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Top related persons:
Kevin Brown - 2 Brown - 2 Morningstar's Brown - 2 Rick Romano - 1 PGIM's Romano - 1 REITs - 1 Jefferies - 1 Peter Abramowitz - 1
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Morningstar - 1 CNBC Pro - 1 Global Real Estate Securities - 1 Fund - 1 Federal Reserve - 1 Treasury - 1 Boston Properties - 1 Boston - 1

Search resuls for: "Morningstar's Brown"


3 mentions found


☆ 'Opportune time to invest in real estate': Pros name 5 REITs to buy right now
  + stars: | 2024-02-21 | by ( Amala Balakrishner | In Amala-Balakrishner | ) www.cnbc.com   time to read: +4 min
Mounting inflation and interest rates have put significant pressure on several sectors — especially real estate. He suggests that investors look to have 10% of their portfolio exposed to "real estate in some form, as a good rule of thumb." "That exposure can come from REITs [real estate investment trusts] or direct ownership, or other real estate investments if you are a large investor. Rick Romano, Head of Global Real Estate Securities at PGIM Real Estate, agrees, saying that REITs offer investors "a unique and fantastic" opportunity to invest across geographies and segments right now. "It's an area that we see some of the best growth rates within the real estate space," he added.
Persons: Kevin Brown, Brown, Rick Romano, PGIM's Romano, Morningstar's Brown Organizations: Morningstar, CNBC Pro, Global Real Estate Securities, Fund Locations: U.S, Canada
☆ This income-paying asset could be poised to rise in 2024 as interest rates cool
  + stars: | 2024-01-02 | by ( Darla Mercado | Cfp | ) www.cnbc.com   time to read: +6 min
With interest rates expected to come down in 2024, real estate — a sector beloved for its steady income payments — could see upside in the new year. "When rates are low, a lot of income-oriented investors see that REIT dividend as very attractive, and they are willing to take the risks associated with equity investment to have this dividend payment." Jefferies is neutral on the office REIT sector but has raised its rating on Boston Properties to buy from hold. The senior housing occupancy rate was 84.4% in the third quarter of 2023, according to the National Investment Center for Seniors Housing & Care . That's up more than 6 percentage points from the pandemic low of 77.8%, but it's still off from the pre-pandemic occupancy rate of 87.1%.
Persons: REITs, Kevin Brown, Jefferies, Peter Abramowitz, Morningstar's Brown, it's, Brown, JPMorgan's Anthony Paolone, Ventas, — CNBC's Michael Bloom, Chris Hayes Organizations: Federal Reserve, Treasury, Boston Properties, Boston, National Investment Center, Seniors Housing & Care, Realty Locations: U.S, Boston, Friday's
☆ REITs are suffering big time as rates rise, but there's opportunity in the carnage
  + stars: | 2022-10-07 | by ( Michelle Fox | ) www.cnbc.com   time to read: +6 min
Their underperformance this year can be pinned to rising interest rates, since investors who have REITS for their high dividend yields may dump the assets for risk-free Treasurys. While he had reduced his firm's exposure to REITs due to rising interest rate fears, he's now thinking about increasing that exposure. REITs typically make up 5% to 10% of his firm's 10-year plus portfolio portfolio, with the exposure currently at the lower end of that range. In this environment, companies that are less sensitive to rising interest rates should outperform, said Morningstar's Brown. "They should be less sensitive overall to interest rates movements given that most investors are not in hotel names for the dividend," Brown said.
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