The move away from homeownership may be the biggest threat to continued low inflation. With...

|By:, SA News Editor

The move away from homeownership may be the biggest threat to continued low inflation. With shelter representing 40% of CPI, the rising cost of rentals is responsible for a good chunk of higher reported inflation and the outperformance of rental REITs and stocks. AVB +16%, ESX +19%, EQR +17%, UDR +10% YTD.