Origin Insights: Today’s Uncertain Times | Mortgage REITs and Market Volatility

Topic:  • By Origin Investments • April 4, 2020 Views

The latest news and updates from Origin Investments  |  April 4, 2020

A MESSAGE FROM THE PRINCIPALS

Our dedication to educating investors has never been more important than it is today. These are volatile times with much uncertainty and our goal is to help you make smarter choices with your investment dollars, which sometimes can mean doing nothing. With unemployment skyrocketing, all sectors of real estate will experience downward pressure and the next few months will be telling. In today’s issue, we provide our latest thoughts on the private and public markets, and we’re also hosting two webinars next week to continue the discussion – please join us using the links below. There will be opportunity when the dust settles, and we want you and us to be in a position to take full advantage. Until then, stay safe and healthy.

– Michael Episcope & David Scherer

WHAT WE’RE THINKING

Investment Risk in Today’s Uncertain Times

Michael Episcope, Origin Principal

4 min read

Over the last month, the global economy completely shut down, entire nations went on lockdown, and the stock market declined more than 30%. In this article, Origin Principal Michael Episcope makes a case for why some may consider taking to the investing sidelines until the Coronavirus pandemic is solved.

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Why Has Market Volatility Hit Mortgage REITs so Hard?

by Geoff Shaver, Director of Public Securities

Mortgage REITs are one of the public REIT sectors that has endured the most pain caused by the recent economic disruption. As a proxy for the sector’s performance, the iShares Mortgage Real Estate ETF is down 49% year-to-date on a price-only basis. In this article Director of Public Securities Geoff Shaver shares why market volatility has hit mortgage REITs so hard.

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What Opportunities Exist Today in REIT Preferred Stocks?

by Geoff Shaver, Director of Public Securities

The Coronavirus has caused panic-induced selloff, but it’s also created new buying opportunities – if you know where to look. In this article Director of Public Securities Geoff Shaver shares three REIT preferred stocks for investors to consider.

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WHAT WE’RE READING

WHAT WE’RE UP TO

UPCOMING MARKET WEBINARS

Please join us for a two-part webinar series where we’ll explain how the private and public real estate markets have been impacted by the Coronavirus pandemic.

Private Real Estate – Is Now the Time to Invest? Wednesday, April 8 at 1 p.m. CT

Origin Principal David Scherer and Director of Acquisitions David Welk will explain the market indicators we are watching to gauge when it’s the right time to start investing again.

Register

Public Real Estate – Is Now the Time to Invest? Thursday, April 9 at 1 p.m. CT

Path by Origin Director of Public Securities Geoff Shaver and Origin Principal David Scherer will explain what we’ve seen in the public REIT markets thus far, how it differs from the 2008 financial crisis, and what this market volatility means for your portfolio.

Register

PROPERTY HIGHLIGHTS

ApartmentRatings’ 2019 Top Rated Award Winners

We are proud to share that four Origin properties – The Clayson (Origin Fund III), Iroquois Club (Origin Fund II), Stella at the Medical Center (Origin Fund III), and the Fletcher Southlands (Origin Fund III) – were recently named top-rated communities of 2019 by ApartmentRatings. Properties are awarded this honor by having outstanding resident satisfaction as measured on the ApartmentRatings website. Only about 5% of the total properties listed on the site qualify for an award, making it an outstanding accomplishment.

Property-Level Tactics to Combat COVID-19

The investment management team at Origin is hard at work to ensure our on-site management teams are providing timely communications to our residents and tenants during this unprecedented time. We’ve implemented a robust maintenance plan that includes an increased level of disinfecting highly trafficked common areas. All in-person tours and customer services engagements has been replaced with virtual tours and electronic communications to ensure the health and safety of all.

 

To help maintain community involvement at our multifamily properties, our on-site management teams have been hosting a wide range of virtual events and gatherings. For example, residents are participating in weekly fitness contests with the winner receiving a gift card to a local business. And 675 N Highlands, a Fund III property, recently hosted a happy hour where residents could participate by sitting outside on their patios to engage with neighbors from a safe distance.

NEW EMPLOYEE SPOTLIGHT

Johnathan Spitz

Jonathan Spitz, Senior Associate

Jonathan recently joined Origin as a senior associate on our investor relations team to help serve our investors. Prior to joining Origin, Jonathan worked as a commercial lender financing real estate projects at Lakeside Bank. He received his MBA from DePaul University and received a Bachelor of Science in Finance from the University of Central Florida. He enjoys playing pick-up basketball, running, and watching football.

ORIGIN IN THE NEWS

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Origin Investments

Origin Investments is a top-ranked real estate firm committed to educating investors on private equity commercial real estate.