US Real Estate ETFs

A sector-by-sector preview of Q3 2026 REIT earnings: where shrinking supply is helping landlords, and where the rate shock bites.

High-dividend-yield ETFs offer indirect exposure to the value factor, a style tilt that has helped several dividend-focused strategies outperform the broader market year-to-date in 2026.

In Part 2, now turn to the laggards - including outright disappointments and in-line performers that failed to keep pace with the broader REIT rally.

In Part 1 of our Earnings Recap, we highlight the Winners of REIT Earnings Season and the key takeaways from roughly 200 reports across equity REITs, mortgage REITs, and homebuilders over the past six weeks.

The end of the "Rates Up, REITs Down" regime?

Even in a quarter where REITs broadly beat expectations, the real story was where the cracks refused to heal.

A wave of guidance raises, improving fundamentals, and renewed deal activity revealed the REIT sectors gaining the most momentum in 2026.

David Auerbach of Hoya Capital breaks down how REITs are staging a powerful comeback, defying rising rates and riding the HALO trade into a new recovery cycle.

I think these unorthodox and contrarian ETF picks could hold up better against AI disruption.

In our Earnings Season Recap, we analyze and highlight the incremental positive and negative takeaways for each property sector, noting the best and worst performers during this earnings season.