REITs Have Beaten Nasdaq-100 as July's Most Reliable Trade
Real estate investment trusts have posted an undefeated record since 2008 in July, outperforming even the tech-heavy Nasdaq-100.
Real estate investment trusts have quietly built one of the most consistent seasonal records in the stock market, going undefeated in July every year since 2008, according to MarketWatch — a streak that surpasses even the Nasdaq-100's well-known summer strength.
The Nasdaq-100 has earned a strong reputation as a reliable July performer, regularly attracting bullish attention from traders looking to capitalize on seasonal trends. Yet REITs have managed to top that track record, delivering gains through bull markets, bear markets, rate hike cycles, and pandemic disruptions alike.
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The durability of the REIT July pattern is notable given how much the sector has faced in recent years. Rising interest rates have pressured real estate valuations broadly, yet the seasonal tendency has remained intact — suggesting the trend may be driven by factors beyond simple macro tailwinds, including dividend reinvestment flows and institutional rebalancing that tend to favor income-producing assets mid-year.
For investors scanning for high-probability setups heading into the summer, the REIT sector's unbroken July record represents a data point that is difficult to dismiss. While past performance never guarantees future results, a streak stretching back to 2008 across vastly different economic environments carries more statistical weight than most seasonal patterns cited on Wall Street.
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