Tag Archives: Equity REITs

A long time coming: Real estate moves out from under the shadow of financials – Part 2

Interest rates have influenced the performance of REITs relative to bank shares Interest rates have a strong influence on equity REIT performance, as evidenced by the graphic below, which displays the relationship between the 10-year Treasury yield and the relative performance of the S&P 500 Banks Index to the S&P 500 Real Estate Investment Trusts Read more […]

A long time coming: Real estate moves out from under the shadow of financials – Part 1

Real estate’s new sector status uncovers key differences between REITs and financial stocks As of Sept. 1, S&P and MSCI have established real estate as the 11th sector within the Global Industry Classification Standard (GICS) by separating it from the financials sector. Under this arrangement, real estate investment trusts (REITs) are now classified as follows: Read more […]