Report: REITs Rough 1st Half Presents 2nd Half Opportunities

REIT investors have experienced a rough first half of 2015. The widelyfollowed SNL US REIT index has fallen 10% since January as REITs have been hammered under the weight of broad based selling. Dane Bowler of 2nd Market Capital has shared a detailed analysis on Seeking Alpha that helps to explain the struggles of the first half. Bowler believes the sell-off has been misguided and believes there are substantial opportunities to be had in the second half based on the fundamentals, including that REITs as a whole are trading at a 12.3% discount to NAV whereas they typically trade at a slight premium to NAV. [SA]

Continue reading this story with a free account

Log in or register
Sign up for more articles like this
Subscribe to Bisnow's National Newsletters
Related Stories

JVP Development Is Betting $37M Of Its Own Money That Frisco Is Ready For Spec Office

Wall Street Impatient For Big Tech Returns On Data Center Spending

As AI Adoption Ramps Up, Half A Million Property Managers Are In The Crosshairs

Treasuries Hover Around 4.7% As Wall Street Questions If Warsh Is A 'Dove In Hawk's Clothing'

Avison Young Had Assets Frozen By Bank Over Unpaid Taxes

Camden Property Trust Sells West Coast Portfolio, Clears $1.5B Target

Churchill Downs Plans To Sell 9 Casinos, Focus On Horse Racing

Bringing Stability And Savings To CRE Insurance Through Working Layer

More Hotel Owners In Need Of Cash Are Getting It From The Big Brands

Former Arms Dealer Targeting Heartland Apartment Takeover Files For Bankruptcy

SEC Charges REIT, Its Founders With Alleged $152M Fraud Scheme

Equinix Ramps Up Spending Plans Amid Faster-Than-Expected AI Shift