Apartment REITs: The Big Bull Market in Housing

Brad Case submits:Barron’s published an article Saturday by Andrew Bary providing specific buy recommendations for publicly traded REITs. Bary interviewed Craig Leupold and Mike Kirby, president and director of research, respectively, of Green Street Advisors, the leading equity analyst firm specializing in REITs. Here are some highlights:

Could developers faced with a glut of condominiums turn to apartments? Real estate brokerage Rock Advisors Inc. is predicting that the number of purpose-built apartments will grow in 2014 as developers look elsewhere for income. “Everything that a condominium developer does can be applied to the building of apartments,” says Derek Lobo, chief executive of Rock Advisors, in a release.

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By Brett Williams: REITs (Real Estate Investment Trusts) are a longtime favorite of many stock market investors for their typically high yields, tax-favored status, and the ability for any investor to gain an equity stake in real property. While many REITs got slaughtered during the brutal real estate crash of 2008, and many others went belly up, there have been survivors who have struggled through and may reward investors greatly in a rebounding economy.

By Michael Stubben:The apartment sector has entered the recovery phase of the commercial real estate property cycle. Declining vacancies and rising rents highlight the recovery phase and point to higher total returns for investors. The mid-term prospects for apartments are further strengthened by powerful demographic trends that will fuel demand for apartments creating strong growth in apartment rents and strong returns for investors.

Kapitall submits:The following is a list of 7 oil related stocks that have seen operating cash flows accelerate faster than net income during the most recent quarter. Since these companies are generating cash at a faster pace, it might offer an interesting starting point for your own analysis...