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A 30 Second take on US REITs as at 31 May 2025

June 4 2025

  • Earnings haven't changed
  • Dividends haven't changed
  • Stock prices are down 30% 
  • Tariffs have yet to play out in the REIT industry, but the stock prices are reacting as if it's a worst case scenario
  • From a fundamentals perspective, nothing has changed
  • Thus REITs are a good holding in a portfolio during times of volatitlity

View video of David Auerbach at the Real Estate Gala

 

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