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

NAIL Is a Coiled Spring on the Housing Recovery. Here's the Catch

The Direxion Daily Homebuilders & Supplies Bull 3X Shares (NYSEARCA:NAIL) has spent much of 2026 fighting against one of the most challenging housing markets in years.

24/7 Wall Street • Jul 31, 2026

New Home Sales Unexpectedly Rise 1.6% in June

According to the Census Bureau, new home sales were at a seasonally adjusted annual rate of 628,000 in June. This represents a 1.6% increase from May's upwardly revised rate of 618,000 but a 5.6% drop from the previous year.

ETF Trends • Jul 24, 2026

Bond-market weakness makes a strong investment case for this unloved sector, strategist says

Michael Darda says the yield on the 10-year Treasury will fall, so he likes beleaguered home builders.

Market Watch • Jul 22, 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

Landmark Housing Affordability Bill Becomes Law: ETFs in Focus

The new U.S. housing law could boost homebuilding and housing stocks, putting homebuilder ETFs like ITB and XHB in focus.

Zacks Investment Research • Jul 13, 2026

What the big housing bill means for buyers as home prices hit new record high

President Trump is refusing to sign the housing bill, but it will still become law on Saturday. Here's what it does — and doesn't — do.

Market Watch • Jul 10, 2026

June home sales disappoint as prices reach an all-time high

Sales of previously owned homes in June dropped 2.4% from May. Inventory at the end of June was 1.56 million units, down 0.6% from May but 1.3% higher than June 2025.

CNBC • Jul 9, 2026

US existing home sales unexpectedly fall in June as house prices hit record high

Higher mortgage rates are discouraging potential sellers from listing their homes.

New York Post • Jul 9, 2026

Home sales unexpectedly declined 2.4% in June after a strong May

Home sales unexpectedly declined 2.4% in June after a strong May. Home sales declined in June, ending the housing market's key spring season on a sour note as buyers grappled with high mortgage rates and record home prices.

WSJ • Jul 9, 2026