Winners Of REIT Earnings Season

A Standout Earnings Season: REITs delivered a remarkably strong earnings season, with 78 REITs—80%—raising full-year FFO guidance, making it one of the strongest on record. Much-Needed Rebound: REITs entered earnings season after a record seven straight weeks of S&P 500 underperformance, but have now outperformed for five consecutive weeks, their longest streak since July 2024. Supply-Side Tailwinds Strengthen: Curtailed construction is improving rents, occupancy, and leasing economics, while post-election expectations for tighter permitting - especially in Data Centers - could further strengthen incumbent asset owners.

Seeking Alpha • 18 hours ago

What an Empty Wine Glass Says About the Next Recession

American households pay the landlord and the bank. When those payments go up, wine becomes an early casualty – and thus, wine consumption is worth keeping on the radar.

Benzinga • Nov 10, 2026

Home Building Slows on Soaring Costs for Materials and Labor

Home builders are pulling back on new projects because of the soaring costs of construction.

WSJ • Nov 2, 2026

How To Trade The Midterms: The Housing Trap Wall Street Isn't Seeing

The 21st Century ROAD to Housing Act restricts institutional purchases of existing single-family homes but exempts newly built rentals, reshaping sector dynamics.

Seeking Alpha • Nov 2, 2026

AI Cracks Fuel REIT Comeback

U.S. equities were mixed in another volatile week as renewed weakness across AI and mega-cap technology stocks raised fresh concerns about the durability of the AI investment boom. The Fed held rates steady following September's hike, with two dissenters favoring another increase, while upgrading its assessment of economic activity from a "solid" to "strong" pace. Despite the hawkish vote, Chair Warsh struck a relatively dovish tone, declining to pre-commit to December as Treasury yields retreated for a fourth straight week.

Seeking Alpha • Nov 1, 2026

America Is Aging, But Not All Real Estate And Housing ETFs Will Benefit

Funds XLRE, ITB, XHB, and NAIL each present distinct risk profiles, sector exposures, and valuation considerations in today's real estate market. Senior housing REITs like Welltower and Ventas benefit from strong demographic tailwinds and tight supply, but valuations—WELL at 41x AFFO—are stretched.

Seeking Alpha • Oct 28, 2026

3 Home Improvement Stocks That Are Going to Heat Up

Home Depot, Lowe's, and Floor & Decor stand to benefit from America's aging housing stock. Renos and new decor can't be put off forever.

Barrons • Oct 28, 2026

Housing Looks Awful. These Housing-Related Stocks Don't.

Whether it is new homes or existing ones, the U.S. housing market hasn't looked so anemic in years.

WSJ • Oct 21, 2026

It's a rough housing market, and Goldman Sachs expects it to get worse

As bad as it is for the housing market — starts and transactions basically flat for the last three years with mortgage rates over 7%— it can get still get worse.

Market Watch • Oct 20, 2026

Should You Invest in the iShares U.S. Home Construction ETF (ITB)?

Launched on May 1, 2006, the iShares U.S. Home Construction ETF (ITB) is a passively managed exchange traded fund designed to provide a broad exposure to the Consumer Discretionary - Broad segment of the equity market.

Zacks Investment Research • Oct 19, 2026