Under the shadow of tariffs, the US stock market is turbulent, and REITs have become UBS's new favorite for hedging

Zhitong
2025.04.10 02:09
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UBS analysts pointed out that Real Estate Investment Trusts (REITs) have outperformed the market in an uncertain economic environment and are expected to continue leading. Data shows that the return rate of REITs is approximately 4 percentage points higher than that of the S&P 500 index. Due to the impact of tariff policies, the defensive nature of REITs makes them more stable. After Trump announced a suspension of certain tariffs, REITs' stock prices rose significantly, with UDR, Extra Space Storage, and Equity Lifestyle Property all experiencing notable gains