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REITs Excel, Earnings Swell, Fed Rebels

Seeking Alpha·Hoya Capital·30 days ago
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Home Dividends Analysis REITs Analysis Summary U.S. equity markets advanced for a fifth straight week - their longest winning streak since 2024 - as strong earnings, resilient data, and hopes for lasting Iran peace fueled optimism. Investors looked through another oil-price surge and inflationary pressure, focusing instead on corporate resilience and economic strength despite a complex macro backdrop shaped by geopolitical and policy uncertainty. The Fed held rates steady in an unusually fractured 8-4 vote, while Powell’s plan to remain on the Board broke precedent and raised politically charged succession questions. The busiest week of REIT earnings season delivered a decidedly positive slate of upside surprises, with 31 REITs raising their full-year FFO guidance, alongside reports of some mega-sized REIT M&A.…

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