REITs Fall Back in February

March 03, 2015 · reit.com

After a solid start to the year in January, REITs lost ground in February as gains in the 10-year Treasury note prompted short-term capital flows out of the market.

Analysts stress, however, that positive fundamentals remain in place for the industry going forward.

The total returns of the FTSE NAREIT All REITs Index dipped approximately 2.6 percent in February, while the S&P 500 gained more than 5.8 percent for the month. For the year, the REIT market is up 2.9 percent, whereas the S&P 500 is up 2.6 percent.

Delinquent CMBS Loans Continue to Decline

February 12, 2015 · reit.com

With mountains of real estate debt coming due in the next three years, borrowers appear to be taking advantage of favorable market conditions to prepay loans tied to commercial mortgage-backed securities (CMBS).

The CMBS delinquency rate, which includes loans that are 30 days or more past due, fell to 5.66 percent in January, compared with 7.25 percent a year earlier, according to commercial real estate consulting firm Trepp LLC. It marked the 18th monthly decline in the past 20 months.

Senior Housing Market Expected to Remain Lively for REITs in 2015

February 05, 2015 · reit.com

Health care REITs will continue to actively pursue senior housing assets in 2015, spurred on by low interest rates, attractive financing, solid returns and robust demand, according to market observers.