The impressive performance of REITs during late October and November may be a signal that the end of the rate-rising cycle will herald a period of REIT outperformance, according to Nareit in a recent post.
Nareit highlights three themes: REITs historically have had impressive outperformance at the end of Fed tightening cycles, the public/private commercial real estate valuation divergence will continue to close, and REITs are well-positioned to navigate a prolonged period of high interest rates.
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