BRT Apartments

Welltower

NexPoint Residential Trust

Independence Realty Trust

Veris Residential

Centerspace REIT

Essex Property Trust

AvalonBay Communities

Mid-America Apartment Communities

Equity LifeStyle Properties

Home Appreciation US REIT ETF

HAUS provides exposure to publicly traded REITS that derive a substantial amount of their revenue from US residential properties. The fund is actively managed.

Alpine Global Premier Properties Fund

Cambria Global Real Estate ETF

Xtrackers California Municipal Bond ETF

Fidelity MSCI Real Estate ETF

First Trust S&P REIT Index Fund

FlexShares Global Quality Real Estate Index Fund

Xtrackers International Real Estate ETF

Hoya Capital Housing ETF

iShares Cohen & Steers REIT ETF

iShares International Developed Real Estate ETF

CBRE Global Real Estate Income Fund

Pacer Benchmark Industrial Real Estate SCTR ETF

IREIT - Marketvector Quality REIT Index ETF

iShares U.S. Home Construction ETF

iShares U.S. Real Estate ETF

Nuveen Real Estate Income Fund

Invesco KBW Premium Yield Equity REIT ETF

VanEck Mortgage REIT Income ETF

Direxion Daily Homebuilders & Supplies Bull 3X Shares

NETLease Corporate Real Estate ETF

Neuberger Berman Real Estate Securities Income Fund Inc

Nuveen Short-Term REIT ETF

InfraCap REIT Preferred ETF

For income-focused investors willing to venture outside the United States, Canadian REITs offer appealing qualities as a potential portfolio diversifier alongside their larger and more established U.S. peers. Canadian REITs, on average, offer higher monthly dividend yields and trade at lower P/FFO multiples compared to their U.S. counterparts, but typically have weaker balance sheets with higher debt ratios. In this report, we take a quick look at 30 Canadian REITs and break down the industry on a sector-by-sector level. We also take a deep dive into H&R REIT.

Canadian REITs: Higher Yield Up North

First Trust Nasdaq Lux Digital Health Solutions ETF

iShares MSCI Global Gold Miners ETF

Reaves Utilities ETF

SPDR S&P Telecom ETF

We have highlighted five top-performing ETFs from different sectors that were the leaders in August.

5 Best-Performing Sector ETFs in Volatile August

JPMorgan BetaBuilders MSCI US REIT ETF

Blackstone Group

Principal Real Estate Active Opportunities ETF

Columbia Research Enhanced Real Estate ETF

Dimensional US Real Estate ETF

Dimensional Global Real Estate ETF

iShares Environmentally Aware Real Estate ETF

Goldman Sachs Future Real Estate And Infrastructure Equity ETF

Innovative Industrial Properties

JPMorgan Realty Income ETF

Janus Henderson U.S. Real Estate ETF

National Storage Affiliates Trust

US Diversified Real Estate ETF

Invesco Active US Real Estate

ALPS Active REIT ETF

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

Hudson Pacific 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

Iron Mountain

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

American Tower

Diversified Healthcare Trust

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

Equinix

Extra Space Storage

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

Digital Realty Trust

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

ProShares Bitcoin Strategy ETF

US Treasury 3 Month Bill Etf

On this episode of ETF Prime, host Nate Geraci speaks with a trio of individuals discussing several different topics. His guests include VettaFi's Todd Rosenbluth who discusses bitcoin ETFs, F/m Investments mutual fund share class filing, and more.

ETF Prime: Rosenbluth on Bitcoin ETFs, Plus Best Practices and the PRVT ETF

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

Equity Residential

SPDR S&P 500 ETF Trust

Housing supply constraints and high borrowing costs are pricing many potential buyers out of the single-family market, leading to increased demand for rental properties. Apartment REITs, particularly those exposed to growing markets, are well-positioned to benefit from this supply-demand imbalance and pass value along to investors. Investors can gain exposure to this opportunity through individual apartment REITs or ETFs focused on residential real estate, such as the Residential REIT ETF.

Apartment REITs: Gain From Housing Market Imbalances

The Residential REIT Income ETF (HAUS) is an actively managed ETF focused on the residential housing market's various sectors. This ETF is just over one year old. HAUS actively shifts its holdings between other Residential REITs which cover the various sectors of that REIT's universe.

HAUS: A New Residential REIT ETF To Consider

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

CubeSmart

Life Storage

Storage REITs are the best-performing property sector this year after lagging in late 2022, lifted by surprisingly solid earnings results and a thawing of the previously icy-cold housing market. Storage demand is driven largely by housing activity – specifically, home sales and rental market turnover - and the recent moderation in mortgage rates has eased concern of a deepening housing recession.

Storage Wars

Avantis Real Estate ETF

Boston Properties

Cousins Properties

Direxion Daily Real Estate Bull 3x Shares

Direxion Daily Real Estate Bear 3x Shares

ETRACS Monthly Pay 1.5X Leveraged Mortgage REIT ETN

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

Sun Communities

The recent collapse of Silicon Valley Bank and the launch of the Federal Reserve's Bank Term Funding Program (“BTFP”) have sent markets on a roller-coaster ride. Recent housing data continues to show signs of home prices moving lower, and sequential asking rents in several major apartment markets has been moving lower as well.

Residential REITs: Stability In An Unstable World

UMH Properties

The manufactured housing sector has an impressive history of managing well through difficult economic and financial periods by providing a truly affordable housing proposition to an underserved market. The industry does not push rents as aggressively as more traditional rental housing operators during really strong periods such as 2021-22 but have been successful at raising rents.

Manufactured Housing: Predictable Top Line, But Operating Expenses Reset

Global X Artificial Intelligence & Technology ETF

Roundhill Ball Metaverse ETF

Wisdomtree Artificial Intelligence And Innovation Fund

Additional filings cover nontraded REITs and Israeli bonds.

New Filings Include Pure Play AI ETF

NEW YORK--(BUSINESS WIRE)--Armada ETF Advisors, a REIT-specialized asset manager, and Arialgo Ltd, a REIT-specialized Machine Learning data analytics company, jointly announce plans to merge companies to deliver leading technology-driven solutions to REIT investors. Phil Bak from the Armada team will serve as CEO of the joint entity. Arialgo's Roni Appel and Assaf Zeevi will serve as COO and CSO, respectively. REIT industry veterans Al Otero and David Auerbach will serve as Managing Directors.

Armada ETF Advisors and Arialgo Ltd Announce Merger Plans, Establishing Technology-Guided REIT Asset Manager

Apartment Investment and Management

Clipper Realty

Camden Property

Elme Communities

Invitation Homes

Apartment REITs were the second-worst-performing property sector in 2022 - barely outperforming the troubled office sector - despite delivering a record year of operating performance highlighted by 20% FFO growth. Following two years of historic rent growth, there is little doubt that growth will moderate over the coming quarters. Market consensus sees a "hard landing" with rising vacancies and declining rents.

Apartment REITs: Tracking For Soft Landing

Acadia Realty Trust

Bed Bath & Beyond

New York City REIT Inc

Sotherly Hotels

Global X Data Center REITs & Digital Infrastructure ETF

The REIT sector sharply rebounded from a tough 2022 with an +11.77% total return in January 2023. Micro cap REITs (+16.16%) saw disproportionately strong gains in January, followed by double-digit returns for small caps (+11.79%), mid caps (+11.50%) and large caps (+10.07%).

The State Of REITs: February 2023 Edition

News for Home Appreciation US REIT ETF ETF (HAUS)