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Posted by
Two Blokes Jul 22 -
Filed in
General
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#TwoBlokesTrading
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Real estate earnings season kicks into gear this week, and over the next month, we'll hear results from 175 equity REITs, 40 mortgage REITs, and dozens of housing industry companies. REITs are "back in the doghouse" heading into the second-quarter earnings season, lagging the S&P 500 by 15 percentage points over the past quarter in hopes of imminent Fed rate cuts. In this report, we focus specifically on property-level fundamentals, previewing and forecasting REIT earnings performance based on an analysis of recent indicators across various sources.
