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

Winners Of REIT Earnings Season

REITs concluded a surprisingly strong earnings season, with 83 REITs - or 83% - raising full-year FFO guidance, just 4% lowering, and the average outlook increasing 1.4% from prior guidance. Strong Fundamentals, Weak Tape: REITs slipped modestly during earnings season despite widespread guidance raises, as renewed interest-rate pressure outweighed improving property-level trends and earnings momentum. Upside standouts included Hotel, Industrial, Data Center, Billboard, Office, Senior Housing/Skilled Nursing, and Single-Family Rental REITs, while Self-Storage finally showed a convincing pricing inflection.

Seeking Alpha • Aug 13, 2026

Which Is the Better U.S. REIT ETF: Schwab's Broad SCHH or iShares' Concentrated ICF?

Schwab U.S. REIT ETF provides broader diversification with 121 holdings compared to the concentrated 30-stock portfolio of iShares Select U.S. REIT ETF. Schwab U.S. REIT ETF features a significantly lower expense ratio of 0.07% while offering a higher trailing-12-month dividend yield.

The Motley Fool • Aug 12, 2026

REITs Increasingly Favoring At-The-Market Offerings When Issuing Equity

With low valuations for the sector overall, follow-on common equity offerings for US real estate investment trusts have declined significantly in recent years. US equity REITs have largely preferred issuing common stock through at-the-market offering programs as opposed to more standard follow-on equity offerings in recent years. US REITs raised $77.58 billion through common stock sold under their ATM programs between July 1, 2022, and March 31, 2026.

Seeking Alpha • Aug 6, 2026

The REIT Recovery Broadens Beyond Rates

As REIT earnings season kicks into gear this week, we preview results and major sector trends based on recent operating indicators, company commentary, and real estate market data. REITs enter earnings season with solid momentum, outperforming the market despite elevated Treasury yields and geopolitical volatility, as investors refocus on earnings growth, property fundamentals, dividends, M&A, and capital allocation. Encouraging green shoots have become more plentiful, including resilient hotel demand, robust senior housing growth, improving apartment and industrial fundamentals, and a rebound in retail leasing following a softer Q1.

Seeking Alpha • Jul 22, 2026

ICF: REIT Sector Remains Attractively Valued And This ETF Provides That Exposure

iShares Select US REIT ETF recently hit a 52-week high, signaling investor interest in the REIT space after several years of lackluster results. ICF is rather concentrated, with 30 holdings and the top ten comprising nearly 60% of assets, though these tend to be the highest quality in the sector. REITs more broadly appear attractively valued relative to the S&P 500 Index, creating a long-term buying opportunity.

Seeking Alpha • Jul 19, 2026

ICF vs. HAUZ: Should You Bet on U.S. REITs or International Real Estate?

iShares Select U.S. REIT ETF focuses on a concentrated group of 30 U.S. REITs, while Xtrackers International Real Estate ETF provides broad exposure to 419 international companies. The Xtrackers International Real Estate ETF maintains a lower expense ratio of 0.1% compared to 0.32% for the iShares fund.

The Motley Fool • Jul 15, 2026

Here's Why ICF International's Stock Is a Great Pick for Investors Now

ICFI's new AI-powered government workflow accelerator and expanded buyback plan highlight its push to modernize agencies and support long-term growth.

Zacks Investment Research • Jul 9, 2026

ICF vs. VNQI: Which Real Estate ETF Is Setup for Better Returns in 2026 and Beyond?

The iShares Select U.S. REIT ETF offers a concentrated portfolio of 30 domestic holdings while the Vanguard Global ex-U.S. Real Estate ETF provides international diversification. The Vanguard Global ex-U.S. Real Estate ETF features a lower expense ratio and a significantly higher dividend yield compared to the iShares fund.

The Motley Fool • Jul 1, 2026

Schwab vs. iShares: Which U.S. REIT ETF Looks Best in 2026?

Schwab U.S. REIT ETF offers a significantly lower expense ratio and a higher dividend yield than iShares Select U.S. REIT ETF. The iShares ETF maintains a more concentrated portfolio of 30 holdings compared to the 120 positions held by Schwab's fund.

The Motley Fool • Jun 23, 2026