XLRE holds data center REITs including Equinix and Digital Realty that benefit from AI infrastructure spending. Declining interest rates compress cap rates and raise property valuations through lower ...

VNQ remains a Buy as public REITs trade at significant discounts to private market valuations, especially in apartments. The persistent valuation gap between public and private real estate presents a ...

Real estate, private equity and general partner stakes could benefit from future interest rate cuts. What are the risks and ...

For three years, a stubborn gap has persisted between appraisal cap rates for private real estate and the implied cap rate for REITs calculated off the FTSE Nareit All Equity Index. (As of the third ...

Between 2022 and 2025, RE values fell approximately 13% across both private and public markets, substantially trailing the performance of the S&P 500 Index.

As artificial intelligence (AI) continues to dominate headlines and shape investor sentiment, stock market volatility has increased—especially across high-growth tech ...