From the category archives:


BMO Upgrades U.S. REIT Sector

May 11, 2009

BMO Capital Markets upgraded the U.S. real estate investment trust industry to “outperform” from “market perform” today, and said it believes REITs are at or nearing a turning point. “We are raising our sector rating … based on early signs of economic recovery, the competitively advantaged position of the REITs vis-a-vis the broader real estate […]

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Apartment REITs are Right Now

December 12, 2008

Two weeks ago, I wrote that a very good buyside analyst I know was selectively buying all the Apartment REITs he could get his hands on. He told me this after closing out his iStar short, which he took from $20 to $8, so I was pretty interested in what he had to say. In […]

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