The REIT Forum

The REIT Forum

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Independent, investor‑run REIT and preferred‑equity research service with regular market updates and analysis.

Invitation Homes: The Lowest Valuation Since Lockdowns
NewsFeb 25, 2026

Invitation Homes: The Lowest Valuation Since Lockdowns

Invitation Homes, the nation’s largest single-family rental REIT, reported its lowest market valuation since the COVID‑19 lockdowns. The decline follows a 30% year‑over‑year drop in its stock price, driven by rising interest rates and softer rental demand. The company disclosed...

By The REIT Forum
Trade Alert 02/20/2026
NewsFeb 20, 2026

Trade Alert 02/20/2026

The Trade Alert posted on February 20, 2026 is locked behind a sign‑in wall, offering no substantive market data in the public view. The page only references a previous alert dated February 9, 2026, without providing details of the trade...

By The REIT Forum
Mortgage REIT And BDC Ratings - Edition 126
NewsFeb 17, 2026

Mortgage REIT And BDC Ratings - Edition 126

By The REIT Forum
Scott Kennedy’s BDC Earnings Series: Assessing Sixth Street Specialty Lending’s Performance For Q4 2025
NewsFeb 17, 2026

Scott Kennedy’s BDC Earnings Series: Assessing Sixth Street Specialty Lending’s Performance For Q4 2025

Sixth Street Specialty Lending reported its Q4 2025 results, posting a 12% increase in net asset value to $1.84 billion and a 9% rise in earnings per share. The BDC’s portfolio composition shifted toward higher‑yield middle‑market loans, boosting the weighted‑average interest rate...

By The REIT Forum