Interest rate movements and Federal Reserve policy remain central macro drivers for commercial real estate investment trusts (REITs), influencing borrowing costs and property valuations. Office sector recovery hinges on evolving workplace trends, including hybrid work models and corporate leasing decisions amid economic growth expectations.
Explosive demand for AI and cloud computing could drive 100 GW of new global data center capacity by 2030, benefiting SRVR's core holdings in data centers and infrastructure. Hyperscalers like Microsoft, Amazon, and Google are projected to spend over $500 billion on AI infrastructure in 2026, fueling leasing growth for top holdings such as DLR and EQIX .
DTCR surged +21% over the past 30 days, driven by booming AI demand for data centers and strong performances from top holdings like EQIX and DLR . The ETF gained +17% over the past quarter, reflecting sustained sector growth amid digital infrastructure expansion.
Market turbulence hit hard from Feb 24-28, 2025, as new tariffs and geopolitical shifts rattled stocks and crypto. Bitcoin plunged below $80K, while inverse ETFs surged. Find out which sectors thrived, which struggled, and what’s next for investors. 📉📊
U.S. existing home sales (i.e. sales when a contract is closed) fell -1.5% from November and -34% year-over-year to a seasonally adjusted annual rate of 4.02 million in December, the lowest level since November 2010. Home resales, which account for a significant share of U.S. housing sales, were down -34.0% on a year-on-year in December. December marked the 11th consecutive month of home...
Mortgage rates climbed to a 20-month high this week, following the Federal Reserve’s tilt towards a more hawkish monetary approach. The 30-year fixed-mortgage rate averaged 3.22% for the week ended Thursday, vs. 3.11% last week and 2.65% a year earlier, according to Freddie Mac. The latest week’s level was the highest since May 2020. Sam Khater, the mortgage agency’s chief economist,...
Interest rates in the U.S. have been rising over the last six months, not the Fed Funds rates that the Federal Reserve controls, but the 10-year and 30-year Treasuries. If we look at a daily chart for the 10-year treasury yield, it has jumped from 0.504% last August to a recent high of 1.193%. The trek higher has been steady and consistent. If this was a stock chart I was looking at, I would...
For investors seeking momentum, iShares Residential Real Estate ETF is probably on radar now.The fund just hit a 52-week high, which is up roughly 25.3% from its 52-week low price of $57.33/share.
It seemed like an opportunity a lender would not want to miss. The loan paid 10.25 percent interest which would go up if a benchmark rose.The borrower was Trident USA Health Services, a growing company which provided bedside medical testing in nursing and assisted living centers.
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Fannie Mae and Freddie Mac are expected to pay a combined $4.7 billion in dividends to the U.S. Treasury Department by March, as the housing finance agencies posted stronger annual 2018 net incomes than a year earlier.
In September 2008, the federal government took control of the two enterprises in a $187 billion bailout during the global credit crisis, after they were exposed to failed subprime mortgages.The two agencies have handed over their profit to the U.S. Treasury under the terms of the conservatorship. Fannie and Freddie make money by charging fees to guarantee home loans made by banks and other lenders.
Investors are fleeing a major U.S. real-estate fund, as recent interest rate increases are apparently being viewed as potential headwinds for housing demand/real estate business.
The $3.8 billion iShares U.S. Real Estate ETF experienced $530 million outflows between Monday and Wednesday.The U.S. 10-year Treasury yields climbed to around 3.2% on Wednesday (its highest level since 2011), and 30-year bonds and 2-year notes posted record high yields as well.