Keepin' It Real  

Economics, Housing, & Commercial Real Estate Analysis

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  • Alex Pettee, CFA

Amazon Saves Malls? | Stimulus Stalemate | Earnings Wrap

Daily Recap

  • U.S. equity markets gained for the seventh-straight day Monday after the White House took executive action amid the stimulus stalemate as encouraging coronavirus data pulled cautious investors back into the market.

  • Following gains of 2.5% last week, the S&P 500 finished higher by 0.3% - closing within 2% of all-time highs - while the Dow Jones Industrial Average jumped 360 points.

  • After gaining 1.2% last week, the Equity REIT ETF (VNQ) finished higher by 0.2% today with 13 of 18 property sectors in positive territory. The Mortgage REIT ETF (REM) gained 2.8%.

  • We're now in the home stretch of real estate earnings season which concludes this week with the final 11 equity REITs reporting results. Results thus far have trended better-than-expected.

  • Simon Property jumped more than 5% today following reports that the company is in talks with Amazon to turn vacated department stores into distribution centers. SPG reported results after the close today, noting improving rent collection.

To read the full report, click here to visit Seeking Alpha!

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Hoya Capital Real Estate, LLC

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