White Papers: Interest Rates & REIT Performance

A look at how REIT prices historically performed during periods of rising rates.

How do REIT share prices perform while interest rates are increasing? This is a logical question, as the returns associated with traditional fixed income oriented products, like bonds, are strongly correlated with rate changes. Many looking for income oriented products wonder if REITs behave the same way. After examining seven distinct periods of rising Federal Funds rate, we believe the simple answer is no.

Download the Interest Rates & REIT Performance White Paper