U.S. REIT Capital Raising Activity Slightly Down In May

Capital-raising activity by US equity real estate investment trusts dipped in May. US equity REITs raised a total of $4.14 billion, down from $4.22 billion in April and declining nearly 54% from the same month in 2025, according to S&P Global Market Intelligence data. The specialty sector - encompassing advertising, casinos, communications, data centers, energy infrastructure, farmland and timber - led capital-raising activity among all US REIT segments through May 31.

Seeking Alpha • Jun 24, 2026

Ride The Silver Tsunami With Big Dividends; Yields +8%

Healthcare sector demand is set to surge due to global aging and declining fertility rates, driving resilient, long-term growth opportunities. As income investors, even with the most powerful tailwinds, we seek means to secure steady cash flows from our investments. We discuss our top picks to ride the Silver Tsunami, with yields +8%.

Seeking Alpha • Jun 23, 2026

What I Wish I Knew Before Investing In REITs

Most REIT investors focus on the wrong things. Short-term pain can create long-term gains. One overlooked lesson changed my results.

Seeking Alpha • Jun 8, 2026

Chiron Real Estate Inc. Completes Acquisition of Inaugural SHOP Communities

BETHESDA, Md.--(BUSINESS WIRE)--Chiron Real Estate Inc. (NYSE: XRN) (the “Company” or “Chiron”), announced today that it has completed the previously announced acquisition of The Landing (the “Landing”) and The Riviera (the “Riviera”), two premier senior living communities located in the Washington, DC MSA, from affiliates of Silverstone Senior Living (“Silverstone”) for an aggregate purchase price of $249 million. “Crossing the finish line on this transaction represents a significant milestone.

Business Wire • Jun 1, 2026

Chiron Real Estate: After The 36% Dividend Cut, I Still Remain Bullish

Chiron Real Estate reduced its monthly dividend by 36% to $0.16, reallocating capital toward high-return portfolio expansion. XRN is acquiring three luxury senior housing communities for $425 million, targeting double-digit unlevered IRRs in supply-constrained markets. Management withdrew 2026 earnings guidance, emphasizing long-term per-share value and earnings power over short-term results.

Seeking Alpha • May 25, 2026

Chiron Real Estate Inc. Announces Appointment of Charles Fitzgerald to its Board of Directors and the Declaration of its Second Quarter Preferred Dividends

BETHESDA, Md.--(BUSINESS WIRE)--Chiron Real Estate Inc. (NYSE: XRN) (the “Company” or “Chiron”), today announced the appointment of Charles Fitzgerald to the Company's Board of Directors (the “Board”), effective as of May 20, 2026, and the declaration of the Company's second quarter 2026 preferred dividends. Mr. Fitzgerald will serve as a member of the Board's Compensation and Nominating and Corporate Governance Committees. Underscoring his strong alignment with shareholder interests, Mr. Fitzg.

Business Wire • May 20, 2026

Chiron Real Estate: Downgrading The Preferred Shares After The Change In Strategy

Chiron Real Estate pivots from a net lease medical office REIT to operating senior housing, increasing business volatility and risk. The $425M senior housing acquisition is funded by new Series C convertible preferred equity, $200M in asset sales, a dividend cut, and a new debt facility. XRN.PR.A preferred shares face dilution and greater correlation to operational performance, undermining the prior 'boring' net lease thesis.

Seeking Alpha • May 16, 2026

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

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

REIT Replay: U.S. REIT Indexes Continue To Tick Up During Week Ended May 8

Indexes for US equity real estate investment trusts continued to tick up during the week ended May 8. The broader stock market indexes also logged gains for the recent week, with the S&P 500 up 2.33% and the Dow Jones Industrial Average increasing a slight 0.22%. The retail REIT index was the sole property sector index to close the week in the red, down a small 0.55%.

Seeking Alpha • May 13, 2026