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Three Oversold REITs With Strong Fundamentals
By Dan Schmidt. Article Published: 3/30/2026.
Key Points
- Real Estate Investment Trusts (REITs) are often popular investments during turbulent times because they return so much capital to shareholders through dividends and buybacks.
- In the AI-powered surge over the last few years, REITs have become a forgotten asset class and have lagged the market.
- Now that volatility has returned, REITs could be an attractive investment, including these three with fundamental tailwinds.
- Special Report: Elon’s “Hidden” Company
There was a time when the biggest worry in markets was commercial real estate (CRE), especially for companies that own offices and workplaces where most staff now work from home. You likely won’t see CRE dominating headlines anymore, but that’s not necessarily because conditions have improved—there’s still a lot going on. Real Estate Investment Trusts (REITs) have been dragged down with the rest of the market over the last month, and commercial assets continue to concern investors. However, a few REITs are showing oversold signals on certain technical indicators, and we've identified three that also have fundamental tailwinds.
Why REITs Could Be Primed for Strong Growth in 2026
REITs have been among the most uninspiring asset classes over the last five years, with little appreciation beyond dividends. The Vanguard Real Estate ETF (NYSEARCA: VNQ), one of the largest broad-based REIT ETFs with more than $33 billion in assets, has lost 5.5% over the past five years, with much of that decline occurring in the last month (down 8%). Until the Iran war broke out, many REIT investors were just barely above water, relying primarily on dividends for returns.
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Reveal the $3 AI PickStill, there are reasons to be cautiously optimistic about REITs in 2026. Many funds have reached markedly oversold levels, which technical traders will be watching for a rebound. And despite an interest-rate environment that now leans toward "higher for longer," 2026 is expected to be a better year for the sector.
JPMorgan Research projects overall growth of about 6% in the key Funds From Operations (FFO) metric for the sector this year. FFO measures a fund’s cash flow by adding amortization and depreciation to net income and then subtracting gains from non-recurring property sales. It provides a more accurate picture of cash flow than net income alone and helps gauge the sustainability of dividends. REITs tend to be a conservative sector, so sustainable dividend growth often matters more to investors than short-term stock gains.
These 3 REITs Have Strong Fundamentals and Flashing Oversold Signals
When screening for oversold stocks, it's important to use multiple technical indicators to confirm signals. The Relative Strength Index (RSI) is popular for its simple heuristics and reliability, but it should not be used in isolation. For the three names below, we pair the RSI with other tools such as the Moving Average Convergence Divergence (MACD) indicator.
Simon Property Group: Stabilized By Affluent Clientele Base
Simon Property Group Inc. (NYSE: SPG), once known mainly as a mall REIT, has repositioned itself as a “destination” operator targeting affluent customers. While many traditional malls faded, SPG focused on high-end centers and acquired prime retail properties for luxury brands. This strategy is paying off: in Q4 2025, management reported record annual FFO of $4.8 billion ($12.73 per share) and guided 2026 FFO to between $13.00 and $13.25 per share. The company also announced a $2 billion share repurchase (roughly 3% of market cap), with portfolio occupancy above 96% and a 15% year-over-year (YOY) increase in its leasing pipeline.
Simon’s fundamentals show little sign of distress; the stock’s recent weakness likely reflects the broader market retreat rather than company-specific problems. Shares found support at the 200-day moving average just as the RSI reached oversold levels. If the stock holds above the 200-day MA, it could be an attractive entry point.
Rexford Industrial Realty: Opportunities in California Industrial Zones
Southern California has the largest infill industrial market in the U.S., with more than 1.8 billion square feet. Zoning and regulatory constraints often restrict new supply and create high barriers to entry, which in turn supports rental rates and benefits incumbent owners like Rexford Industrial Realty Inc. (NYSE: REXR), which owns over 400 properties in the region. The stock has underperformed over the past five years, but Rexford is in transition: former COO Laura Clark was named CEO, and the company authorized $500 million in new share buybacks.
Rexford has a catalyst on April 15, when it reports Q1 2026 earnings, which could halt the stock’s slide. Shares are down about 16% year-to-date, including a roughly 14% drop in the last month. The stock is approaching its April 2025 lows, but the RSI and MACD indicate that downward momentum is slowing. A bullish MACD crossover ahead of the earnings report would be a sign of a potential momentum shift.
Vornado Realty Trust: Contrarian Play on New York Real Estate
An investment in Vornado Realty Trust (NYSE: VNO) isn’t for the faint of heart. New York CRE was hit hard during the COVID-19 pandemic and has struggled to fully recover. Still, Vornado’s management reported an industry-leading 4.6 million square feet of Manhattan leasing in 2025, with strong momentum in its Penn 1 and Penn 2 districts. Management also disclosed acquisitions of high-end properties on Fifth Avenue and East 54th Street during its Q4 2025 results. It guided 2026 FFO to be in line with 2025, a modest projection that leaves room for upside.
Vornado’s chart resembles Rexford’s, with signs of a rebound. The RSI has been in oversold territory for much of the past two months and is near spring 2025 lows. Crucially, the MACD has crossed above its signal line, suggesting selling momentum may be stalling and buyers could be returning.
After Falling Nearly 9% Last Week, Has Alphabet Lost Its Edge?
By Ryan Hasson. Article Published: 3/30/2026.
Key Points
- Alphabet fell close to 9% last week but remains the top-performing Magnificent Seven stock over the past 12 months, as well as the only one trading well above its 200-day SMA.
- The TurboQuant AI memory compression announcement and YouTube litigation ruling rattled investors, but neither appears to threaten Alphabet's core business or its long-term AI leadership position.
- GOOGL's 200-day SMA near $260 is the key level to watch, with a hold above that line keeping the broader uptrend intact and a broader market recovery potentially the catalyst for a meaningful bounce.
- Special Report: Elon’s “Hidden” Company
Last week the Nasdaq and Dow entered corrections, which further weighed on some of the largest stocks in those indices. For the tech-heavy Nasdaq, that included Alphabet (NASDAQ: GOOGL), whose shares plunged nearly 9%, erasing hundreds of billions from its market capitalization in just a few days.
The sharp decline raises a big question: Is the tech giant starting to lose ground in the artificial intelligence (AI) race?
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Reveal the $3 AI PickThat represents a notable shift for a stock that spent much of the past year outperforming its mega-cap peers, powered by an apparent lead in AI and strong growth across its core businesses. But a spate of headlines and a brutal market week have some investors wondering whether that dominance will persist.
What Happened Last Week?
The broader market was already under pressure. Rising fears over the war in Iran and concerns about runaway inflation pushed two of the three major indices into corrections, with the S&P 500 not far behind. That weakness spilled into GOOGL alongside most other market segments.
Alphabet also faced headline risks of its own. A Los Angeles jury found its subsidiary YouTube liable in a social media addiction case. The immediate financial penalty—only a few million dollars—was trivial for a company of Alphabet's size. The market's larger worry is that the ruling could open the door to future litigation with much bigger consequences.
A more market-moving development came on Tuesday, when Google unveiled a new AI memory-compression algorithm called TurboQuant. Google's research suggests it will make AI models substantially more efficient, easing demand on memory chips. That announcement rattled the memory sector, sending stocks like SanDisk (NASDAQ: SNDK) and Micron Technology (NASDAQ: MU) sharply lower on concerns that the breakthrough could dampen demand for their products.
Over the longer term, however, the type of efficiency gains TurboQuant offers could actually be bullish for Alphabet, similar to the positive reception around its TPU chip breakthrough last year.
Finally, reports that CEO Sundar Pichai sold 32,500 GOOGL shares on March 18 circulated and sparked some online concern. Context matters: Pichai has sold the same number of shares—32,500—on a near-monthly cadence for many months. It appears to be a routine, pre-planned transaction and is consistent with his historical insider activity.
Putting Last Week Into Perspective
Viewed in isolation, last week's drop may seem alarming. Zoomed out, however, the five-day move looks more like noise amid ongoing strength. Year to date, GOOGL is down about 12%, but over the past 12 months the stock has gained more than 70% and remains the top-performing Magnificent Seven member over that period.
Over the past 30 days, Alphabet is down roughly 12%, placing it in the middle of its peer group. Meta Platforms (NASDAQ: META) is off about 20%, while Amazon (NASDAQ: AMZN) has held up best, down just over 4%.
The technical picture is where Alphabet truly stands out. Of the Magnificent Seven, Alphabet is the only stock firmly above its 200-day simple moving average (SMA). Apple (NASDAQ: AAPL) is barely holding above that level, while the other five members have already fallen below this long-term technical benchmark. Alphabet's relative technical strength is a meaningful distinction investors should not overlook.
What to Watch Going Forward
The 200-day SMA, currently just above $260, is the line in the sand for Alphabet. The stock needs to find support near that level to preserve the broader uptrend and maintain its higher-timeframe outperformance. A decisive close below it would be a meaningful technical signal and likely invite further selling pressure.
Broader catalysts could change the near-term outlook. Any positive developments easing tensions in the Middle East—or a reopening of the Strait of Hormuz—could spark a market-wide rebound and help Alphabet carve out a meaningful bottom.
Absent a major catalyst, the bears may remain in control in the near term. For now, holding above the 200-day SMA is the priority and remains the key level to watch in the days and weeks ahead.
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