# Market Factors: When to buy REITs, utilities, pipelines and telecom stocks

Canonical page: https://sequoia-research.com/news/market-factors-when-to-buy-reits-utilities-pipelines-and-telecom-stocks-3f497496

Author: Sequoia Research
Published: 2026-10-17T01:22:59.246Z
Updated: 2026-10-17T02:18:38.061Z
Original source: [The Globe and Mail](https://www.theglobeandmail.com/investing/investment-ideas/article-market-factors-when-to-buy-reits-utilities-pipelines-and-telecom/)
Source published: 2026-10-14T14:54:16.000Z
Type: News
Topics: REITs

The Globe and Mail's Market Factors column discusses Scotiabank strategist Hugo Ste-Marie's cautious outlook for interest-sensitive dividend sectors, including REITs, utilities, pipelines and telecommunications. He argues that a pause in rising bond yields alone is insufficient to establish an attractive buying opportunity.

The column says his preferred conditions include a sustained decline in Treasury yields and a weakening U.S. growth outlook, neither of which he saw in place at the time. It distinguishes ongoing income distributions from potential volatility in share prices. These views describe the strategist's market assessment and are not Sequoia Research recommendations.

[Read the original](https://www.theglobeandmail.com/investing/investment-ideas/article-market-factors-when-to-buy-reits-utilities-pipelines-and-telecom/)

## Research considerations

REIT news can cover acquisitions, operating results, distributions, capital raising, and liquidity. Publicly traded and nontraded structures can have different reporting and liquidity arrangements. Identify the actual vehicle before comparing an announcement with other investments.

- Which REIT or portfolio is covered, and what period does the announcement describe?
- How do the reported figures relate to debt, operating performance, distribution coverage, and liquidity?

This Sequoia Research summary was prepared with AI assistance from the credited source. It is not independent verification of the source’s claims. The original publisher retains authorship of its reporting; follow the source link for the complete article.

## About Sequoia Research

Sequoia Research, LLC is an independent real estate investment research firm providing analysis of Delaware Statutory Trusts (DSTs), Tenant in Common (TIC) investments, Opportunity Zone Funds, and mineral rights and royalties.

Explore our reports for property and sponsor analysis, financial assumptions, risks, and comparison scorecards. News inclusion does not imply that a report on the particular investment is available.

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