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Posted by
Two Blokes May 25, 2025 -
Filed in
Stock
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5 views
REITs, especially XLRE, have delivered mediocre returns since the pandemic, barely outperforming T-bills and offering little upside beyond dividends. Rising interest rates and market indexation have eroded REITs' traditional advantages, making them less attractive for long-term, sleep-at-night strategies. XLRE's largest holdings show lackluster performance, with only a few contributors; the sector remains vulnerable to further downside risk.
