Small-cap financials and real estate sectors may benefit most from Fed rate cuts, boosting sector-specific ETFs. Tech and healthcare remain resilient, while consumer discretionary small caps could see ...

Forbes contributors publish independent expert analyses and insights. I’m an investment sales broker and real estate investor based in NYC. If an investor is considering what to look for in a real ...

BRT Apartments is a residential REIT focused on the Sun Belt region. The REIT has underperformed the Vanguard Real Estate Index Fund so far in 2024. Q2 showed lower adjused FFO but higher net ...

XLRE holds data center REITs including Equinix and Digital Realty that benefit from AI infrastructure spending. Declining interest rates compress cap rates and raise property valuations through lower ...

The Morningstar US Real Estate Index was up 22.5% over the trailing 12 months, slightly below the 24.3% gain seen by the broader US equity market over the same period. However, the real estate sector ...

Forbes contributors publish independent expert analyses and insights. John Navin is a Colorado-based journalist who writes about stocks. Real estate stocks benefit greatly from interest rate cuts, if ...

Conventional wisdom has long said: where interest rates go, cap rates soon follow. In other words, when the cost of capital is high, so too is the ratio of a property’s net operating income to its ...

Over the past few years, we have observed an inverse relationship between share prices in the REIT sector and interest-rate movements. We believe a major reason is that all commercial real estate ...

Recent research from CBRE indicates that prime multifamily assets have seen a slight improvement in going-in cap rates, exit cap rates, and unlevered internal rate of return (IRR) targets in Q1, 2024.