Only 3 REITs For The Next 10 Years

Quality and growth dictate long-term returns. Industrial, data centers, self-storage, and co-working are great property sectors for long-term-oriented investors. If I had to pick just 3 REITs for the next 10 years, it would be these.

Seeking Alpha • Dec 1, 2025

CubeSmart: A Good Self-Storage REIT To Consider After Recent Fear Pushed The Price Lower

CubeSmart remains a Buy, supported by resilient financials, more attractive dividend yield now, and long-term industry tailwinds. CUBE's Q3 results showed stable occupancy and improved guidance, but near-term expense pressures may weigh on NOI and AFFO growth. Macroeconomic factors, especially potential rate cuts, are key catalysts for CUBE's recovery, though refinancing at higher rates poses risks.

Seeking Alpha • Dec 1, 2025

Trump's 50-Year Mortgage Idea Could Be A Big Gift To REITs

A proposed 50-year mortgage and other government subsidies could improve housing affordability. This could have a major impact on various REIT property sectors. I discuss which REITs would benefit the most.

Seeking Alpha • Nov 20, 2025

Buried Treasure: Your Map To 13 Strong-Yielding Bargain REITs

REITs are attractive now as inflation stabilizes and interest rates are expected to fall, boosting sector appeal and yield spreads. A rigorous screen identifies 37 equity REITs yielding 4.75%-plus and at least 20% undervalued. The list is then narrowed by forward revenue growth, dividend safety, and balance sheet quality to identify 13 Buried Treasures.

Seeking Alpha • Nov 17, 2025

Winners And Losers Of REIT Earnings Season

Over 200 U.S. REITs and homebuilders have reported third-quarter earnings results over the past five weeks, providing critical information on the state of the commercial and residential real estate industry. Overall, REIT earnings results were marginally better than consensus expectations despite a handful of high-profile flops that overshadowed some impressive individual results across a balanced mix of sectors. Two-thirds of the sector (67 REITs) raised their full-year FFO outlook—above the historical average of 65%. Notable winners included Industrial, Senior Housing, Data Center, Retail, and Billboard REITs.

Seeking Alpha • Nov 14, 2025

When The Stimulus Stops

U.S. equity markets stumbled this week as stretched tech valuations collided with weakening consumer and labor market data, while the economic drag and uncertainty from the ongoing government shutdown build. Now it's real? The shutdown has now halted fiscal flows into several sizable government benefits programs - a sudden onset of fiscal austerity that could have non-trivial disinflationary impacts. Snapping a three-week winning streak, the S&P 500 dipped 1.7%. REITs led as earnings season wrapped up with a handful of surprisingly solid reports from some unlikely leaders.

Seeking Alpha • Nov 9, 2025

REIT Replay: REIT Indexes Close Final Week Of October In The Red

US equity real estate investment trust indexes dropped during the final week of October. The Dow Jones Equity All REIT index closed the recent week down 3.29%, while the MSCI US REIT (RMZ) index fell 2.88%. The healthcare REIT index was the sole Dow Jones US real estate property sector index to close the week in the black, recording a 1.47% gain.

Seeking Alpha • Nov 4, 2025

CubeSmart (CUBE) Q3 2025 Earnings Call Transcript

CubeSmart ( CUBE ) Q3 2025 Earnings Call October 31, 2025 11:00 AM EDT Company Participants Joshua Schutzer - VP of Finance & Head of Investor Relations Christopher Marr - CEO, President & Trustee Timothy Martin - CFO & Treasurer Conference Call Participants Samir Khanal - BofA Securities, Research Division Viktor Fediv - Scotiabank Global Banking and Markets, Research Division Todd Thomas - KeyBanc Capital Markets Inc., Research Division Juan Sanabria - BMO Capital Markets Equity Research Eric Wolfe - Citigroup Inc., Research Division Michael Griffin - Evercore ISI Institutional Equities, Research Division Ravi Vaidya - Mizuho Securities USA LLC, Research Division Spenser Allaway - Green Street Advisors, LLC, Research Division Brendan Lynch - Barclays Bank PLC, Research Division Eric Luebchow - Wells Fargo Securities, LLC, Research Division Michael Mueller - JPMorgan Chase & Co, Research Division Michael Goldsmith - UBS Investment Bank, Research Division Presentation Operator Ladies and gentlemen, thank you for standing by. My name is Colby, and I'll be your conference operator today.

Seeking Alpha • Oct 31, 2025

CubeSmart Reports Third Quarter 2025 Results

MALVERN, Pa., Oct. 30, 2025 (GLOBE NEWSWIRE) -- CubeSmart (NYSE: CUBE) today announced its operating results for the three and nine months ended September 30, 2025.

GlobeNewsWire • Oct 30, 2025

CubeSmart (CUBE) Q3 FFO Match Estimates

CubeSmart (CUBE) came out with quarterly funds from operations (FFO) of $0.65 per share, in line with the Zacks Consensus Estimate . This compares to FFO of $0.67 per share a year ago.

Zacks Investment Research • Oct 30, 2025