Chilton Capital sees higher rates creating acquisition opportunities for public REITs

By Public Technologies
  • Chilton Capital Management’s third-quarter 2026 analysis showed the S&P 500 gained 2.3%, bringing its year-to-date return to 12.7%.
  • Second-quarter S&P 500 earnings per share grew more than 30% year over year, supported by accelerating revenue growth and improving margins.
  • Iran-related energy inflation pushed 10-Year Treasury yields to 5.29% on September 30, up from 4.44% at the quarter’s start.
  • Higher yields pressured bond prices, leaving the Bloomberg US Aggregate Index down 3.5% for the quarter and 2.9% year to date.
  • Real estate also weakened: the Vanguard Real Estate ETF returned -6.2% for the quarter as rising Treasury yields weighed on valuations.


Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Chilton Capital Management LLC published the original content used to generate this news brief on October 15, 2026, and is solely responsible for the information contained therein.

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