Historically, following periods of rising interest rates, REITs have outperformed the S&P 500 over the subsequent 90-, 180-, and 365-day periods as shown in Figure 1 below.  We discussed this phenomenon in great detail in our May 2024 REIT Outlook titled An Interesting Time to Invest in REITs.  From its May 1st release through September […]

REIT Outlook

October 1, 2024

Assessing the Impact of Mortgage Rates on REITs | October 2024

We recently attended the annual REITWeek conference, where we conducted 36 meetings with REIT CEOs and CFOs.  We also attended four organized dinners, one property tour, and a run around Central Park with a REIT management team to maximize our time in New York City with REIT executives. – The key themes were: 1) a […]

REIT Outlook

July 1, 2024

Equity REITs: Takeaways from REITWeek 2024 | July 2024

We recently embarked on a three-day expedition to Los Angeles for the annual REITWorld conference.  We conducted 29 meetings, including 10 exclusive one-on-one sessions with REIT CEOs and CFOs.  Additionally, we attended two property tours organized by companies with properties in the area, for which we were able to not only meet with the CEOs […]

REIT Outlook

December 1, 2023

Property Type Round-Up from REITWorld | December 2023

Since the last Chilton REIT Outlook covering the self-storage sector was released in October 2020, “Essential REIT Evaluation: Self Storage”, the sector has grasped the attention of investors due to the unprecedented levels of demand and considerable outperformance through the pandemic.  The sector has also been grabbing headlines recently due to the Extra Space (NYSE: […]

REIT Outlook

August 1, 2023

Self-Storage REITs: A Cautious Outlook for a COVID Winner | August 2023

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