In the News


Fear, Greed and Residential REITs….Conditions Look Solid for Spring Leasing
“Be fearful when others are greedy, and greedy when others are fearful” – Warren Buffet


Manufactured Housing: Predictable Top Line, But Operating Expenses Reset
The manufactured housing sector has an impressive history of managing well through difficult economic and financial periods by providing a truly affordable housing proposition to


Apartments REITs: A Stabilizing Force in Uncertain Times
The major apartment operators have reported fourth quarter 2022 earnings and provided conservative, yet better than feared forward guidance for the coming year. These results


What You Own When You Own a Passive REIT Index
REIT stands for Real Estate Investment Trust, so you might be forgiven for assuming that something called a REIT would provide you with exposure to


Coastal Apartments: Better than Feared as Trends Stabilize
The major coastal apartment operators have reported fourth quarter2022 earnings and provided conservative, yet better than feared forward guidance for the coming year. These results


Sunbelt Region Apartments: Bellwethers Provide Insights Into 2023
Earnings Recap – The Tale of the Tape


Demographic Trends & REIT Investing
“I skate to where the puck is going” – Wayne Gretzky As managers of an active Residential REIT ETF, we analyze where people are migrating


Hurricane Ian: Managing Exposure Through Unprecedented Climate Events
Hurricane Ian Leaves Florida In Disarray Karen Clark & Company (KCC, 0.0%), a catastrophe risk management firm based in Boston estimates that the privately insured


The Residential Ship Remains Steady
3Q Update With the busy Fall conference season now underway, it is typical for publicly-traded REITs to provide mid-quarter operating updates (in the


Housing Recession….What it Means and What it Means for Residential REITs
Potential Slowdown In The Housing Market The long-awaited slowdown in the housing market may finally be upon us, but maybe not. We might just be


Who Can Thrive With A Housing Reset?…….Single-Family Rental
Operating Performance Expectations Increase The August 10th earnings report from small-cap REIT, Tricon Residential (TCN) completed earnings season for the single-family rental triumvirate, which is


Coastal Apartments 2Q22: Strong Operating Metrics Persist, Fortifying Outlook for Future Periods
Growth In Large-Cap Coastal Apartment REITs While there was a considerable amount of handwringing going into 2Q earnings season for the coastal apartment


Manufactured Housing REIT 2Q22 Results: Transient RV Business in the Spotlight
Volatility In The Transient RV Segment With this week’s (July 26, 2022) earnings release from Sun Communities (SUI), we have now had the two primary






Home Appreciation REIT ETF (HAUS): Investing In An Inflationary Environment
To view current holdings, visit www.armadaetfs.com/haus. Holdings are subject to change.