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.