Prologis

Equinix

Cheniere Energy

NextEra Energy

Welltower

Digital Realty Trust

American Tower

WEC Energy Group

Extra Space Storage

AvalonBay Communities

Goldman Sachs Future Real Estate And Infrastructure Equity ETF

GREI is an actively-managed portfolio that seeks long-term capital growth by investing in global real estate and infrastructure companies.

American Healthcare REIT Inc

JPMorgan BetaBuilders MSCI US REIT ETF

Community Healthcare Trust

CIM Commercial Trust

Dimensional US Real Estate ETF

Dimensional Global Real Estate ETF

Diversified Healthcare Trust

Fidelity MSCI Real Estate ETF

First Trust S&P REIT Index Fund

Hudson Pacific Properties

iShares Cohen & Steers REIT ETF

Pacer Benchmark Industrial Real Estate SCTR ETF

Iron Mountain

iShares U.S. Real Estate ETF

JPMorgan Realty Income ETF

Janus Henderson U.S. Real Estate ETF

Invesco KBW Premium Yield Equity REIT ETF

NETLease Corporate Real Estate ETF

Nuveen Short-Term REIT ETF

Phillips Edison & Co Inc

US Diversified Real Estate ETF

Invesco Active US Real Estate

ALPS Active REIT ETF

REITs achieved their 5th straight month in the black with a +3.09% average total return in September and +9.61% year to date. Mid-cap (+5.01%), large cap (+3.41%) and small cap REITs (+2.59%) averaged solid gains in September. Micro caps (-0.42%) again averaged a negative total return. 72.3% of REIT securities had a positive total return in September.

The State Of REITs: October 2024 Edition

Blackstone Group

Principal Real Estate Active Opportunities ETF

Columbia Research Enhanced Real Estate ETF

iShares Environmentally Aware Real Estate ETF

Home Appreciation US REIT ETF

Innovative Industrial Properties

National Storage Affiliates Trust

The REIT sector continued to recover in June with a +1.12% average total return, but closed out the first half of the year in the red (-3.86%). Micro cap REITs (-3.79%) averaged a negative total return in June, but small caps (+1.01%), mid-caps (+2.29%) and large caps (+2.88%) finished in the black. 65.58% of REIT securities had a positive total return in June.

The State Of REITs: July 2024

Apartment Income REIT Corp

Alexander & Baldwin

Farmland Partners

Summit Hotel Properties

Medalist Diversified REIT Inc

PotlatchDeltic

Pebblebrook Hotel Trust

With a -4.27% average total return in April, REITs have now seen declines in 3 of the first 4 months of 2024. Micro caps (-2.71%) and small caps (-2.87%) averaged low single digit declines in April, while mid-caps (-5.36%) and large caps (-5.99%) performed even worse. 78.71% of REIT securities had a negative total return in April.

The State Of REITs: May 2024 Edition

Alexandria Real Estate Equities

CareTrust REIT

Franklin Street Properties Corp.

Generation Income Properties

InvenTrust Properties Corp

OUTFRONT Media

REITs bounced back from a rough start to the year with a strong +3.26% average total return in March. Mid cap (+5.04%), small cap (+3.90%) and large cap REITs (+2.32%) averaged gains in March, while micro caps (-0.32%) saw yet another month in the red. 78.06% of REIT securities had a positive total return in March.

The State Of REITs: April 2024 Edition

American Homes 4 Rent

Brandywine Realty

Chatham Lodging Trust

Healthpeak Properties Inc

EPR Properties

Medical Properties Trust

REITs fell slightly deeper into the red in 2024 with a -0.81% total return in February. Mid cap (+1.46%) and large cap REITs (+1.04%) averaged gains in February outperforming small caps (-1.33%) and micro caps (-6.98%). Only 50.64% of REIT securities had a positive total return in February.

The State Of REITs: March 2024 Edition

Bank of America

Citigroup

CorEnergy Infrastructure Trust

Goldman Sachs

JPMorgan Chase & Co

Morgan Stanley

Realty Income Corp

Office Properties Income Trust

The REIT sector had a rough start to 2024 with a -5.72% total return in January. Large cap REITs (-4.79%) outperformed their smaller peers in January. Micro cap REITs (-8.39%) averaged the steepest declines. Only 9.55% of REIT securities had a positive total return in January.

The State Of REITs: February 2024 Edition

Empire State Realty Trust

Kimco Realty

Pennsylvania Real Estate Investment Trust

The REIT sector closed the year out strong with a +11.40% total return in December, pushing into positive territory for the full year (+8.66%). Small cap REITs (+13.39%) outperformed in December. Large cap REITs (+9.55%) averaged a lower return than their smaller peers. 90.79% of REIT securities had a positive total return in December with 66.25% in the black for the full year.

The State Of REITs: January 2024 Edition

NexPoint Residential Trust

REITs averaged a -5.31% total return in October and have now fallen to a double-digit negative total return year to date (-10.46%). Large cap REITs (-2.24%) outperformed their smaller peers in October. Micro caps (-11.32%) extended their streak of severe underperformance. 26.80% of REIT securities had a positive total return in October with just 25.00% in the black year to date.

The State Of REITs: November 2023 Edition

Global Net Lease

Industrial Logistics Properties

Power REIT

REITs averaged a -7.14% total return in September and have fallen into the red year to date. Small cap REITs (-6.51%) outperformed yet again in September. Micro caps (-10.45%) continue to severely underperform their larger REIT peers. Only 9.74% of REIT securities had a positive total return in September with 34.38% in the black year to date.

The State Of REITs: October 2023 Edition

Americold Realty

First Industrial Realty Trust

Hersha Hospitality Trust Class A

The REIT sector gave up some of the gains achieved in June and July, with a -4.13% average total return in August. Small cap REITs (-2.49%) outperformed again in August. Micro caps (-13.08%) badly underperformed their larger REIT peers. Only 18.06% of REIT securities had a positive total return in August, with 48.13% in the black year to date.

The State Of REITs: September 2023 Edition

InnSuites Hospitality Trust

Strategic Residential & Apartment Real Estate ETF

iShares Residential Real Estate ETF

Hoya Capital High Dividend Yield ETF

The REIT sector followed a strong June with further gains in July, averaging a solid +4.37% total return in July. Small-cap REITs (+5.23%) continued to outperform in July. Large caps (+2.46%) underperformed their smaller REIT peers for the 3rd straight month in July. 73.72% of REIT securities had a positive total return in July with 60.63% in the black year to date.

The State Of REITs: August 2023 Edition

Host Hotels & Resorts

Gladstone Land

After 4 straight months in the red, the REIT sector surged back into the black year to date with a stellar +7.41% total return in June. Small cap REITs (+8.59%) outperformed again in June. Large caps (+5.51%) again underperformed their smaller REIT peers in June. A remarkable 87.34% of REIT securities had a positive total return in June with 49.69% in the black year to date.

The State Of REITs: July 2023 Edition

Ashford Hospitality Trust

Invesco S&P 500 Equal Weight Real Estate ETF

ETFB Green SRI REITs ETF

IQ US Real Estate Small Cap ETF

SPDR Dow Jones REIT ETF

iStar Inc

Schwab U.S. REIT ETF

SL Green Realty

Global X SuperDividend REIT ETF

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

iShares Core U.S. REIT ETF

Vanguard Real Estate 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

Avantis Real Estate ETF

Boston Properties

Cousins Properties

Direxion Daily Real Estate Bull 3x Shares

Direxion Daily Real Estate Bear 3x Shares

Life Storage

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

Braemar Hotels & Resorts Inc

Gaming and Leisure Properties

Vici Properties

The REIT sector ended a brutal 2022 on a low note, with a -7.72% total return in December. Large cap (-4.89%), mid cap (-6.03%) and small cap (-8.21%) REITs all averaged single-digit declines December, but micro caps (-15.21%) fell much more sharply.

The State Of REITs: January 2023 Edition

Real estate investment trusts (REITs) and the related exchange traded funds are notoriously rate-sensitive asset classes. As such, it's not surprising that REIT ETFs are struggling in 2022 amid six interest rate hikes by the Federal Reserve.

GREI Has Ingredients for 2023 Rebound

Goldman Sachs Future Consumer Equity ETF

Goldman Sachs Future Health Care Equity ETF

The Goldman Sachs Future Planet Equity ETF

The Goldman Sachs Future Tech Leaders Equity ETF

Investors seeking future leaders in traditional market sectors can turn to active exchange traded fund strategies to capture these nascent opportunities.

Five ETFs Ideas to Keep Up With Developing Innovative Growth Trends

Dividends have long been one of the pillars of the thesis for real estate and REIT ETF investment. While the sector is grappling with challenges dealt by rising interest rates this year, payout growth among publicly traded real estate names remains sturdy.

Dividends Still a Good Reason to Consider REIT ETFs

Infrastructure investing was all the rage last year when Congress was working on what turned out to be a bipartisan package, but it feels as though the combination of that bill becoming law and equity markets turning sour in 2022 has investors glossing over this theme.

Infrastructure Still Relevant for Long-Term Investors

Alone, inflation residing at four-decade highs is problematic for advisors and investors. Throw in the fact that many traditional inflation hedges aren't delivering the goods this year, and the soaring Consumer Price Index (CPI) is all the more painful.

GREI Merits Inflation Protection Consideration

Investors are looking for assets with inflation-fighting properties, and on that front, there are scores of exchange traded funds to consider. However, not all ETFs with inflation protection credentials are created equal, and some of the newer members of this fray are worth considering.

GREI Has the Inflation-Fighting Goods

Utilities are the epitome of a defensive sector, but these days, that's a favorable trait and with the right methodology, utilities stocks can offer surprising growth opportunities. The right methodology could come by way of the Goldman Sachs Future Real Estate and Infrastructure Equity ETF (GREI).

Stability, Growth Opportunities Meet in This ETF

There are hundreds of examples of exchange traded funds doing exactly what their names imply, but there are also examples of ETF titles being deceiving. The Goldman Sachs Future Real Estate and Infrastructure Equity ETF (GREI) is in the more positive of those two categories.

This Real Estate ETF Is Unique and That's Positive

Real estate equities and the related exchange traded funds are contending with 2022 headwinds due to rising interest rates, but the silver lining in that scenario is the emergence of value opportunities among some of the sector's higher-quality names.

This ETF Holds Some Beloved Real Estate Stocks

Unbeknownst to many new and novice investors, the real estate sector sits at the center of multiple vital disruptive growth themes. That is to say that today's real estate sector isn't the one your parents and grandparents remember.

Real Estate New Realities Emerging, Highlighting GREI Benefits

News for Goldman Sachs Future Real Estate And Infrastructure Equity ETF ETF (GREI)