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Seconding GreenStreet as a great resource of REIT news but is expensive. There are other good equity research groups out there if this is for work/your company covers it.

If you are investing for your personal account, NAREIT publishes a REIT magazine but it is more about events than analysis. There are free resources about real estate news that you could go through to get read-throughs on a particular property type’s operating environment and apply that to a company (ex: lots of nonessential retailers aren’t paying rent, how does that affect SITC vs VER). Those would be your regular real estate news sites like Bisnow, GlobeSt, etc.

 

people on Seeking Alpha post a lot about REITs, Bisnow occasionally shares some articles people post. You’d have to sift through them but there’s probably some decent analysis

Quant (ˈkwänt) n: An expert, someone who knows more and more about less and less until they know everything about nothing.
 

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