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Raymond James downgrades US REITs ratings amid weak rental demand

ReutersFeb 27, 2026 2:00 PM

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

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