Real estate stocks stand out as winners in February despite a rise in bear sentiment
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 01 2025
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Source: SeekingAlpha
Market Performance Overview: The S&P 500 real estate stocks rose approximately 5% in February, contrasting with a 1.4% decline in the overall S&P 500 due to increasing bearish sentiment and concerns over tariffs and inflation. Defensive sectors like real estate performed better amid declining long-term yields and mortgage rates.
Investor Sentiment and Company Updates: Real estate brokerage leaders expressed optimism for profitability and market growth, while many investors plan to expand portfolios in 2025. Notable company news includes Invitation Homes reporting steady earnings, American Tower facing an earnings miss, and Federal Realty Investment Trust acquiring a shopping center for $123.5M.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
