REITs Defy the Rate Shock as Property Fundamentals Outweigh Higher Borrowing Costs
Real estate investment trusts are proving more resilient to rising interest rates than many investors expected, as stronger property fundamentals, disciplined balance sheets and durable cash flows help offset the drag from tighter monetary policy. Analysts say the sector is no longer trading purely as a low-rate proxy, but increasingly on asset quality, lease structures and earnings visibility.
