The State Of REITs: February 2026 Edition

The REIT sector rebounded from a rough 2025 (-3.57%) by starting off 2026 in the black (+1.09%). Small-cap REITs (+3.27%) outperformed in January, followed by solid gains from mid-caps (+2.65%) and large caps (+2.35%). Microcaps, however, had a dismal start to the year with. 63.46% of REIT securities had a positive total return in January.

Seeking Alpha • Feb 19, 2026

Top 3 Real Estate Stocks That Could Blast Off In February

The most oversold stocks in the real estate sector presents an opportunity to buy into undervalued companies.

Benzinga • Feb 9, 2026

TTM Technologies, Dutch Bros, Advanced Energy Industries, and American Healthcare REIT Set to Join S&P MidCap 400; Others to Join S&P SmallCap 600

NEW YORK, Jan. 27, 2026 /PRNewswire/ -- S&P Dow Jones Indices will make the following changes to the S&P MidCap 400, S&P SmallCap 600: S&P SmallCap 600 constituent TTM Technologies Inc. (NASD: TTMI) will replace Civitas Resources Inc. (NYSE: CIVI) in the S&P MidCap 400, and Amneal Pharmaceuticals Inc. (NASD: AMRX) will replace TTM Technologies in the S&P SmallCap 600 effective prior to the opening of trading on Friday, January 30. S&P SmallCap 600 constituent SM Energy Co. (NYSE: SM) is acquiring Civitas Resources in a deal expected to be completed soon, pending final closing conditions.

PRNewsWire • Jan 27, 2026

Elme Communities Provides Update On Liquidation Activities

Company has entered into purchase and sale agreements covering three of the remaining 10 properties expected to close in first quarter 2026 Continues to target completing all remaining sales by mid-year 2026 Updates range of total estimated liquidating distributions to $17.02 - $17.47 per share (including the initial $14.67 per share distribution paid in January 2026)

GlobeNewsWire • Jan 23, 2026

Elme Communities Announces Income Tax Treatment of Its 2025 Dividend Distribution

BETHESDA, Md., Jan. 21, 2026 (GLOBE NEWSWIRE) -- Elme Communities (NYSE:ELME) announced the income tax treatment of its 2025 dividend distributions. This information represents final income allocations. Shareholders are encouraged to consult with their personal tax advisors as to their specific tax treatment of Elme Communities dividend distributions. Beginning in 2018, Ordinary Taxable Income Per Share is equal to the 199A dividend that was created by the 2017 Tax Cuts and Jobs Act.

GlobeNewsWire • Jan 21, 2026

REIT Replay: U.S. REIT Indexes Outperform Broader Market During Week Ended Jan. 16

Indexes for US equity real estate investment trusts outperformed the broader stock market during the week ended Jan. 16.

Seeking Alpha • Jan 20, 2026

Elme Communities: Value In Liquidation

Elme Communities is liquidating its portfolio, returning capital via special dividends after selling major assets to Cortland Partners. Shares now trade at $2.82, with remaining liquidation value estimated at $3.00–$3.30, implying a 7%–17% upside over 6–9 months. Multifamily market headwinds and a challenging office property sale may limit upside, but wind-down costs are manageable.

Seeking Alpha • Jan 8, 2026

This REIT Is Down 60% Since 2006, but a $9.2 Million Bet Says There's Still Value

New York City-based DSC Meridian Capital acquired 543,081 shares of Elme Communities in the third quarter. The net position change from the previous period was about $9.2 million.

The Motley Fool • Dec 17, 2025

Elme Communities Declares Initial Special Liquidating Distribution

BETHESDA, Md., Nov. 25, 2025 (GLOBE NEWSWIRE) -- Elme Communities (“Elme” or the “Company”) (NYSE: ELME) today announced that its Board of Trustees has approved a special liquidating distribution of $14.67 per share (the “Special Dividend”). The Special Dividend will be paid on January 7, 2026 to shareholders of record at the close of business on December 22, 2025.

GlobeNewsWire • Nov 25, 2025

Elme Communities Completes Sale of 19 Multifamily Communities for $1.6 Billion

BETHESDA, Md., Nov. 12, 2025 (GLOBE NEWSWIRE) -- Elme Communities (“Elme” or the “Company”) (NYSE: ELME) today completed its previously announced sale of 19 multifamily communities (“the portfolio sale”) to an affiliate of Cortland Partners, LLC (“Cortland”) for $1.6 billion in cash, subject to certain customary adjustments and prorations.

GlobeNewsWire • Nov 13, 2025