RJ Hamster
Silver’s squeeze is tightening – opportunity forming
A message from our friends at i2i Marketing Group, LLC
Dear Investor,
Silver demand has surged across AI, EVs, solar power, and electronics. Meanwhile, supply grew less than 1% this year – extending the market’s deficit to a 4th consecutive year. Inventories are thinning, and institutional interest is rising.
In tightening markets like this, early-stage exploration names often move before the broader sector. One company with major-backed assets and three 100%-owned projects is beginning to show early momentum.
As the squeeze builds, positioning may matter more than timing the headlines.
Today’s Featured Story
2 REITs That Look Attractive in a Stable Rate Environment
Submitted by Chris Markoch. Article Posted: 2/4/2026.
Quick Look
- Rate predictability matters more to REITs than aggressive Fed cuts.
- Simon Property Group shows high-end consumers remain resilient.
- Healthpeak Properties benefits from demographic-driven healthcare demand.
The Trump administration may have unintentionally handed a gift to the real estate investment trust (REIT) industry. President Trump’s nomination of Kevin Warsh to be the next chair of the Federal Reserve provides more clarity—and, more importantly, predictability—about the timing of rate cuts in 2026.
Why does that matter for REITs? While these businesses generally benefit from lower interest rates, what they need even more is predictability. That lack of clarity about when rate increases would finally stop is a big reason many REITs were hit hard in 2022 and 2023.
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Warsh’s nomination suggests one or two rate cuts may occur in 2026, but it’s unlikely investors will see a dramatic move in either direction.
With that backdrop, two REITs look particularly promising. Both serve specific types of consumers and both reported solid earnings on Feb. 2.
Simon Property Group: A Temperature Check on the High-End Consumer
It’s fair to say Simon Property Group Inc. (NYSE: SPG) operates properties that cater to the upper leg of the current “K-shaped” economy. So, the company’s results may not reflect the whole consumer picture, but they do indicate that consumers with the means to spend are still shopping in brick-and-mortar locations.
That’s the main takeaway from the company’s fourth-quarter earnings report.
Simon closed 2025 with record real estate funds from operations (FFO), mid-single-digit growth in domestic property net operating income (NOI), and U.S. mall and outlet occupancy in the mid-90% range.
Simon isn’t taking defensive actions. The company was able to raise rents in an environment where sales per square foot are higher year over year (YOY), and it executed a substantial volume of new and renewal leases without resorting to concessions.
That performance is not what you’d expect if the typical consumer were broadly under pressure.
Investors should also note that Simon continues to invest in redevelopments, selectively acquire high‑quality retail assets, and return billions to shareholders through dividends and buybacks. That capital-allocation stance makes sense only if management believes cash flows from core properties are durable, even if the Fed delivers fewer cuts than investors once expected.
Healthpeak Properties: A Wellness Check on a Different Consumer
Healthpeak Properties Inc. (NYSE: DOC)focuses on properties serving the healthcare sector, including life-science research facilities, medical office buildings and senior housing communities. The company’s latest earnings report showed that senior housing is where much of its growth is coming from.
That trend is unsurprising. The aging of the U.S. population has been unfolding for much of the last decade and continues to accelerate.
Healthpeak reported that outpatient medical properties retained a large majority of expiring tenants and rolled leases at positive cash spreads, signaling healthy demand from health systems and physician groups even as those organizations face labor and reimbursement pressures.
Senior housing and life-plan communities posted double‑digit cash NOI growth driven by rising occupancy and strong entry‑fee collections.
Those results reflect both long-term demographic trends and some post‑pandemic catch‑up.
Healthpeak is also preparing a dedicated senior housing REIT IPO, Janus Living, to unlock value the public market hasn’t fully recognized. That combination of pruning and repositioning is exactly what you’d expect in a sector where underlying demand is durable while capital markets remain choppy.
A Barbell Strategy May Be the Way to Gain Exposure
Reinforcing the idea that 2026 could be a comeback year for REITs, both SPG and DOC are up about 2% year-to-date. However, Simon is trading near the high end of its 52-week range, while Healthpeak is trading near the low end.
Not surprisingly, analysts give DOC a more bullish short-term outlook. And while both REITs have attractive dividend yields, Healthpeak’s dividend yield is an impressive 7.37% as of this writing.
That said, Simon has been the stronger performer over the last five years. In the past 30 days, analyst sentiment has been bullishon SPG, with several firms setting price targets above consensus.
That contrast could make a barbell strategy attractive. Allocating between SPG‑style retail and DOC‑style healthcare lets investors participate in both how people spend and how they seek care without going “all in” on either narrative. With SPG, you lean into higher‑beta upside: if retail headwinds are overstated and rate volatility eases, you get operating leverage from rising sales and rents and the potential for multiple expansion as sentiment toward malls improves.
On the DOC side, you’re buying visibility. Outpatient medical, senior housing and related healthcare assets tend to grow cash flows steadily on the back of demographics and policy—even if the broader economy softens. That leg may not soar in a strong bull market, but it can help cushion a portfolio if the consumer weakens.
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