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REITs continue 2018 decline with brutal February

Published 03/09/2018, 04:06 PM
© Reuters.  REITs continue 2018 decline with brutal February
UK100
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US500
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IYR
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DRN
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DRV
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URE
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JRS
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NRO
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SRS
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IFGL
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VNQ
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ICF
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RWX
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RWO
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WPS
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MORL
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REZ
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REM
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MORT
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KBWY
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RWR
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SCHH
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VNQI
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FREL
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SRET
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REET
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XLRE
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AWP
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IGR
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JRI
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RFI
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RNP
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RQI
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  • via Karina Estrella at Trepp
  • The FTSE Nareit All REITs Index tumbled 7.3% in February, underperforming the S&P 500 by 360 basis points.
  • The worst-performing REIT sector was data centers, down 13.1%, followed by lodging, off 12%, and healthcare lower by 10.4%.
  • Self storage was a winner last month, dropping just 0.8%, followed by manufactured homes, down 2%.
  • Chilton Capital Management says disappointing REIT performance was driven by negative fund flows, uncertainty surrounding rising interest rates, and overconcern about a maturing real estate cycle.
  • Given all the pessimism there were some green shoots, with real estate demand growing, and apartment & industrial occupancy rising to 93.8%. Additionally balance sheets are very healthy and REIT debt levels are low.
  • ETFs: VNQ, MORL, IYR, REM, AWP, RQI, MORT, VNQI, SCHH, IGR, RNP, RFI, KBWY, DRN, WPS, NRO, REZ, RWX, URE, ICF, XLRE, JRS, RWR, JRI, REET, SRS, RWO, SRET, FREL, DRA, IFGL, DRV


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