Alex Pettee, CFA
Casino REITs: Hold'Em As Others Fold
The lone property sector in positive-territory this year, Casino REITs have benefited from their attractive “inflation-hedging” lease...
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Alex Pettee, CFA
- Dec 8, 2022
- 3 min
Single-Family Rental REITs: Save The Gloom And Doom
Single-Family Rental REITs have uncharacteristically lagged this year- dipping by more than 30% - swept up by stiff headwinds across the...
Alex Pettee, CFA
- Apr 12, 2022
- 1 min
Healthcare REITs: Life After The Pandemic
Healthcare REITs - which were the weakest-performing property sector in 2021 - have been one of the top-performing REIT sectors in early...
Alex Pettee, CFA
- Apr 8, 2022
- 1 min
Storage REITs: The Times Are A-Changin'
Self-storage REITs- which delivered the most impressive rebound of any property sector throughout the pandemic- have built on their gains...
Alex Pettee, CFA
- Apr 6, 2022
- 1 min
Office REITs: The New Normal?
Back To The Office, Finally? Office REITs - which lagged over the prior two years from persistent pandemic-related headwinds - have been...
Alex Pettee, CFA
- Mar 31, 2022
- 1 min
Cell Tower REITs: 5G Is Coming, Just Not That Fast
Cell Tower REITs - a perennial performance leader in the real estate sector - have uncharacteristically lagged this year, dipping into...
Alex Pettee, CFA
- Mar 25, 2022
- 1 min
Hotel REITs: Spring Break Is Back
Hotel REITs - one of just three property sectors in positive-territory this year - entered 2022 with positive fundamental momentum and...
Alex Pettee, CFA
- Mar 23, 2022
- 1 min
Cannabis REITs: Own The Pharmland
Cannabis REITs - the best-performing property sector over the past half-decade - have stumbled in early 2022, pressured by the broader...
Alex Pettee, CFA
- Mar 18, 2022
- 1 min
Net Lease REITs: Rates Up, REITs Down? Not So Fast
Net Lease REITs entered 2022 firing on all cylinders, taking full advantage of cheap capital to fuel a "buying spree" of property...
Alex Pettee, CFA
- Mar 16, 2022
- 1 min
Timber & Farmland REITs: Ultimate Inflation Hedges
Publicly-traded landowners - specifically timber and farmland REITs - have been among the best-performing real estate sectors this year...
Alex Pettee, CFA
- Mar 11, 2022
- 1 min
Shopping Center REITs: Back On Sale
Unlike their mall REIT peers, Shopping Center REITs entered 2022 with fundamentals that are as strong- or possibly even stronger- than...
Alex Pettee, CFA
- Mar 9, 2022
- 1 min
Industrial REITs: Supply Chains At Breaking Point
On the front-lines of the historic supply-chain shortages, Industrial REITs outperformed the broad-based REIT Index for the sixth...
Alex Pettee, CFA
- Mar 7, 2022
- 1 min
State Of The REIT Nation
The "REIT Recovery" from the pandemic is essentially complete as FFO levels are back to pre-pandemic levels. Dividend payouts have...
Alex Pettee, CFA
- Mar 4, 2022
- 1 min
Data Center REITs: Tech Turbulence
Data Center REITs - a perennial performance leader in the REIT sector - are in "bear market" territory for the third time this decade as...
Alex Pettee, CFA
- Feb 25, 2022
- 1 min
Mall REITs: Last Man Standing
Signs of Life: Mall REITs were the best-performing REIT sector in 2022 - nearly doubling in value amid hopeful signs of stabilizing...
Alex Pettee, CFA
- Feb 23, 2022
- 1 min
Apartment REITs: Shelter From Inflation
Rents are soaring at the fastest pace on record in essentially every major market across the country. After rising nearly-20% in 2021,...
Alex Pettee, CFA
- Jan 28, 2022
- 1 min
Student Housing REITs - Back To School, Finally
American Campus Communities - along with the broader student housing sector - have delivered a swifter-than-expected rebound as students...
Alex Pettee, CFA
- Jan 22, 2022
- 1 min
Mortgage REITs: High Yield Opportunities
Mortgage REITs don't deserve their "ugly duckling" status within the REIT sector. Adding mREITs to a balanced REIT portfolio is a prudent...
Alex Pettee, CFA
- Jan 20, 2022
- 1 min
Homebuilders: Growth At Very Reasonable Prices
Left for dead early in the pandemic, the U.S. housing industry has been a consistent, steady-handed leader throughout the pandemic. After...
Alex Pettee, CFA
- Jan 13, 2022
- 1 min
Storage REITs: Hedge Inflation With Dividend Growth
Self-Storage REITs stumbled into the pandemic with challenged fundamentals and an outlook for near-zero growth amid oversupply...
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