Search Results for: real estate

Real Estate Positioning Real estate positioning at the 89th percentile indicates strong interest from market participants. Image: Deutsche Bank Asset Allocation

Real Estate Flows The longest streak of inflows into REITs since March 2022 highlights investor confidence in the long-term value and resilience of the real estate sector, driven by expectations of potential Fed rate cuts. Image: BofA Global Investment Strategy

FMS Investors – Net % Overweight Real Estate FMS investors continue to have a pessimistic outlook on the real estate market. Image: BofA Global Fund Manager Survey

Valuation – S&P 500 Real Estate Sector P/E Ratio vs. S&P 500 P/E Ratio Real estate stocks look attractive relative to the S&P 500. Image: Morgan Stanley Wealth Management

Credit – Euro Real Estate IG Bond Spread The risk of a credit event has increased significantly this year. Image: BofA Global Investment Strategy

Market – Biotech ETF vs. Real Estate ETF Price Relative How could investors determine a market reversal? Watch biotech (deflation) to print low vs. real estate (inflation). Image: BofA Global Investment Strategy

Asset Class Sentiment – Real Estate Real estate asset sentiment is bad, which is contrarian bullish. Image: Topdown Charts

Households – Equity (Dir + MF) and Real Estate Equity Households are loaded with equities. What could go wrong? Image: TS Lombard

Inflation – Real Estate Real Dividend Yield vs. TIPS Real Yield Real estate real dividend yields remain attractive relative to TIPS real yields. Image: BofA US Equity & Quant Strategy

Real Estate Stocks – Weekly Real Estate Flows Could real estate stocks present opportunities? Image: BofA Securities

Valuation – S&P 500 Real Estate Sector Real estate appears to be very undervalued. Image: Goldman Sachs Global Investment Research