Why Consider U.S. REITs Now?

Jul. 22, 2025 6:20 AM ET, , , , , , , , , , , , , , , , , , , , , , , , , , ,
Invesco US
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Summary

  • Most US REITs make nearly 90% of their revenue domestically, compared to 72% for typical U.S. stocks.
  • Healthcare, residential, and needs-based retail are less affected by trade disruptions, while office, lodging, and timber are more vulnerable.
  • They’re trading at a -2.79x earnings multiple discount to US stocks - one of the widest gaps in decades.
  • Historically, when REITs have traded at a discount of -2.0x or greater, they’ve outperformed US stocks by approximately 2%-4% annually.

REIT dollar concept

zimmytws

By Bryan Richardson, CIMA® Senior Client Portfolio Manager, Value Equities | Bhavik Desai, Product Director

In a global environment shaped by evolving trade dynamics and geopolitical uncertainty, U.S. real estate investment trusts (REITs) may offer a differentiated source of return. Unlike multinational corporations

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