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Why REITs are outperforming the broader stock market in 2026

Higher rates, excess supply begin to fade
The Don CeSar hotel in St. Pete Beach, Florida, is owned by Host Hotels & Resorts Inc., a lodging real estate investment trust. Hotel and resort REITs were the top-performing property sector through the first half of 2026, according to Nareit. (CoStar)
The Don CeSar hotel in St. Pete Beach, Florida, is owned by Host Hotels & Resorts Inc., a lodging real estate investment trust. Hotel and resort REITs were the top-performing property sector through the first half of 2026, according to Nareit. (CoStar)
CoStar News
July 14, 2026 | 7:17 P.M.

Real estate investment trusts are beating the broader stock market in 2026 after three years of disappointing returns.

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