Potential Earnings Are Not Reflected In REIT Multiples

The REIT market overvalues recent 'kinetic' earnings growth and undervalues 'potential' forward earnings, creating mispricings across sectors. Data center REITs like DLR, EQIX, and BXDC trade at premium multiples, but current earnings momentum may be cyclical rather than sustainable. JAN, CTO, and UMH offer significant built-in AFFO/share growth potential not yet recognized by the market, trading at attractive valuations.

Seeking Alpha • 16 hours ago

Two 8-12% Target Yield Funds To Buy For Retirement Income

Income investors, who apply a buy-and-hold strategy, inevitably run into the problem of divergent yield on cost vs. actual portfolio yield. If the idea is to never sell and the portfolio has appreciated, then the key issue is that each reinvestment dollar generates less and less incremental income. Target yield instrument can be used to solve this issue.

Seeking Alpha • 17 hours ago

Why I'm Buying Healthcare REITs Before Wall Street Does

Healthcare REITs like Medical Properties Trust and Chiron Real Estate are trading well below historical P/FFO multiples, presenting a compelling entry point. Demographic tailwinds and rising patient demand are set to drive long-term growth for the healthcare real estate sector, despite near-term reimbursement and cost headwinds. XRN is prioritizing long-term value through dividend cuts and high-return acquisitions, while MPT is recovering with ramping cash rent and portfolio diversification.

Seeking Alpha • Jul 9, 2026

U.S. Equity REIT Average Short Interest Edges Higher In May

The average short interest in US equity real estate investment trusts grew in May compared with the prior month. US equity REITs' average short interest rose 5 basis points from April to about 5.0% of shares outstanding in May, according to an S&P Global Market Intelligence analysis. Farmland REITs posted the largest month-over-month increase in average short interest in May, rising 89 basis points to 5.6% of shares outstanding.

Seeking Alpha • Jun 19, 2026

REITs: Cheap, Unloved, And Finally Showing Life

REITs have refused to break in 2026 despite oil-driven inflation pressure, rising Treasury yields, and a Fed narrative that flipped from multiple rate cuts to potential hikes. The “Rates Up, REITs Down” regime has weakened, with REIT-rate correlations falling sharply as fundamentals, strategy, capital allocation, and valuation catalysts increasingly drive performance. M&A has helped break the rate-driven narrative, validating public-market discounts to NAV and proving that REITs can unlock value through consolidation, privatizations, and strategic alternatives.

Seeking Alpha • Jun 18, 2026

The REIT Rally

Hoya Capital's David Auerbach talks solid REIT fundamentals despite elevated interest rates and macro volatility. Dividends rising and M&A activity intensifying, especially among small and mid-cap names.

Seeking Alpha • Jun 15, 2026

The Grave Dancer's Playbook: Finding Opportunity In A Frozen Housing Market

Apartment REITs benefit from rising mortgage rates and affordability constraints, as more households are forced to rent rather than buy. Supply pressures in multifamily are easing, with construction starts slowing and absorption now exceeding new deliveries, setting up for improved fundamentals. The AVB/EQR merger creates a $50B market cap leader, aiming for scale, cost synergies, and enhanced capital access in a challenging rate environment.

Seeking Alpha • May 25, 2026

The State Of REITs: May 2026 Edition

The REIT sector roared back into positive territory after a very brutal March. REITs averaged a remarkable 8.9% April gain and now have a +6.31% year-to-date total return. Small-cap REITs (+11.35%) soared in April as large caps (+9.05%) and mid caps (+8.13%) also saw strong gains. Micro caps (+4.49%) were also in the black but badly lagged. 91.33% of REIT securities had a positive total return in April.

Seeking Alpha • May 21, 2026

Inflation Reignites, Yields Spike

Surging oil prices and hotter inflation reports reignited rate-hike concerns, sending Treasury yields to one-year highs as the Iran conflict remained stalemated despite the highly anticipated Trump-Xi summit.

Seeking Alpha • May 17, 2026

The REIT Bear Case Is Breaking Down

REITs are finally shaking off their bear thesis. Oversupply is turning into a future tailwind. AI may push more capital toward real assets.

Seeking Alpha • May 9, 2026