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Sentiment Sours On Real Estate Assets

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Topdown Charts


  • Sentiment is the worst since the pandemic lows among real estate investors.
  • Global REITs have suffered – first from rising rates, now from geopolitical fears.
  • The S&P Real Estate sector is the second-worst performer so far this year. Only Allocations are somewhat light vs. history, suggesting opportunities could arise in the coming weeks and months.
Coastal Suburb overhead perspective roof tops

mikulas1/E+ via Getty Images

The S&P Real Estate sector is the second-worst performer so far this year. Only Consumer Discretionary has a lower YTD total return. The 13% drop comes as homeowners around the world bask in the bliss of surging home price indexes.

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Topdown Charts is an independent research firm covering global asset allocation and economics - bringing a chart-driven, top-down approach to investors.  -->> Check out our new entry-level service: https://topdowncharts.substack.com/--We take a top-down, global multi-asset perspective to deliver:Actionable investment ideasRisk management inputMeaningful macro insightsCharts to use in your own work--Our clients include Pension companies, RIAs, Hedge Funds, family offices, insurance firms, and wealth managers and Investment Consultants.--Sign up for exclusive insights:  https://topdowncharts.substack.com/===================================================

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it. I have no business relationship with any company whose stock is mentioned in this article.

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