The good news, REITs as a category have been doing well of late. According to BTIG Research, as of last Friday, they were up 4.2%. That compares with 3.6% for the S&P 500 and 4.0% for the Russell 2000 stock indexes.

But then there was this statement: “With significant inflation measures on tap for this week’s economic calendar (CPI prints on Tuesday, and PPI prints on Wednesday), rates are likely to be in focus again for REIT.”

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Erik Sherman



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