Prologis

Equinix

Welltower

Simon Property Group

Digital Realty Trust

Public Storage

Realty Income Corp

Extra Space Storage

AvalonBay Communities

Iron Mountain

JPMorgan BetaBuilders MSCI US REIT ETF

BBRE tracks a market-cap-weighted index of small-, mid-, and large-cap companies involved in the ownership or management of US real estate.

Pacer Benchmark Industrial Real Estate SCTR ETF

Nuveen Short-Term REIT ETF

iShares Residential Real Estate ETF

In recent years, real estate investment trusts (REITs) have become increasingly popular among investors seeking exposure to the real estate sector without the hassle of owning and managing physical properties. Additionally, exchange traded funds (ETFs) have made it easier than ever to invest in a diversified portfolio of these REITs.

4 Top-Performing Real Estate ETFs You Should Consider

Alexandria Real Estate Equities

Direxion Daily Real Estate Bull 3x Shares

Direxion Daily Real Estate Bear 3x Shares

Fidelity MSCI Real Estate ETF

First Trust S&P REIT Index Fund

Hudson Pacific Properties

iShares Cohen & Steers REIT ETF

iShares U.S. Real Estate ETF

Nuveen Real Estate Income Fund

Invesco KBW Premium Yield Equity REIT ETF

Neuberger Berman Real Estate Securities Income Fund Inc

US Diversified Real Estate ETF

Invesco Active US Real Estate

ALPS Active REIT ETF

ProShares Short Real Estate

Cohen And Steers Total Return Realty Fund

Cohen & Steers Reit And Preferred Income Fund Inc

Cohen & Steers Quality Income Realty Fund

SPDR Dow Jones REIT ETF

Schwab U.S. REIT ETF

Seven Hills Realty Trust

ProShares UltraShort Real Estate

Pacer Funds Trust-Pacer Benchmark Data & Infrastructure Real Estate Sector ETF

ProShares Ultra Real Estate

This article will unveil our analysis, providing you with some insight toward understanding the current state of the REIT market and its future potential, particularly in the realm of sustainable investments. Real estate plays a significant role in climate change, both as a contributor to greenhouse gas emissions and as a sector that is highly vulnerable to the physical impacts of a changing climate. Investing in sustainable REITs allows investors to have a real-world impact through their portfolio.

Navigating The Sustainable REIT Market: Green Alpha's Essential Guide

iShares Core U.S. REIT ETF

Vanguard Real Estate ETF

A lot of investors appear to think that REITs will drop lower. They believe that their valuations aren't low enough. Do they have a point? We take a closer look and issue a warning to those REIT investors who are trying to time the market.

Important Warning For REIT Investors

Ashford Hospitality Trust

Apple Hospitality REIT

Braemar Hotels & Resorts Inc

Blackstone Group

Host Hotels & Resorts

Hersha Hospitality Trust Class A

Summit Hotel Properties

Park Hotels & Resorts

Ryman Hospitality Properties

Despite lingering recession concerns, hotel REITs are pacing for a second-straight year of outperformance after punishing early-pandemic declines, buoyed by steady post-pandemic operating improvement and the long-awaited return of dividends. The final pandemic-era travel restrictions were lifted last week with the ending of the vaccine mandate for foreign arrivals. International travel demand should provide a healthy tailwind over the coming quarters.

Hotel REITs: Pandemic Is Officially Over

Arbor Realty Trust

Ares Commercial Real Estate

Agree Realty

Great Ajax

American Homes 4 Rent

Angel Oak Mortgage

Broadstone Net Lease

City Office REIT

Americold Realty

Douglas Emmett

Invitation Homes

Macerich

U.S. equity markets finished lower on a turbulent week after the Federal Reserve continued its historically-aggressive monetary tightening course, sparking renewed turmoil in the regional banking sector. After closing at its highest levels since early February last week, the S&P 500 slipped 0.8% this week, using a late-week rebound to pare its steepest four-day declines since the SVB collapse.

Fed Hikes, Turmoil Ensues

Apollo Commercial Real Estate Finance

Blackstone Mortgage Trust

Boston Properties

Camden Property

Cousins Properties

Dynex Capital

Empire State Realty Trust

Essex Property Trust

Highwoods Properties

Kimco Realty

KKR Real Estate Finance Trust

Ladder Capital

Mid-America Apartment Communities

U.S. equity markets extended their rebound this week as a strong slate of earnings reports clashed with renewed concerns over financial instability and economic data that provided fodder for both bulls and bears. Closing at its highest levels since early February, the S&P 500 advanced 0.9%, but gains were skewed towards larger companies. The Mid-Cap 400 slipped 0.3%, and the Small-Cap 600 declined 1.0%.

Tale Of 2 Cities

AGNC Investment

American Tower

Brookfield Asset Management

Brandywine Realty

BrightSpire Capital

Crown Castle International

D.R. Horton

Equity LifeStyle Properties

Equity Residential

Franklin BSP Realty Trust Inc

First Industrial Realty Trust

Gaming and Leisure Properties

Housing Recession Is Over

Diversified Healthcare Trust

Invesco S&P 500 Equal Weight Real Estate ETF

Franklin Street Properties Corp.

Goldman Sachs Future Real Estate And Infrastructure Equity ETF

Home Appreciation US REIT ETF

Janus Henderson U.S. Real Estate ETF

NETLease Corporate Real Estate ETF

Office Properties Income Trust

PotlatchDeltic

Strategic Residential & Apartment Real Estate ETF

Hoya Capital High Dividend Yield ETF

ETFB Green SRI REITs ETF

IQ US Real Estate Small Cap ETF

iStar Inc

SL Green Realty

Global X SuperDividend REIT ETF

Virtus Real Asset Income ETF

WisdomTree New Economy Real Es

Real Estate Select Sector SPDR Fund

The REIT sector fell again in March with a -6.11% total return. Large cap (-1.99%) and mid cap (-4.56%) REITs saw modestly negative total returns in March, while small caps (-6.76%) and micro caps (-15.50%) were deeper in the red.

The State Of REITs: April 2023 Edition

Ellington Residential Mortgage REIT

Ellington Financial

Industrial Logistics Properties

Orchid Island Capital

U.S. equity markets finished broadly higher this past week after a critical slate of inflation data provided further evidence of a definitive cool-down in inflationary pressures. After narrowly snapping a three-week winning streak in the prior week, the S&P 500 advanced 0.8% this week, while the Mid-Cap 400 and Small-Cap 600 posted gains of over 1%.

Inflation's Last Stand

CBL & Associates Properties

Innovative Industrial Properties

With recent distress across office markets seizing the headlines, Mall REITs are no longer the "Problem Child" of the REIT sector, particularly after weaker players and lower-tier malls closed shop. Following three years of rental rate and occupancy declines, the supply-demand dynamic has recently favored retail landlords, rewarding many retail REITs with some long-elusive pricing power.

Mall REITs: Only The Strong Shall Survive

Hoya Capital Housing ETF

Life Storage

Plymouth Industrial REIT

iShares Mortgage Real Estate ETF

Rexford Industrial Realty

U.S. equity markets snapped a three-week winning streak while benchmark interest rates dipped to seven-month lows after a critical slate of employment data revealed some cracking in the long-resilient labor markets. Following its strongest weekly advance in five months, the S&P 500 finished fractionally lower this week, while the Mid-Cap 400 and Small-Cap 600 each posted steeper declines of over 2.5%.

Cracks Emerge In Jobs Market

Bluerock Homes Trust Inc

Black Knight

CoStar Group

Lennar

NexPoint Real Estate Finance

NexPoint Diversified Real Estate Trust

NexPoint Residential Trust

Offerpad Solutions

Opendoor

PulteGroup

One of the best-performing property sectors this year, Single-Family Rental REITs have rebounded as the previously-sluggish U.S. housing sector has shown signs of life amid a moderation in mortgage rates. The dire predictions of a "hard landing" in rental markets have been rebuffed in recent months by steadying rental rates and strong occupancy trends seen across the major rent indexes.

Single-Family Rental REITs: Renting The American Dream

Arlington Asset Investment

EPR Properties

Invesco Mortgage Capital

Medical Properties Trust

U.S. equity markets concluded a wild first-quarter with their best week of 2023 as easing contagion concerns and further evidence of cooling price pressures lifted markets to a third-straight weekly gain. Pushing its gains to 7.5% for the quarter, the S&P 500 posted its best week since last November with gains of 3.4%. The tech-heavy Nasdaq 100 climbed into "bull market".

Wild Quarter Ends With Optimism

AST SpaceMobile

Altice USA

Charter Communications

Comcast

DigitalBridge Group

DISH Network

Cell Tower REITs have been one of the weakest-performing property sectors since early 2022, an uncharacteristic stretch of poor performance following a half-decade of industry-leading returns. Concern over the long-term competitive positioning of land-based cellular networks in the ever-evolving telecommunications industry has been amplified by the accelerated rollout of satellite-based networks offering some mobile connectivity.

Cell Tower REITs: 5G's Killer App

Four Corners Property Trust

Global Net Lease

Gladstone Commercial

Getty Realty

One Liberty Properties

Necessity Retail REIT

Net Lease REITs - historically one of the most "rate-sensitive" property sectors - have surprisingly been the best-performing major property sector since early 2021 despite the significant rise in interest rates. Private market values have remained far "stickier" than comparable public market assets. Increases in these REITs' cost of capital has far-outpaced cap rate increases, resulting in record-low investment spreads.

Net Lease REITs: Avoiding The Winner's Curse

Avantis Real Estate ETF

ETRACS Monthly Pay 1.5X Leveraged Mortgage REIT ETN

InfraCap REIT Preferred ETF

Paramount Group

iShares Global REIT ETF

The REIT sector gave up most of January's big gains in February with a -6.18% total return. Small cap (-7.42%) and mid cap (-6.05%) REITs fell the furthest in February, with micro caps (-5.15%) and large caps (-4.74%) seeing smaller declines.

The State Of REITs: March 2023 Edition

The two recent bank collapses could cause the Federal Reserve to take a break from raising rates, benefiting the real estate sector.

Real Estate ETFs Up as Investors Anticipate Fed Easing on Interest Rates

iShares CMBS ETF

Indus Realty Trust Inc

iShares MBS ETF

Amid intensifying concerns over the potential fallout from several major tech-focused bank failures, this report examines high-level REIT fundamentals to chart the likely path forward for the real estate industry. Real estate equities have been slammed particularly hard as investors draw parallels to the early stages of the 2008 financial crisis when locked-up credit markets created a cascade of distress.

This Time Is Different

AlerisLife

Community Healthcare Trust

CareTrust REIT

Global Medical REIT

Healthcare Realty Trust Inc

National Health Investors

Omega Healthcare Investors

For Healthcare REITs - the physical epicenter of the pandemic - the road to recovery has remained inconsistent across its distinct sub-sectors, with "private-pay" segments now showing notable improvement while "public-pay" segments relapse. Public-pay segments - Hospital and Skilled-Nursing - have seen a re-intensification of tenant operator issues amid pressure from soaring labor costs and waning government fiscal support, triggering some missed rents and lease renegotiations.

Healthcare REITs: Life After The Pandemic

Centerspace REIT

CubeSmart

DiamondRock Hospitality

Farmland Partners

Lamar Advertising

Gladstone Land

U.S. equity markets posted their worst week of the year as benchmark interest rates jumped to three-month highs on data showing a surprising reacceleration in inflation and economic activity in January. Declining for a third straight week - a skid that follows a stretch of four-of-five weekly gains to start the year - the S&P 500 dipped 2.7% while the Nasdaq declined over 3%.

Inflation Remains A Problem

News for JPMorgan BetaBuilders MSCI US REIT ETF ETF (BBRE)