REITs Well-Prepared for Rising Interest Rates, Inflation

REITs have typically performed well in periods of rising interest rates and inflation—a fact investors appear to be overlooking in the current market environment, according to participants in a Bloomberg Intelligence webinar April 10.

John Worth, Nareit executive vice president for research and investor outreach, pointed out that REITs have posted positive total returns in 87 percent of previous periods of rising interest rates. In more than half of those times, REITs have outperformed the S&P 500 Index.