Week Ended 5/31/19

REITWEEK 2019 Next week I will be attending REITWEEK 2019 and we have set up private meetings with 20 different REITs including just about every REIT in 2CHYP.  If you have any burning questions that you would like answered by the management of one of our REITs, shoot...

Week Ended 5/24/19

Capital flows, in the short term, are often more influential to market prices than are underlying fundamentals.  A clear example of this is RLJ Lodging which had outperformed fundamentally with an earnings beat and raised guidance, yet its market price has lagged. Why...

Week Ended 5/17/19

The 10 year treasury is back under 2.4% which means more easy money for anyone looking to raise capital.  In the presence of easy money, supply tends to rise as increased capital investments leads to increased production.  The same goes for real estate as lower cap...

Week Ended 5/10/19

2CHYP had a good week relative to the broader market.  We were buoyed by 2 main factors: REITs are more isolated against geopolitical events due to their domestic nature.  Thus, REITs were not as impacted by the trade war progression with China. The specific...

Week Ended 5/3/19

It was a busy earnings week for the 2CHYP portfolio with UMH, STAG, CBL, GOOD, and MAC reporting.  We have earnings updates and commentary on each of them uploaded to the website in the portfolio analytics section. The biggest event this week was the collective tone...