Real Estate Stocks Rally on Softer CPI — REIT ETFs XLRE, VNQ Face Fed Minutes Next

U.S. real estate stocks are picking up momentum this week, bolstered by Friday’s drop in rates. REIT-focused ETFs rallied as the latest inflation numbers came in soft: The Real Estate Select Sector SPDR Fund finished 1.46% higher at $43.50, and the Vanguard Real Estate ETF closed up 1.43% at $94.59.

Real Estate Stocks Today: REITs Head Into the Weekend With Rates in Focus and a 2026 Rebound Narrative Building

Real Estate Stocks Today: REITs Head Into the Weekend With Rates in Focus and a 2026 Rebound Narrative Building

U.S. real estate stocks enter the final stretch of 2025 with a familiar catalyst back in the driver’s seat: interest rates. With Wall Street closed for the weekend, investors in REITs and other real estate equities are using the pause to assess what Friday’s thin, post-holiday session signaled—and what could move the group when trading resumes Monday.
27 December 2025

US Stock Market Today Updates

MARKET CALENDAR

Key Events Today

The catalysts most likely to move markets.

#1

Warsh at Jackson Hole

Policy tone can move rates, USD, equities, gold and crypto simultaneously.

#2

Michigan sentiment

A weak final reading or elevated inflation expectations could pressure risk assets.

#3

Chicago PMI

A surprise versus 58.0 may alter the near-term manufacturing-growth narrative.

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Times and estimates may change. Verify before trading.