Research
Articles on REIT investing, real estate valuation, ETF analysis, and analytical frameworks for investors and analysts.
REIT Fundamentals (6 articles)
▼
The basics of REIT investing — what REITs are, how they work, their tax structure, yield drivers, and sector breakdown.
ETF Research (8 articles)
▼
Guides to REIT ETFs — how to choose between them, performance metrics, and risk-adjusted return analysis.
- Introduction to US REIT ETFs
- Best US REIT ETFs for Diversified Real Estate Exposure
- Investing in Global ex-U.S. Real Estate ETFs
- Analyzing ETFs Using FFO Multiples
- ETF Size Considerations
- Sharpe Ratio: Measuring ETF Performance with Risk in Mind
- Sortino Ratio: A Deep Dive into Risk-Adjusted Returns
- Treynor Ratio: How to Measure ETF Returns Against Market Risk
Valuation & Analysis (10 articles)
▼
REIT-specific valuation tools — FFO multiples, leverage metrics, equity adjustments, DCF components, and financial modeling.
Real Estate Finance (2 articles)
▼
Broader real estate analysis — cap rates, asset valuation, deal analysis, and transaction frameworks beyond public REITs.
Analyst Toolkit (1 resource)
▼
Practical resources for real estate analysts — questions for management meetings, earnings calls, and due diligence.