Prologis

Equinix

American Tower

Welltower

Digital Realty Trust

Simon Property Group

Public Storage

Realty Income Corp

Crown Castle International

CBRE Group

iShares U.S. Real Estate ETF

IYR tracks a market-cap-weighted index of US real estate equities.

Agree Realty

American Fin Tr Inc - Ordinary Shares - Class A

American Fin Tr Inc - 7.50% PRF PERPETUAL USD 25 - Ser A

JPMorgan BetaBuilders MSCI US REIT ETF

Direxion Daily Real Estate Bull 3x Shares

Direxion Daily Real Estate Bear 3x Shares

EPR Properties

Four Corners Property Trust

Fidelity MSCI Real Estate ETF

First Trust S&P REIT Index Fund

Global Net Lease

Getty Realty

iShares Cohen & Steers REIT ETF

Nuveen Real Estate Income Fund

Invesco KBW Premium Yield Equity REIT ETF

National Retail Properties

Neuberger Berman Real Estate Securities Income Fund Inc

One Liberty Properties

Alpine Income Property Trust

US Diversified Real Estate ETF

Invesco Active US Real Estate

ProShares Short Real Estate

Despite a wave of dividend hikes and robust external growth, net lease REITs have been among the weakest-performing property sectors this year amid concerns over soaring inflation and rising interest rates. Despite their reputation as bond substitutes, net lease REITs have historically delivered above-average earnings growth as accretive external growth has more than offset the drag from muted property-level growth.

Net Lease REITs: Analyzing Inflation Risk

Fueled by hot inflation numbers as well as low mortgage rates and supply chain constraints in the construction market that are slowing down the construction of new homes, the cost of real estate has skyrocketed over the past couple of years. In the U.S., home costs increased 11% in 2020, marking a record that will almost certainly be smashed in 2021, which is on track to record a 17% increase in the cost of housing.

Insiders Are Buying Real Estate Stocks

A Spike in Insider Buying Foreshadows Real Estate Gains

Alpine Global Premier Properties Fund

Cambria Global Real Estate ETF

Beazer Homes USA

Century Communities

CatchMark Timber Trust

Invesco MSCI Global Timber ETF

D.R. Horton

WisdomTree Global ex-US Real Estate Fund

Invesco S&P 500 Equal Weight Real Estate ETF

First Trust FTSE EPRA/NAREIT Developed Markets Real Estate

FlexShares Global Quality Real Estate Index Fund

Xtrackers International Real Estate ETF

Hoya Capital Housing ETF

Hovnanian Enterprises

Hovnanian Enterprises, Inc. Pfd Shs Series A

iShares International Developed Real Estate ETF

CBRE Global Real Estate Income Fund

iShares U.S. Home Construction ETF

KB Home

Across the land, there are few better inflation hedges than land itself. Timber REITs own nearly 30 million acres of land, more acreage than the smallest U.S. five states combined. Truly an "organic growth" sector, Timber REITs - which were initially slammed at the outside of the pandemic - have come roaring back to life over the last twelve months.

Timber REITs: Renewable Dividends

iShares Residential Real Estate ETF

Vanguard Real Estate ETF

Real Estate Select Sector SPDR Fund

Many real estate ETFs have hit new highs in the latest trading session and are exhibiting strong momentum.

Real Estate ETFs Scaling New Highs: Here's Why

First Trust Indxx NextG ETF

iShares PHLX Semiconductor ETF

Invesco S&P 500 Low Volatility ETF

SPDR S&P Homebuilders ETF

After a wild swing over the past few sessions, Wall Street showed the biggest rally in nine months on bets that the Omicron variant is less fearful than expected.

5 ETFs Trading At New Highs

CoreCivic

GEO Group

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

iShares Core U.S. REIT ETF

Farewell - or perhaps good riddance - to the Prison REIT sector. GEO Group announced last week that it's joining CoreCivic in abandoning the REIT structure, concluding a tumultuous 8-year run as REITs. Prison REITs were the worst-performing property sector since their REIT conversions in 2013 and consistently ranked at the bottom across performance metrics - particularly after their once-lucrative dividends were eliminated.

Prison REITs: The Verdict Is In

Acadia Realty Trust

Saul Centers

Brixmor Property Group

Cedar Realty Trust

CoStar Group

Federal Realty Investment Trust

InvenTrust Properties Corp

Kimco Realty

Kite Realty Group

Macerich

Bouncing back from punishing pandemic-related declines, Shopping Center REITs are on the cusp of a full recovery across all critical metrics but Omicron introduces fresh uncertainty and also potential opportunity. The retail landscape has improved dramatically this year. Retail sales are on-pace to rise over 15% this year while store closings are on pace for the lowest level in a decade.

Shopping Center REITs: Bargain Hunting

I had rated the iShares U.S. Real Estate ETF as bullish in November 2020 when it was quoting at about $90. The ETF's TTM dividend yield of 1.67% does not make it investable for income investors who like to get an inflation-beating dividend in cash.

IYR: Locked In A Neutral Trend

AFC Gamma

Angel Oak Mortgage

Blackstone Group

Boston Properties

CyrusOne

CubeSmart

MGM Growth Properties

Phillips Edison & Co Inc

In our "State of the REIT Sector" report, we analyze recently-released NAREIT T-Tracker data to review high-level REIT fundamentals over the past quarter through a series of charts. REITs are no longer cheap, but premium valuations have revived the "animal spirits" and sparked a much-needed wave of M&A and IPO activity which has facilitated accretive external growth.

REITs Are No Longer Cheap

Americold Realty

EastGroup Properties

Equity Commonwealth

Industrial Logistics Properties

Rexford Industrial Realty

Out of Stock: The red-hot industrial property market - "ground zero" of supply-chain shortages - continues to ride a historic demand-supply imbalance as businesses scramble to build out supply resiliency. Industrial REITs - which recorded the strongest dividend and FFO growth of any real estate sector in 2020 - continue to thrive amid "extreme competition" for logistics and distribution space.

Industrial REITs: Empty Shelves, Ample Opportunity

Cyxtera Technologies

DigitalBridge Group

Iron Mountain

Landmark Infrastructure Partners

The Data Center REIT sector has been substantially and rapidly transformed as the three largest data center portfolio acquisitions in history have been announced in just the past several months. We predicted an impending M&A boom but expected Digital Realty and Equinix to scoop up their smaller peers. Instead, CyrusOne and QTS have been taken private while American Tower acquired CoreSite.

Data Center REITs: Merger Madness

AvalonBay Communities

Centerspace REIT

Equity Residential

Essex Property Trust

Independence Realty Trust

Mid-America Apartment Communities

NexPoint Residential Trust

Renters across the nation should prepare for a rude surprise. Residential rents continue to soar at the fastest pace on record with double-digit percentage increases on both new leases and renewals. Riding this rental growth surge, Apartment REITs - which lagged early in the pandemic - have soared more than 50% this year with widespread strength across both Sunbelt-focused and Coastal-focused REITs.

Apartment REITs: Shelter From Soaring Inflation

Duke Realty

Life Storage

With respectable dividend yields and the potential for capital growth, REITs are among the top picks for income investors. The post 7 REITs to Buy That Are Just Right for November appeared first on InvestorPlace.

7 REITs to Buy That Are Just Right for November

Cherry Hill Mortgage

Chimera Investment

Camden Property

Ellington Financial

Franklin BSP Realty Trust Inc

Hersha Hospitality Trust Class A

Invesco Mortgage Capital

U.S. equity markets advanced for the fifth-straight week as encouraging employment data, dovish Federal Reserve commentary, and surprising election results powered the major averages to fresh record highs. Closing the week on a seven-day winning streak, the S&P 500 gained 2.0% this week, while the Mid-Cap 400 rallied 4.0% and the Small-Cap 600 surged nearly 7%.

REITs Rally Amid Reopening Rotation

Amazon

Ares Management

Broadstone Net Lease

CareTrust REIT

Essential Properties Realty Trust Inc

Farmland Partners

Gaming and Leisure Properties

Gladstone Commercial

Innovative Industrial Properties

Gladstone Land

LTC Properties

Lexington Realty

Medical Properties Trust

NETLease Corporate Real Estate ETF

Right now, net lease REITs are stuck below all-time highs and underperforming because we are in a high inflation/rising rates environment. Soon enough, however, we should return to a low inflation/low rates environment, which is ideally suited for net lease REITs.

The Net Lease REIT Report For Q3 2021: Ramping Up Acquisition Volume

Alexander & Baldwin

Regency Centers

Retail Opportunity Investments

SITE Centers Corp

Urban Edge Properties

Retail REITs have been on a tear in the past year. Positive data points have included rent collection, occupancy, and leasing spreads.

Retail REITs: Revisited And Reconsidered

Arbor Realty Trust

Lument Finance Trust

NexPoint Real Estate Finance

Ready Capital Corp

RMR Group

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

ProShares Bitcoin Strategy ETF

SPDR Dow Jones Industrial Average ETF

iShares iBoxx High Yield Corporate Bond ETF

iShares 3-7 Year Treasury Bond ETF

SPDR Bloomberg High Yield Bond ETF

SPDR S&P 500 ETF Trust

ProShares Ultra S&P 500

iShares 20+ Year Treasury Bond ETF

ProShares UltraPro QQQ

Financial Select Sector SPDR Fund

During Refinitiv Lipper's fund flows week ended October 20, 2021, investors were overall net purchasers of fund assets for the first week in three, adding $11.6 billion. Exchange-traded equity funds recorded $11.7 billion in weekly net inflows. This is the macro group's third straight week of inflows.

U.S. Weekly FundFlows Insight Report: Investors Return To Funds After 2 Straight Weeks Of Redemptions

Pacer Benchmark Industrial Real Estate SCTR ETF

VanEck Mortgage REIT Income ETF

Nuveen Short-Term REIT ETF

iShares Mortgage Real Estate ETF

IQ US Real Estate Small Cap ETF

Global X SuperDividend REIT ETF

Virtus Real Asset Income ETF

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

iShares 7-10 Year Treasury Bond ETF

Invesco QQQ

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

iShares MSCI ACWI ETF

Vanguard Short-Term Bond ETF

For the second consecutive month, mutual fund investors injected $6.9 billion into conventional funds for September. Fixed income funds (+$35.5 billion) witnessed net inflows for the seventeenth month in a row, while money market funds (+$2.6 billion) experienced net inflows for the second.

Investors Prefer Equity ETFs Over Equity Funds In September

News for iShares U.S. Real Estate ETF ETF (IYR)