The REIT sector is showing renewed signs of strength in 2026, with improving fundamentals, resilient property performance, and growing investor interest despite ongoing interest rate uncertainty. This week, three Investing Group leaders share their perspectives on where they see the most compelling opportunities - from deeply discounted real estate assets to high-yield income plays and the broader recovery taking shape across the REIT landscape.

High Dividend Opportunities: The author highlights two deeply discounted real estate income opportunities trading 40–50% below NAV: Greystone Housing Impact Investors (GHI) and Highland Opportunities and Income Fund (HFRO). Both have been pressured by high interest rates and weak real estate transaction markets, reducing near-term cash flow. However, management teams have chosen patience over selling assets at depressed prices. The author believes these discounts significantly undervalue the underlying portfolios and sees strong long-term upside potential as real estate markets recover and asset values are realized. Full Article (no paywall)

High Yield Landlord: Jussi argues that while most high-yield real estate investments carry elevated risk, a few exceptions offer attractive long-term value. He highlights Xior Student Housing (XIORF), a leading European student housing owner benefiting from strong demand and rent growth, and Vail Resorts (MTN), whose shares have been pressured by weak snowfall and softer tourism trends. Both offer yields above 6%, trade at discounted valuations, and could deliver meaningful upside if temporary headwinds fade and growth resumes over the next several years. Full Article (no paywall)

iREIT®+HOYA Capital: REITs have shown surprising resilience in 2026, gaining about 12% and outperforming the broader market despite rising interest rates and inflation concerns. The sector is benefiting from stronger property fundamentals, increasing M&A activity, improving dividend growth, and healthier balance sheets. Property-level income and occupancy remain robust across most sectors, while development pipelines are shrinking, supporting future rent growth. Although valuations remain below historical averages, the report suggests REITs are entering a recovery phase, with further upside possible if long-term interest rates moderate. Full Article (no paywall)

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