-real-estate-seeing-strong-supply-demand-backdrop-fund-manager","status":"publish","type":"post","link":"https:\/\/qa.bluevaultpartners.com\/residential-real-estate-seeing-strong-supply-demand-backdrop-fund-manager\/","title":{"rendered":"Residential Real Estate Seeing Strong Supply-Demand Backdrop: Fund Manager"},"content":{"rendered":"

Residential Real Estate Seeing Strong Supply-Demand Backdrop: Fund Manager<\/h1>\n

April 15, 2022 | Nareit’s REIT Report Podcast<\/p>\n

Outside of the industrial sector, residential real estate in the United States \u201cprobably has the best supply-demand backdrop in global real estate right now,\u201d says Ryan Dobratz, portfolio manager of the Third Avenue Real Estate Value Fund.<\/p>\n

Speaking on the REIT Report, Dobratz said he sees \u201ca significant amount of demand for single family housing, in particular within more affordable Sunbelt markets, at the same time that supply is very, very low.\u201d<\/p>\n

Companies active on the home building side are seeing benefits, Dobratz said, including timber REITs. Timber REITs are going to be able to generate much higher levels of cash flow and ultimately pay much higher dividends, given residential market conditions, he noted. \u201cTimber is also a terrific place to be invested in an inflationary environment.\u201d<\/p>\n

Dobratz pointed to the war in Ukraine, supply chain issues, and high inflation as issues of macro concern right now. At the same time, he noted that \u201ccommercial real estate has historically been a great place to park capital and to protect it from inflation over time.\u201d<\/p>\n

Listen to Podcast<\/a><\/p>\n

<\/div>","protected":false},"excerpt":{"rendered":"

Outside of the industrial sector, residential real estate in the United States \u201cprobably has the best supply-demand backdrop in global…<\/p>\n","protected":false},"author":3464,"featured_media":39103,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"single-article.php","format":"standard","meta":{"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[3010,2939,2965],"tags":[],"class_list":["post-227036","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-asset-manager-news","category-commercial-real-estate","category-performance"],"acf":[],"yoast_head":"\nResidential Real Estate Seeing Strong Supply-Demand Backdrop: Fund Manager - Blue Vault<\/title>\n<meta name=\"description\" content=\"Outside of the industrial sector, residential real estate in the United States \u201cprobably has the best supply-demand backdrop in global...\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/qa.bluevaultpartners.com\/residential-real-estate-seeing-strong-supply-demand-backdrop-fund-manager\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Residential Real Estate Seeing Strong Supply-Demand Backdrop: Fund Manager - 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