Real Estate was the top performing sector in the final quarter of 2023, climbing an impressive 18.8% against the market’s 11.7% gain. Signs of enthusiasm for the REIT industry have been rare in recent times. While the S&P 500 gained 96% over the last five years, REITs returned a paltry 31% over that time. We wondered if last quarter’s success signaled that it was time to take a fresh look at the group. This report examines the investment merits of REITs as an asset class, using the mental model of evaluating “what you pay vs. what you get.”
Feb
22
2024
REITs: Worth A Nibble?
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![Scott Opsal / Director of Research & Equities](https://leuthold.imgix.net/leutholdgroup.com/site_files/authors/DSC_2797_LR_Scott.jpg?h=150&w=150&fit=crop&fp-y=.15)