The REIT Repricing Cycle Is Nearing A Turning Point

Private equity is buying REITs again. Big buyout premiums may signal undervaluation. More REIT takeovers could be coming.

Seeking Alpha • Sep 5, 2026

I Would Not Dare Buy These Popular REITs Right Now

Not all REITs are cheap today. Two popular winners look dangerously expensive. Minor growth setbacks could trigger big losses.

Seeking Alpha • Sep 4, 2026

The One Investing Strategy I Would Use To Prepare For A Lost Decade

We could very well be on the verge of a lost decade for markets. This sets investors up for several potential traps in their strategy. I detail the one strategy that I would use to position myself to thrive when retired in a lost decade.

Seeking Alpha • Sep 3, 2026

The Best REIT And BDC To Own If Things Get Rougher From Here

The market is a precarious place to invest right now, given where valuations and risks sit. I discuss the REIT and BDC that are best positioned to weather a major downturn from a qualitative and quantitative standpoint. I also discuss the risks involved.

Seeking Alpha • Sep 2, 2026

Total Return Forecasts: Major Asset Classes - September 2, 2026

The total return forecast for the Global Market Index continued to tick higher in August for the long-run outlook. The latest GMI return forecast (an annualized 8.1% performance) is modestly above last month's estimate but still far short of the benchmark's trailing return for the past ten years, although the gap has been narrowing lately.

Seeking Alpha • Sep 2, 2026

Moving Averages of the Ivy Portfolio and S&P 500: August 2026

This article provides an update on the monthly moving averages we track for the S&P 500 and the Ivy Portfolio after the close of the last business day of the month. Key Takeaways The Ivy Portfolio 10-month simple moving average maintained a single cash position with the IEF bond ETF closing below its average.

ETF Trends • Aug 31, 2026

Tenant Says the Water Heater Died Again? These 3 ETFs Pay Rent Without Owning a Single Pipe

Landlords trade midnight repair calls for rental income, but there is a way to collect the checks without ever owning a pipe, a tenant, or a water heater that dies on a Sunday night.

24/7 Wall Street • Aug 28, 2026

One REIT I Would Sell And One I Would Buy Instead

Two casino REITs look cheap today. The safer-looking pick may be riskier. Trophy casino assets deserve a premium.

Seeking Alpha • Aug 26, 2026

SCHD and VNQ Both Pay Quarterly, Yet Only One Soars When Rates Stay High

Retirees searching for quarterly income often choose between Schwab U.S. Dividend Equity ETF (NYSEARCA:SCHD) and Vanguard Real Estate ETF (NYSEARCA:VNQ).

24/7 Wall Street • Aug 25, 2026

Rates Retake The Spotlight

U.S. equity markets pulled back from record highs this week as long-term Treasury yields remained elevated, with renewed fiscal concerns after federal debt crossed $40T. Oil prices extended their rebound as stalled Iran negotiations and severely depressed Strait of Hormuz tanker traffic kept geopolitical risk elevated, pushing WTI crude another 5% higher to nearly $87/barrel. Housing data remained soft as starts, pending sales, and builder sentiment stayed depressed amid mortgage rates near 6.7%, but weak construction continued to reinforce the underlying housing shortage.

Seeking Alpha • Aug 23, 2026