REITs: The Past, Present, and Future, Part 2

In Part 1, we looked back at some of the changes and trends we’ve seen in the REIT industry, including more specialization, expansion into new types of real estate assets, and creation of REIT spinoffs for tax benefits. In today’s post, we’ll continue to discuss REIT trends we’ve noticed, […]

REITs: The Past, Present, and Future, Part 1

We’ve been seeing some interesting activity in real estate investment trusts (REITs) lately, so in today’s post, we’d like to offer an overview of recent trends and changes in the REIT industry and suggest sources of further information if you’d like to learn more.

The U.S. Congress created REITs in […]

SEC Approves Rule Changes to Help Investors in Nontraded REITs

In January 2014, the Financial Industry Regulatory Authority (FINRA) proposed revised rules regarding disclosures and valuations of unlisted real estate investment trust (REIT) and direct-participation program (DPP) securities. On October 10, the Securities and Exchange Commission (SEC) approved the revised rules, which are expected to increase the accuracy and […]

Westfield Group to Restructure

On December 4, 2013, Australia-based Westfield Group unveiled capital restructuring plans for their two parallel operating entities, The Westfield Group (ASX ticker: WDC) and Westfield Retail Trust (ASX ticker: WRT). The Westfield Group owns and operates roughly 100 million square feet of upscale shopping centers worldwide, including two Washington […]

Posts from Japan, Part 4 – Meeting with Japan’s Association for Real Estate Securitization

As I mentioned in a previous blog, residential real estate data is relatively more difficult to obtain in Japan than commercial real estate data. I found this out during a meeting at the Association for Real Estate Securitization (ARES). [Interestingly, ARES is also the acronym for the American Real Estate […]

High-Tech Real Estate Investment Trusts

There has been a fair amount of conversation in the last several weeks regarding companies choosing to convert to real estate investment trusts (REITs). Most recently, the debate has been seasoned by American Tower, an owner and operator of wireless communication data towers, identifying as a REIT. While, on […]

By |October 22nd, 2012|Categories: Blog|Tags: , , |0 Comments

REIT 101

The investment world is filled with a variety of vehicles in which to stow one’s wealth. Generally, stocks, bonds, and real property are the primary investment assets that can be purchased with cash and held for income and capital gains purposes. In 2012, talking babies during the Super Bowl […]