My Biggest Allocation: I'm Going All-In On Real Estate

AI could disrupt far more than just SaaS companies. Real estate may become the ultimate anti-AI asset class. REITs are already benefiting from the AI Immunity Trade.

Seeking Alpha • a day ago

American Real Estate Pays For My Retirement

Drawing cash flows from real estate doesn't mean you must deal with taxes, tenants, and toilets. REITs present a powerful engine for passive real estate income, with diversification and built-in professional management. We discuss our top picks offering yields of up to 13%.

Seeking Alpha • Sep 11, 2026

CubeSmart: The 5.4% Dividend Yield Isn't Enough To Justify Buying

CubeSmart remains a Hold, with shares trading near intrinsic value and limited margin of safety amid macro uncertainty. Q2 results were mixed: FFO slightly missed, revenue beat, and same-store NOI declined 0.7% while occupancy averaged 90.4%. CUBE raised full-year guidance modestly, but ongoing macro risks—consumer weakness, inflation, and high rates—could pressure operations and valuation.

Seeking Alpha • Sep 9, 2026

APLE or CUBE: Which Is the Better Value Stock Right Now?

Investors interested in stocks from the REIT and Equity Trust - Other sector have probably already heard of Apple Hospitality REIT (APLE) and CubeSmart (CUBE). But which of these two stocks offers value investors a better bang for their buck right now?

Zacks Investment Research • Sep 4, 2026

Rates Retake The Spotlight

U.S. equity markets pulled back from record highs this week as long-term Treasury yields remained elevated, with renewed fiscal concerns after federal debt crossed $40T. Oil prices extended their rebound as stalled Iran negotiations and severely depressed Strait of Hormuz tanker traffic kept geopolitical risk elevated, pushing WTI crude another 5% higher to nearly $87/barrel. Housing data remained soft as starts, pending sales, and builder sentiment stayed depressed amid mortgage rates near 6.7%, but weak construction continued to reinforce the underlying housing shortage.

Seeking Alpha • Aug 23, 2026

REITs Are Mispriced: Where I See Opportunity Today

Temporary headwinds can create major REIT upside. The market often overreacts to short-term problems. Buying quality REITs during downturns can pay off.

Seeking Alpha • Aug 21, 2026

HPP or CUBE: Which Is the Better Value Stock Right Now?

Investors with an interest in REIT and Equity Trust - Other stocks have likely encountered both Hudson Pacific Properties (HPP) and CubeSmart (CUBE). But which of these two companies is the best option for those looking for undervalued stocks?

Zacks Investment Research • Aug 17, 2026

AI Is Quietly Reshaping My Entire REIT Portfolio

AI could reshape the entire REIT market. Some property sectors may quietly lose. Others could become hidden AI winners.

Seeking Alpha • Aug 15, 2026

CubeSmart: This 5%-Yielding REIT Is Finally Turning The Corner

CubeSmart is approaching an inflection point as new supply moderates and demand strengthens, supporting a shift from ‘Hold' to ‘Buy'. CUBE's Q2 results show improving occupancy, higher move-in rates, and declining vacates, indicating underlying operational momentum. Shares trade at a forward P/FFO of 16.2, below the historical norm, offering a 5.1% dividend yield and potential for mean reversion.

Seeking Alpha • Aug 10, 2026

CubeSmart Q2 Earnings Call Highlights

CubeSmart NYSE: CUBE said second-quarter operating trends improved across much of its portfolio, prompting the self-storage real estate investment trust to raise its full-year same-store revenue outlook and project a return to positive earnings growth in the second half of 2026.

MarketBeat • Jul 31, 2026