“Be fearful when others are greedy, and greedy when others are fearful” – Warren Buffet

SVB and Residential REITs

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

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

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

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

Earnings Recap – The Tale of the Tape

“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 Leaves Florida In Disarray Karen Clark & Company (KCC, 0.0%), a catastrophe risk management firm based in Boston estimates that the privately insured

  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

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

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

Relatives Remarks

  Growth In Large-Cap Coastal Apartment REITs   While there was a considerable amount of handwringing going into 2Q earnings season for the coastal apartment

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