The State of REITs - Part 1: Mid-Year 2026 REIT Market Update

Are REITs poised for a comeback? Or are there still challenges ahead?Welcome to another episode of Dividend Stockpile! I'm joined by David Auerbach, CIO of Hoya Capital, for Part 1 of an in-depth discussion on today's REIT market and what income investors should be watching.With interest rates, inflation, and economic uncertainty continuing to shape the real estate landscape, we break down where the biggest opportunities—and risks—exist across the REIT sector.In this interview, we discuss:The current state of the REIT marketHow interest rates are impacting REIT valuations and performanceWhich REIT sectors look the most attractive todayAreas of the market David believes investors should approach with cautionThe outlook for dividends and REIT cash flowsREITs vs. other income investments, including dividend stocks and bondsWhether today's market presents a compelling long-term buying opportunityWhat income investors should be watching over the next 12–24 monthsWhether you're a long-time REIT investor or just beginning to explore real estate as part of your income portfolio, this conversation provides valuable insights into one of the market's most important income-producing asset classes.