NUVEEN REAL ESTATE INC.

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

In Part 2 of our Earnings Recap, we present a sector-by-sector breakdown of the Winners of REIT Earnings Season, discussing incremental positives/negatives and noting the individual standouts. Healthcare REITs were the leaders this earnings season, with results showing robust momentum in senior housing fundamentals, while tenant operator issues improved across other healthcare sub-sectors. Results from Net Lease, Casino, and Residential Mortgage REITs - several of the most rate-sensitive sectors - were also surprisingly steady despite the interest rate turbulence in late 2024.» Mehr auf seekingalpha.com

Despite recent price declines, REITs' future value has increased due to higher rental rates, increased property values, and reduced competing supply. Higher market demanded returns have steepened the slope, causing REIT prices to drop despite improved fundamentals and future value. The price drop is driven by higher expected returns, not impaired future value, making current REIT valuations a buying opportunity.» Mehr auf seekingalpha.com