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- Weekly Update - Here's How Well Our REITs Are Doing Heading Into Earnings
Weekly Update - Here's How Well Our REITs Are Doing Heading Into Earnings
Spoilers: very well
Tim Melvin
July 22, 2025
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Editor’s Note: In today’s update for Premium members, Tim goes through each one of the REITs in his Total Return Portfolio ahead of what could be some stellar earnings. For the full story and access to the Total Return Portfolio, upgrade to Premium here.
We are rolling into the heart of earnings season, and as usual, it is time to take stock of where we stand in the portfolio heading into the flood of quarterly results (no video this week again, sorry!). Our focus remains on real estate investment trusts with durable income streams, strong property fundamentals, and pricing power in a high-rate world. While the headlines keep screaming about commercial real estate Armageddon, the numbers from many of our positions tell a much more grounded—and bullish—story.
Let us walk through the key names in the portfolio by property type and set the table for what I will be watching in the reports.
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