tl

Are REIT's Fairly Valued?

What about the REITs that are claiming that they have their tenants locked into long-term leases, therefore preventing FFO from decreasing even during a recession?

Are REIT's Fairly Valued?

So what you're saying is that REITs' prices are being helped by the Fed's rate cuts and other recent liquidity actions. Makes sense. But are REIT stock prices only sensitive to interest rates? What events/conditions could bring down those rosy FFO numbers?