REIT Data Market

Data Science for Publicly Traded REITs

[REIT Data Market @REITStreet]

(1/10) REIT ETFs and indices are often market cap weighted, but this common approach has a significant blind spot that investors need to be aware of. 🤔💼 #REIT #investing

[REIT Data Market @REITStreet]

Part 2 of our Bay Area series is published to
@SeekingAlpha

We use geospatial analytics to evaluate AI expansion impacts on Essex Property Trust $ESS rents vs. valuation.

Analysis: https://t.co/ICzQMuSAp2

#REITs #GeoSpatial #Multifamily #SanFrancisco

[REIT Data Market @REITStreet]

How is the #SanFrancisco recovery playing out on the ground? Our geospatial analytics nailed the footprint trajectory for Healthpeak ($DOC) back in January.

Mapping out Part 2 of our Bay Area REIT series now. Revisit our $DOC thesis:

https://t.co/7krqgDQ7zR

#Geospatial #REITs

[REIT Data Market @REITStreet]

Self-storage platforms show divergent structural risks. Massive property scale translates into broad geographic diversification ($PSA, $EXR, $NSA), while smaller footprints screen with localized exposures.

#REITs #RealEstate #DataAnalytics

[REIT Data Market @REITStreet]

$GTY didn't say much in Q4 2024 #earnings about how it and/or tenants are adapting to #EV transition.

However, one of $GTY major tenants, GPM Investments, opened up 2 DC fast chargers at @PrideMarkets in Chicopee, MA on 8 Feb

Read-->https://t.co/nqjKWgxpmJ

#finance #REIT

[REIT Data Market @REITStreet]

A great reminder of how #GIS can help #REITs communicate and shape strategy.
Check out $PLYM “Golden Triangle” focus—an interesting real-world example of #geospatial #analytics driving #RealEstateInvesting

https://t.co/OdsLJfkoCr

#DataScience #DataDriven🙌

[REIT Data Market @REITStreet]

Is Getty Realty prepared for the EV transition? Check out our latest @SeekingAlpha article, Adapting to Change: Getty Realty and the EV Transition

https://t.co/nqjKWgxXch

$GTY

[Esri @Esri]

ChatGPT but for maps.💡Here's a first look at our work on a Smart Mapping Assistant prototype that combines the power of GIS with generative AI. https://t.co/lykp8zvTGM

#AI #GIS

[REIT Data Market @REITStreet]

How is Getty #REIT adjusting to the growth in #EVs and #DCFC charging infrastructure? We are digging deep at the local level to find out. We will have a piece out soon..

$GTY #GIS #geospatial #datascience

[REIT Data Market @REITStreet]

$LONE #REIT #Investment strategy is a rule-based index designed to capture the performance of REITs with a significant focus on properties located within state of Texas. Continues to outperform..

$LONE +8.02% | $RWR -3.74% over last 3 months
https://t.co/AgtqwA0zo1

[PyQuant News 🐍 @pyquantnews]

Python is changing how we integrate LLMs into market analysis workflows.

In a few lines of code:

• Build a financial agent that writes Python code
• Download historical stock price data
• Analyze the performance

See how it works:

[REIT Data Market @REITStreet]

@etfguide We also see significant opportunities to generate alpha in the #REIT space. Some of our approaches are shared here: https://t.co/xhlwnMwQjX

[ETFguide.com @etfguide]

✅The real estate market and #ai are interwoven more than investors may realize and an active approach to #REIT investing could help. (See full episode here: https://t.co/1DqB4eQqZs) $REIT $RWR $VNQ

[Quant Science @quantscience_]

OpenBB: A free alternative to the $20,000 Bloomberg Terminal

Available 100% free on GitHub:

[Quant Science @quantscience_]

I love this library.

ffn: financial functions in Python.

So much easier (bookmark this):

[REIT Data Market @REITStreet]

Impact of the covid/post-covid demographics/growth on #REIT geography. @EquityRes has more units in Denver and Atlanta then San Diego and Orange County. For those who follow the #multifamily space...this is quite a change over the last 3 to 4 years.

$EQR

[Urbanize LA @UrbanizeLA]

Here's a look inside the L.A. County Natural History Museum's $75M expansion

https://t.co/B40sQde9Br

[REIT Data Market @REITStreet]

$LONE on @go_thematic continues to outpace the overall #REIT market. Texas focus real estate theme is pure domination. I guess things (returns) are bigger in #Texas

This shows the power of geo-spatial analytics to drive invesment themes.

https://t.co/AgtqwA0zo1

[Thematic @go_thematic]

The multi-LLM quantitative and qualitative approach to public company analysis and portfolio construction, management that @dougclinton shared today on @SquawkCNBC and demonstrating with @iafunds is just the beginning of this wave.

[REIT Data Market @REITStreet]

California #RealEstate vs. the U.S.: #REITs without #California exposure are outperforming those concentrated there by +13% over the past 3 months. Largest disparity since index inception.

Check out @go_thematic $RDMCA $RDMXCA https://t.co/xvRMZdAlFB

[REIT Data Market @REITStreet]

@REITs_Nareit @REITs_Nareit make the property dataset public! Let us know if you need help on that.