Real Estate

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.

Policy-driven fears around institutional ownership of housing sparked a sharp selloff in single-family rental REITs, but fundamentals and valuations suggest the reaction may be overdone.

REIT earnings just revealed a market split wide open. Some soared, some imploded.

Halftime in REIT earnings season, and despite one high-profile flop, the real estate scoreboard is flashing green.

The worst three-year stretch in REIT history has left valuations deeply discounted — and for patient investors, that could be the setup for a comeback.