Q2 2026 REIT Earnings + What's Undervalued Now?

Q2 2026 REIT Earnings + What's Undervalued Now?

Q2 2026 REIT Earnings Are In — Are REITs Still Undervalued?What did we learn from Q2 2026 REIT earnings, and where are some of the most interesting opportunities in the REIT market right now?In this episode of Dividend Stockpile, I’m joined by David Auerbach of Hoya Capital to break down the latest REIT earnings season and discuss what the results tell us about the health of the real estate market.We look at how REIT fundamentals are holding up, which property sectors are performing best, where investors are finding attractive valuations, and which REITs David believes could be worth a closer look.In this interview, we discuss:• The biggest takeaways from Q2 2026 REIT earnings• How REIT fundamentals are trending across different property sectors• Which REIT sectors are showing the strongest operating performance• The impact of interest rates on REITs• Where valuations currently stand across the REIT sector• REITs that appear undervalued relative to their fundamentals• Where David sees the best opportunities today• Potential catalysts that could drive REIT valuations higher• Risks that could derail the REIT recovery• Which areas of the REIT market investors should be cautious aboutIf you're a REIT investor, dividend investor or income investor, this conversation provides a timely look at the current state of the real estate market and where David sees potential opportunities following Q2 earnings season.

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Episoder(180)

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