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

Real Estate ETF XLRE Offers Steady Dividends With One Major Caution

The Real Estate Select Sector SPDR Fund (NYSEARCA:XLRE | XLRE Price Prediction) trades around $45 with roughly $7.71 billion in assets and a trailing distribution yield of 3.4%.

24/7 Wall Street • May 13, 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

WELL Health Technologies Corp. (WELL:CA) Q1 2026 Earnings Call Transcript

WELL Health Technologies Corp. (WELL:CA) Q1 2026 Earnings Call Transcript

Seeking Alpha • May 10, 2026

I Lost 98%: My Biggest REIT Investing Losses Ever And Lessons

Every investor can have brutal losers when risk factors hit. Leverage and weak balance sheets were behind my biggest mistakes. The biggest lessons came from losses, not the winners.

Seeking Alpha • May 4, 2026

REITs Excel, Earnings Swell, Fed Rebels

U.S. equity markets advanced for a fifth straight week - their longest winning streak since 2024 - as strong earnings, resilient data, and hopes for lasting Iran peace fueled optimism. Investors looked through another oil-price surge and inflationary pressure, focusing instead on corporate resilience and economic strength despite a complex macro backdrop shaped by geopolitical and policy uncertainty. The Fed held rates steady in an unusually fractured 8-4 vote, while Powell's plan to remain on the Board broke precedent and raised politically charged succession questions.

Seeking Alpha • May 3, 2026

REITs: A Defensive HALO Against AI Obsolescence

REITs, as HALO assets, offer durable cash flows and physical scarcity, making them attractive defensive plays against AI-driven disruption. AI may drive obsolescence for asset-light models, but high-quality, well-located REITs should benefit from bifurcation and evolving tenant demand. Data centers, cell towers, and select industrial/healthcare REITs are beneficiaries of AI proliferation, while most other property types remain insulated or neutral.

Seeking Alpha • May 2, 2026

Welltower Crushed The S&P 500 Since The 2020 Stock Market Low; These Fundamentals Explain Why

Welltower stock has grown as the company has addressed a strong desire by human beings to enjoy a comfortable environment.

Investors Business Daily • May 1, 2026

Welltower: A Premium REIT At An Overextended Price

Welltower Inc. is a top-tier REIT with strong fundamentals, robust FFO growth, and disciplined capital allocation. WELL's SHO segment drove Q1'26 FFO up 23% YoY, with same-store NOI growth of 22.1% and occupancy at 88.8%. Despite operational excellence, WELL trades at a 33x P/FFO—over 30% above its historical average and 131% above peers, making current valuation difficult to justify.

Seeking Alpha • May 1, 2026

Welltower Inc. (WELL) Q1 2026 Earnings Call Transcript

Welltower Inc. (WELL) Q1 2026 Earnings Call Transcript

Seeking Alpha • Apr 29, 2026