AAT

Brookfield Infrastructure Partners (BIP) has gained 5.1% year-to-date, outperforming the Finance sector average of 2.2%. The stock holds a Zacks Rank #2 (Buy) with improving analyst sentiment, as consensus earnings estimates have increased 2.1% in the past quarter. American Assets Trust (AAT) has also outperformed its sector with a 13.8% year-to-date return.

Ernest Rady, founder and Executive Chairman of American Assets Trust (AAT), purchased 50,000 shares worth approximately $1.1 million on September 14, 2026, at $21.65 per share. This marks his second major insider purchase in recent weeks, bringing his total beneficial stake to 24% of the REIT. The article interprets this insider buying as a bullish signal, noting that insiders typically only buy shares when they believe the stock price will rise, and studies show insider purchases often predict higher share prices within 30 days.

With 10-year U.S. Treasury yields at 5.3%, income-focused investors face a choice between secure government bonds and higher-yielding REITs. Recent REIT selloffs have pushed dividend yields to 6-15%, creating potential buying opportunities despite higher risks. The article examines whether investors should lock in Treasury yields or capitalize on depressed REIT valuations for potential capital appreciation.