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Quarter-End Insights

Our Outlook for Real Estate Stocks

As investors have fled to perceived safety, real estate valuations have diverged sharply.

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  • There has been an intra-sector flight to safety toward more defensive names.
     
  • Other than lodging, recent macro-volatility doesn't suggest high potential for materially sharp reversals in near-term operating fundamentals across sectors.
     
  • Relative to private investors, and the public non-traded REIT space, publicly traded REITs remain well-positioned.  

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Jason Ren does not own shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.