BUZZ-Raymond James downgrades US REITs ratings amid weak rental demand

Reuters

Feb 27

BUZZ-Raymond James downgrades US REITs ratings amid weak rental demand

** Raymond James downgrades ratings on U.S real investment trusts as rental demand continues to deteriorate

** Brokerage downgrades ratings on U.S. REITs Essex Property Trust ESS.N, Invitation Homes INVH.N, American Homes 4 Rent AMH.N and NexPoint Residential Trust NXRT.N

** Brokerage says Q4 and early‑2026 leasing trends show no signs that this year’s leasing demand will improve from last year’s weak levels

** Notes, AI-driven job displacements among young adults and tougher domestic immigration enforcement as key macro headwinds weighing on near-term housing demand

** As of last close, S&P 500 Equity Real Estate Investment Trusts (REITs) Index (Industry Group) .SPLRCREC had risen 10.52% YTD

Companies	New Rating	Old Rating
Essex Property Trust	Market perform	Outperform
Invitation Homes	Market perform	Outperform
American Homes 4 Rent	Market perform	Outperform
NexPoint Residential Trust	Underperform	Market perform

(Reporting by Megavarshini G. Somasundaram in Bengaluru)

((Megavarshini.SomasundaramGnanasundari@thomsonreuters.com))

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Somasundaram in Bengaluru)((Megavarshini.SomasundaramGnanasundari@thomsonreuters.com))","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}