Equinix

Digital Realty Trust

AvalonBay Communities

Alexandria Real Estate Equities

Prologis

Four Corners Property Trust

Equity Residential

Welltower

Simon Property Group

Easterly Government Properties

US Diversified Real Estate ETF

PPTY tracks an index of fundamentally-selected and -weighted US-listed equities that derive income from the ownership or management of real estate.

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

Fidelity MSCI Real Estate ETF

First Trust S&P REIT Index Fund

Global Net Lease

Getty Realty

iShares Cohen & Steers REIT ETF

iShares U.S. Real Estate ETF

Nuveen Real Estate Income Fund

Invesco KBW Premium Yield Equity REIT ETF

National Retail Properties

Neuberger Berman Real Estate Securities Income Fund Inc

Realty Income Corp

One Liberty Properties

Alpine Income Property Trust

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

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

AFC Gamma

Angel Oak Mortgage

Blackstone Group

Boston Properties

CyrusOne

CubeSmart

InvenTrust Properties Corp

Kimco Realty

Kite Realty Group

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

American Tower

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

Centerspace REIT

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

VanEck J.P Morgan EM Local Currency Bond ETF

VanEck Vectors Unconventional Oil & Gas ETF

Horizon Kinetics Inflation Beneficiaries ETF

Quadratic Interest Rate Volatility and Inflation ETF

ProShares Inflation Expectations ETF

iShares TIPS Bond ETF

Vanguard Value ETF

Real Estate Select Sector SPDR Fund

Rising inflation has been emerging as a great cause for concern globally. Supply chain disruptions due to COVID-19 and prolonged ultra-easy monetary policy have led to such a scenario.

ETF Strategies to Beat Likely "Hyperinflation" in the World

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

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

Vanguard Real Estate 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

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

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

Extra Space Storage

Life Storage

National Storage Affiliates Trust

Public Storage

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

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

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

Abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF

Aberdeen Standard Bloomberg All Commodity Strategy K-1 Free ETF

Simplify Volt RoboCar Disruption and Tech ETF

Simplify Volt Cloud and Cybersecurity Disruption ETF

Simplify Volt Fintech Disruption ETF

Simplify Volt Pop Culture Disruption ETF

Plus, a number of fund names have changed.

ETF Odds & Ends: 2 Closures Announced

Global X Social Media ETF

Technology Select Sector SPDR Fund

Utilities Select Sector SPDR Fund

Warren Buffett has suggested a few investing techniques that can be practiced at the time of rising inflation.

Follow Buffett With These Inflation-Friendly ETF Strategies

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

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?

Lamar Advertising

OUTFRONT Media

PotlatchDeltic

Healthpeak Properties

QTS Realty Trust

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

REIT ETFs have been rallying hard lately with most funds hovering around a 52-week high level.

5 Reasons Why REIT ETFs Are Surging

The U.S. real estate sector has been under pressure amid the peak of lockdown.

Why Real Estate ETFs Could be Tapped Now

News for US Diversified Real Estate ETF ETF (PPTY)