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.
Best Due Diligence meeting in the industry. No sales pitches, senior level decision makers, meaningful discussions and the Broker Dealer networking sessions were especially useful. Thanks to Blue Vault for raising the bar!