(SCHH)

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...

Active REIT investing beats passive REIT investing. REIT ETFs suffer from many flaws that hurt performance. I explain all the reasons why I don't buy REIT ETFs.

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...

REITs had another month of recovery in June (+2.56% average total return), but despite back-to-back gains remain in negative territory YTD (-5.65%). Micro cap REITs (+7.19%) outperformed for the first...

Since my last writings, I now see far higher odds of persisting high borrowing rates ahead due to various issues. These issues include inflation, trade disputes, and also the recent downgrade of the U...

Passive cash flow makes it easier for investors to cover their living expenses without selling their shares.

REITs saw a month of recovery in May (+2.08%), but still have a long way to go to get back into the black in 2025 with an average -7.33% return. Micro cap REITs (-0.73%) continued to struggle, while s...

REITweek 2025 highlighted a massive disconnect between public REIT prices and private real estate values, with most sectors trading at steep NAV discounts. Management teams are aggressively pursuing s...

This post takes a closer look at the underlying mechanics that allow Realty Income and other high-quality REITs to grow their distributions over decades without compromising sustainability. While Real...

The REIT sector saw another month of red in April (-6.45%) and REITs now average a -9.10% return over the first 4 months of the year. Microcap (-8.87%) and small-cap REITs (-8.69%) endured bigger aver...