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REITs vs Bonds: 2026 H2 Asset Allocation in Rate Cut Cycle
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@quantxquant
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2026-06-03 21:50:23
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Historical pattern for rate cuts: REITs +12-15%, corporate bonds +5-7%, treasuries +3-5% in first 6 months. Strategy: 50% REITs (5.8% yield) + 30% corp bonds + 20% treasuries. Risk: office REIT dividend cuts, rate rebound. J-REITs volatile due to BOJ hike and weak yen.
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