The REIT Bear Case Is Breaking Down

REITs are finally shaking off their bear thesis. Oversupply is turning into a future tailwind. AI may push more capital toward real assets.

Seeking Alpha • May 9, 2026

Rate Cuts Are Coming: Here's How to Position TLT, XLRE, and ITB Now

The Federal Reserve has already trimmed its policy rate by 0.75 percentage points over the past year, leaving the upper bound at 3.75%.

24/7 Wall Street • May 6, 2026

2 Elite Monthly Dividend Machines: Only 1 Is A Buy In 2026

Monthly dividend stocks can be fantastic passive income machines. I take a look at two of the best monthly dividend machines in the market today. I detail why one is a buy and why the other one is not.

Seeking Alpha • May 5, 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

Manufactured Housing: The Wide Moat Hidden In Plain Sight

Manufactured housing REITs like Equity LifeStyle Properties, Sun Communities, UMH Properties, and Flagship Communities benefit from structural demand and severe supply constraints. ELS offers the best combination of fundamentals and value, making it the safest bet, while Flagship stands out for superior growth and a compelling valuation. Key sector drivers include affordability, demographic tailwinds, Sunbelt migration, and high barriers to new supply due to zoning and NIMBYism.

Seeking Alpha • Apr 29, 2026

Load Up on These REIT ETFs Before Interest Rates Rise Again

Real estate investment trusts are structured around a mandatory income distribution.

24/7 Wall Street • Apr 24, 2026

What We're Watching This REIT Earnings Season

As REIT earnings season kicks into gear this week, we preview and forecast results and major trends based on a review of recent operating indicators and data across various sources. Good vibes are back. After another disappointing year in 2025, REITs have held onto early-year momentum despite renewed interest rate volatility, supporting renewed IPO and M&A activity across the sector. Several encouraging green shoots have emerged in recent months, including surprisingly resilient travel demand, continued strength in retail leasing and occupancy, and a return of some "animal spirits."

Seeking Alpha • Apr 22, 2026

REITs At New Highs: Early Expansion, Not The End Of The Cycle

After 1,078 trading days, U.S. REITs (FTSE NAREIT All Equity Total Return Index) reached new all-time highs on Friday, April 17. Commercial real estate (CRE) has already undergone a significant valuation reset, while many other public and private markets have yet to experience a comparable repricing. Signals from the U.S. listed REIT market indicate that real estate is transitioning from recovery to expansion, as valuations move above prior cycle highs.

Seeking Alpha • Apr 22, 2026

Income On Sale: 2 Discounted REITs Delivering Reliable Income With Double-Digit Upside Potential

VICI Properties and Essential Properties Realty Trust offer attractive yields and are positioned for reliable income and potential double-digit total returns. VICI trades at a 6.40% forward yield, maintains a solid balance sheet, and is diversifying beyond Las Vegas, despite tenant concentration risks with Caesars Entertainment. EPRT, with a 3.81% forward yield and 8.6% AFFO growth, boasts strong occupancy, long lease terms, and low leverage, though its focus on non-rated tenants poses recession risk.

Seeking Alpha • Apr 15, 2026

The Biggest Misconception About REITs

REITs, including Vanguard REIT ETF (VNQ), have underperformed recently due to multiple compression and the impact of rising interest rates. Historically, REITs have delivered returns comparable to the S&P 500, with recent underperformance mostly driven by valuation adjustments rather than fundamental weakness. The transition from rising to stable high interest rates is now a tailwind for REITs, supporting higher forward growth rates and improved acquisition economics.

Seeking Alpha • Apr 13, 2026