Real Estate ETF Poised For Breakout As Treasury Yields Drop And Cap Rates Compress
Falling Treasury yields and cap-rate compression could boost REIT valuations in 2026, making XLRE a contrarian opportunity driven by data-center and tower exposure.
2026 Looks Like An Inflection Point For Schwab's US REIT To Launch Higher | SCHH
SCHH's 2026 performance hinges on long-term interest rates and CRE refinancing risk, with cap-rate compression and sector mix determining valuation and dividend outcomes.