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Hoya Capital's David Auerbach on REITs remaining resilient in a prolonged high-rate environment, with strong fundamentals: NOI, FFO, and dividends all rising since 2019.
Small and mid-cap REITs offer compelling value, trading at discounts and providing higher yield and growth potential versus large caps.
M&A activity is robust across sectors, driven by undervaluation and private buyers targeting public REITs for platform expansion.
Sector preferences include manufactured housing, lodging, industrial, and data centers, while caution is advised on commercial mortgage REITs.
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