Monday, January 22, 2018

Which REIT Sectors Will Outperform in 2018?

Image result for REgional mall Retail REITs have been punished in spite of the fact that they tend to own higher-quality assets, while it’s lower-quality malls and shopping centers that tend to be hit hardest by challenges like e-commerce, Brad Case, senior vice president of research and industry information with NAREIT says.

“I think regional malls and shopping centers are due for a good year this year,” says Matt Werner, managing director and portfolio manager at Houston-based investment advisory firm Chilton Capital Management LLC, citing the potential for stepped-up mergers and acquisitions activity. By and large, REIT stocks are undervalued, Case says, and stock prices are lower than they should be based on the strength of the industry.. . . more

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