Clear Thinking for Real Estate Leaders
Commercial property owners face some daunting challenges, as I discussed in a recent article, which makes me bearish on REITs overall right now. A credit crunch is spiking just as property market conditions are softening – a deadly combination for many owners. Broad expectations of an economic downtown, if not a recession, portend even tougher …
Continue reading “Countercyclical Investment Opportunities For REIT Investors”
The Fed may be done with rate hikes in this cycle, meaning interest rates could soon begin to retreat. Should REIT investors rejoice? Not so fast. My analysis and views on Seeking Alpha.
U.S. retailers logged another month of record sales in October, but overall retail trends weakened significantly, with spending in physical stores actually declining for the first time since April. And with COVID infections spreading wildly and consumer financial health deteriorating, sales in shopping centers are poised to decline again this autumn and winter, particularly in …
Continue reading “Holiday Spending Gets Rough Start and the Outlook is Weak”
