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REIT Insiders Are Prematurely Bullish – A Potential 37% Drop Looms Ahead

  • October 11, 2022

The St. Louis Fed’s website FRED is a treasure trove of data and tools for the data curious. If you want to pull back the curtain on the current narrative and see how history played out, pull up a chart on FRED and see what happened to the Fed Funds Effective Rate, the Sticky CPI or the M2 Money Supply over decades. Fair warning: You might get sucked down a wormhole of data. 

NAREIT is another wonderful resource for REIT investors and it has decades of data about the performance and yields of real estate investment trusts. I really like how they break down REIT data by sectors and sub-sectors and you can check out average yields after excluding mortgage REITs, which by their very nature tend to have very high yields (often in the double digits). 

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