Reported 9 days ago
UBS analysts suggest that real estate investment trusts (REITs) are likely to continue outperforming the S&P 500, citing their defensive nature and insulation from tariffs. Since March, REITs have shown about 4% higher returns than the broader market. Stability is expected in REITs with triple net leases and those managing single-family homes, while industrial and retail properties may face challenges due to tariffs and potential consumer slowdowns.
Source: YAHOO