RmcarvalhoReal estate has been the top performing sector over the past month, rising by 7.5% while Information Technology (-3.5%) and Communication Services (-7.1%) have become the laggards. Several of the largest REITs, including Prologis (PLD), American Tower (AMT), and VICI Properties (VICI), have seen double-digit gains. Like other cyclical sectors, real estate is poised to benefit from the anticipated cycle of interest rate cuts, and as treasury and money market rates fall, I expect further interes ...