EPRT - Forget The Fed REITs Will Win In A 'Higher For Longer' Environment

2024-07-16 07:45:00 ET

Summary

• Many investors think that Fed controls the destiny of REITs.
• If rates remain high, REITs are screwed. If they are cut, REITs will recover.
• I disagree. Here's why I expect REITs to thrive even in a "higher for longer" environment.

Lately, there has been a lot of conflicting news on the state of the economy, inflation, and where interest rates are headed.

This has prompted many of you to ask us:

What if interest rates remain higher for longer?

It appears that our macro research on interest rates has led some of you to think that our REIT investment thesis relies on interest rates returning to lower levels....

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