Summary

• REITs are finally rallying after a brutal 5-year bear market.
• The main bear arguments are now starting to break down.
• Private equity is already buying before valuations recover.
• High Yield Landlord members get exclusive access to our real-world portfolio. See all our investments here »

REITs (VNQ) are now finally surging in value, rising by 10% so far this year, and I think that this is still just the beginning of a multi-year rally.

The bear thesis is breaking

69.58K Followers

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.