Equity Residential

While the S&P 500 and other major benchmarks entered "correction territory" this month for the first time since 2023, U.S. REITs have meaningfully outperformed the broader equity market since mid-January. The rebound follows a truly forgettable three-year period for REITs dating back to the start of the Fed's rate hiking cycle in which REITs have accumulated 40 percentage-points of underperformance. REITs remain as unloved as ever: The number of publicly listed REITs declined for a fourth-straight year in 2024. As an asset class, REITs are the single-largest "underweight" among institutional investors.» Mehr auf seekingalpha.com

The lists were created using the U.S. Dividend Champions spreadsheet and NASDAQ data, ensuring companies have at least five years of dividend growth. My investment strategy focuses on buying, holding, and adding to companies with consistent dividend growth and outperformance relevant to certain benchmarks. Top-performing stocks include MPWR, STLD, and JPM. Top REITs include CTR, FR, and REXR for their impressive returns and dividend growth rates.» Mehr auf seekingalpha.com

US equity markets posted modest gains this week - snapping a four-week losing streak - as investors parsed commentary and updated forecasts from the Federal Reserve's policy meeting. Ahead of the looming April 2nd unveiling of reciprocal tariffs, investors were relieved by FOMC projections showing that 11-of-19 policy markets still expect at least two rate cuts this year. Disappointing retail sales data indicated that economic uncertainty is beginning to affect real-world consumer behavior. Housing market data was relatively solid, however, sparking an upward revision to the GDPNow forecast.» Mehr auf seekingalpha.com