Finance
Part 2: The State of REITs: Mid-Year 2026 REIT Market Update
Date: 2026-07-27 21:00:11
Are REITs poised for a comeback? Or are there still challenges ahead?
Welcome to another episode of Dividend Stockpile! I’m joined by David Auerbach, CIO of Hoya Capital, for Part 2 of an in-depth discussion on today’s REIT market and what income investors should be watching.
With interest rates, inflation, and economic uncertainty continuing to shape the real estate landscape, we break down where the biggest opportunities—and risks—exist across the REIT sector.
In this interview, we discuss:
The current state of the REIT market
How interest rates are impacting REIT valuations and performance
Which REIT sectors look the most attractive today
Areas of the market David believes investors should approach with caution
The outlook for dividends and REIT cash flows
REITs vs. other income investments, including dividend stocks and bonds
Whether today’s market presents a compelling long-term buying opportunity
What income investors should be watching over the next 12–24 months
Whether you’re a long-time REIT investor or just beginning to explore real estate as part of your income portfolio, this conversation provides valuable insights into one of the market’s most important income-producing asset classes.
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