Dec. 08, 2025 8:50 AM ETVNQ, NNN, ADC, O, AHH, ADC.PR.A, AHH.PR.A, VGSIX, VGSLX, VGSNXJussi Askola, CFAInvesting Group LeaderComment(1)SummaryThe Fed is expected to cut interest rates in a few days.The rate cuts are a strong catalyst for the REIT sector.I highlight two REITs that have a lot to gain from this.Torsten Asmus/iStock via Getty ImagesOver the past weeks, the odds of a rate cut occurring on December 10th jumped from just around 30% to nearly 90%.At this point, it seems like a near certainty that the Fed willMore on my IG serviceLimited Time Offer!Start the year with a stronger portfolio. To mark the beginning of 2026, we are offering new members $100 off plus a 30-day money-back guarantee at High Yield Landlord. If you have ever been on the fence, now is an ideal time to join. We have just released our Top Picks for 2026, and with this offer, you have everything to gain and nothing to lose.We invest over $100,000 per year into identifying the most profitable opportunities, and our research has earned over 500 five-star reviews.Offer ends soon—click here to access our Top Picks risk-free.This article was written byJussi Askola, CFA68.36K FollowersJussi Askola is the President of Leonberg Capital, a value-oriented investment boutique that consults hedge funds, family offices, and private equity firms on REIT investing. He has authored award-winning academic papers on REIT investing, has passed all three CFA exams, and has built relationships with many top REIT executives. He is the leader of the investing group High Yield Landlord, where he shares his real-money REIT portfolio and transactions in real-time. Features of the group include: three portfolios (core, retirement, international), buy/sell alerts, and a chat room with direct access to Jussi and his team of analysts to ask questions. Learn more.Analyst’s Disclosure:I/we have a beneficial long position in the shares of NNN, ADC, AHH either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.Comment(1)