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Investors interested in stocks from the REIT and Equity Trust - Other sector have probably already heard of Douglas Emmett (DEI) and CubeSmart (CUBE). But which of these two stocks is more attractive to value investors?

U.S. equity markets advanced for a fifth straight week - their longest winning streak since 2024 - as strong earnings, resilient data, and hopes for lasting Iran peace fueled optimism. Investors looked through another oil-price surge and inflationary pressure, focusing instead on corporate resilience and economic strength despite a complex macro backdrop shaped by geopolitical and policy uncertainty. The Fed held rates steady in an unusually fractured 8-4 vote, while Powell's plan to remain on the Board broke precedent and raised politically charged succession questions.

CubeSmart (CUBE) Q1 2026 Earnings Call Transcript

Self-storage REITs may be a surprising long-term beneficiary of AI. CubeSmart appears better positioned than its larger peers on growth, yield, and valuation. The entire sector looks cheap, but CubeSmart stands out as the best bet.

U.S. equities surged to record highs as optimism over a potential U.S.-Iran peace deal and the reopening of the Strait of Hormuz drove a risk-on rally, pushing oil sharply lower. Markets rapidly repriced the risk of a prolonged oil shock after the Strait of Hormuz reopened, easing fears of a major energy disruption that could have derailed global growth. Cooler-than-expected PPI data and a solid start to earnings season supported equities, though renewed threats to shipping traffic over the weekend underscored that progress toward de-escalation remains fragile.

High yields often hide trouble, and blue chips can still be overpriced. The best REITs are often quality names facing temporary issues. These REITs may offer yield and upside today.

Aquiles Larrea, Jr. turns to three stocks that experienced recent downswings and following rebounds which he sees building in the coming weeks and months. He offers bullish cases for CubeSmart (CUBE), Firefly Aerospace (FLY), and Intel (INTC).