The Schwab U.S. REIT ETF (NYSEARCA:SCHH) has spent the last year treading water, down roughly 2% while investors waited for interest rates to cooperate. With the 10-year Treasury hovering around 4.2% in mid- December and the Federal Reserve signaling a gradual path toward lower rates in 2026, SCHH sits at the inflection point where real estate transforms from defensive survival mode to offensive expansion. The Rate Reset That Changes Everything The single biggest macro force shaping SCHH's 2026 trajectory i ...

VideoFlow / Shutterstock.com Quick Read SCHH holds $162B in commercial real estate loans maturing in 2026, up 56% from 2025’s $104B. Welltower rose over 50% year-to-date while Digital Realty fell 14% on AI infrastructure cooling. Property values rise as Treasury yields fall because lower rates reduce discount rates for cash flows. If you’re thinking about retiring or know someone who is, there are three quick questions causing many Americans to realize they can retire earlier than expected. take 5 ...