REITs Have Gone Undefeated in July Since 2008, Outpacing Nasdaq-100
Real estate investment trusts have posted gains every July since 2008, quietly outperforming the tech-heavy Nasdaq-100 in seasonal reliability.
Real estate investment trusts have quietly built one of Wall Street's most consistent seasonal records, posting gains every July since 2008 — an undefeated streak that outshines even the celebrated summer rally of the Nasdaq-100, according to MarketWatch.
The Nasdaq-100 has long been recognized as a strong performer in July, making it a favored seasonal trade among bulls hunting for momentum heading into the back half of the year. Yet REITs have managed to top that reputation, remaining perfect across more than 15 consecutive Julys while flying largely under the radar of mainstream market commentary.
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The pattern places REITs in an unusual spotlight entering this July. Investors who typically overlook the real estate sector in favor of high-growth tech names may find that the steadiest gains are hiding in plain sight, in an asset class historically associated with dividends and stability rather than seasonal fireworks.
Analysts and strategists watching seasonal trends often point to the Nasdaq-100's July record as a reliable signal for risk-on positioning. The fact that REITs have matched and exceeded that consistency — without generating equivalent headlines — suggests the sector may be underappreciated as a tactical opportunity during the summer months.
Whether the streak holds in the current environment of elevated interest rates and commercial real estate headwinds remains the central question for investors considering a seasonal rotation. Continue reading at MarketWatch.com.
