Reflecting increasing pessimism about the trajectory of rental inflation, Equity Residential ( EQR ) shares have been a poor performer over the past year, losing over 11% of their value. This underperformance has come even as EQR’s own performance has been reasonable thanks toOver fifteen years of experience making contrarian bets based on my macro view and stock-specific turnaround stories to garner outsized returns with a favorable risk/reward profile. If you want me to cover a specific stock or have a qu ...

Group 1 - Equity Residential (NYSE: EQR) has underperformed over the past year, with a loss of 11% in stock value due to rising concerns about rental inflation [1] - The stock market has shown recovery from previous losses, indicating a potential shift in investor sentiment [1] - The article emphasizes a contrarian investment approach based on macroeconomic views and specific stock turnaround stories to achieve favorable risk/reward profiles [1]