REITs Are Undefeated in July Since 2008 — Don't Sleep on Them
REITs have posted gains every July since 2008, quietly outpacing even the Nasdaq 100's summer reputation.
Everyone talks about the Nasdaq 100's July pop, but there's a quieter trade that has been even more reliable — REITs. Real estate investment trusts haven't lost a July since 2008. That's not a hot streak. That's a dynasty.
The Nasdaq 100 has a strong seasonal reputation for summer gains, and traders load up on tech plays every year chasing that tailwind. But REITs have quietly run a perfect record over the same stretch. If you're hunting for a high-conviction seasonal trade, that kind of consistency is hard to ignore.
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Why does this matter right now? Because REITs are still broadly unloved. Rising interest rates hammered the sector over the past few years, and a lot of retail money rotated out and never came back. That setup — a beaten-down sector with a bulletproof seasonal track record — is exactly the kind of asymmetric opportunity worth putting on your radar.
You don't have to go all-in. But if July is historically the one month REITs simply don't quit, ignoring that edge is leaving a proven seasonal pattern on the table. The bulls have a lot of options this month — REITs might just be the most overlooked one.
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