First Fed Hike Since 2023: Are REITs Still Worth Buying? | Ep 307
Dividend Talk
- Published
- September 19, 2026
- Duration
- 58:26
- Summary source
- description
- Last updated
- Oct 4, 2026
Discusses investing.
Summary
The Fed has raised rates for the first time since 2023. So what does that mean for REITs like Realty Income, Agree Realty and VICI? We explain why real estate stocks are so sensitive to interest rates, compare them with a 5% US Treasury, and share the prices where we'd start buying again.Also this week: Warren Buffett's full retirement, Nike losing Mbappé…
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Show notes
The Fed has raised rates for the first time since 2023. So what does that mean for REITs like Realty Income, Agree Realty and VICI? We explain why real estate stocks are so sensitive to interest rates, compare them with a 5% US Treasury, and share the prices where we'd start buying again.Also this week: Warren Buffett's full retirement, Nike losing Mbappé to On, and dividend raises from Texas Instruments, McDonald's (now a Dividend King), Microsoft, Philip Morris and JPMorgan.Your questions: pre
Themes
- investing