Is the threat of higher rates bad for REITs? Not if those rates signal improved economic growth, says Timbercreek Asset Management in its latest report. In fact, REITs are poised to deliver 8.5% to 10.5% total returns in 2017, reveals the report. “We believe a rising interest rate environment signals a brighter economic outlook and […]
Trump’s agenda of infrastructure and defense spending, lower corporate and personal taxes, and less financial regulation could result in significant fiscal stimulus, says Corrado Russo, director and portfolio manager at Timbercreek Asset Management, in published commentary. That could lead to renewed GDP growth, more jobs and better longer-term productivity. Also, Trump’s pro-growth, pro-inflationary policies will […]
There has been a pullback in the global REIT market over the last couple months, especially in the U.S. Here’s more on why now is the time to buy.
Two portfolio managers who own Toronto-based Dream Office REIT explain why, and give their outlook for the holding.
Real estate will be established as a separate sector under the Global Industry Classification Standard, as of August 31, 2016.
Most investors can recall a time when they’ve fallen victim to their own psychology.
How RELPs differ from REITs
Methodologies vary in results
U.S. REITs’ valuations have risen, but their premiums are still reasonable.
Lessons from the 2013 contraction