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Warehouse, infrastructure owners buck sluggish REIT market

November 26, 2017

Warehouse, infrastructure owners buck sluggish REIT market

November 16, 2017 | Alex Veiga | AP Business Writer

Passage in multilevel shopping mall

While the broader stock market has been steadily racking up gains and posting new highs, companies that own real estate have been lagging, with some notable exceptions.

Losses by struggling mall and shopping center owners have weighed on real estate investment trusts, offsetting healthy gains by residential and industrial REITs. Rising interest rates, which can make REITs less attractive to dividend investors, haven’t helped.

“Part of REITs’ modest underperformance this year has been a function of the ongoing dialogue about rising interest rates,” said Mizuho REITs analyst Richard Anderson. “We’ve have also seen some fairly quick moves in the 10-year Treasury and that has coincided with REITs’ underperformance as people who are owning the REITs for their dividend yield seek a better option.”

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Loreen M. Gilbert, CIMA, AIF, CRC, CLTC – President, WealthWise Financial Services
Blue Vault
July 6, 2016

Our firm has been using Blue Vault from the first year it was available.

We have found it to be a valuable tool to verify what wholesalers tell us and to dig deep into how the reported investments are really performing.

We appreciate that Blue Vault has expanded its services from initially covering REIT's to now also including BDC's.

Our clients also appreciate that we conduct this additional due diligence on their behalf.