JPMorgan BetaBuilders MSC... (BBRE)

For nearly five decades, US REITs have delivered stronger returns than broad US stocks in the 12 months following Federal Reserve easing cycles. Rate cuts may increase the attractiveness of REIT divid...

U.S. equity markets snapped a four-week winning streak, while benchmark interest rates rose as investors parsed a surprisingly strong slate of economic data, including a two-year high for GDP growth. ...

U.S. equity markets notched another series of record highs this past week after the Federal Reserve resumed its rate-cutting cycle following a nine-month pause and affirmed a "cautiously dovish" pivot...

REITs performed very well in August (+5.48%), almost pulling the REIT sector's year-to-date total return back into the black (-1.11%). Small cap (+7.52%) and mid cap REITs (+7.13%) averaged strong gai...

U.S. equity markets climbed to fresh record highs this past week after relatively benign inflation data and weak employment data cleared the path for the Fed to resume rate cuts. While CPI and PPI rea...

U.S. equity markets pushed higher this past week - while short-term benchmark interest rates plunged to three-year lows - after employment data provided decisive evidence of cooling labor markets. Vie...

U.S. equity markets were little-changed this past week as a tranquil end-of-summer week with status-quo inflation and economic indicators concluded with a jolting post-close tariff headline with highl...

After a strong June (+2.56%), the REIT sector recovery stalled in July (-1.17%) as REITs fell to a -6.42% year-to-date return. Micro cap REITs (-0.20%) outperformed in July while mid caps (-1.18%), sm...

A surprising solid REIT earnings season wrapped up this week. Of the 100 equity REITs that provide full-year FFO guidance, 62% raised their outlook - above the historical 55% average. Disinflation was...

Return to office mandates are providing a boost to REITs. Some deal activity has also been a tailwind. Tariffs and slowing residential rent growth remain headwinds.