August 23, 2016
Matt Werner, CFA, Chilton Capital Management
Portfolio Manager / Analyst at Chilton Capital Management
Chilton REIT Outlook: There's No Place Like Apartment Homes
Negative sentiment has surrounded the apartment REIT sector due to supply concerns in key markets. However, key inputs in the development equation are making new construction hard to justify, putting the development peak within sight. Despite sentiment, the sector is still poised to produce strong revenue and net operating income growth relative to historical averages. We view the temporary mispricing of the sector in the public market as an opportunity.
Loading PDF
More from Matt Werner, CFA
The most important insight of the day
Get the Harvest Daily Digest newsletter.