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Dividends Analysis

REITs Analysis

Summary

U.S. equity markets advanced for a fifth straight week - their longest winning streak since 2024 - as strong earnings, resilient data, and hopes for lasting Iran peace fueled optimism.

Investors looked through another oil-price surge and inflationary pressure, focusing instead on corporate resilience and economic strength despite a complex macro backdrop shaped by geopolitical and policy uncertainty.

The Fed held rates steady in an unusually fractured 8-4 vote, while Powell’s plan to remain on the Board broke precedent and raised politically charged succession questions.

The busiest week of REIT earnings season delivered a decidedly positive slate of upside surprises, with 31 REITs raising their full-year FFO guidance, alongside reports of some mega-sized REIT M&A.

Strength was broadest across senior housing, hotels, strip centers, and data centers, while housing-related sectors showed early stabilization; office and industrial were mixed but improving,…