REITs: A Long, Difficult Decade

2026-01-04 10:30:00 ET

Real Estate Weekly Outlook

U.S. equity markets stumbled in the final week of an otherwise impressive 2025, while long-term benchmark interest rates climbed toward four-month highs, as investors digested resilient economic data and reassessed the timing of Federal Reserve rate cuts in early 2026. The calm, quiet holiday season was cut short by dramatic geopolitical developments over the weekend, after a U.S. military operation captured and extradited Venezuelan strongman Nicolás Maduro to face U.S. criminal charges - a stunningly bold precision strike that furthered an ongoing hemispheric realignment, and at minimum, shifted control of the world’s largest known oil reserves away from China and Russia toward closer alignment with the United States....

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