What’s Next for Real Estate?
Yesterday Nareit republished an article that first appeared on 7/31/2020. The report is a survey of top real estate analysts designed to gather their observations and insights relative to the pandemic’s macroeconomic and operational effects on various subsectors of the real estate industry. Because the fall out from COVID 19 is still evolving along with our societal behavior and response, re-reading might prove enlightening 45 days after the piece was first printed.
The article focuses on ten of the larger subsectors of equity REITs; at 2nd Market Capital, we are in continuous analysis of all twenty equity subsectors and agency mortgage REITs as well. Our aim is not only to identify which subsectors are opportunistic and which are to be avoided but also which individual companies and securities in the peer groups present the best value or the most risk.
The virus is not going away anytime soon, so the dynamics will remain in flux. The work is ongoing.
Read the source article by Michele Lerner and Sarah Borchersen-Keto in the July/August 2020 issue of REIT Magazine here.
Notes and Disclosure
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