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Michael Williams
Three Companies Control Schwab’s US REIT Returns As Debt Maturity Cliff Threatens 2026 Returns
The Schwab U.S. REIT ETF (NYSEARCA:SCHH) has gained 1.6% year-to-date, but the real question isn’t past performance—it’s what comes next. With $162 billion in commercial real estate loans maturing in 2026, this fund’s trajectory depends entirely on whether the refinancing environment cooperates or collapses. The Macro Factor: Fed Rate ...
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