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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...

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.

U.S. equity markets rallied to fresh record-highs this week as investors cheered upbeat corporate earnings results and several major trade deals ahead of a frenetic week of potentially narrative-shift...

Most US REITs make nearly 90% of their revenue domestically, compared to 72% for typical U.S. stocks. Healthcare, residential, and needs-based retail are less affected by trade disruptions, while offi...

U.S. equity markets climbed to fresh record-highs this week after a critical slate of inflation data showed that tariff-driven inflation remains muted, while rumors of a potential Powell termination s...

U.S. equity markets closed the Independence Day week at record highs after Congress approved the GOP's sweeping tax cut and spending megabill, while employment data indicated "Goldilocks" labor market...

Some initial June gloom might give way to sunshine for homebuilders for the rest of the summer (or not). While nobody has a crystal ball to accurately determine what will happen, the homebuilding sect...

U.S. equity markets surged to fresh record-highs as investors cheered a confluence of positive headlines: a temporary ceasefire in the Middle East, productive trade talks, and progress on tax cuts. Oi...

U.S. equity markets posted a second-straight week of declines after the U.S. Federal Reserve indicated that it remains in "no rush" to ease its "modestly restrictive" policy stance. Raising questions ...