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Real Estate

Losers REIT
Meet the Biggest Losers of REIT Earnings Season - Q1 2026

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

David-Auerbach-Headshot
By David Auerbach · 5/22/2026

Latest news about Real Estate

Meet the Biggest Winners of REIT Earnings Season - Q1 2026

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

Meet the Biggest Winners of REIT Earnings Season - Q1 2026

REITs Strike Back: Defying Rates, Riding the HALO Trade Into Recovery

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.

REITs Strike Back: Defying Rates, Riding the HALO Trade Into Recovery

The ETF Underdogs, Part 7: High Asset, Low Obsolescence (HALO)

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

ETF Underdogs 7 - HALO ETFs

Winners & Losers Of 4Q’25 REIT Earnings Season

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.

Winners & Losers Of 4Q’25 REIT Earnings Season

Wall Street Isn't The Housing Problem

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.

Wall Street Isn't The Housing Problem

REIT Earnings Season Q3 2025: The Standouts, the Stumbles, and the Shockwaves

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

REIT Earnings Season Q3 2025: The Standouts, the Stumbles, and the Shockwaves

Hoya Capital: REIT Earnings Halftime Shows Broad Real Estate Rebound

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

REIT Earnings Report Q3 2025

REIT Earnings Season: Searching for the Bottom, Betting on the Bounce

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.

REIT Earnings Season: Searching for the Bottom, Betting on the Bounce

ETF Ideas for the Debasement Trade

ETF investors are leaning into the “debasement trade” as the dollar weakens and real assets outperform—here’s how the trend is taking shape.

ETFs for the Debasement Trade
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