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XLRE·Outlook · refreshed hourly

Real Estate outlook

REITs across data centers, residential, industrial, retail. Rate-sensitive with structural AI tailwind.

D1
+1.5%
W1
+3.1%
M1
+1.4%
YTD
+10.4%
TL;DR

The Real Estate sector (XLRE) is up 10.4% YTD. Active narrative: XLRE lags SPY 400bps: housing starts 2020 low, rate trap read. Top holdings include PLD, AMT, EQIX.

XLRE · last 30 days
Top holdings · click for live
Active narratives · Real Estate

People also ask

What is the Real Estate sector?
REITs across data centers, residential, industrial, retail. Rate-sensitive with structural AI tailwind.
Is the Real Estate sector up or down today?
XLRE is up 1.46% today at $45.24.
What are the biggest stocks in the Real Estate sector?
The top holdings in XLRE are Prologis (PLD), American Tower (AMT), Equinix (EQIX), Welltower (WELL), Digital Realty (DLR).
What's the next catalyst for the Real Estate sector?
The most active narrative is: US housing starts hit their weakest pace since 2020 as mortgage rates hold above 6% and September hike odds rise under Warsh, with XLRE underperforming SPY by 400 basis points year-to-date. HD and LOW earnings misses, 25.2M under-35s at home, and key affordability levels tracked live.
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