Direxion Daily Real Estate Bear 3x Shares

DRV provides 3x leveraged inverse exposure to an index that captures large cap equities of the US real estate segment.

ProShares Short Real Estate

ProShares UltraShort Real Estate

The notion of an impending housing market crash has been a trending topic on Wall Street for much of the year. With housing affordability at a historic low, interest in how to short real estate has been rising.

Worried About a Housing Market Crash? Here's How to Short Real Estate

ProShares UltraShort Utilities

Bond yields are spiking lately and investors are worried that the Fed will keep interest rates higher for a longer-than-expected period.

Sector ETFs to Go Short on Higher Rate Worries

Alpine Global Premier Properties Fund

JPMorgan BetaBuilders MSCI US REIT ETF

Direxion Daily Real Estate Bull 3x Shares

First Trust Alerian Disruptive

Fidelity MSCI Real Estate ETF

First Trust S&P REIT Index Fund

Xtrackers International Real Estate ETF

iShares Cohen & Steers REIT ETF

iShares International Developed Real Estate ETF

CBRE Global Real Estate Income Fund

iShares U.S. Real Estate ETF

Nuveen Real Asset Income & Growth Fund

Nuveen Real Estate Income Fund

Invesco KBW Premium Yield Equity REIT ETF

Neuberger Berman Real Estate Securities Income Fund Inc

Prologis

US Diversified Real Estate ETF

Invesco Active US Real Estate

iShares Global REIT ETF

ALPS Active REIT ETF

Cohen And Steers Total Return Realty Fund

Cohen & Steers Reit And Preferred Income Fund Inc

Cohen & Steers Quality Income Realty Fund

NAREIT has developed a financial metric called Funds From Operations, or FFO, that investors in REITs can use to better evaluate their financial performance. Dividend income plays a big role in why investors would seek to own stocks in REITs. What makes the FFO information valuable to investors is its correlation with the dividends paid out by REITs.

Connecting FFO To DPS For REITs

SPDR Dow Jones REIT ETF

Schwab U.S. REIT ETF

Seven Hills Realty Trust

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

ProShares Ultra Real Estate

iShares Core U.S. REIT ETF

Vanguard Real Estate ETF

I hold a significant allocation towards quality REITs. In this article, I share my bullish thesis for investing in the sector. I also highlight catalysts that could take quality REITs to new all-time highs in as little as 12 months.

My Bullish REIT Thesis And Catalysts That Could Take Us To New ATHs

Apple

American Tower

Amazon

AST SpaceMobile

Altice USA

Crown Castle International

Charter Communications

Comcast

DigitalBridge Group

DISH Network

Cell Tower REITs have been the weakest-performing property sector since the start of 2022 - lagging even the battered office sector - amid a telecommunications industry-wide slump inflamed by tight monetary conditions. Cellular carriers have curbed their capital-intensive network expansion plans in recent quarters following a significant wave of investment and tower equipment upgrades from 2019-2022 to deploy nationwide 5G networks. The latest selloff was intensified by an expose alleging that century-old abandoned phone lines owned by AT&T and Verizon are leaching toxic lead into drinking water, potentially requiring costly remediation.

Cell Tower REITs: Toxic Telecom?

Alexandria Real Estate Equities

Blackstone Group

Equity LifeStyle Properties

Extra Space Storage

KKR Real Estate Finance Trust

Life Storage

Medical Properties Trust

Healthpeak Properties

Regency Centers

iShares Mortgage Real Estate ETF

Real estate earnings season kicks into gear this week, and over the next month, we'll hear results from 175 equity REITs, 40 mortgage REITs, and dozens of housing industry companies. Real estate equities - the sector with perhaps the most to gain from a moderation in inflation and normalization in Fed monetary policy - enter earnings season with wind in their sails. Obscured by macro headwinds, REITs delivered a solid first quarter of earnings results fueled by buoyant rent growth. This report discusses the major high-level themes we'll be watching across second quarter results.

REIT Earnings Preview: Here's What We're Watching

Farmland Partners

Gladstone Land

PotlatchDeltic

One of the hottest "inflation hedges" during the pandemic, land REITs have fallen out-of-favor as rising rates and normalizing supply chains have created disinflationary - and even deflationary - headwinds for commodities. While services sector inflation remains sticky, goods-related inflation has fallen dramatically over the past nine months, with some inflation reports now showing goods deflation levels typically seen only in recessions.

Land REITs: Disinflation Headwinds

Direxion Daily Emerging Markets Bull 3X Shares

Direxion Daily S&P Biotech Bull 3X Shares

The S&P 500 continues to climb higher this summer (up over 16% for the year), offering opportunities that traders can capitalize on when looking at specific sectors and outside domestic equities.

3 Trades to Consider Amid Early Summer Rally

A summer real estate market should help heat up the sector amid relatively high interest rates. If the real estate market is indeed in recovery mode, that's just what it needs for bullish momentum.

A Real Estate Recovery Is Just What This Leveraged ETF Needs

Allow me to utilize 2 overused quotes: Buy when there is blood in the streets. Be greedy when others are fearful.

Peak Bear Has Arrived In Real Estate

MicroSectors U.S. Big Banks Index -3X Inverse Leveraged ETN

Direxion Daily Emerging Markets Bear 3X Shares

ProShares UltraShort FTSE China 50

MicroSectors Gold Miners 3X Inverse Leveraged ETN

MicroSectors U.S. Big Oil Index -3X Inverse Leveraged ETNs

Direxion Daily Semiconductor Bear 3x Shares

Direxion Daily FTSE China Bear 3X Shares

ProShares UltraShort Silver

Top Performing Levered/Inverse ETFs Last Week These were last week's top performing leveraged and inverse ETFs. Note that because of leverage, these kinds of funds can move quickly.

Top Performing Leveraged/Inverse ETFs: 06/25/2023

Acadia Realty Trust

Saul Centers

Brixmor Property Group

Federal Realty Investment Trust

InvenTrust Properties Corp

Kimco Realty

Kite Realty Group

Phillips Edison & Co Inc

Strip Center REIT fundamentals have improved materially over the past year and continue to be underappreciated in the market as a decade-long “retail apocalypse” narrative has been tough to shake. The combination of near-zero new development and positive net store openings since 2021 has driven occupancy rates to record-highs and allowed Strip Center REITs to enjoy some long-awaited pricing power. These favorable property-level supply/demand fundamentals have translated into impressive double-digit rent growth spreads since mid-2022 and the best earnings “beat rate” of any property sector during that time.

Strip Center REITs: Retail Apocalypse Is Over

Apartment Income REIT Corp

AvalonBay Communities

BRT Apartments

Clipper Realty

Camden Property

Elme Communities

Equity Residential

Independence Realty Trust

NexPoint Residential Trust

Left for dead in late 2022 on expectations of a "hard landing" across rental markets, Apartment REITs are the third-best-performing property sector this year, lifted by surprisingly buoyant property-level fundamentals. Recent industry data has shown a reacceleration in rental rate and occupancy trends since bottoming in January, with rent growth appearing to stabilize in its typical "inflation-plus" range between 4-5%. This "inflation-plus" level of rent growth was the norm in the pre-pandemic era as housing demand outpaced new home development. Housing is back to being the primary driver of inflation.

Apartment REITs: Rents Are Rising, Again

In recent years, specialized technology-adjacent property types such as towers, data centers and industrial have gained prominence in the real estate market due to changes in consumer behavior, technological advancements, and their critical role in supporting the modern economy. The REIT universe looks much different today, appropriately reflecting the changes that are happening all around us. REITs are not just constrained to malls and offices; quite the contrary, the REIT sector is a dynamic one, with exposure to both secular growth dynamics and sources of bulwark stability.

REITs: Ever Changing, Ever Valuable

Cyxtera Technologies

Digital Realty Trust

Equinix

Iron Mountain

Among the top-performing property sectors this year, the Data Center REIT rebound has been fueled by reports of "booming" demand for artificial intelligence ("AI") focused data center chips. Even before the Nvidia report, Data Center REITs were on the upswing in early 2023 after an impressive slate of earnings results showed improved pricing power and record-high occupancy rates. Ironically, this AI-wave comes just as Data Center REITs became a trendy “short” idea centered on a thesis of weak pricing power and competition from the "hyperscalers" - Amazon, Google, and Microsoft.

Data Center REITs: Physical Epicenter Of AI

Hudson Pacific Properties

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

We recommend Direxion Daily Real Estate Bear 3X Shares ETF with a Strong Buy. We believe commercial real estate stocks are likely to decline much further this year. Key reasons include the work-from-anywhere trend, the rapid rise in interest rates, the regional banking crisis, recession and high valuation levels.

Buy DRV To Profit From The Commercial Real Estate Recession

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

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

Cousins Properties

Dynex Capital

Empire State Realty Trust

Essex Property Trust

Highwoods Properties

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

Real Estate Select Sector SPDR Fund

Being the only sector to lag behind the S&P 500, the U.S. real estate market is expected to remain under pressure this year. Against the backdrop of rising interest rates and tightening credit policies of the bank, take a look into some ETFs that can help.

ETFs in Focus as Banking Crisis Scars U.S. Real Estate Sector

AGNC Investment

Brookfield Asset Management

Brandywine Realty

BrightSpire Capital

D.R. Horton

Franklin BSP Realty Trust Inc

First Industrial Realty Trust

Gaming and Leisure Properties

Housing Recession Is Over

Diversified Healthcare Trust

Ellington Residential Mortgage REIT

Ellington Financial

Industrial Logistics Properties

Office Properties Income Trust

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

News for Direxion Daily Real Estate Bear 3x Shares ETF (DRV)