REITs

Spencer Levy cautions that industrial and multifamily will confront short-term supply headwinds, and stresses that retail has been unfairly pummeled.

A recent research report found that about 60 percent of the REIT CEOs analyzed saw their compensation rise by 3.3 percent, based on the median change from 2016 to 2017.

Essentially, “Welltower is buying skilled nursing assets on the cheap,” says Matt Kopsky, a REIT analyst at Edward Jones who covers Welltower.

REITs with significant development, redevelopment and other capex needs could benefit from de-REITing, some fund managers claim.

When REITs buy new buildings or start construction, they are showing a surprising focus on garden apartment properties.

Overall, the move bodes well for class-A malls in the U.S., according to industry analysts.

This September and October, Tanger Factory Outlet Centers' stock price was hovering at or around a five-year low of $23 to $25 per share.

According to a new report by ratings firm Fitch, the U.S. REIT sector has seen a “significant” increase in commercial bank borrowing in recent years.