The REIT Fleet

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  • Manufactured Housing, REIT

Manufactured Housing: A Stormy End to the Quarter But Outlook Is Bright

Two large manufactured housing REITs, Equity Lifestyle Properties (ELS) and Sun Communities (SUI) have reported 3Q 2022 earnings over the past week.
  • Residential REITs

Residential REITs: Balance Sheets Built to Last

Shedding some light on the balance sheet characteristics of the Top 10 holdings (constituting roughly 70% of the total portfolio) within HAUS.
  • REIT, Residential REITs

3Q Earnings Season…A Path to Normalization

We believe that the rental housing segment of the REIT market will live up to its reputation for providing investors with safe and predictable cash flow and dividend growth for the balance of 2022 and beyond
  • Hurricane Ian, REIT

Hurricane Ian: Managing Exposure Through Unprecedented Climate Events

This discussion provides a reasonable degree of solace that there will not be a lasting financial impact on our constituent companies from Hurricane Ian.
  • Residential REITs

The Residential Ship Remains Steady

We believe residential REITs are poised to continue demonstrating consistent and predictable growth in operating cash flow & dividends for 2023 and beyond.
  • Residential REITs

Housing Recession….What it Means and What it Means for Residential REITs

The long-awaited slowdown in the housing market may finally be upon us, but maybe not. We might just be witnessing a reset in expectations.
  • REIT

“Measuring ETF Liquidity”

We believe the alpha potential over the long term may make up for the spread of the lower-volume ETFs.
  • Single Family Rental

Who Can Thrive With A Housing Reset?…….Single-Family Rental

It is our view that a reset in the for-sale housing market will lead to “stronger for longer” fundamentals in single family rentals.
  • Residential REITs

Rents Driving NOI Growth And Companies Are Raising Dividends

With 2Q earnings season now more than 50% complete for the residential REIT sub-sectors, we have been pleasantly surprised with reports thus far
  • Coastal Apartment REITs

Coastal Apartments 2Q22: Strong Operating Metrics Persist, Fortifying Outlook for Future Periods

Large-Cap coastal apartment REITs continue to grow amidst economic concerns by utilizing key revenue drivers
  • Transient RV

Manufactured Housing REIT 2Q22 Results: Transient RV Business in the Spotlight

Reduced forecasts driven by moderated growth expectations from transient RV segment of the business, representing approximately 7% of total revenue
  • Residential REITs

Residential REIT 2Q Earnings Discussion and Second Half Outlook

The recent market correction coupled with a stable fundamental backdrop for the residential sectors puts the group in an attractive light.