Tag Archives: real estate
How and Why Are Market Participants Accessing REITs in the Current Climate?
Can REITs help unlock potential income opportunities in today’s markets? S&P DJI’s Priscilla Luk and Samsung Asset Management’s Alex Yang take a closer look at practical applications for REITs in the current environment.
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- Equities
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Where Are Yield Seekers Uncovering Potential Income Opportunities?
While ongoing market uncertainty has dampened property transactions in Asia and bond yields continue to lag, expanded access to REITs could provide a potential income source for yield seekers in Asia. Samsung Asset Management’s Alex Yang joins S&P DJI’s Priscilla Luk for a closer look at how indexing works for REITs in Asia.
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Transformational Change in the REIT Industry
The economic and societal effects of the COVID-19 pandemic accelerated secular trends that have been reshaping the commercial real estate industry for years. Core U.S. REIT sectors such as Retail, Office, and Residential, which once dominated the REIT landscape, have ceded ground to specialized REITs—particularly those owning data centers and cell towers. Industrial REITs have…
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Variations in REIT Sectors – Time to Go Defensive
As of March 20, 2020, COVID-19 has disrupted the global economy, resulting in a 32% drawdown in the S&P 500® (total return) from its all-time high. The Dow Jones U.S. Select REIT Total Return Index, which is traditionally more defensive, also plummeted 42% from its peak. However, the responses within sectors of equity REIT have…
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Large-Cap Real Estate Was the Top U.S. Segment in May
After four consecutive months of gains by the S&P 500®, the U.S. equity market broadly declined in May. The S&P 500, S&P MidCap 400®, and S&P SmallCap 600® declined 6.6%, 8.1%, and 8.9%, respectively. The primary catalyst was the renewed trade tension between the U.S. and China, which reversed course from the optimism coming out…
- Categories Equities, S&P 500 & DJIA
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- Equities, S&P 500 & DJIA
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The 2nd Worst December Is Only Half The Story
The S&P 500 lost 9.2% in its second worst December on record – only behind December 1931 when the index lost 14.5%. However, the widespread losses across sectors, styles and sizes in the broad U.S. equity market was remarkable with every major segment down in December. Only 9 times in history has every segment of the…
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- Equities, S&P 500 & DJIA
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REITs: A Rare Bright Spot in an Otherwise Difficult Year for Canadian Equities
Despite weak Canadian equity market returns this year, REITs have continued their long-term outperformance. The benchmark S&P/TSX Composite has fallen 8.5% on a total return basis through Dec. 18, 2018, while the S&P/TSX Capped REIT continues to be a bright spot, gaining 8.8% over the same period—a difference of over 17%. Market analysts tend to…
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Indexing Canadian REITs: A Look at the S&P/TSX Capped REIT Income Index
In a previous blog post, Evolution of Canadian REITs, we outlined the evolution of the Canadian REITs market. In this post, we will explore in detail the S&P/TSX Capped REIT Income Index, which is designed to serve as an income-producing strategy. The index seeks to measure the performance of REIT companies in the S&P/TSX Composite,…
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- Equities, Fixed Income
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Small Caps Rebound Big in March
The first quarter of 2018 will be remembered as the quarter that ended the 9 quarter winning streak for the S&P 500 (TR). As the volatility rose, the market went from posting its best January since 1997, up 5.7%, to losing 3.7% in February, its first monthly loss in 15 months. February wasn’t only bad…
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Evolution of Canadian REITS
The Canadian REITs industry will mark its 25th anniversary in June 2018. In light of this milestone event, it is worthwhile to review the evolution of the market as well as the characteristics of the asset class. Canadian REITs were born after the recessionary period in the late 1980s and early 1990s. There were five…
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