(XLRE)

REITs are poised to outperform in the coming years as interest rates are expected to decline, reversing recent underperformance. NNN REIT offers an attractive entry point with a strong yield, conserva...

After a strong June (+2.56%), the REIT sector recovery stalled in July (-1.17%) as REITs fell to a -6.42% year-to-date return. Micro cap REITs (-0.20%) outperformed in July while mid caps (-1.18%), sm...

The BDC sector faces mounting risks from a weakening economy, high consumer debt, and the potential for further dividend cuts as interest rates decline. Recent dividend cuts by several BDCs highlight ...

A surprising solid REIT earnings season wrapped up this week. Of the 100 equity REITs that provide full-year FFO guidance, 62% raised their outlook - above the historical 55% average. Disinflation was...

With inflation sticky and rate cuts unlikely in 2024, investors should consider repositioning into high-yield stocks to offset volatility. Ares Capital (ARCC) and Blackstone Secured Lending (BXSL) off...

REITs had another month of recovery in June (+2.56% average total return), but despite back-to-back gains remain in negative territory YTD (-5.65%). Micro cap REITs (+7.19%) outperformed for the first...

Today's market reminds us of 1999 in many ways. REITs were hated. Tech was loved. But afterward, REITs strongly outperformed. Here's why it could happen again.

Shares of several New York-based banks and real estate investment trusts fell on Wednesday as Zohran Mamdani's lead in New York City's Democratic mayoral primary stoked concerns that his proposed rent...

REITs are attractive for income-focused investors, especially retirees, due to required high payouts and current undervaluation from elevated interest rates. Interest rates heavily influence REIT perf...

REITs saw a month of recovery in May (+2.08%), but still have a long way to go to get back into the black in 2025 with an average -7.33% return. Micro cap REITs (-0.73%) continued to struggle, while s...