Surprised to see reits continue their underperformance against the S&P, I understand how most market participants view reits as a long term rate play (yields down reits up etc) however I think the market is not taking into account that reits should perform "relatively" well in a stagflationary environment. In other words reits might get a stagflationary bid.
Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.
Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.