REITs Worth a Look
1/8/2026
Real estate investment trusts underperformed the overall market last year, but GoalVest's Director of Investments, David Abella, says they may be worth another look in the coming months.
David spoke to INvestmentNews about why REITs may make sense. "Abella believes the rate environment has significantly improved from the past few years with some expectation of further rate cuts, especially if the economy looks uncertain. In this case, the rate sensitivity of REITs is a potential benefit for both income investors and total return investors." - Gregg Greenberg for InvestmentNews
Abella went on to say "We look at cash flow as the most important measure along with balance sheet strength for individual names. For the broader sector, we look at cap rate and interest rate trends. We feel that REITs can recover in 2026, but there are still pockets of distress and overleverage in the sector, so the REIT sector is likely to have a relatively wide dispersion of returns."
Read the full article here: https://www.investmentnews.com/equities/reits/263721
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