Blog post on relationship between interest rates and REIT returns

How do interest rates impact on REIT returns? | TEBI (

You might find the above interesting.


Interesting article, VM. Thank you.

Similar findings have been made by NAREIT. And Josh Brown of Ritholtz Wealth Management, and a frequent contributor and investment committee member on CNBC’s Halftime Report program has said that REITs are an excellent hedge against inflation.

That said, REITs have been clobbered this year primarily because of the fear that rising interest rates will somehow hurt their fundamentals. Just not so. And the various conference calls seem to confirm that.

Long many REITs but only one office REIT, and a risky one at that (SLG).