A weekly recap of the most actionable news and data updates impacting our REITs coverage universe. In addition, we’ll flag our favorite long / short ideas in an updated table with accompanying color and commentary. We will also include a full comp sheet on the coverage universe including key valuation, growth and operating metrics for the space.
Each month (usually the third week of the month) we will provide an updated apartment rental rate tracker which we use to inform our view on rate-of-change (ROC) in revenue growth across the most important submarkets for the Apartment subsector. Additionally, we are developing a self-storage rate tracker which will be released bi-weekly and inform sequential and year-over-year growth trends assumed in our models.
Timely idea changes and other fundamental updates that can occur during the midweek. REITs Pro subs will promptly receive these investable updates in their inboxes.
Each month the REITs Team will open their process and latest fundamental views to Pro subscribers. Rob will provide a brief overview of the most important talking points in the space and then will take questions from the audience on stock ideas, themes, and other relevant topics.
Periodic release of premium content that has a longer shelf life (e.g., long term thematic decks and ideas) and normally reserved exclusively for institutional subscribers.