Undervalued – Real Estate Investment Trusts

January 9, 2017

Fund Manager Says REITs Appear Undervalued

Matthew Werner, portfolio manager at Chilton Capital Management, joined REIT.com for a video interview at REITWorld 2016: NAREIT’s Annual Convention for All Things REIT at the JW Marriott Phoenix Desert Ridge.

Werner offered advice to generalist investors who are considering entering the REIT market.

“At the end of the day, the ‘location, location, location’ thesis is something that should not be ignored at all,” Werner stressed. “Being mindful of risk should always be a top-of-mind decision when looking at a company.”

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January 6, 2017

REIT Rebound Highlights Interest in Undervalued Assets, Case Says

In the latest edition of Quick Study, Brad Case, NAREIT’s senior vice president for research and industry information, said a rebound in REIT returns during December was likely caused by investor interest in undervalued assets.

The FTSE/NAREIT All REIT Index had a total return of 4.2 percent in December following four consecutive months of downturns. The S&P 500 index was up 2.0 percent in December.

“It was very difficult to make the case that REITs were overvalued. Investors started to recognize that and come back into the REIT market,” Case said.

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