The REIT Fleet


Inflation, Residential Real Estate & REITs

REIT returns outperformed the S&P 500 under moderate/high inflation scenarios, while slightly underperforming general equities during low inflation...

Single Family Rental

Invitation Homes (INVH)

A real-time case study in active portfolio management. Portfolio Managers move forward with attractive opportunity, despite whistleblower lawsuit.


Single Family Rental - Earnings Deep-dive

The much-discussed housing shortage playing out across the US is also a key reason for historically low levels of resident turnover within SFR...

Senior Housing

Strategically Positioned Healthcare REITs

Despite Covid's negative affect on occupancy levels, rents, and margins in senior housing, Welltower and Ventas remain dedicated to the sector....

Apartment REITs

US Apartment REITs

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.

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