BiggerPockets Money Podcast · Tuesday, August 11, 2026
Real estate investment trusts (REITs) have underperformed the broader stock market over the past few years, particularly since the interest rate hikes began in early 2022. Despite challenges, experts like Uci, cited in the discussion, believe that many REITs are now trading at a discount to their underlying asset value, presenting a compelling investment opportunity.
“REITs have gone through a multi-year bear market. This bear market began in early 2022 with the surging interest rates.”
“But, but you're correct to point out that REITs have significantly underperformed the S&P 500 over the past five years or so, and this is unusual for REITs.”
“I think that with lot of REITs trading at large discounts relative to the value of the real estate they own, they are today presenting a very compelling opportunity in my opinion.”