Warning To REIT Investors: Rate Cuts Are Coming Soon

Jun. 28, 2025 10:21 AM ET, , , , , , , 19 Comments

Summary

  • REITs have suffered a three-year-long bear market.
  • They could offer significant upside in a future recovery.
  • I think the next leg of the REIT rally is very close. I explain why.
  • High Yield Landlord members get exclusive access to our real-world portfolio. See all our investments here »

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I have an important warning for REIT (VNQ) investors, but before that, I need to give you the context.

REITs have now been in a bear market for the past three years, and this is almost

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This article was written by

67.51K Followers

Jussi Askola is the President of Leonberg Capital, a value-oriented investment boutique that consults hedge funds, family offices, and private equity firms on REIT investing. He has authored award-winning academic papers on REIT investing, has passed all three CFA exams, and has built relationships with many top REIT executives.

He is the leader of the investing group High Yield Landlord, where he shares his real-money REIT portfolio and transactions in real-time. Features of the group include: three portfolios (core, retirement, international), buy/sell alerts, and a chat room with direct access to Jussi and his team of analysts to ask questions. Learn more.

Analyst’s Disclosure:I/we have a beneficial long position in the shares of REXR either through stock ownership, options, or other derivatives. 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.

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