Alex Pettee, CFAApr 121 minREIT Sector ReportsHealthcare REITs: Life After The PandemicHealthcare REITs - which were the weakest-performing property sector in 2021 - have been one of the top-performing REIT sectors in early...
Alex Pettee, CFAApr 81 minREIT Sector ReportsStorage 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, CFAApr 61 minREIT Sector ReportsOffice 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, CFAMar 311 minREIT Sector ReportsCell Tower REITs: 5G Is Coming, Just Not That FastCell Tower REITs - a perennial performance leader in the real estate sector - have uncharacteristically lagged this year, dipping into...
Alex Pettee, CFAMar 251 minREIT Sector ReportsHotel REITs: Spring Break Is BackHotel REITs - one of just three property sectors in positive-territory this year - entered 2022 with positive fundamental momentum and...
Alex Pettee, CFAMar 231 minREIT Sector ReportsCannabis REITs: Own The PharmlandCannabis REITs - the best-performing property sector over the past half-decade - have stumbled in early 2022, pressured by the broader...
Alex Pettee, CFAMar 181 minREIT Sector ReportsNet Lease REITs: Rates Up, REITs Down? Not So FastNet Lease REITs entered 2022 firing on all cylinders, taking full advantage of cheap capital to fuel a "buying spree" of property...
Alex Pettee, CFAMar 161 minREIT Sector ReportsTimber & Farmland REITs: Ultimate Inflation HedgesPublicly-traded landowners - specifically timber and farmland REITs - have been among the best-performing real estate sectors this year...
Alex Pettee, CFAMar 111 minREIT Sector ReportsShopping Center REITs: Back On SaleUnlike their mall REIT peers, Shopping Center REITs entered 2022 with fundamentals that are as strong- or possibly even stronger- than...
Alex Pettee, CFAMar 91 minREIT Sector ReportsIndustrial REITs: Supply Chains At Breaking PointOn the front-lines of the historic supply-chain shortages, Industrial REITs outperformed the broad-based REIT Index for the sixth...
Alex Pettee, CFAMar 71 minREIT Sector ReportsState Of The REIT NationThe "REIT Recovery" from the pandemic is essentially complete as FFO levels are back to pre-pandemic levels. Dividend payouts have...
Alex Pettee, CFAMar 41 minREIT Sector ReportsData Center REITs: Tech TurbulenceData Center REITs - a perennial performance leader in the REIT sector - are in "bear market" territory for the third time this decade as...
Alex Pettee, CFAFeb 251 minREIT Sector ReportsMall REITs: Last Man StandingSigns of Life: Mall REITs were the best-performing REIT sector in 2022 - nearly doubling in value amid hopeful signs of stabilizing...
Alex Pettee, CFAFeb 231 minREIT Sector ReportsApartment REITs: Shelter From InflationRents are soaring at the fastest pace on record in essentially every major market across the country. After rising nearly-20% in 2021,...
Alex Pettee, CFAJan 281 minREIT Sector ReportsStudent Housing REITs - Back To School, FinallyAmerican Campus Communities - along with the broader student housing sector - have delivered a swifter-than-expected rebound as students...
Alex Pettee, CFAJan 221 minREIT Sector ReportsMortgage REITs: High Yield OpportunitiesMortgage REITs don't deserve their "ugly duckling" status within the REIT sector. Adding mREITs to a balanced REIT portfolio is a prudent...
Alex Pettee, CFAJan 201 minREIT Sector ReportsHomebuilders: Growth At Very Reasonable PricesLeft for dead early in the pandemic, the U.S. housing industry has been a consistent, steady-handed leader throughout the pandemic. After...
Alex Pettee, CFAJan 131 minREIT Sector ReportsStorage REITs: Hedge Inflation With Dividend GrowthSelf-Storage REITs stumbled into the pandemic with challenged fundamentals and an outlook for near-zero growth amid oversupply...
Alex Pettee, CFAJan 111 minREIT Sector ReportsHealthcare REITs: Vaccine HesitancyVaccine Hesitancy: After a vaccine-driven revival, Healthcare REITs were the weakest-performing property sector in 2021 as the promising...
Alex Pettee, CFAJan 61 minREIT Sector ReportsOffice REITs: Always Sunnier In The SunbeltWork from Home Forever? The long-delayed 'return to the office' has been postponed yet again by another wave of the pandemic, but office...