Real Estate Investment Trusts (REITs)

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REITs Are Set for Another Stellar Month

November was an excellent month for the U.S. stock market. The S&P 500 gained 9.1% in the month, compared to losing 5% over the previous two months. I was especially pleased to see the real estate sector (read: REITs) near the top of the sector performance chart. And more is coming. Let me show you… […]

November’s Surprising Sector Winner

November’s Surprising Sector Winner

If you asked the typical investor which two sectors led the charge in November’s big stock rally, few would come up with the right answer. The sector everyone would assume correctly that led the pack is technology, with a 13% gain. But the second sector—with a 12% rise—would not only come as a huge surprise, […]

Self-Storage REITs are Back – Don’t Miss Out

Self-Storage REITs are Back – Don’t Miss Out

Self-storage real estate investment trusts (REITs) have an excellent long-term track record. However, the pandemic shutdown, followed by the reopening of the economy, produced a boom and then a bust for self-storage operators. The year-and-a-half decline for these REITs is over, and it’s time to add some self-storage to your portfolio. Let’s take a look […]

Why REITs are Due for a Rally

Why REITs are Due for a Rally

Since October 2022, the broader stock market has experienced a nice recovery coming out of the bear market. However, real estate investment trusts (REITs) have not participated fully in the stock market gains of the last ten months. As a result, REITs look very undervalued and may be the next sector to move strongly higher. […]

Management Makes These the Two Best REITs for Income Investors

Management Makes These the Two Best REITs for Income Investors

Earnings season offers unique opportunities. This is a time when management teams host conference calls for Wall Street analysts. Listening to calls or reading the transcripts gives me insight into how well companies are managed. I believe that most analysts and investors do not pay enough attention to management teams and whether or not they […]

It’s Time to Take a Look at Office REITs

It’s Time to Take a Look at Office REITs

One of the hottest topics of conversation on Wall Street, and among my colleagues like Tim Plaehn and Tim Melvin here at Investors Alley, is the state of the U.S. commercial real-estate market (CRE). The story on Wall Street, as articulated by media outlets such as Bloomberg, is that a $1.5 trillion “Wall of Debt”—mortgages […]

One of My Favorite Dividend Growth Stocks Is on Sale

One of My Favorite Dividend Growth Stocks Is on Sale

The 2022 bear market took the real estate investment trust (REIT) sector down, along with the broader stock market. Most of the stock market bottomed in October 2022, but has recovered a significant portion of the bear market losses. REITs have not participated in the recent market gains, with share prices remaining near their 18-month […]

So Far, No Crisis

So Far, No Crisis

Last week’s earnings reports from a few different REITs indicated that commercial office space and commercial lending have not fallen into the crisis the financial media has warned of. The fear in the markets is that low office space occupancy will lead to declining property values and commercial mortgage defaults. Also, since commercial mortgages are […]

It’s Time to Invest in REITs

It’s Time to Invest in REITs

Real Estate Investment Trusts (REITs) fully participated in the 2022 bear market. Unlike the tech sector’s apparent recovery during the first quarter of 2023, REIT share prices have not shown signs of life. Broadly speaking, REITs are down about 30% from the late 2021 highs. That means now is a good time to make some […]