The REIT Market Is Crashing: Here Is What I Am Buying

Dividends Analysis REITs Analysis Interest Rates The REIT Market Is Crashing: Here Is What I Am Buying Sep 28, 2026, 7:15 AM ET CPT , SUI , KIM 17 Comments 2 Likes Jussi Askola, CFA Investing Group Leader Follow Summary REITs are selling off again as rates spike. Higher rates may create long-term rent growth upside. The best opportunities are with well-capitalized landlords. High Yield Landlord members get exclusive access to our real-world portfolio. See all our investments here »

REITs have dropped by nearly 10% over the past month alone:

And that's just the average of the sector, as represented by a market-cap-weighted REIT ETF, Vanguard Real Estate ETF ( VNQ ), that's dominated by