The Sunbelt Paradox: Cap Rate Compression Amidst Elevated Rates
Discover why property values in Texas and Arizona continue to climb in 2026 despite high interest rates, driven by in-migration and cap rate compression.
Category
Real Estate
News on property investment trusts (REITs), housing market data, and commercial real estate opportunities.
Does the Management Friction of Scattered Single-Family Rentals Undermine Their Risk-Adjusted Returns Against Multi-Family Syndications?
Analyzing the trade-off between the operational friction of managing dispersed single-family assets and the capital efficiency of pooled multi-family syndications in a high-rate environment.
Will Rising Insurance Costs Crush Coastal Residential REITs?
An analysis of how escalating property insurance premiums in Florida and the Carolinas are eroding Net Operating Income and forcing a repricing of risk in residential real estate investment trusts.
The Inflation-Hedging Math: 4 Ratios for Industrial Warehouse REITs
Distinguishing overpriced logistics assets from durable income machines requires looking beyond price-to-AFFO to retention spreads and same-store growth.
The Manhattan Dilemma: Can Dividend Cuts Save Office REIT Liquidity?
A quantitative breakdown of how a major NYC office REIT might utilize a dividend slash to bridge a refinancing gap in a high-rate environment.