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Posted by
Two Blokes 7 hours ago -
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General
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#TwoBlokesTrading
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Real estate earnings season kicks into high-gear this week, and over the next month, we'll hear results from 175 equity REITs, 40 mortgage REITs, and dozens of housing industry companies. REITs enter peak earnings season with a bit of upside momentum, with the Equity REIT Index outperforming the S&P 500 by roughly eight percentage points since mid-January. Largely immune from direct trade and tariff risks, REITs are coming back into favor after three years of historic underperformance, which had driven valuations to unusually "cheap" levels.
