US real estate stocks rise in October as tech selloff and lower yields lift sector
US REITs outperformed the broader market in October as yields fell and the Fed held rates steady, according to Seeking Alpha's monthly review of sector performance.
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what happened
US real estate stocks outpaced the broader market in October as money rotated out of technology shares and the Federal Reserve kept its rates unchanged, according to Seeking Alpha. The main driver was cheaper long-term borrowing: the 10-year Treasury yield dropped 35 basis points to 4.93%, and the 30-year yield fell 32 basis points to 5.31%. The S&P 500 Real Estate index gained 4.98% over the month to 275.07 points.
Technology stocks, meanwhile, came under pressure. The outlet reported that OpenAI lowered its annualized revenue expectations, prompting investors to question whether huge infrastructure spending on AI would pay off, while the Cboe Volatility Index reached a four-month high. President Donald Trump signed an executive order aimed at lowering the cost of homeownership, directing the Federal Housing Finance Agency to set up a pilot program for proactively cancelling mortgage insurance premiums.
why it matters
The lower yields matter for markets because they reduce financing costs and make rate-sensitive REITs more attractive. Mortgage rates remain high, which limits housing demand, so the sector's direction will likely depend on upcoming economic data and regulatory decisions.
market impact
US real estate: lower Treasury yields support REITs that are sensitive to interest rates
- US REITs pressure up — lower long-term Treasury yields reduce borrowing costs for property owners
- US 10-year Treasury pressure down — yield fell 35 basis points to 4.93% during the month
tags
instruments
sources
- Real estate stocks shine in October amid broader tech rout, lower long-term borrowing costs — Seeking Alpha, 31 October 2026 at 16:00 UTC
prepared by the newsmetry newsroom with ai assistance from the sources listed below. not investment advice.
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