Week Ended 4/27/18

REITs soar on earnings So far, this earnings season has made great strides in demonstrating that REITs are more than just income plays.  They are growing companies with full opportunity to participate in the strong economy.  Nearly every first quarter REIT report has...

Week Ended 4/20/18

From a theoretical perspective, what should an investor look for in a stock? Strong fundamentals Cheap valuations Carefully selected REITs deliver on both fronts and the picture got better this week. With the ten-year Treasury yield cresting 2.95%, it was a rough week...

Week Ended 4/13/18

Disparate movements REITs are now moving up and down individually rather than as a clump.  We find this to be an encouraging sign as it can open up trading opportunities.  Along these lines, Hersha has separated itself from the pack with a huge outperformance in...

Large Cap REITs in 2CHYP

A 2CHYP subscriber recently inquired about a large cap REIT portfolio.  We liked this idea as different market caps generally have different investment characteristics that make certain groups preferable to investors with certain goals.  They often come in the form of...

Week Ended 4/6/18

REITs in a trade war The market is fluctuating over a full percentage point almost every day on differing interpretations of the likelihood or severity of a trade war.  I am no better at guessing the future than anyone else, so I will not wager as to whether or not...