Weekly Outlook: Real Estate Powers Stocks To Records

• US equity markets climbed for the sixth consecutive week on cooler-than-expected inflation data, hints of progress on the China/US trade dispute, and "dovish" remarks from the Fed.
• Goldilocks is back? Coming off its worst week of 2019, commercial and residential real estate equities led the way this week as the 10-year yield retreated from four-month-highs.
• While many analysts had expected a tariff-related uptick in inflation, the effects of Chinese currency depreciation and a general slowdown in global economic activity have kept inflationary pressures muted.
• Retail sales rose faster-than-expected in October, driven primarily by higher gasoline prices, auto sales, and e-commerce. Brick and mortar categories, however, were weak as store closings continue to mount.
• Ahead of a jam-packed week of housing data, the Housing Index climbed on strong earnings from D.R. Horton and gains from Restoration Hardware after Buffett's Berkshire Hathaway revealed a stake.

To keep reading, click here to visit Seeking Alpha!

For an in-depth analysis of all real estate sectors, be sure to check out all of our quarterly reports: Apartments, Homebuilders, Student Housing, Single-Family Rentals, Manufactured Housing, Cell Towers, Healthcare, Industrial, Data Center, Malls, Net Lease, Shopping Centers, Hotels, Office, Storage, Timber, and Real Estate Crowdfunding.