REIT ETFs rally in 2026 with data centers leading a 37% surge amid easing rates.

REIT ETFs have made a strong comeback in 2026, led by data center REITs which surged 37% year-to-date through May, driven by demand for AI infrastructure and easing interest rates. Specialized REITs in industrial, logistics, and health care sectors also show growth, while office and multifamily REITs offer recovery potential at discounted valuations. ETFs like Schwab's SCHH and ALPS RDOG provide investors with income and growth opportunities, benefiting from high yields and sector-specific strategies. This revival highlights the importance of selective investment within the diverse REIT market as real assets regain investor attention.