Real estate stocks surge alongside broader markets

Real estate stocks rose with broader U.S. markets in a strong week, supported by Middle East de-escalation, lower Treasury yields and falling mortgage rates that boosted investor sentiment. The S&P 500 climbed about 4.54% for the week while the S&P 500 Real Estate Index gained 3.83%, indicating the real-estate sector outperformed on an absolute basis but slightly underperformed the broader market. Large-cap REITs and property-related names such as BXP, JLL, CoStar (CSGP.OQ) and Iron Mountain saw notable gains, while select names like SBAC registered small declines. Real-estate ETFs also moved higher (VNQ, IYR), reflecting broad sector inflows and positive positioning amid risk-on market dynamics.