• Alex Pettee, CFA

Did Rent Get Paid? Previewing REIT Earnings Season

  • "Did the rent get paid? How about the mortgage?" Earnings season kicks off this week with more than 175 REITs and 100 housing-related companies reporting earnings over the next month.

  • Buckle up. On what will surely be the most newsworthy earnings season in a decade, REIT earnings should provide pivotal information on rent collection and future dividend plans.

  • While some REITs have provided mid-quarter updates and preliminary earnings results, this is the first update we'll hear from the majority of companies since the start of the coronavirus pandemic.

  • Residential REITs are expected to report relatively limited issues with rent collection. The same can't necessarily be said about other commercial real estate sectors, particularly retail REITs.

  • Most REITs entered the COVID-19 crisis on solid footing, but some of the more highly levered small-cap REITs may have been caught swimming naked. We'll find out soon.

To continue reading, click here to visit Seeking Alpha!

Glass Buildings

Keepin' It Real 

Economics, Housing, & Commercial Real Estate Analysis

apartment REITs
homebuilders ETFs
single family rental REITs
manufactured housing REITs
student housing REITs
data center REITs
Cell tower REITs
net lease REITs
industrial REITs
storage REITs
office REITs
mall REITs
REIT Preferreds and Bonds
hotel REITs
Timber REITs
healthcare REITs
REIT ETFs
Billboard REITs
shopping center REIT
High-Yield Real Estate ETFs
Real Estate CEFs
Casino REITs
cannabis REITs
prison REITs
mortgage REITs
real estate crowdfunding
REIT Portfolio Strategy
REITs Taxes
1/1
HOMZ_Logo_Just Ticker.png
ETF express.png

Explore our Real Estate Indexes

The Easy Way To Invest in Real Estate

REIT Forum HOYA AD.png