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Apartment REITs gain from high mortgage rates and easing supply, with top buys UDR, CSR, and MAA showing strong returns.

Market News
25 May 2026
Seeking Alpha
View Source
Bullish
pluang ai news

Apartment REITs are benefiting from rising mortgage rates and affordability issues that push more households to rent instead of buy. Supply pressures are easing as construction slows and rental demand outpaces new units, improving market fundamentals. The AVB/EQR merger creates a $50 billion market leader aiming for scale and cost savings amid a tough rate environment. Top Buy recommendations include UDR, CSR, and MAA, which trade below net asset value and historical multiples, offering potential double-digit returns over the next year.

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