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

Why Every Investor Needs To Own REITs

REITs have suffered recently, but long-term returns tell a different story. Today's low valuations could set up unusually strong future returns. AI disruption may make REITs more important than ever.

Seeking Alpha • Jun 5, 2026

Sila Realty Investor Alert: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of Sila Realty Trust, Inc. - SILA

NEW YORK CITY & NEW ORLEANS--(BUSINESS WIRE)--Former Attorney General of Louisiana Charles C. Foti, Jr., Esq. and the law firm of Kahn Swick & Foti, LLC (“KSF”) are investigating the proposed sale of Sila Realty Trust, Inc. (NYSE: SILA) to affiliates of Blue Owl Real Estate Capital LLC. Under the terms of the proposed transaction, shareholders of Sila Realty will have the right to elect to receive $30.38 in cash for each share of Sila Realty that they own. KSF is seeking to determine whether.

Business Wire • Jun 1, 2026

The REIT Recovery Is Becoming Hard To Ignore

REITs are finally rallying after a brutal 5-year bear market. The main bear arguments are now starting to break down. Private equity is already buying before valuations recover.

Seeking Alpha • May 25, 2026

A Historic Opportunity For REIT Investors To Win Big

A historic REIT rally may now be starting. The AI disruption trade is pushing capital into REITs. Today's discounted REITs may not stay cheap much longer.

Seeking Alpha • May 23, 2026

Private Equity Is Buying REITs Hand Over Fist

REIT buyouts are heating up as private equity targets deep discounts. We recently profited from three REIT takeovers. Two small REITs could be next, with big upside potential.

Seeking Alpha • May 18, 2026

Losers Of REIT Earnings Season

Not Every REIT Joined The Rally: Part 2 focuses on laggards and in-line performers - sectors where recovery timelines slipped, results underwhelmed, or elevated rates exposed lingering balance sheet issues. Weakness centered on Farmland, Commercial Mortgage, Lab Space, and Self-Storage REITs, where delayed troughs, credit provisions, book-value pressure, weak rents, and refinancing constraints persisted. Mortgage Stress Hasn't Fully Cleared: Commercial mortgage REITs still faced multifamily bridge-loan and office credit stress, while residential mortgage REITs saw book values pressured by rate volatility and uneven dividend-coverage.

Seeking Alpha • May 14, 2026

Winners Of REIT Earnings Season

REIT earnings results were considerably better than consensus expectations, with 58 REITs - or 59% - raising full-year FFO guidance, well above the typical Q1 raise rate of 40-45%. REITs have extended their year-to-date outperformance despite the recent jump in interest rates, as better earnings results and improving property-level trends helped offset renewed macro pressure. Upside standouts included Hotel, Senior Housing, Data Center, Billboard, Cold Storage, Net Lease, and Retail REITs. Residential REITs saw improving rent growth trends as supply growth finally eases.

Seeking Alpha • May 13, 2026

Sila Realty Trust Announces First Quarter 2026 Results

TAMPA, Fla.--(BUSINESS WIRE)--Sila Realty Trust Announces First Quarter 2026 Results.

Business Wire • May 7, 2026

Halper Sadeh LLC is Investigating Whether SILA and LSTA are Obtaining Fair Deals for their Shareholders

Insiders may stand to receive substantial financial benefits not available to ordinary shareholders.

GlobeNewsWire • May 4, 2026