2024-04-25 07:00:00 ET
Summary
- I expect a REIT rally to occur whenever the Fed decides to pivot down a dovish path.
- But I don't know when the Fed will decide to start down that path.
- Here are three blue-chip REITs that offer a double-digit upside regardless of the Fed's actions.
Last week, I wrote an article, highlighting what I called the REIT Rally 2.0, using the sector’s performance from late 2023 as a guide to what I expect to happen whenever the Fed decides to pivot down a dovish path.
Each of the top 20 REITs that I track offer double-digit upside, looking at multiple expansion via mean reversion potential.
In this piece, I want to respond to some of the feedback that I got from that article…namely around the question: Well, what if the Fed doesn’t pivot?...
Read the full article on Seeking Alpha
For further details see:
Rate Cut Or Not, I'm Buying These Wonderful REITs