Saturday, April 4, 2026 
WSJ REIT Coverage
The Wall Street Journal just posted a story on REIT valuations.
–The article states shares of REITs are trading at a premium to the value of their underlying assets for the first time since the height of the real-estate boom.
–Stock pickers believe that the valuations of REITs are a sign that these companies may be due for a correction.
–Goldman Sachs (GS) expects REITs to fall an additional 15% after the 10% sell-off in September.
