Overweighting industrial and retail REITs while avoiding self-storage should outperform broad REIT exposure in the current environment. Read the full analysis here.

Quick Read XLRE holds data center REITs including Equinix and Digital Realty that benefit from AI infrastructure spending.

Conventional wisdom has long said: where interest rates go, cap rates soon follow. In other words, when the cost of capital is high, so too is the ratio of a property’s net operating income to its ...

A “clear majority” of senior living real estate professionals reported either no change or a decrease in senior living capitalization rates between April and October, according to the newly released ...

The Federal Reserve has begun cutting rates. Borrowing costs should be falling. Commercial real estate should be breathing a sigh of relief. Yet the sector remains locked in a frustrating stalemate, ...

The Morningstar US Real Estate Index declined 2.2% over the trailing 12 months, significantly underperforming the 17.5% gain recorded by the broader US equity market during the same period. The sector ...

The Morningstar US Real Estate Index was up 11.9% over the trailing 12 months, slightly worse than the 15.1% gain seen by the broader US equity market over the same period. Similarly, the sector ...

The commercial real estate market may face the prospect of higher borrowing costs even as President Donald Trump places downward pressure on the Federal Reserve, leading lenders stressed at the 58th ...

Forbes contributors publish independent expert analyses and insights. John Navin is a Colorado-based journalist who writes about stocks. Real estate stocks benefit greatly from interest rate cuts, if ...

Historically, income has driven over 80% of long-term returns in U.S. core and core-plus real estate.[1] That contribution tended to decline during periods of strong growth and low interest rates, and ...