24/7 Wall Street
20 Dec 2025, 15:45 UTC · 45w ago
2026 Could Be Explosive For The SPDR Dow Jones REIT, And It's 4% Dividend
Impact · against what's priced in
The primary catalyst for REITs is the anticipation of Fed rate cuts in 2026, though Welltower's extreme valuation creates a high risk of a correction if earnings do not recover. Other names like Prologis and USRT benefit from strong fundamentals and cost advantages, respectively, while RWR remains a viable but more expensive alternative to USRT.
- USRT+0.50
No priced-in read yet





