REIT Earnings Season: Can Pricing Power Beat Rising Yields? #shorts

Hoya Capital • 6 days ago

Original source

What This Video Is About

The video discusses the outlook for the upcoming earning season, particularly in the context of rising interest rates and its impact on Real Estate Investment Trusts (REITs).

Major Ideas Discussed

  • The 10-year yield has risen approximately 100 basis points this year, causing market concern and potentially impacting REITs' performance.
  • Pricing power is a key area of focus, including landlords' ability to increase rents and grow occupancies and same-store net operating income.
  • The cost of capital is another crucial factor, as higher yields may impact REITs' ability to operate and grow.
  • The upcoming release of earnings from major companies will be closely watched as a bellwether for the industry.

What to Watch Next

Investors should monitor the earnings releases from major REITs and the overall impact of rising interest rates on the industry, as well as the ability of landlords to maintain pricing power and manage their cost of capital.