Hints and tips:
...Reits are financed with both debt and equity, so an accurate comparison requires a bit more work. Suppose a Reit has a loan-to-value ratio of 35 per cent (as was the case on average in mid-2023)....
...The CRE Reits’ share prices have fallen a lot in the past couple of years: Here’s Grant again: Most mortgage Reits aren’t in financial peril....
...Japan data centres amid AI boom (Nikkei Asia) South Korea stocks see record foreign buying on appetite for chips (Nikkei Asia) Chinese robot maker says protectionism will not stop its march (FT) Japan Inc...
...MREITs are much smaller than the broader REIT industry, but they’re chunky players in mortgages as they use a lot of leverage to invest in what is usually pretty steady-eddie, low-return stuff....
...Commercial Real Estate Finance Income ETF will primarily invest in publicly listed commercial real estate finance companies, including commercial mortgage real estate investment trusts, commercial equity Reits...
...You, a rube like Alphaville, may have noticed the looming economic downturn and think it’s a bad time to be lending to fast-growing but asset-lite Vapourware Inc owned by investment firms FaceRip Street...
...Most self-storage companies are structured as real estate investment trusts (Reits). A higher rate environment means the relatively high dividend yields generated by Reits are less attractive....
...A version of this article was first published by Nikkei Asia on August 21. ©2023 Nikkei Inc. All rights reserved....
...Regional Reit Limited, Schroder European Real Estate Investment Trust, Highwoods Properties, Boston Properties, Growthpoint Properties Australia, Emira Property Fund The author is a former portfolio manager...
...Office Reits like to brag about Big Tech as premier clients. There may be somewhat less bragging in the months and years to come.)...
...Brookfield has already pounced in Europe, spending almost €5bn to take German office owner Alstria and Irish property group Hibernia Reit private this year. Prices could well drop further, said Hyler....
.... ©2022 Nikkei Inc....
...If I had to choose, I’d suggest that Switch Inc and CyrusOne sometimes look a bit unloved, particularly by comparison with the giants such as CrownCastle....
...The Regional Real Estate Investment Trust (Reit) is less risky but we have to accept that commercial property is a tough sell at the moment....
...A version of this article was first published by Nikkei Asia on August 9 2021. ©2021 Nikkei Inc....
...For example, shares in Brookfield Property Reit (BPYU), which owns a large collection of North American malls, are exchangeable for units of Brookfield Property Partners (BPY), which owns a more diversified...
...The disclosure that Brookfield was behind on some mortgage payments followed renegotiation in July of $6.4bn of debt owed by Brookfield Property Reit....
...In July, Brookfield Property Reit — a subsidiary that holds many of Brookfield’s mall assets, which trades under the ticker BPYU — renegotiated a $6.4bn credit facility with banks including Wells Fargo....
...Within a couple of days, we will get a better idea of how Mr Market would price the value of Brookfield Property Partners (BPY), and its subsidiary, Brookfield Property Reit (BPY-U), which holds most of...
...CoreCivic said it will drop its real estate investment trust (Reit) status and become a taxable C corporation, a shift that comes with a higher tax bill but which will allow the company to cut its dividend...
...Pennsylvania Reit disclosed its application for stimulus funds on Wednesday....
...Reits have been at the heart of the mortgage market turmoil. The trusts finance themselves in short-term funding markets, where they lend their bonds for cash....
...Let’s take Brookfield Property Partners (BPY), the Bermudan-Canadian-global, Reit-like, income vehicle managed by Brookfield Asset Management....
...Digital Realty, a data centre Reit, paid out about 73 per cent of its cash flow in dividends....
...A “Fleit”, though similar conceptually to a Reit in comprising a portfolio of assets, would be different in some crucial ways....
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