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Reassessing Residential REITs: Performance and Resilience After COVID-19

Author

Listed:
  • Donna Seapoe

    (Haub School of Business, Saint Joseph’s University, 5600 City Avenue, Philadelphia, PA 19131, USA)

  • Anne Keenaghan

    (Haub School of Business, Saint Joseph’s University, 5600 City Avenue, Philadelphia, PA 19131, USA)

  • Davinder Malhotra

    (College of Business, Thomas Jefferson University, 4201 Henry Avenue, Philadelphia, PA 19144, USA)

Abstract

This study analyzes the monthly returns of residential real estate investment trusts (REITs) from 2010 through 2025, assessing how these investments performed both during and following the COVID-19 pandemic. Using Sharpe, Sortino, and Omega ratios and multi-factor asset pricing models, the study finds that residential REITs delivered stable risk-adjusted returns and improved downside protection relative to broad indices. Value-at-risk metrics confirmed their defensive nature, and portfolio optimization demonstrated diversification and volatility reduction when including residential REITs. Overall, residential REITs were shown to preserve capital and improve portfolio efficiency during market disruptions.

Suggested Citation

  • Donna Seapoe & Anne Keenaghan & Davinder Malhotra, 2026. "Reassessing Residential REITs: Performance and Resilience After COVID-19," JRFM, MDPI, vol. 19(3), pages 1-18, February.
    • Handle: RePEc:gam:jjrfmx:v:19:y:2026:i:3:p:165-:d:1871862
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