Market – Biotech ETF vs. Real Estate ETF Price Relative How could investors determine a market reversal? Watch biotech (deflation) to print low vs. real estate (inflation). Image: BofA Global Investment Strategy
Real Estate Flows Bye-bye REIT? REIT saw their largest outflow ever. Image: BofA Global Investment Strategy
Asset Class Sentiment – Real Estate Real estate asset sentiment is bad, which is contrarian bullish. Image: Topdown Charts
Households – Equity (Dir + MF) and Real Estate Equity Households are loaded with equities. What could go wrong? Image: TS Lombard
Inflation – Real Estate Real Dividend Yield vs. TIPS Real Yield Real estate real dividend yields remain attractive relative to TIPS real yields. Image: BofA US Equity & Quant Strategy
Real Estate Stocks – Weekly Real Estate Flows Could real estate stocks present opportunities? Image: BofA Securities
Valuation – S&P 500 Real Estate Sector Real estate appears to be very undervalued. Image: Goldman Sachs Global Investment Research
Real Estate Continues to Lead Stocks as Americans’ Choice for Best Long-Term Investment Americans think that real estate is the best investment vehicle compared to other investments, such as stocks, bonds or gold. Image: Gallup
Valuation – Real Assets vs. Financial Assets The price of real assets relative to financial assets is at all-time lows since 1925. Should investors own more precious metals and real estate? Image: BofA Global Research
Mortgage Rates – Bankrate 30-Year Mortgage Rate Historically, rising mortgage rates tend to cool the real estate market. Image: BofA Global Research