Hoya Capital | Income Builder | REITs & ETFs

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REIT Rejuvination on Solid Footing in 2019

  • Patience is a virtue for REIT investors. After three years of stumbling stock price performance, REITs have surged out of the gate in 2019, boosted by receding interest rates.
  • The REIT rejuvenation appears to be on solid footing from a fundamental perspective, as valuations remain reasonable. REIT metrics bottomed in 2017 and gradually improved through 2018.
  • After the nearly 20% jump, REITs are no longer trading at an NAV discount, but that’s a welcome relief. The acquisition pipeline could re-open this year as a result.
  • Faced with a challenging acquisition environment, REITs have focused more on new development. REITs have become some of the most active builders in the real estate industry.
  • REIT balance sheets are as solid as ever, calling into question the warranted degree of interest rate sensitivity. We analyze REIT fundamental data from the recently released NAREIT T-Tracker data.