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Real Estate

Winners & Losers Of 4Q’25 REIT Earnings Season
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.

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By David Auerbach · 3/11/2026

Latest news about Real Estate

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

State Of REITs: A Rebound Written In Rates

REITs have endured a brutal rate-driven slump, but with valuations low and rate cuts looming, the stage is set for a recovery phase.

The Rate-Cut REIT Revival

ETF Comparison: iShares Residential and Multisector Real Estate ETF (REZ) Versus Hoya Capital Housing ETF (HOMZ)

Bullish on the U.S. housing market? Both of these NYSE-listed ETFs provide exposure, but via very different methodologies.

REZ vs HOMZ

Home Construction ETFs See Inflows as Warren Buffett Buys Homebuilders

Homebuilder ETFs attracted strong inflows last month following Berkshire Hathaway’s disclosure of new positions in D.R. Horton and Lennar.

Home Construction ETFs

There’s an ETF for That? Work-From-Home Versus Return-to-Office

Investors on either side of the WFH vs RTO debate can express an investment thesis with these two unique thematic ETFs from Direxion and VanEck.

ETF for that Work from home
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