June 25, 2018


Robeco always puts out some great charts…below are two included in their regular updates…. Charts then download: —- —- Download Market Outlook Website https://www.robeco.com Good investing, Meb Faber theideafarm.com
May 19, 2018

Real Estate Betas

Great piece from Mladina on real estate betas… Short quote then the download: “The compensated portion of public REIT returns is explained by a rich factor mix that is analogous to a port- folio composed of approximately 60% small value […]
April 30, 2018


Discount to NAV seems to be one of the best factors to select REITs, and here is a macro chart from Green Street on sector wide NAVs… Chart and download: —- —- Downloads Real Estate Stocks Are on Sale but […]
October 16, 2017

Real Estate Bubbles

We’ve chatted a lot about Canadian real estate on the podcast…here’s a PDF from UBS on the topic… Chart and download: —- —- Link UBS Global Real Estate Bubble Index Website https://www.ubs.com/global/en/wealth-management/chief-investment-office/features/global-real-estate-bubble-index-2017.html
August 30, 2017

Multi-Factor REITs

A nice simple paper from OSAM on multi-factor REIT investing. …chart then download: —- —- Link A Factor Alpha Approach to REITs Website http://www.osam.com/commentary.aspx
August 18, 2017

The Rate of Return on Everything, 1870–2015

This is a good, if long white paper.  I’ve also included a summary article from the FT.  (Note: Housing is appreciation and rental income) …chart then download: —- —- Link The Rate of Return on Everything, 1870–2015? FT: Housing for […]
May 11, 2017

History of Farmland Investing

I have a biased personal interest in this as we have farmland in Kansas, but I found this interesting. I also included an older article by the author with an intro to farmland investing.  Lots of links in the footnotes… […]
November 6, 2016

Emerging Trends in Real Estate 2017

If you like real estate investing this monster 100 pager is for you. Chart then download… —- —- Download Emerging Trends in Real Estate Website Home
October 1, 2016

Commercial Property and Timing Beta

Two very good recent pieces from Research Affiliates.  One on commercial real estate (I learned a lot in this one) and the second on….factor timing! Chart then download: —- —- Link to articles: Next Season’s Meager Harvest in Commercial Real […]
October 13, 2015


I’m sorry for sending out so much from Research Affiliates but they’ve been cranking out some great content. And you know I can’t pass up the opportunity to include a CAPE ratio related piece! Chart then the download: —- —- […]
February 25, 2014

Down on the Farm

TIAA-CREF and the University of Illinois teamed up for the Center for Farmland Research.  You can find lots of white papers on the site, including a fellow on the main page that looks shockingly like Walter White of Breaking Bad. […]
November 10, 2013

Housing Stocks in 2014?

McClellan has a great chart in his weekly column examining lumber as a leading indicator for housing stocks: “Housing industry stocks as a group appear poised to start a strong pop up into early 2014.  That’s the message from looking […]
May 5, 2013

In the Mood for Loans

What a great lead in:  “The Keys to Discovering Five New Asset Classes”. 120 pages so straight to it… —- “In this report, we look at five markets through which investors can lend directly to the economy, each corresponding to a […]
February 4, 2013

House View

Headquartered in Edinburgh, Standard Life manages over $100billion and has been around since 1825 (at least the parent company).  I’ve never been to Scotland, but supposedly that’s where my name derives from – Mebane is Southern (US), derived from Scottish (McBain […]