Skip to main content

REITs headed for trouble, again

The latest Census Bureau monthly report on construction spending shows two trends moving in opposite directions. It is no surprise to see single-family residential construction spending going down month after month. Yet it is somewhat of a surprise to see spending for office, lodging, shopping centers, shopping malls and multi-family dwellings holding reasonably steady or in some cases even showing modest increases (see chart below).

Construction Spending

The continued strength in the commercial sector despite the general real estate malaise and the recent fall-off in deal-making implies developers are making a huge bet on strength in the economy making all this new commercial property profitable.

In contrast to the positive attitude exhibited by the commercial real estate developers, Bloomberg reported the following items today:

"Prices of U.S. commercial real estate could fall up to 15% in what would be the worst decline since the 2001 recession"

"In July, investors bought the fewest commercial properties in almost a year and apartment building purchases were down 50% from June."

"Last month, the Archstone-Smith Trust postponed its $13.5 billion sale to a group led by Tishman Speyer Properties until October."

"There are so many deals falling apart," said David Lichtenstein, CEO of commercial property owner Lightstone Group. "People who can get out are getting out."

Bloomberg's news shows that the liquidity and credit problems affecting other segments of the market are beginning to take their toll on commercial real estate. The cheap funding that fueled the leveraged buyouts of REITs and allowed the private equity firms the ability to immediately sell off at high prices parts of their holdings is drying up. Blackstone's purchase of Sam Zell's Equity Office Properties last year could probably not be done now. Subsequent to the purchase, Blackstone was able to recoup a large part of their investment by quickly selling various properties. These deals also would have trouble being done in today's environment.

Given the long lead times of major construction projects, it is understandable that developers who committed to projects earlier in the year now find themselves in a tough situation. Once building has started, it is hard to walk away without taking a major loss. If the Bloomberg reports prove accurate, though, some of these properties may be worth less when they are completed than it cost to build them.

Those commercial real estate developers still building aggressively could soon be facing the kind of downturn now being experienced by the homebuilders: declining prices, lack of buyers, stock prices in free-fall.

Those REITs that own commercial real estate developers will undoubtedly feel the pain also. And the ETFs that invest in REITs will, in turn, suffer as well. This analysis confirms our decision to continue to hold the PowerShares UltraShort Real Estate ETF (SRS) in our model portfolio.

Comments

Popular posts from this blog

Brazil - in a bubble or on a roll?

A couple of years ago, no one recognized the real estate bubble even though it was under everyone's nose. Now, analysts and bloggers are seeing bubbles everywhere they look. One of them, they say is in Brazil whose Bovespa stock market index has doubled in the last 12 months. Does the bubble accusation hold water? I don't think so and here are 7 reasons why Brazil is by no means a bubble economy: Exports have held up over the past year thanks to demand from China for Brazil's soya exports and iron ore. This was helped by the the Brazilian government's drive to improve trade links with Asia and Africa. Export diversification, spurred by a more active trade policy and increased focus on "south-south" trade under current president Lula, helped mitigate the decline in demand from OECD (Organization for Economic Co-operation and Development) countries A "sensible" economic framework has been in place since the 1990's. This has included inflation

Trade Radar gets another update

Some of our data sources changed again and it impacted our ability to load fundamental/financial data. In response, we are rolling out a new version of the software: 7.1.24 The data sourcing issues are fixed and some dead links in the Chart menu were removed. So whether you are a registered user or someone engaged in the free trial, head over to our update page and download the latest version. The update page is here:   https://tradingstockalerts.com/software/downloadpatch Contact us if you have questions or identify any new issues.

Unlock Stock Market Profits - Key #1

This is the first in an ongoing series of articles where I discuss what I feel are keys to successful investing. It is based on a post that provides a summary of the ten keys that individual investors should use to identify profitable stock trades. ( Click here to read the original post ) There are two basic steps to investing. First, you need to find stocks that seem to have some potential. Then you have to determine whether these stocks are actually good investments. There are many stocks that at first glance look interesting, but further research reveals that there are too many negatives to warrant taking a position. This first post in the series starts at the beginning: getting good investment ideas. Key #1: If something special is happening to a stock, it will be reflected in some kind of unusual activity in the markets. As individual investors, we will never be the first to know; however, unusual activity can be an early sign that allows us to follow the Wall Street professional