REIT And Lodging Small/Midcaps Could Be Poised For A Good Year

“Real Estate has been the worst performing Russell 2000 (INDEXRUSSELL:RUT) industry group so far in the second half, and we view better performance in 2014 as key to our style box preference for Value, given the index’s large Financials weight,” say Citi analysts Scott T Chronert and Louis L Odette in their recent research note “SMID Cap Rap – The Gift That Keeps Giving.”

Their note includes a focus piece on analyst Michael Bilerman’s REIT and Lodging outlook.

Interest hiccups only temporary for REITs

The analyst is “more bullish than bearish” on REITs, and points that...