According to an analysis from Reventure Consulting CEO Nick Gerli, the math behind the investor exodus is straightforward: The 10-year Treasury currently yields 4.0%, while single-family rental ...

Small-cap financials and real estate sectors may benefit most from Fed rate cuts, boosting sector-specific ETFs. Tech and healthcare remain resilient, while consumer discretionary small caps could see ...

Cap rates are not universal. While often presented like math, in practice cap rates reflect institutions. Regulatory alpha, ...

Learn how the terminal capitalization rate estimates property resale value at the end of the holding period, with examples ...

BRT Apartments is a residential REIT focused on the Sun Belt region. The REIT has underperformed the Vanguard Real Estate Index Fund so far in 2024. Q2 showed lower adjused FFO but higher net ...

Forbes contributors publish independent expert analyses and insights. John Navin is a Colorado-based journalist who writes about stocks. Real estate stocks benefit greatly from interest rate cuts, if ...

Lower interest rates and the Fed’s signal that it plans to cut its target for the Federal Funds rate further should be good news for investors with commercial real estate assets in their portfolios.

Three years ago—when the Fed began raising interest rates to help stem high inflation—a valuation gap emerged between public and private real estate as evidenced by the implied cap rate from Nareit’s ...

XLRE holds data center REITs including Equinix and Digital Realty that benefit from AI infrastructure spending. Declining interest rates compress cap rates and raise property valuations through lower ...

Over the past few years, we have observed an inverse relationship between share prices in the REIT sector and interest-rate movements. We believe a major reason is that all commercial real estate ...

Asia Pacific’s commercial real estate market posted a strong start to the year, with investment volume rising 11% year-on-year to US$33 billion in the first quarter of 2025, according to CBRE’s latest ...