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Further Reading from MarketBeat Media Three Oversold REITs With Strong FundamentalsBy Dan Schmidt. Posted: 3/30/2026. 
Key Points - Real Estate Investment Trusts (REITs) are often popular investments during turbulent times because they return so much capital to shareholders through dividends and buybacks.
- In the AI-powered surge over the last few years, REITs have become a forgotten asset class and have lagged the market.
- Now that volatility has returned, REITs could be an attractive investment, including these three with fundamental tailwinds.
- Special Report: Elon Musk already made me a "wealthy man"
There was a time when commercial real estate (CRE) was the market's biggest worry, particularly for owners of office buildings as many employees shifted to remote work. CRE concerns don't dominate headlines the way they once did, but that doesn't mean conditions have improved—there's still a lot going on. Real Estate Investment Trusts (REITs) have been pulled down with the broader market over the past month, and commercial assets remain a concern for investors. Still, several REITs are flashing oversold technical signals, and we've identified three that also have solid fundamental tailwinds. Why REITs Could Be Primed for Strong Growth in 2026 REITs have been among the most stagnant asset classes over the past five years, delivering little appreciation beyond dividends. The Vanguard Real Estate ETF (NYSEARCA: VNQ), one of the largest broad-based REIT ETFs with more than $33 billion in assets, has lost 5.5% over five years, with much of that decline occurring in the last month (down 8%). Until the Iran war broke out, REIT investors were only marginally ahead, relying mainly on dividends for returns. There are reasons to be cautiously optimistic about REITs in 2026. Many names have reached deeply oversold levels, which technical traders will watch for a rebound. And despite an interest-rate environment that looks set to stay higher for longer, 2026 is expected to be a constructive year for the sector. JPMorgan Research projects overall growth of 6% in the sector's key Funds From Operations (FFO) metric this year. FFO adjusts net income by adding back depreciation and amortization and excluding gains from non-recurring property sales, giving a clearer picture of cash flow than net income alone and helping gauge the sustainability of dividends. For REIT investors, steady dividend growth is often more important than rapid share-price appreciation. These 3 REITs Have Strong Fundamentals and Flashing Oversold Signals When identifying oversold stocks, it's important to confirm signals with multiple technical indicators. The Relative Strength Index (RSI) is a common tool because of its simplicity, but it should not be used in isolation. For the three REITs below, we pair the RSI with other indicators such as the Moving Average Convergence Divergence (MACD). Simon Property Group: Stabilized By Affluent Clientele Base Simon Property Group Inc. (NYSE: SPG), once primarily known as a mall REIT, has repositioned itself as a destination operator for affluent shoppers. While many traditional malls faded, SPG focused on high-end centers and acquired prime retail properties for luxury brands. That strategy is showing results: in Q4 2025, management reported record annual FFO of $4.8 billion ($12.73 per share) and guided 2026 FFO to $13.00–$13.25 per share. The company also announced a $2 billion share repurchase program—nearly 3% of its market cap—reported portfolio occupancy above 96%, and said its leasing pipeline grew about 15% year over year. 
Simon's fundamentals show little sign of distress; the stock's recent weakness is likely a reflection of the broader market pullback rather than company-specific issues. Shares found support at the 200-day moving average as the RSI entered oversold territory. If the stock holds above the 200-day MA, it could present an attractive entry point for investors focused on dividend stability and long-term upside. Rexford Industrial Realty: Opportunities in California Industrial Zones Southern California contains one of the largest infill industrial markets in the U.S., with more than 1.8 billion square feet, but zoning and regulatory constraints limit new supply. Those barriers help sustain higher rental rates and benefit incumbent owners like Rexford Industrial Realty Inc. (NYSE: REXR), which owns more than 400 industrial properties in the region. While the stock has underperformed over the past five years, Rexford is in transition: former COO Laura Clark has become CEO, and the company authorized $500 million in new share repurchases. 
Rexford has a potential catalyst coming on April 15, when it reports Q1 2026 earnings, which could halt the stock's slide. Shares are down roughly 16% year-to-date, including a 14% drop in the last month, and are closing in on their April 2025 lows. Both the RSI and MACD indicate that downward momentum is easing. Investors should watch for a bullish MACD crossover ahead of the earnings release as a potential signal of a momentum shift. Vornado Realty Trust: Contrarian Play on New York Real Estate An investment in Vornado Realty Trust (NYSE: VNO) is a contrarian play on New York commercial real estate. The sector struggled after the pandemic, but Vornado reported industry-leading leasing activity—about 4.6 million square feet of Manhattan leasing in 2025—with solid momentum in its Penn Station-area assets (PENN 1 and PENN 2). In its Q4 2025 results, management noted acquisitions on Fifth Avenue and East 54th Street and guided 2026 FFO to be roughly in line with 2025, a conservative projection that leaves room for upside. 
VNO's chart looks similar to Rexford's, with early signs of a rebound. The RSI has spent much of the past two months in oversold territory, near spring 2025 lows. Crucially, the MACD has crossed above its signal line, suggesting that selling pressure may be abating and that buyers could be returning. | 
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