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The REIT Bear Case Is Breaking Down
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The REIT Bear Case Is Breaking Down

Seeking Alpha·Jussi Askola, CFA·27 days ago
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Home Dividends Analysis REITs Analysis Summary REITs are finally shaking off their bear thesis. Oversupply is turning into a future tailwind. AI may push more capital toward real assets. High Yield Landlord members get exclusive access to our real-world portfolio. See all our investments here » 24K-Production/iStock via Getty Images REITs have been out of favor for the last 5 years due to three main reasons: First, the market became very pessimistic on the office property sector at the onset of the pandemic. Companies were increasingly moving towards remote/hybrid work settings, which was Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.…

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