economy
Josh Brown thinks real estate deserves another look. Here are a few names on his Best Stocks list
Josh Brown and Sean Russo take a look at real estate names on their Best Stocks list.
TL;DR
- Real estate stocks are showing signs of recovery, with 16% of the sector hitting new 52-week highs.
- Welltower (WELL) and Ventas (VTR) have significantly outperformed the S&P 500 and the real estate sector.
- Realty Income Corp. (O) specializes in net-lease commercial real estate and pays a monthly dividend; it reported strong Q3 2025 results.
- Iron Mountain, Inc. (IRM) has evolved into a global infrastructure play, combining physical storage with data center solutions, and reported record Q4 2025 results.
- Prologis, Inc. (PLD) dominates industrial real estate and is expanding into data centers and renewable energy, showing strong leasing momentum and solid technicals.
- Simon Property Group, Inc. (SPG) owns premier shopping malls and premium outlets, reporting record real estate FFO in Q4 2025 and returning significant capital to shareholders.