Rates vs. Oil, Critical Thresholds, and REITs vs. BDCs.

Rates vs. Oil, Critical Thresholds, and REITs vs. BDCs.

June 26, 2026 · 10 min · Episode 250

About this episode

This episode discusses the breakdown in the relationship between rates and oil, highlights critical thresholds to watch, and compares REITs and BDCs.

This week, our 3 Things are: Rates vs. oil. There’s been a breakdown in the relationship. Critical thresholds. We’re highlighting three worth watching. REITs vs. BDCs. Two peas in a pod, right?

Topics covered

Keywords

Mentioned in this episode

Organizations: KBRA, REITs, BDCs

Places: Rates, oil

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