Why This Rate Cycle Is Right for REITs
July 3, 2019 | Scott Crowe | cpexecutive.com
We believe that conditions are ripe for continued outperformance from the REIT sector, as a period of slowing economic growth shifts the Fed from a three-year tightening cycle to the cusp of an easing cycle. At first glance, history tells a mixed picture of REIT performance during easing cycles―with examples of both outperformance and underperformance over the last 20 years. However, a closer look suggests that today’s investment back drop has a lot of the same ingredients as past cycles that demonstrated solid REIT performance.
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