Our Outlook for Real Estate Stocks
In their search for a sustainable yield, investors have bid up real estate stocks.
Jason Ren
Jason Ren is a stock analyst on the financial services team, and covers a variety of banks and real estate investment trusts. Ren joined Morningstar in July 2008 after graduating with honors from Williams College with a bachelor's degree in economics and history. Jason has completed all examinations in the CFA program.
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Our Outlook for Real Estate Stocks
In general, real estate stocks have tempered toward fair value.
We Don't Feel at Home With Apartment REITs' Bullish Outlook
CEOs tout current tailwinds, but we're wary of long-term benefits.
Alexandria CEO: New Lab Space Entrants No Threat to Moat
Well-located properties, high-quality facilities, and high levels of specialized knowledge will help Alexandria fend off new players to the lab-space real estate market, says CEO Joel Marcus.
Ventas CEO: Reducing Risk Creates Total Return
Ventas CEO Debra Cafaro describes how she takes steps to diversify tenant exposure and clean up the firm's balance sheet to consistently create shareholder value.
Our Outlook for Real Estate Stocks
As investors have fled to perceived safety, real estate valuations have diverged sharply.
Can REIT Dividends Rebound?
We believe REITs will increase cash payouts in 2010.