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The technology sector (XLK) now trades near a 20x P/E, matching the S&P 500, while offering over 50% higher consensus long-term earnings growth. Recent market selloff, driven by geopolitical and macro concerns, presents a selective buying opportunity, especially in tech and certain high-yield names.

REITs were rolling out of the gates in early-2026, coming back into favor amid a HALO trade (Heavy Assets, Low Obsolescence) after a half-decade of rate headwinds and unfavorable narrative. The oil price surge tied to the Iran conflict has complicated the rotation by sending rates soaring, yet REITs have remained surprisingly resilient in recent weeks, maintaining sizable year-to-date outperformance. REIT-rate correlations have eased in recent quarters, signaling a more favorable "regime change" where performance is driven by property fundamentals rather than macro forces, following a prolonged period of rate-dominated.

Ventas highlights how aging demographics are boosting healthcare REIT demand, with senior housing occupancy growth and limited supply supporting long-term growth.

In this video, Motley Fool contributors Jason Hall and Tyler Crowe explain why two of their largest dividend stock investments, Caretrust REIT (CTRE 0.80%) and MPLX (MPLX +1.02%), are "own forever" holdings.

U.S. equities slid to four-month lows as the escalating Iran war rattled markets, sending oil to three-year highs and interest rates higher amid tanker attacks, shipping disruptions, and intensifying strikes. Brent Crude jumped above $100 as attacks on shipping in the Strait of Hormuz and tanker explosions threatened global oil flows, fueling inflation fears and keeping investors on edge. The White House deployed emergency supply measures—including Russian crude purchases and potential strategic reserve releases—but markets remain skeptical they can offset disruptions to global energy flows.

CareTrust REIT is downgraded from buy to hold as its valuation appears stretched despite continued operational outperformance. CTRE delivered double-digit FFO and revenue growth robust acquisition activity and maintains a strong balance sheet with low leverage and high liquidity. Management guides for 9.4% FFO and FAD growth in 2026, with further upside possible if M&A accelerates in a lower-rate environment.

DANA POINT, Calif.--(BUSINESS WIRE)--CareTrust REIT Raises Quarterly Dividend to $0.39 per Share.