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

Welltower Q2 Earnings Call Highlights

Welltower NYSE: WELL reported second-quarter results marked by higher senior housing occupancy, pricing gains and continued investment activity, while raising its full-year normalized funds from operations outlook.

MarketBeat • Jul 28, 2026

Welltower Inc. (WELL) Q2 2026 Earnings Call Transcript

Welltower Inc. (WELL) Q2 2026 Earnings Call Transcript

Seeking Alpha • Jul 28, 2026

Welltower's Q2 FFO Beat Estimates on Strong SHO NOI Growth

WELL's Q2 FFO beat and 20.5% SHO SSNOI growth fuel a higher 2026 outlook, while acquisitions strengthen its seniors housing focus.

Zacks Investment Research • Jul 28, 2026

Welltower Reports Second Quarter 2026 Results

TOLEDO, Ohio, July 27, 2026 /PRNewswire/ -- Welltower Inc. (NYSE:WELL) today announced results for the quarter ended June 30, 2026. Second Quarter and Other Recent Highlights Reported net income attributable to common stockholders of $0.61 per diluted share Reported quarterly normalized funds from operations attributable to common stockholders of $1.60 per diluted share, an increase of 25.0% over the prior year Reported total portfolio year-over-year same store NOI ("SSNOI") growth of 15.5%, driven by SSNOI growth in our Seniors Housing Operating ("SHO") portfolio of 20.5% SHO portfolio organic same store revenue growth increased 9.2% year-over-year in the second quarter, resulting from 330 basis points ("bps") of average occupancy growth and 5.2% growth in Revenue Per Occupied Room ("RevPOR") Year-to-date, closed or under contract to close $15.5 billion of pro rata gross investments, including $9.4 billion completed in the six months ended June 30, 2026 and $6.1 billion closed or under contract to close subsequent to quarter end, excluding development funding.

PRNewsWire • Jul 27, 2026