Quick Read XLRE holds data center REITs including Equinix and Digital Realty that benefit from AI infrastructure spending.

Overweighting industrial and retail REITs while avoiding self-storage should outperform broad REIT exposure in the current environment. Read the full analysis here.

Conventional wisdom has long said: where interest rates go, cap rates soon follow. In other words, when the cost of capital is high, so too is the ratio of a property’s net operating income to its ...