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Updated · Seeking Alpha · Jul 21REITs Rebound 50% Since Late 2023 as VNQ Gains 13% This Year
1 articles · Updated · Seeking Alpha · Jul 21Summary
- REITs have recovered about 50% on average from late-2023 lows, with the rebound accelerating in 2026.
- VNQ is up 13% this year, extending a turnaround after a multi-year bear market tied to rising interest rates.
- Higher rates had pressured the sector for years, making the recent advance a notable reversal in rate-sensitive real estate stocks.
Insights
After a 50% rebound, are investors underestimating the risk that high dividend REITs could be a value trap? With private equity buying up public REITs, what does this consolidation mean for the average investor's future options? As AI drives a data center boom, are office buildings destined to become the next stranded asset class?