• Earnings season kicks off this week in the real estate sector. More than 150 REITs and 100 housing industry components will report 4Q19 earnings over the next six weeks.
• REITs delivered their second-best year of the past decade in 2019 with total returns of nearly 30%, boosted by 'Goldilocks' economic conditions of low interest rates and solid economic growth.
• Outside of the struggling retail REIT sectors, growth metrics have inflected higher for REITs over the past year after bottoming in 2017. Expectations are quite high for 4Q19.
• The "REIT Rejuvenation" of 2019 has given these REITs the currency to re-open the acquisition pipeline which has historically been a primary driver of FFO growth.
• Have mall REITs finally bottomed? Can the reacceleration in multifamily rent growth be sustained? We highlight the trends that we're watching this quarter for all real estate sectors.

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