StocksMedium•11 November 2026•
1 min read
REITs Raise Full-Year Guidance Following Strong Q3 Earnings Performance
Key Facts
178 REITs (80%) raised their full-year FFO guidance, marking one of the strongest seasons on record.
2REITs have outperformed the S&P 500 for five consecutive weeks, their longest streak since July 2024.
Seventy-eight REITs, representing 80% of the sector, raised their full-year Funds From Operations (FFO) guidance. Seeking Alpha reported that this marks one of the strongest earnings seasons on record, with REITs outperforming the S&P 500 for five consecutive weeks, their longest such streak since July 2024.
Curtailed construction activity has boosted rents and occupancy rates, while post-election expectations for tighter permitting are benefiting incumbent asset owners, particularly within the data center segment. The sector maintained its upward momentum relative to the broader market.