Capitalization rates for single-tenant net lease retail properties remained stable in the fourth quarter of 2025, indicating ...

Cap rates are not universal. While often presented like math, in practice cap rates reflect institutions. Regulatory alpha, ...

Conventional wisdom has long said: where interest rates go, cap rates soon follow. In other words, when the cost of capital is high, so too is the ratio of a property’s net operating income to its ...

Quick Read XLRE holds data center REITs including Equinix and Digital Realty that benefit from AI infrastructure spending. Declining interest rates compress cap rates and raise property valuations ...

Cap rates are one of the best indicators of forward returns in REITs. It is not 1 for 1 in the sense that a 5% cap rate does not translate to a 5% forward return, but a higher cap rate at purchase ...

Historically, income has driven over 80% of long-term returns in U.S. core and core-plus real estate.[1] That contribution tended to decline during periods of strong growth and low interest rates, and ...

Forbes contributors publish independent expert analyses and insights. John Navin is a Colorado-based journalist who writes about stocks. Real estate stocks benefit greatly from interest rate cuts, if ...