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How Real Estate Stocks Are Trailing the Rally in 2026
Lucas and Luna examine the divergence between real estate stocks and the broader market in June 2026. With the S&P 500 hitting 7,400 and small caps surging 1.9% over five days, the Dow Jones U.S. Real Estate Index has dropped 2.3% this month. The hosts dig into rising cap rates, a slowing commercial property market, and how higher-for-longer interest rates are squeezing REITs and homebuilders. They discuss specific headwinds for office and retail REITs, the surprising resilience of industrial and data-center real estate, and what this means for dividend-focused investors. Lucas points out…
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