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
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
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
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
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
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
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
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
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
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
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
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 […]