Rising bond yields drive Q3 global REIT weakness, Resolution Capital says

By Public Technologies
  • Resolution Capital's October 2026 update attributed global REIT weakness in Q3 2026 primarily to rising nominal and real bond yields.
  • Healthcare operating fundamentals remain very strong, supported by an aging US population and minimal new supply.
  • Data center holdings Equinix and Digital Realty target long-term digitalization, with their network-dense colocation businesses seen benefiting regardless of AI winners.


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