REITs have historically outperformed all other major asset classes, including stocks and bonds. We think that the factors leading to this recurrent out-performance are diverse and remain relevant today.
There is a lot of talk going around about a recession lately. The U.S. economy has now been expanding for over ten straight years. It will eventually come to an end and start contracting at some point in time.
The yield curve’s inversion on Wednesday spooked the stock market. Real-estate investment trusts held up a little better—and, if history is any indicator, some could be in for a period of out performance.