Still a Lot of Negativity on Housing
I am not advocating an expansion of home ownership as a government policy, but given the state of the economy, housing prices and historically low interest rates, many people should buy a home.
MSCI Change Will Boost REITs’ Visibility
The long-awaited reclassification of real estate as a separate investment sector from finance occurs at an especially fortuitous time for REITs.
High Home Prices Weigh on Buyers Pushed Into Market by Rent Costs
Affordability concerns are especially acute among millennials, many of whom worry about being able to make a down payment, according to real estate broker Redfin.
Does Private Prison Decision Cut the Legs Out From Prison REITs?
The Bureau of Prisons will be scaling back its use of privately run prisons. What will that mean to companies that specialize in this service?
REITs Are Outperforming, but Some Sectors Are Stronger Than Others
Baby boomers and millennials, trendsetters in different ways, are both driving growth in key REIT sectors.
Fidelity Launches Global Real Estate Fund; iSectors Adds Growth ETF
The Fidelity real estate fund launch is timed to coincide with a change in the S&P 500 that makes real estate a stand-alone sector.
Factor Investing: A Post-Modern Portfolio Theory
With apologies to Harry Markowitz, why it's wise to tweak MPT by using factors offering positive return premiums over time.
How to Invest Like a Billionaire (if You Are One)
Remember, billionaires make specific investments for reasons that have nothing to do with saving for a house or college or a secure retirement.
AIG Reaches Deal to Sell Mortgage Insurance Unit
United Guaranty’s sale to Arch Capital Group will create the world’s largest private mortgage insurer while advancing AIG’s goal of returning $25 billion to shareholders.
We Peeled Away the Rhetoric to See What Clinton, Trump Would Do for Home Building
When one looks carefully, some of the candidates' views on what the home building industry needs are surprisingly similar.