REIT Earnings Halftime Report

Aided by favorable "Goldilocks" macro data trends - cooling inflation alongside "good enough" labor market data - REITs have delivered notable earnings season outperformance thus far over the S&P 500. REIT results have been solid, with no major bombshells and several upside surprises. 51% of REITs reported 2025 FFO beating their full-year outlook, with better trends in underlying property-level metrics. Data Center, Senior Housing, and Retail REITs have been the upside standouts. AI-fueled demand has kept data center fundamentals tight despite record new supply. Senior Housing has remained red-hot.

Seeking Alpha • 11 hours ago

3 Once-In-A-Decade REIT Opportunities To Win Big

AI is crushing digital businesses, and capital is starting to rotate out of tech. Meanwhile, many REITs trade at 30% discounts to NAV with ~5% yields. We highlight three anti-AI real asset plays that could rerate sharply higher.

Seeking Alpha • Feb 17, 2026

How REITs Became The Safe Haven Trade In The Tech Wreck

REITs, as measured by VNQ, have outperformed in 2026, emerging as a safe haven amid tech and market declines. REITs offer reliable, contractual cash flows and dividend yields (3.8%) far exceeding the S&P's 1.15%, with FFO yields at 7.24%. Current REIT valuations (13.8x FFO) are historically cheap relative to the S&P (29.3x earnings), creating a compelling cash flow yield spread.

Seeking Alpha • Feb 17, 2026

I Wouldn't Want To Retire Without The 3 Most Undervalued Income Machines

Three income powerhouses are trading at very compelling valuations right now. Each offers attractive income with substantial upside potential. Here's why I'm overweighting them while the market is still giving them away at a discount.

Seeking Alpha • Feb 13, 2026

AI Disruption Hit Multiple Sector ETFs: Is the Fear Overblown?

Artificial intelligence (AI) has emerged as a growing source of market panic these days, with investors increasingly questioning the long-term viability of labor-intensive business models. Recent releases from AI startups have intensified these concerns by introducing tools capable of automating tasks in legal, marketing, finance, and research functions.

Zacks Investment Research • Feb 12, 2026

Covered Call ETFs Look Perfect Until You Notice This Potential Fatal Flaw

The income looks irresistible, but the math tells a different story. A hidden risk could quietly erode long-term wealth. Why retirees may be better off skipping - or at the very least strictly limiting - exposure to this popular strategy.

Seeking Alpha • Feb 10, 2026

3 REITs to Buy Before President Trump's New Fed Chair Cuts Interest Rates

From 2009 through 2015, during the last years-long era of low rates, real estate investment trusts handily beat the S&P 500. The sector benefits from cheap money in three ways.

The Motley Fool • Feb 8, 2026

A Once-In-A-Decade Chance To Win Big With REITs

The AI revolution is set to disrupt a lot of businesses and their stocks. As investors become increasingly worried about this value destruction, I expect capital to rotate towards AI-resilient asset classes. REITs are the ultimate anti-AI asset class, and I expect them to win big.

Seeking Alpha • Feb 7, 2026

Why I Stopped Buying Rental Properties To Buy Dividend Stocks Instead

Rental properties are often pitched as better investments than dividend stocks. I strongly disagree. Dividend stocks are not only more rewarding, but they are also safer and help you optimize for your lifestyle and career. Here is why.

Seeking Alpha • Feb 6, 2026

3 Popular REITs At High Risk Of Cutting Their Dividends

The most popular REITs are often the highest-yielding ones. But high yield comes with high risk. I highlight 3 popular high-yielding REITs facing significant risks.

Seeking Alpha • Feb 5, 2026