[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  David Auerbach ⭕️ [@DailyREITBeat](/creator/twitter/DailyREITBeat) on x 3873 followers Created: 2025-07-22 12:39:04 UTC 🔄 #REITs Weather the Roller Coaster: Midyear 2025 Snapshot 🎢 📈 Despite a volatile start to 2025—marked by tariff uncertainty, interest rate debates, and recession fears—REITs held their ground. The FTSE Nareit All Equity REITs Index is up +1.8% YTD, proving the resilience of publicly listed real estate. 🗣️ John Worth, EVP of Research & Investor Outreach at @REITs_Nareit, shares his thoughts in a recent interview with @wealth_mgmt. 💡 Key Takeaways: 📊 Resilience Amid Volatility: REITs have endured the macro swings—from interest rate fears to dollar depreciation—without significant damage. 💼 Capital Markets Remain Open: Despite spread widening, REITs are still raising capital and executing on growth strategies. 💰 Balance Sheet Discipline: * Leverage remains modest (now XX% vs. XX% in 2021) * Fixed-rate debt increased (91%) * Unsecured debt up (79%) * REITs didn’t “swing for the fences” in this cycle 🌍 Global REITs Outperforming: * Europe: +25% YTD (USD) * Asia: +15% YTD (USD) * North America: <1% YTD * The weak dollar + strong fundamentals made international REIT exposure shine in 1H25. 📉 Interest Rate Policy? Not the Whole Story: REIT performance is more tied to long-term rates like the 10-Year Treasury, not short-term Fed policy changes. 📌 Why it matters: This year is a case study in the importance of: ✅ Strong balance sheet management ✅ Diversified geographic exposure ✅ Staying the course through volatility 💬 “Sometimes it’s the dog that didn’t bark.” The lack of panic or reckless leverage by REITs speaks volumes about how the industry has matured since prior cycles. XXX engagements  **Related Topics** [stocks](/topic/stocks) [investment](/topic/investment) [coins real estate](/topic/coins-real-estate) [fed rate](/topic/fed-rate) [tariffs](/topic/tariffs) [Post Link](https://x.com/DailyREITBeat/status/1947637518150549741)
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
David Auerbach ⭕️ @DailyREITBeat on x 3873 followers
Created: 2025-07-22 12:39:04 UTC
🔄 #REITs Weather the Roller Coaster: Midyear 2025 Snapshot 🎢
📈 Despite a volatile start to 2025—marked by tariff uncertainty, interest rate debates, and recession fears—REITs held their ground. The FTSE Nareit All Equity REITs Index is up +1.8% YTD, proving the resilience of publicly listed real estate.
🗣️ John Worth, EVP of Research & Investor Outreach at @REITs_Nareit, shares his thoughts in a recent interview with @wealth_mgmt.
💡 Key Takeaways: 📊 Resilience Amid Volatility: REITs have endured the macro swings—from interest rate fears to dollar depreciation—without significant damage. 💼 Capital Markets Remain Open: Despite spread widening, REITs are still raising capital and executing on growth strategies.
💰 Balance Sheet Discipline:
- Leverage remains modest (now XX% vs. XX% in 2021)
- Fixed-rate debt increased (91%)
- Unsecured debt up (79%)
- REITs didn’t “swing for the fences” in this cycle
🌍 Global REITs Outperforming:
- Europe: +25% YTD (USD)
- Asia: +15% YTD (USD)
- North America: <1% YTD
- The weak dollar + strong fundamentals made international REIT exposure shine in 1H25.
📉 Interest Rate Policy? Not the Whole Story: REIT performance is more tied to long-term rates like the 10-Year Treasury, not short-term Fed policy changes.
📌 Why it matters: This year is a case study in the importance of: ✅ Strong balance sheet management ✅ Diversified geographic exposure ✅ Staying the course through volatility
💬 “Sometimes it’s the dog that didn’t bark.” The lack of panic or reckless leverage by REITs speaks volumes about how the industry has matured since prior cycles.
XXX engagements
Related Topics stocks investment coins real estate fed rate tariffs