REITs Have Been Undefeated in July Since 2008, Data Shows
While the Nasdaq-100 gets the July hype, REITs have quietly gone undefeated since 2008 — making them the stealth MVP of summer trading.
If you're looking for a bright spot heading into July, forget the usual suspects for a second. Real estate investment trusts — better known as REITs — have quietly put together a perfect record in the month of July dating all the way back to 2008. That's not a misprint. Undefeated. Every single July for nearly two decades, REITs have posted gains.
Now, the Nasdaq-100 definitely has a strong seasonal reputation for July, and it deserves credit — tech-heavy indexes tend to get a boost as earnings season kicks off and investors feel optimistic. But even with all that fanfare, the Nasdaq-100 has *not* gone undefeated the way REITs have. That distinction belongs to a sector most casual investors barely think about during summer months.
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So what exactly is a REIT, for those just tuning in? Think of it as a company that owns income-producing real estate — things like apartment buildings, office parks, shopping centers, or warehouses — and is required by law to pass most of its profits along to shareholders as dividends. That dividend-heavy structure tends to make REITs attractive when investors are hunting for reliable income, and apparently July has historically been a sweet spot for that kind of appetite.
Of course, past performance doesn't guarantee future results — that disclaimer exists for a reason. But if you're a bull looking for historical tailwinds to feel good about heading into the summer, the REIT sector's July track record is about as clean as it gets in investing. It's the kind of quiet consistency that tends to fly under the radar until someone finally points it out.
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