From the category archives:

DDR

REITs Queuing Up To TALF Trough By the Dozen; Debt is the New Equity

June 18, 2009

REITs cracked the capital markets code this quarter. What looked like one of the biggest incipient financial train wrecks since the Great Depression has turned into a scramble for REIT scrip of almost any stripe. The MSCI US REIT index is up 55% from it’s March lows, and $15 billion in credit [...]

More on this topic (What's this?)
Short this REIT? (The Curious Investor, 6/23/09)
Take Advantage of The ‘Tall-Grass’ Indicator (Contrarian Profits, 6/2/09)
Investing Based on the Yield Curve – REITs Like it Steep (World Beta - Engineering Targete..., 3/4/10)
Read more on Real Estate Investment Trust (REIT) at Wikinvest
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Morningstar’s REIT Outlook

November 30, 2008

This Morningstar video does a great job of summarizing the current investment environment for REIT stocks. It was produced on October 28, 2008, but it will be relevant (and worth watching) well into 2011.

The video concisely reviews the salient risks around all REIT property groups: landlords are facing weaker occupancies and lower rent growth [...]

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More Downside in Equity REITs?

November 26, 2008

I think that depends on what type of Equity REIT you’re talking about. There really isn’t anything too new in this video, but in the process of highlighting continued broad downside risk in Equity REITs (recession=lower rents, lower occupancy & ultimately reduced dividends), there is also an interesting contradiction. If it will be [...]

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