REITs Are Undefeated in July Since 2008 — Don't Sleep on Them
REITs have gone unbeaten in July every year since 2008, quietly outpacing even the Nasdaq-100's strong seasonal record.
Everyone talks about the Nasdaq-100's July rally like it's gospel. It's a real pattern, no doubt. But there's a sector that's been doing it cleaner, longer, and with less fanfare — and that's REITs.
Real estate investment trusts have posted gains every single July since 2008. Not most years. Every year. While tech gets the headlines for its summer surge, REITs have been quietly printing a perfect seasonal record that serious traders can't afford to ignore heading into the month.
Read more Dow Jones Top Movers: Thursday's Biggest Gains and Losses →
The setup matters here. REITs are rate-sensitive by nature, and any macro environment that hints at cooling inflation or a Fed pause tends to turbocharge the sector. July has historically delivered exactly that kind of sentiment. You combine a bulletproof seasonal track record with a market that's increasingly pricing in Fed cuts, and you've got a tradeable thesis with real teeth.
This isn't about going all-in on a hunch. It's about respecting what the data says. Sixteen-plus consecutive positive Julys is not noise — that's a signal. If you're a bull looking for somewhere to park conviction money this month, the unheralded REIT sector is making a loud case for itself.
Continue reading at MarketWatch.com
