Week ended 11/25/16

The rally continues but REITs excluded As the broader markets continue to rally, REITs have been left in the dust.  The RMZ closed the week at 1100 even as compared to well over 1300 at the peak in May of 2013.  This leaves us more bullish on the sector as FFO/share...

Week ended 11/18/16

The return of value The only way we have been able to make sense of this week’s price moves is that value is coming back into the consideration of the market’s collective decision making.  In numerous sectors, companies with similar fundamental exposure are having...

Week Ended 11/11/16

Fundamentals Overshadowed by Politics While everyone was focused on the election, REITs continued to report 3rd quarter earnings with the quarters being either forgotten or neglected entirely.  At 2CHYP we trade almost entirely on fundamentals, so to the extent that...

Week ended 11/4/16

3Q16 earnings season continued with many of our companies reporting including MPW, STAG, and AHT.  For the most part, the reports were in-line with consensus or slightly better with each company building on their respective track records of FFO/share growth....