(VNQ)

REITs have underperformed since 2015, but history shows this is a cyclical 'lost decade,' not a permanent flaw in the asset class. Zero Interest Rate Policy (ZIRP) led to real estate oversupply, hurti...

The current environment is uniquely challenging, with uncertainty persisting and no clear catalyst for a recovery. Growth is richly priced, and, in my view, an unattractive space. This makes value and...

I would not want to own just 3 REITs. But if I had to buy just 3, I would focus on large, investment-grade rated REITs. I present 3 such REITs that are deeply discounted.

Cooling May inflation boosts prospects for ETFs tied to consumer spending, tech growth, homebuilding and real estate.

REITweek 2025 highlighted a massive disconnect between public REIT prices and private real estate values, with most sectors trading at steep NAV discounts. Management teams are aggressively pursuing s...

It is rare to find a fund that combines high yield, high growth, no leverage, and strong underlying quality. I share my favorite fund that checks all of these boxes. I also share how to position it in...

AI will significantly disrupt the world economy and most investments. Some property sectors will suffer, while others will benefit. We present the three biggest hidden winners.

I think that the AI revolution will cause most stocks to lose value. But a surprising winner from this is real estate. Scarce real assets become the anti-AI play to preserve wealth, and REITs could pr...

Despite positive market sentiment, economic headwinds are growing, with cracks forming in the housing and labor markets, signaling the potential for a mild downturn. REITs are attractively valued now ...

REITs have largely disappointed investors since 2022. Many think that REITs are no longer a destination of choice, even for core income investing. Such moments tend to create opportunities. But it cou...