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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
hotel REITs
Timber REITs
healthcare REITs
Billboard REITs
shopping center REIT
Casino REITs
cannabis REITs
farmland REIT investing
mortgage REITs
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  • Alex Pettee, CFA

Rents Are Soaring

  • We're two weeks into another newsworthy real estate earnings season with roughly one-third of the real estate sector by market cap reporting fourth-quarter results.

  • In this report, we compile our Earnings QuickTake commentaries and updated Ratings and Price Targets for our portfolio holdings, and discuss the highlights and major developments thus far.

  • Residential REITs have been the upside standouts of earnings season thus far as rents continue to soar by double-digit rates across essentially all markets and segments of the rental markets.

  • Office REITs have also been a notable upside surprise thus far, aided by robust demand for lab and life sciences space, a positive read-through for medical office REITs as well. Other segments of the Healthcare sector (SNF, Senior Housing) continue to deal with Omicron headwinds.

  • Ten REITs and a pair of homebuilders have hiked their dividends thus far in 2022. We expect a similarly powerful wave of dividend hikes as in 2021 when 130 REITs raised their payouts.

Click Here To Read The Full Report on Seeking Alpha!