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US REITs & Lodging Fund Flow Insights_ Fund Flows Insights_ Total Weekly Outflows of ~$743m
Flywheel飞未·2024-12-30 07:22

Summary of US REITs & Lodging Fund Flow Insights Industry Overview - The report focuses on the US Real Estate Investment Trusts (REITs) and lodging sectors, analyzing fund flows and market trends as of December 26, 2024 Key Points Fund Flows - Total estimated weekly outflows from the US market reached approximately 743million,withatotalof743 million, with a total of 6.9 billion in outflows for 2024 [5][6][24] - US-registered mutual funds reported outflows of about 9.3billionin2024,followingoutflowsof9.3 billion in 2024, following outflows of 10.7 billion in 2023 and 14.0billionin2022[24]−US−registeredETFsexperiencedinflowsofapproximately14.0 billion in 2022 [24] - US-registered ETFs experienced inflows of approximately 2.1 billion in 2024, indicating a mixed performance within the REIT sector [6][24] Japanese Fund Flows - Japanese-registered mutual funds saw outflows of around 2.9billionfromtheUSmarketin2024,followingatrendoffluctuatinginflowsandoutflowsoverthepreviousyears[4][12]−TotalgrossoutflowsfromJapanwereapproximately2.9 billion from the US market in 2024, following a trend of fluctuating inflows and outflows over the previous years [4][12] - Total gross outflows from Japan were approximately 161 million in the last week, with US-focused funds contributing to this decline [7] Non-Traded REITs - Non-traded REITs raised about 5.0billionyear−to−datein2024,butfacedredemptionrequeststotalingapproximately5.0 billion year-to-date in 2024, but faced redemption requests totaling approximately 8.6 billion [8] Market Dynamics - The report highlights that the over-distribution of dividends from Japan funds has added selling pressure, contributing to total net outflows of approximately 8.1billionin2024[5][6]−TheUSREITsectorhasexperiencedsignificantoutflows,withatotalof8.1 billion in 2024 [5][6] - The US REIT sector has experienced significant outflows, with a total of 6.9 billion year-to-date, indicating a challenging environment for real estate investments [6][24] Historical Context - The report provides a historical perspective on fund flows, showing a pattern of outflows in recent years, with notable inflows in 2021 and 2014 [24] Additional Insights - The report emphasizes the importance of monitoring fund flows as a key indicator of market sentiment and potential investment opportunities within the REIT sector [5][6] - The analysis includes detailed figures on assets under management (AUM) and the performance of various fund types, providing a comprehensive view of the current state of the market [3][12][24] This summary encapsulates the critical insights from the report, focusing on fund flows, market dynamics, and historical trends within the US REITs and lodging sectors.