We believe residential REITs are poised to continue demonstrating consistent and predictable growth in operating cash flow & dividends for 2023 and...
The REIT Fleet
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.
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...