What’s Next for Real Estate?

by | Sep 15, 2020 | Industry News |

Yesterday Nareit republished an article that first appeared on 7/31/2020. The report is a survey of top real estate analysts designed to gather their observations and insights relative to the pandemic’s macroeconomic and operational effects on various subsectors of the real estate industry. Because the fall out from COVID 19 is still evolving along with our societal behavior and response, re-reading might prove enlightening 45 days after the piece was first printed.

The article focuses on ten of the larger subsectors of equity REITs; at 2nd Market Capital, we are in continuous analysis of all twenty equity subsectors and agency mortgage REITs as well. Our aim is not only to identify which subsectors are opportunistic and which are to be avoided but also which individual companies and securities in the peer groups present the best value or the most risk.
The virus is not going away anytime soon, so the dynamics will remain in flux. The work is ongoing.

Read the source article by Michele Lerner and Sarah Borchersen-Keto in the July/August 2020 issue of REIT Magazine here.

 

Notes and Disclosure

Articles are provided for informational purposes only. They are not recommendations to buy or sell any security and are strictly the opinion of the writer. The information contained in these articles is impersonal and not tailored to the investment needs of any particular person. It does not constitute a recommendation that any particular security or strategy is suitable for a specific person.

Investing in publicly held securities is speculative and involves risk, including the possible loss of principal. The reader must determine whether any investment is suitable and accepts responsibility for their investment decisions.

Commentary may contain forward-looking statements that are by definition uncertain. Actual results may differ materially from our forecasts or estimations, and 2MCAC and its affiliates cannot be held liable for the use of and reliance upon the opinions, estimates, forecasts, and findings in this article.

Past performance does not guarantee future results. Investing in publicly held securities is speculative and involves risk, including the possible loss of principal. Historical returns should not be used as the primary basis for investment decisions. Although the statements of fact and data in this report have been obtained from sources believed to be reliable, 2MCAC does not guarantee their accuracy and assumes no liability or responsibility for any omissions/errors.

We routinely own and trade the same securities purchased or sold for advisory clients of 2MCAC. This circumstance is communicated to clients on an ongoing basis. As fiduciaries, we prioritize our clients’ interests above those of our corporate and personal accounts to avoid conflict and adverse selection in trading these commonly held interests.

Hypertext links to other sites are provided strictly as a courtesy. When you link to any of the sites provided on our website, you are leaving this website. We make no representation as to the completeness or accuracy of information provided on these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information, and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites to which you are linking.

Share This