EL7.AI
StocksMedium•8 November 2026•
1 min read

US Real Estate Sector Faces Selloff Amid High Yields and REIT Operational Updates

Key Facts

1BrightSpire Capital eliminated all risk-rated five loans and reduced its troubled real estate holdings to four properties.
2VICI Properties raised its full-year AFFO guidance to approximately $2.48 per share.
3Rising interest rates have driven commercial and equity REIT valuations down to deeply discounted entry points.

BrightSpire Capital eliminated all risk-rated five loans and reduced its troubled real estate holdings to four properties. According to Seeking Alpha, VICI Properties raised its full-year AFFO guidance to approximately $2.48 per share, as rising interest rates driven commercial and equity REIT valuations down to deeply discounted entry points.

VICI closed at $24.79 on November 6, 2026, while BRSP closed at $3.34 on the same date. These developments occur against a challenging macro backdrop where high intermediate-term Treasury yields have increased borrowing costs, forcing firms to de-risk portfolios or adjust outlooks in response to lower sector valuations.

The market is awaiting the MBA 30-Year Mortgage Rate data scheduled for release on November 11, 2026, which may clarify financing costs for the sector. This follows US inflation data on November 10, 2026, with the annual inflation rate forecasted at 3.7%.

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