Equinix

Welltower

Prologis

American Tower

Realty Income Corp

Digital Realty Trust

Simon Property Group

Public Storage

Crown Castle International

Iron Mountain

iShares Cohen & Steers REIT ETF

ICF tracks an index of large-cap REITs selected by a committee.

Arbor Realty Trust

JPMorgan BetaBuilders MSCI US REIT ETF

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

iShares U.S. Real Estate ETF

Nuveen Real Estate Income Fund

Invesco KBW Premium Yield Equity REIT ETF

Lument Finance Trust

NexPoint Real Estate Finance

Neuberger Berman Real Estate Securities Income Fund Inc

US Diversified Real Estate ETF

Invesco Active US Real Estate

Ready Capital Corp

ProShares Short Real Estate

Cohen And Steers Total Return Realty Fund

RMR Group

Cohen & Steers Reit And Preferred Income Fund Inc

Cohen & Steers Quality Income Realty Fund

SPDR Dow Jones REIT ETF

Schwab U.S. REIT ETF

ProShares UltraShort Real Estate

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

Mortgage REITs - which endured punishing declines of 50-70% during the peak of the pandemic - have rallied back from the brink since mid-2020 to within shouting distance of record highs. The pandemic-driven wave of dividend cuts has given way to a frenzy of dividend hikes this year with 25 mREITs increasing their payouts, pushing the average yield to nearly 8%.

Mortgage REITs: High Yield Is Back

Invesco S&P 500 Equal Weight Real Estate ETF

Pacer Benchmark Industrial Real Estate SCTR ETF

VanEck Mortgage REIT Income ETF

NETLease Corporate Real Estate ETF

Nuveen Short-Term REIT ETF

iShares Mortgage Real Estate ETF

iShares Residential Real Estate ETF

IQ US Real Estate Small Cap ETF

Global X SuperDividend REIT ETF

iShares Core U.S. REIT ETF

Vanguard Real Estate ETF

Virtus Real Asset Income ETF

Real Estate Select Sector SPDR Fund

After the housing market finally started cooling off a bit over the summer, sales rebounded in September.

Home sales rebound while prices continue to climb

Camden Property

iShares 7-10 Year Treasury Bond ETF

Medical Properties Trust

Invesco QQQ

SPDR S&P 500 ETF Trust

Many investors are panicking and concerned about their REITs as the 10-year Treasury Yield continues to rise. We think these fears are largely overblown, as REITs have actually outperformed in past periods of higher interest rates.

What Rising Interest Rates Mean For REITs

National Retail Properties

ProShares Ultra Real Estate

Historically, REITs have done the worst during times of rising interest rates and slowing economic growth. Well, it appears increasingly likely that that's what we are facing.

Very Bad News For REIT Investors

Hoya Capital Housing ETF

iShares U.S. Home Construction ETF

Invesco Real Assets ESG ETF

Janus Henderson U.S. Real Estate ETF

Direxion Daily Homebuilders & Supplies Bull 3X Shares

Janus Detr Strt Shs Long-Term Care

Invesco Dynamic Building & Construction ETF

iShares Global REIT ETF

ALPS Active REIT ETF

SPDR S&P Homebuilders ETF

While most economic indicators deteriorated last year, house prices largely shrugged off the effects of the pandemic. Of the over 60 countries that enter into the IMF's Global House Price Index, three-quarters saw increases in house prices during 2020, and this trend has largely continued in countries with more recent data.

Housing Prices Continue To Soar In Many Countries Around The World

One-third of pending home sales in the U.S. went under a contract within a week of being listed, according to new data from the brokerage Redfin Corp (NASDAQ: RDFN). What Happened: Redfin noted the speed in home sales is uncommon for this time of year, which usually witnesses a slowing in the housing market.

One-Third Of Pending Home Sales Go Under Contract Within A Week: Report

CubeSmart

Extra Space Storage

Life Storage

National Storage Affiliates Trust

Global Self Storage

Storage REITs stumbled into the pandemic with challenged fundamentals and an outlook for near-zero growth amid oversupply challenges. Catalyzed by the suburban housing boom, self-storage demand is suddenly insatiable. Like a phoenix rising from the ashes, storage REITs have continued their incredible turnaround this year. Consistent with trends across the housing sector, storage rents are soaring across the country.

Storage REITs: Zero To Hero

Blackrock Inc

Charles Schwab

A closer look at some of the top REIT ETFs.

Investing in REIT ETFs

Brunswick

Cavco Industries

Camping World Hlds

Equity LifeStyle Properties

MarineMax

LCI Industries

Malibu Boats

MCBC Hlds

Patrick Industries

Despite reporting stellar results throughout the year, Manufactured Housing REITs' remarkable streak of eight straight years of outperformance over the REIT Index is suddenly in doubt entering the fourth quarter. Pressured by concerns over rising rates, inflation, and the broader rotation from growth into value, MH REITs have pulled back into "correction territory" for just the third time over the past decade.

Manufactured Housing: A Rare Opportunity

American Fin Tr Inc - Ordinary Shares - Class A

Blackstone Group

Blackstone Mortgage Trust

CyrusOne

Cousins Properties

Healthpeak Properties Inc

Farmland Partners

Hannon Armstrong Sustainable Infrastructure Capital

Highwoods Properties

Invesco Mortgage Capital

U.S. equity markets delivered their worst week since February - and worst month since the pandemic began - amid heightened concerns over potential stagflation, supply chain issues, and political dysfunction. Large-cap equities felt the brunt of the pressure this past week as S&P 500 slipped 2.2% while the tech-heavy Nasdaq dipped 3.6%. Mid-Caps declined 0.5% while Small Caps gained 0.9%.

September Slump, October Opportunity

Charter Communications

Comcast

DISH Network

SBA Communications

AT&T

T-Mobile US

Uniti Group

Verizon

Cell Tower REITs - the single-largest property sector - have been a critical growth engine over the past half-decade and now account for nearly a fifth of total REIT market value. Becoming dominant players of both the telecommunications and REIT sectors through relentless growth, cell tower REITs reported another stellar "beat-and-raise" quarter with double-digit earnings growth.

Cell Tower REITs: Space Race Risk

Cambria Global Real Estate ETF

City Office REIT

Diversified Healthcare Trust

First Trust FTSE EPRA/NAREIT Developed Markets Real Estate

GEO Group

New York City REIT Inc

QTS Realty Trust

Tanger Factory Outlet Centers

Global X Data Center REITs & Digital Infrastructure ETF

REITs continue to achieve positive total returns in every single month of 2021 with +0.87% average return in August. Large cap REITs (+2.3%) continued to outperform their smaller peers in August. Micro caps (-2.49%) underperformed again.

The State Of REITs: September 2021 Edition

Real estate platform Ribbon on Tuesday (Sept. 14) announced that it has generated $150 million, comprised of $75 million in Series C equity financing and $75 million in additional working capital.

Real Estate Companies Net Combined $275M in Funding

When it comes to finances and investing, Marko Vrzic, founder of Vrzic, a New York-based real estate investment company will tell you to “stop trying to save for your dream home”. While there are a number of ‘rules' that we have been told all of our lives are the keys to success; spend less than you make, watch your credit score, and get a mortgage.

The Real Estate Market is Broken, and Vrzic Wants to Fix It

Morphosys AG - ADR

The U.S. real estate sector is in the pink this year. Rising inflation, uptick in home prices, booming cloud business and attractive yield

Real Estate ETFs at All-Time Highs: Here's Why

House-hunters, rejoice: The wild real estate market might finally be getting better, particularly for anyone looking for a small house.

More small houses are starting to hit the market, and it's another sign that the bonkers housing market is starting to get a little better

Aberdeen Standard Physical Palladium Shares ETF 

Invesco Water Resources ETF

First Trust NASDAQ Clean Edge Green Energy Index Fund

Schwab US Dividend Equity ETF

VanEck Vectors Semiconductor ETF

First Trust NASDAQ Technology Dividend Index Fund

Vanguard Health Care ETF

August has been a historically low month for Wall Street. Still, these ETFs could prove to be winning ones.

8 ETFs to Buy in Historically Low August

We present the top six reasons to add REITs to your portfolio today. The lack of yield around the world and in most asset classes has made REITs and other yield alternatives a ‘hot' asset class.

REITs: This Cycle Is Just Getting Started

Low interest rates are one reason that the housing market has taken off. They are far from the only one.

Home Prices Are Soaring. Is That the Fed's Problem?

Kimco Realty

Lamar Advertising

OUTFRONT Media

PotlatchDeltic

Healthpeak Properties

VEREIT

Ventas

Weingarten Realty

Weyerhaeuser

Real estate earnings season kicks off this week. We'll see results from more than 175 equity REITs, 40 mortgage REITs, and dozens of housing industry companies over the next month. REITs enter second-quarter earnings season as the best-performing asset class this year with total returns over 25%. 69 equity REITs and 19 mortgage REITs have raised their dividends this year.

Short On Supply, High On Demand: REIT Earnings Preview

Condor Hospitality Trust

CIM Commercial Trust

CoreCivic

DigitalBridge Group

InfraCap REIT Preferred ETF

New Senior Investment Group

The REIT sector has achieved a positive total return in every single month of the first half of 2021, including a +2.97% average return in June. Micro cap REITs (+6.05%) led in June, outperforming their larger peers in back to back months. Mid caps (+1.70%) underperformed again in June.

The State Of REITs: July 2021 Edition

Ashford Hospitality Trust

American Homes 4 Rent

Gaming and Leisure Properties

InnSuites Hospitality Trust

Pebblebrook Hotel Trust

Postal Realty Trust

RLJ Lodging Trust

Sotherly Hotels

Service Properties Trust

The REIT sector has achieved gains in every month of 2021 thus far, including a +1.77% average total return in May. Micro cap REITs (+12.2%) rebounded in May after a couple of rough months to significantly outperform their larger peers. Mid caps (-0.03%) narrowly failed to extend their gains.

The State Of REITs: June 2021 Edition

Getty Realty

Spirit Realty Capital

STORE Capital

Vici Properties

We dive into net lease REITs and how their unique business strategy allows them to generate impressive earnings growth, despite some of the lowest organic cash flow growth among subsectors.

More To Net Lease REITs Than Interest Rates

Eaton Vance Tax-Managed Buy-Write Income Fund

In the 12 calendar years since 1991 when inflation was less than 2%, the average return of the REITs Index was 7.4%. Returns to the REITs Index were positive in 85% of the 12-month periods when the two-year yield rose, and the average return was 15.1%, almost five percentage points higher than when the yield moved lower.

REITs, Inflation, And Rates

American Assets

Alexander & Baldwin

Boston Properties

Americold Realty

EastGroup Properties

Howard Hughes

Kite Realty Group

We provide the takeaways from almost 40 meetings with REIT management from a recent conference. Almost all business updates were positive, and most attributable to the successful vaccine distribution.

REIT Sub-Sector Roundup

News for iShares Cohen & Steers REIT ETF ETF (ICF)