Depends on the time period analyzed…

  • Positive correlation between rates and REIT returns prior to 2000
  • Negative correlation post 2000.
  • Extreme positive interest rate moves have historically been associated with extreme positive AND negative returns.
  • Unclear what will happen to REITs.

Highlight from our research on the subject:


The results are hypothetical results and are NOT an indicator of future results and do NOT represent returns that any investor actually attained. Indexes are unmanaged, do not reflect management or trading fees, and one cannot invest directly in an index. Additional information regarding the construction of these results is available upon request.

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