Understanding how REITs behave across expansions, slowdowns, recessions, and recoveries is essential for investors navigating shifting macro conditions. In this episode, we break down the cyclical forces that shape REIT performance, highlight sector winners and laggards, and explore how interest rates, inflation, and credit conditions influence returns.

🔹 What We Cover in This Episode

• How REITs respond to each phase of the economic cycle Expansion, late‑cycle slowdown, recession, and recovery — and why performance varies across phases.
• The macro drivers that matter most Interest rates, inflation trends, GDP growth, consumer spending, and credit availability.
• Sector‑by‑sector breakdown
  • Industrial REITs during expansions
  • Residential  ...