2017 has been a choppy year for REITs to say the least. Barring a true Santa Claus rally, it is going to end up being a lackluster year for REIT returns. Overall, breadth remains decently healthy (more stocks are advancing than declining) and in an uptrend. However, the price trend is much more uncertain as …

Investments in income generating real estate are much more prevalent at the institutional investor level than they are at the individual, or retail, investor level. Part of this is likely due to capital constraints and illiquidity but could also be a result of real estate not fitting neatly into modern portfolio theory’s asset optimization approach …