CTRE - Forget The Fed These 3 REITs Could Thrive Regardless Of Interest Rate Changes

2024-06-17 07:30:00 ET

Summary

• REITs have crashed due to rising interest rates.
• But a lot of REITs are doing very well.
• Here are 3 REITs that could thrive regardless of whether interest rates go up or down.

Co-produced by Austin Rogers

I have pointed out multiple times how frustratingly mechanical the relationship has recently been between the public real estate sector ( VNQ ) and bonds, specifically the 10-year Treasury.

The index as a whole has traded in a mirror opposite pattern:

10-year up, REITs down. 10-year down, REITs up.

The correlation has been extremely strong over the short run as if nothing else matters....

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