Median Implied Cap Rate For U.S. Equity REITs Climbs Further In Q2 2026

The median implied capitalization rate for US equity real estate investment trusts increased 6 bps QoQ and 2 bps YoY to 7.8% in Q2, according to data compiled by S&P Global Market Intelligence. Hotel REITs posted the highest median implied cap rate among US equity REITs at 11.2%, maintaining their lead for another quarter. Office REITs followed, recording a median implied cap rate of 10.7%.

Seeking Alpha • Sep 2, 2026

Welltower: Put On Your Running Shoes (Rating Downgrade)

WELL is trading at historically high valuations, now over 3x the sector average FFO multiple. WELL's shift to the SHOP model and strong senior housing demand have driven double-digit dividend and NOI growth, with Q2 SHOP NOI up 20.5%. Despite operational strength and raised guidance, WELL faces significant downside risk if market sentiment or growth expectations falter.

Seeking Alpha • Aug 28, 2026

TCW Global Real Estate Fund Q2 2026 Portfolio Update

The TCW Global Real Estate Fund, I Share Class, generated a return of +9.54% (net of fees) during the quarter, underperforming the S&P Global REIT Index return of +11.08%. Our best-performing securities for the quarter were InterContinental Hotels Group and Welltower Inc. Our worst-performing securities were Crown Castle and Cellnex Telecom.

Seeking Alpha • Aug 28, 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

REITs Are Mispriced: Where I See Opportunity Today

Temporary headwinds can create major REIT upside. The market often overreacts to short-term problems. Buying quality REITs during downturns can pay off.

Seeking Alpha • Aug 21, 2026

The State Of REITs: August 2026 Edition

REITs snapped a 3-month winning streak with a -0.49% average total return in July. Mid-cap (+2.12%) and large-cap REITs (+1.48%) continued to perform well, but small caps (-0.81%) and especially micro caps (-9.49%) struggled. 59.06% of REIT securities had a positive total return in July.

Seeking Alpha • Aug 21, 2026

Prepare For A Sharp Pullback In Overpriced REITs

Most REITs are cheap, but not all. Two popular sectors may be overpriced. Strong growth today could hide future risks.

Seeking Alpha • Aug 11, 2026

This Real Estate ETF Has the Foundation for More Upside

After a lengthy run of disappointment, real estate investment trusts (REITs) and the related ETFs are notching some impressive performances this year, with the largest ETF in the category higher by 11%. Proving active management brings benefits to the real estate sector, the ALPS Active REIT ETF (REIT) is higher by more than 17% year-to-date.

ETF Trends • Aug 7, 2026

How To Lose Money Investing In REITs

Three REIT strategies can destroy returns. Cheap REITs are not always bargains. Doing the opposite can save investors pain.

Seeking Alpha • Aug 7, 2026

The Case For REITs In 2H 2026

REITs are finally showing strength again. Supply headwinds are turning into tailwinds. The new bull market may just be starting.

Seeking Alpha • Jul 31, 2026