These REITs Look Great As Fed Starts Cutting Cycle

2025-09-26 16:39:11 ET

In a recent analysis , we discussed that Stephen Miran and follow-up appointees are likely to take the Fed Funds rate lower. This of course, has implications on much of the investment universe, but this article will be focused on the individual securities that stand to benefit the most. There are 3 main topics we want to cover:

1. Will cuts to the short end of the interest rate curve impact the long end?
2. Investment dollars pushed out the risk curve
3. Interest expense savings of capital-intensive companies

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