Economics, Housing, & Commercial Real Estate Analysis

Keepin' It Real 

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  • Alex Pettee, CFA

REITs Resume Rebound [Daily Recap]

  • U.S. equity markets gained for the fourth day out of the past five on encouraging developments in the battle against coronavirus despite the formal extension of social-distancing guidelines through April.

  • Following the best week since 2009, the S&P 500 added another 3.3% to last week's 10.8% gains while the Dow Jones added another 690 points following last week's 2,500-point rally.

  • Adding to gains of more than 16% last week, the broad-based commercial Real Estate ETFs gained 2.2% on the day despite another rough day by the retail REITs.

  • Will the rent get paid? That's the question on the minds of analysts and investors amid these wholly unprecedented shutdowns. Retail REITs and commercial mortgage REITs appear most at-risk.

  • Homebuilders and Residential REITs scored a key win this weekend amid the ongoing coronavirus-related economic shutdowns. Home construction projects will be permitted to continue work across much of the country.

Real Estate Daily Recap

U.S. equity markets gained for the fourth day out of the past five on encouraging developments in the battle against coronavirus despite the formal extension of the Federal social-distancing guidelines through the end of April. Coming off the best week for stocks since 2009, the S&P 500 ETF(SPY) added another 3.3% to last week's 10.8% gains while the Dow Jones Industrial Average(DIA) added another 690 points following last weeks' 2,500 point rally. Following gains of more than 16% last week, the broad-based commercial Real Estate ETF(VNQ) gained 2.2% on the day led to the upside by the data center, cell tower, and industrial REIT sectors. Erasing strong gains last week, however, Mortgage REITs(REM) dipped 9.0% following updates from a handful of mREITs as the troubled sector is not out of the woods quite yet.

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