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

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 • Jul 21, 2026

SCHH vs. VNQI: Which Real Estate ETF Is the Better Buy in 2026?

Schwab U.S. REIT ETF offers a more concentrated domestic portfolio with a lower expense ratio than its international Vanguard counterpart. Vanguard Global ex-U.S. Real Estate ETF provides exposure to over 30 countries and a higher dividend yield but has lagged in total returns over the last five years.

The Motley Fool • Jul 9, 2026

Defying Rate Pressures: Real Estate ETFs Outpace Broader Market

While the Federal Reserve has held rates steady since its December 2025 meeting, investor expectations for future interest rate decisions have shifted drastically over the course of the year. Early expectations for 2026 rate cuts quickly faded as stubborn inflation fueled interest rate volatility, heavily impacting real estate ETFs.

ETF Trends • Jul 9, 2026

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

VNQ vs. SCHH: Which REIT ETF Builds a Better Real-Estate Income Stream?

The choice between Vanguard Real Estate ETF (NYSEARCA:VNQ) and Schwab U.S.

24/7 Wall Street • Jul 7, 2026

VNQ vs. SCHH: Which Real Estate ETF Is the Better Buy?

The Vanguard Real Estate ETF (VNQ) offers a higher dividend yield than the Schwab U.S. REIT ETF (SCHH). SCHH has a lower expense ratio than VNQ.

The Motley Fool • Jun 29, 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

REIT ETFs: Real Estate's Quiet Revival

Markets have been hyper-focused on AI, crypto and buffer ETFs, but REIT ETFs have quietly staged an impressive comeback. The REIT terrain has shifted rapidly over recent years, and forward-looking investors and advisors have taken notice.

ETF Trends • Jun 23, 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