Story perspectives

REITs Struggle as Market Nears Record Highs

12/29/2025

Summary

Story summary

U.S. real estate stocks, especially REITs, lag as the broader market nears record highs.
Investors monitor interest rates, economic trends, and the gap between tech and rate-sensitive sectors.
The Federal Reserve's December 30 minutes are expected to influence REIT valuations due to rate sensitivity.
Utilities stocks face rate pressure and rising demand from AI-driven data centers, with market direction driven by macro signals and weather risks as 2025 ends.

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Story summary

U.S. real estate stocks, especially REITs, lag as the broader market nears record highs.
Investors monitor interest rates, economic trends, and the gap between tech and rate-sensitive sectors.
The Federal Reserve's December 30 minutes are expected to influence REIT valuations due to rate sensitivity.
Utilities stocks face rate pressure and rising demand from AI-driven data centers, with market direction driven by macro signals and weather risks as 2025 ends.