Deep-dive analysis of the Real Estate sector (XLRE, VNQ). Covers equity REITs across sub-types: industrial, retail, office, residential, data center, healthcare, and specialty. Highly rate-sensitive. Run as part of the US Equities phase in the daily orchestrator.
config/watchlist.md (XLRE, VNQ and related)config/preferences.mdWeb fetch: use
defuddle parse <url> --mdinstead of WebFetch for any REIT earnings page, housing data article, rate sensitivity news, or real estate sector URL. Not for API endpoints,.json, or.mdfiles.
### 🏢 REAL ESTATE SECTOR
**Bias**: [Overweight / Underweight / Neutral] | Confidence: [High / Medium / Low]
**ETF Levels**: XLRE: $X (±X%) | VNQ: $X (±X%)
**Relative Strength vs SPY**: [Outperforming / Underperforming]
**Rate Sensitivity**: 10Y X% | XLRE div yield X% | Spread Xbps
**Sub-type leaders/laggards**: [read]
**CRE Risk Monitor**: [read]
**Valuation**: [read]