Annaly Capital

AGNC Investment

Starwood Property

Rithm Capital Corp

Blackstone Mortgage Trust

Arbor Realty Trust

Hannon Armstrong Sustainable Infrastructure Capital

Ladder Capital

Ready Capital Corp

Chimera Investment

VanEck Mortgage REIT Income ETF

MORT tracks a market-cap-weighted index of mortgage REITs.

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

Home Appreciation US REIT ETF

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

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

The VanEck Mortgage REIT Income ETF offers a high yield of 10.4%, but investors must understand its diverse composition and rates-driven nature. MORT includes a mix of Agency MBS REITs and real estate funds, all influenced by interest rates but with different risk factors. The ETF has benefited from recent lower rates, showing strong correlation with the iShares 7-10 Year Treasury Bond ETF, but remains cyclical.

MORT: A Cyclical Rates Driven ETF

With hope building that the Federal Reserve will finally pare interest rates in September, some income investors are considering returns to high-yield, rate-sensitive asset classes. This includes mortgage real estate investment trusts (mREITs).

Rate Cuts Could Renew Interest in Mortgage REITs

Ares Commercial Real Estate

Ares Capital

ARMOUR Residential REIT

Dynex Capital

Gladstone Investment

Golub Capital BDC

Granite Point Mortgage Trust

Main Street Capital

MFA Financial

MidCap Financial Investment Corp

AG Mortgage Investment Trust

New York Mortgage Trust

Blue Owl Capital Corp

Orchid Island Capital

PennyMac Mortgage Investment

After a terrible start to the year, mortgage REITs are hot in July. Don't tell ORC. They missed most of the rally. If only it was an opportunity to destroy book value. They're so good at that. Quick commentary on MAIN.

Mortgage REITs Surging

The VanEck Mortgage REIT Income ETF has over 99% exposure to US mortgage REITs. MORT has underperformed the S&P 500 both in 2024 and on a three-year timeframe. This is in large part due to the 2022-2023 Fed tightening cycle, with a reversal expected as soon as September.

MORT: A Levered Bet US Rates Have Peaked

iShares International Select Dividend ETF

SPDR Bloomberg High Yield Bond ETF

With exchange-traded funds (ETFs) generating solid performances over the long run, it stands to reason that investors should consider income-generating ETFs to buy. Basically, all the benefits associated with these wide-canvas plays for capital gains apply to dividends as well.

3 Income-Generating ETFs to Put Your Portfolio on Autopilot

American Healthcare REIT Inc

AvalonBay Communities

JPMorgan BetaBuilders MSCI US REIT ETF

Blackstone Group

Chatham Lodging Trust

iShares CMBS ETF

Camden Property

CTO Realty Growth

Easterly Government Properties

Douglas Emmett

Diversified Healthcare Trust

Direxion Daily Real Estate Bull 3x Shares

Direxion Daily Real Estate Bear 3x Shares

Ellington Financial

Equity Residential

Franklin Street Properties Corp.

Host Hotels & Resorts

Industrial Logistics Properties

InvenTrust Properties Corp

iShares MBS ETF

Medical Properties Trust

Office Properties Income Trust

Alpine Income Property Trust

US Diversified Real Estate ETF

Invesco Active US Real Estate

ALPS Active REIT ETF

ProShares Short Real Estate

Rexford Industrial Realty

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

Strawberry Fields REIT Ltd

ProShares Ultra Real Estate

iShares Core U.S. REIT ETF

Vanguard Real Estate ETF

Virtus Real Asset Income ETF

Real Estate Select Sector SPDR Fund

U.S. equity and bond markets staged a late-week rebound, erasing early-week declines prompted by disappointing Eurozone inflation data, after the crucial PCE inflation gauge posted its smallest increase of 2024. Posting a second week of modest declines following four-straight weekly gains, the S&P 500 finished lower by 0.4% on the week, but still notched its best month since February. Real estate equities also rebounded following steep declines in the prior week as a handful of REITs provided positive business updates ahead of the annual REITweek industry conference.

Eyes On The ECB

SPDR Bloomberg 1-3 Month T-Bill ETF

iShares iBoxx High Yield Corporate Bond ETF

Some of the larger, more well-known ETFs have significant drawbacks and stronger peers. These include HYG, BIL, and MORT. A quick explanation of the shortcomings of these ETFs, and some stronger alternatives, follows.

3 ETFs To Avoid, And Their Replacements

VanEck Mortgage REIT Income ETF provides exposure to mortgage real estate investment trusts (mREITs). mREITs as a whole are risky and have underperformed equity REITs in the long run. MORT has a concentrated portfolio because of its market-cap weighting approach, high expense ratio, and potential dividend instability, making it a risky investment.

MORT: The Risks Outweigh The Prospects

VanEck's Mortgage REIT Income ETF warrants a sell rating due to its poor performance, weak holdings, and high volatility. MORT has underperformed compared to peer REIT ETFs, with a low 10-year CAGR and the highest expense ratio. Several of MORT's holdings, including Annaly Capital Management, AGNC Investment Corp., and Blackstone Mortgage Trust, have red flags that could lead to a reduction in dividend yield.

MORT: A High Dividend Yield Mortgage REIT, But With Red Flags

VanEck Fallen Angel High Yield Bond ETF

VanEck Vectors BDC Income ETF

VanEck China Bond ETF

Vaneck CLO ETF

VanEck Morningstar High Dividend ETF

VanEck Energy Income ETF

VanEck J.P Morgan EM Local Currency Bond ETF

VanEck Investment Grade Floating Rate ETF

VanEck Green Bond ETF 

VanEck High Yield Muni ETF

VanEck Emerging Markets High Yield Bond ETF

VanEck International High Yield Bond ETF 

VanEck Dynamic High Income ETF

VanEck Vectors Intermediate Muni ETF

VanEck Vectors Muni Allocation ETF

Mobeus Income & Growth 2 VCT PLC

VanEck Vectors Long Muni ETF

VanEck Preferred Securities ex Financials ETF

VanEck Short High Yield Muni ETF

VanEck Vectors Short Muni ETF

VanEck HIP Sustainable Muni ETF

VanEck CEF Municipal Income ETF 

Yields have reset higher across fixed income markets, leaving bonds well positioned in a range of different economic and interest rate scenarios in 2024. Introduction to Income Investing Income investing is a strategy that aims to generate a steady stream of income from investments, typically through interest payments or dividends.

Income Investing Playbook 2024: Navigating the New Interest Rate Regime

Gladstone Commercial

Gladstone Commercial Corp 7 1/2 % Cum Red Pfd Shs Series B

KKR Real Estate Finance Trust

iShares Preferred and Income Securities ETF 

Preferred shares are today heavily discounted. As a result, they offer high dividend yields and upside potential. We present three of my favorite opportunities.

Yields Up To 9%: 3 Top Dividend Stocks For 2024

As high-yielding real-estate-related assets, mortgage REITs are correlated to interest rates. That explains why the VanEck Mortgage REIT Income ETF (MORT) has struggled this year.

Mortgage REITs Could Benefit From Softer Fed Stance

Janus Henderson U.S. Real Estate ETF

Invesco Dynamic Building & Construction ETF

iShares Global REIT ETF

iShares Mortgage Real Estate ETF

iShares Residential Real Estate ETF

IQ US Real Estate Small Cap ETF

Invesco S&P 500 Equal Weight Real Estate ETF

Global X SuperDividend REIT ETF

SPDR S&P Homebuilders ETF

DoubleLine Commercial Real Estate ETF

First Trust Alerian Disruptive

Invesco Real Assets ESG ETF

SPDR Dow Jones Global Real Estate ETF

SPDR Dow Jones International Real Estate ETF

Vanguard Global ex-U.S. Real Estate ETF

iShares International Developed Property ETF

The history of construction spending since 1993 reveals that this data tends to weaken prior to recessions. For a recent dip in Residential Construction attributed to the rise in mortgage rates, this indicator is charging higher.

Construction Spending Rises

With high interest rates and the increased probability of the Fed remaining hawkish for longer, look into how mREITS ETFs are affected after Q3 earnings results.

What Do Mortgage REIT Earnings Hold for ETFs?

The VanEck Mortgage REIT Income ETF is difficult to justify in a portfolio due to high interest rates and a looming recession. The MORT ETF offers investors exposure to mortgage REITs, but its performance is heavily influenced by the dynamics of the mortgage market. Mortgage REITs are significantly affected by changes in interest rates, regulatory changes, and the overall health of the real estate market, posing risks for MORT's future performance.

MORT: No Real Compelling Case To Buy

Realty Income Corp

I am bullish on REITs. But not all REITs. Mortgage REITs are a good example of that. I present 5 reasons why I tend to avoid mortgage REITs.

I Sold My Mortgage REITs

Rising interest rates – the scenario market participants have dealt with dating back to early 2022 – have long weighted on high-yield asset classes. That's been true of the effects of Federal Reserve tightening on mortgage real estate investment trusts (mREITs).

Maximize MORT for Big-Time Income

After Q2 earnings look into how mREIT ETFs have performed.

Mortgage REIT Q2 Earnings Put ETFs in the Spotlight

BIZD is an ETF which holds BDCs. MORT is an ETF focused on mortgage REITs. Both offer double-digit yields.

BIZD Vs. MORT: All High Income Choices Are Not The Same

Defiance Hotel Airline and Cruise ETF

US Global Jets ETF

Global X MSCI Nigeria ETF

SPDR S&P Transportation ETF

June was an impressive month for Wall Street. The three major indexes posted decent gains.

Top-Performing ETF Areas of June

By Coulter Regal, CFA Associate Product Manager Learn why mortgage REITs are garnering attention among investors looking for attractive yields. In today's dynamic investment landscape, many investors are constantly seeking opportunities to generate income beyond traditional corporate or government debt.

MORT ETF: Question & Answer

U.S. equity markets climbed to their highs of the year as investors took positions ahead of a critical slate of inflation data and an anticipated "pause" in the Fed's rate hike cycle.

Fed Looms Over New 'Bull Market'

Wall Street experts differ in their outlooks for America's housing market.  Wharton professor Jeremy Siegel, real estate tycoon Jeff Greene, and others have warned that home prices will drop, while others like "Shark Tank" star Barbara Corcoran are more optimistic.

Wall Street is divided on the outlook for US house prices. Here's what 6 experts have recently said.

Mortgage REITs lure a lot of investors with their 10%+ dividend yields. But these high yields come with significant risks. Over time, mREITs have earned very poor returns for their shareholders, and I explain why.

The Dark Side Of Mortgage REITs

News for VanEck Mortgage REIT Income ETF ETF (MORT)