The single-family rental (SFR) sub-sector of the rental housing market is the latest in a long series of property types which have transitioned from...
The trajectory of rent growth continues to moderate across the U.S. with coastal market performance outpacing sunbelt markets.
In early January of this year, Blackstone Inc. (BX) announced with great fanfare that it was entering into a venture with a large institutional...
Coastal apartment REIT leadership is feeling “cautiously confident” as the summer leasing season progresses, and we transition into the second half...
With the recent launch of Private Real Estate Strategy via Liquid REITs ETF (PRVT), investors will be exposed to a sizeable allocation to industrial...
Investors have seen the landscape of the Las Vegas strip change dramatically over the past decade.
The sizeable valuation gap which currently exists between public and private real estate is perhaps the largest in history, potentially making the...
Recently, Armada ETF Advisors attended the NYU Schack REIT Symposium where multiple REIT CEOs and industry participants spoke on a variety of panels...
With the first quarter 2023 earnings season now in full bloom, most apartment companies have reported results that were in-line, or modestly better...
The marketing of non-traded REITs has focused on a handful of talking points which warrant more discussion than is necessarily provided in the...
To state the obvious, it has been an extremely challenging twelve-month period for the residential REIT sector of the market. Are things looking up?
We shed some light on the balance sheet characteristics of the Top 10 holdings (constituting roughly 70% of the total portfolio) within HAUS.
The manufactured housing sector has an impressive history of managing well through difficult economic and financial periods by providing a truly...
The major apartment operators have reported fourth quarter 2022 earnings and provided conservative, yet better than feared forward guidance for the...
REIT stands for Real Estate Investment Trust, so you might be forgiven for assuming that something called a REIT would provide you with exposure to...
The major coastal apartment operators have reported fourth quarter2022 earnings and provided conservative, yet better than feared forward guidance...
Sunbelt apartment companies Mid-America (MAA) and Camden Property Trust (CPT) each reported fourth quarter 2022 earnings late last week, providing...
When looking at the investor presentations from some of the largest Apartment REITs, we can analyze where their portfolios are growing and which...
A key difference between publicly traded and non-traded REITs is transparency.
Following NAREIT’s REITWorld Conference, Armada ETF Advisors checked in with several Wall Street REIT analysts to get their thoughts on Residential...
Higher operating expenses impacted the SFR industry in similar ways as the line item affected the broader rental housing sub-sectors.
We had the pleasure joining AIR Communities Inc. (Ticker: AIRC) on a November 17th, 2022 property tour in Redwood City (San Francisco), CA.
2022 by most accounts was a “historic” year for the rental housing industry in which the stars aligned and owner/operators benefited immensely from a...
Two large manufactured housing REITs, Equity Lifestyle Properties (ELS) and Sun Communities (SUI) have reported 3Q 2022 earnings over the past week.
Shedding some light on the balance sheet characteristics of the Top 10 holdings (constituting roughly 70% of the total portfolio) within HAUS.
We believe that the rental housing segment of the REIT market will live up to its reputation for providing investors with safe and predictable cash...
This discussion provides a reasonable degree of solace that there will not be a lasting financial impact on our constituent companies from Hurricane...
We believe residential REITs are poised to continue demonstrating consistent and predictable growth in operating cash flow & dividends for 2023 and...
The long-awaited slowdown in the housing market may finally be upon us, but maybe not. We might just be witnessing a reset in expectations.
We believe the alpha potential over the long term may make up for the spread of the lower-volume ETFs.
It is our view that a reset in the for-sale housing market will lead to “stronger for longer” fundamentals in single family rentals.
With 2Q earnings season now more than 50% complete for the residential REIT sub-sectors, we have been pleasantly surprised with reports thus far
Large-Cap coastal apartment REITs continue to grow amidst economic concerns by utilizing key revenue drivers
Reduced forecasts driven by moderated growth expectations from transient RV segment of the business, representing approximately 7% of total revenue
The recent market correction coupled with a stable fundamental backdrop for the residential sectors puts the group in an attractive light.
Tax loss harvesting could be used to tactically enhance REIT allocation in a dislocated market environment while also positioning for future tax...
REITs have historically served as a strong inflation hedge and have direct exposure to primary drivers of the U.S. economy
Prevalent takeaways from the National Association of Real Estate Investment Trusts REIT Week Investor Conference in New York City last week.
A great interview of Al Otero by David Auerbach talking all things REIT! Recorded April 2022 at Exchange ETF in Miami, FL
Biden Administration puts forth a series of strategic measures aimed at increasing the supply of housing units across the country.
SF-BTR provides a flexible alternative to traditional apartment living that allows for larger households, more privacy and hybrid work.
Small cap names in the residential world produced exceedingly strong results in Q1, putting forth outlooks for coming quarters that are highly...
Housing shortage is gripping the nation, adding to inflationary pressures and extracting real cost to economic output, estimated at $400 billion per...
While a Federal Reserve Bank raises caution amidst the seemingly potential real estate bubble, housing expert Edward Pinot argues to embrace the...
REIT returns outperformed the S&P 500 under moderate/high inflation scenarios, while slightly underperforming general equities during low inflation...
A real-time case study in active portfolio management. Portfolio Managers move forward with attractive opportunity, despite whistleblower lawsuit.
The much-discussed housing shortage playing out across the US is also a key reason for historically low levels of resident turnover within SFR...
Housing imbalances at UC Berkeley show how good intentioned policies and legislative action can lead to unintended consequences that can take years...
Despite Covid's negative affect on occupancy levels, rents, and margins in senior housing, Welltower and Ventas remain dedicated to the sector....
Taking a look at the US apartment REIT sector to see how it fared at the close of 2021 and what we can glean going into 2022.