Geopolitics Alpha

These REITs Pay Up to 12.3% But Should We Fight the Fed?

Published . Updated .

If you like dividends, check out the discounted cash flows currently available in REIT land. Real estate investment trusts (REITs) have hit the skids in recent months as investors have panicked about the Federal Reserve raising rates. Their worries bring value to us, and today w

Directly affected

  • No company is named in this report.

Indirectly affected

  • TLT iShares 20+ Year Treasury Bond

    Long-term bonds move when yields change

  • IEF iShares 7-10 Year Treasury Bond

    Treasury bonds move when yields change

  • SHY iShares 1-3 Year Treasury Bond

    Short-term bonds move when the Fed changes rates

  • SPY SPDR S&P 500

    Stocks move when the Fed changes the rate path

  • JPM JPMorgan Chase

    Bank profits move with lending and interest rates

  • BAC Bank of America

    Bank profits move with lending and interest rates

  • GS Goldman Sachs

    Bank profits move with lending and interest rates

  • XLF Financial Select Sector SPDR

    A fund of financial companies

  • KRE SPDR S&P Regional Banking

    Regional banks are sensitive to interest rates

  • DCRE DOUBLELINE COMMERCIAL REAL ESTATE DEBT ETF

    GA selected DCRE as a RELATED security because its canonical security name directly matches this event's themes: real estate. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
TLT———————
IEF———————
SHY———————
SPY———————
JPM———————
BAC———————
GS———————
XLF———————
KRE———————
DCRE———————

If you like dividends, check out the discounted cash flows currently available in REIT land. Real estate investment trusts (REITs) have hit the skids in recent months as investors have panicked about the Federal Reserve raising rates. Thei…

Source: Nasdaq Markets

How far Doubleline Commercial Real Estate Debt Etf (DCRE) has moved since 25 Sep 2026

Since the first closing price after “These REITs Pay Up to 12.3% But Should We Fight the Fed?,” Doubleline Commercial Real Estate Debt Etf (DCRE) is -0.31%. The S&P 500 fund (SPY) is +0.15% over the same days, a -0.46% difference versus the market.

DCRE
SPY

Who gains and who loses around Doubleline Commercial Real Estate Debt Etf (DCRE)

Companies mentioned with this story

  • DCRE Doubleline Commercial Real Estate Debt Etf

    Doubleline Commercial Real Estate Debt Etf (DCRE) is linked, with no stored direction, medium confidence in the 25 Sep 2026 story “These REITs Pay Up to 12.3% But Should We Fight the Fed?.” Reason on file: GA selected DCRE as a RELATED security because its canonical security name directly matches this event's themes: real estate. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • ARI Apollo Commercial Real Estate Finance

    Apollo Commercial Real Estate Finance (ARI) is linked, with no stored direction, medium confidence in the 25 Sep 2026 story “These REITs Pay Up to 12.3% But Should We Fight the Fed?.” Reason on file: GA selected ARI as a RELATED security because its canonical security name directly matches this event's themes: real estate. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • KREF KKR Real Estate Finance Trust

    For “These REITs Pay Up to 12.3% But Should We Fight the Fed?,” KKR Real Estate Finance Trust (KREF) is linked, with no stored direction, medium confidence. Reason on file: GA selected KREF as a RELATED security because its canonical security name directly matches this event's themes: real estate. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • REFI Chicago Atlantic Real Estate Finance

    For “These REITs Pay Up to 12.3% But Should We Fight the Fed?,” Chicago Atlantic Real Estate Finance (REFI) is linked, with no stored direction, medium confidence. Reason on file: GA selected REFI as a RELATED security because its canonical security name directly matches this event's themes: real estate. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • XLF Select Sector Spdr Tr

    For “These REITs Pay Up to 12.3% But Should We Fight the Fed?,” Select Sector Spdr Tr (XLF) is linked, with no stored direction, medium confidence. Reason on file: Rate-policy changes can alter funding costs, net-interest margins, and financial-sector valuation

  • KRE Spdr Series Trust

    Spdr Series Trust (KRE) is linked, with no stored direction, medium confidence in the 25 Sep 2026 story “These REITs Pay Up to 12.3% But Should We Fight the Fed?.” Reason on file: Rate-policy changes can alter funding costs, net-interest margins, and financial-sector valuation

  • GHI Greystone Housing Impact Investors

    Greystone Housing Impact Investors (GHI) is linked, with no stored direction, medium confidence in the 25 Sep 2026 story “These REITs Pay Up to 12.3% But Should We Fight the Fed?.” Reason on file: GA selected GHI as a RELATED security because its canonical security name directly matches this event's themes: housing. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • LRE Lead Real Estate

    For “These REITs Pay Up to 12.3% But Should We Fight the Fed?,” Lead Real Estate (LRE) is linked, with no stored direction, medium confidence. Reason on file: GA selected LRE as a RELATED security because its canonical security name directly matches this event's themes: real estate. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

How “These REITs Pay Up to 12.3% But Should We Fight the Fed?” reaches Doubleline Commercial Real Estate Debt Etf (DCRE)

“These REITs Pay Up to 12.3% But Should We Fight the Fed?” (25 Sep 2026) reaches Doubleline Commercial Real Estate Debt Etf (DCRE) through this story.

Doubleline Commercial Real Estate Debt Etf (DCRE) is on the page because GA selected DCRE as a RELATED security because its canonical security name directly matches this event's themes: real estate. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

A second company, Apollo Commercial Real Estate Finance (ARI), is listed for a different reason: GA selected ARI as a RELATED security because its canonical security name directly matches this event's themes: real estate. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Price levels for Doubleline Commercial Real Estate Debt Etf (DCRE)

ARI traded between 6.12 and 6.50 across 20 sessions. The latest close on file is 6.33. DCRE traded between 50.68 and 51.23 across 20 sessions. The latest close on file is 50.92. KREF traded between 5.51 and 6.85 across 20 sessions. The latest close on file is 5.69.

How strong the case is around Doubleline Commercial Real Estate Debt Etf (DCRE)

46 out of 100

“These REITs Pay Up to 12.3% But Should We Fight the Fed?” scores 46 out of 100. The score uses 1 sources, and 13 linked companies.