ProShares Short Real Estate

REK provides inverse exposure to a market-cap-weighted index of large US real estate companies, including REITs.

REK provides inverse exposure to a market cap-weighted index of large US real estate companies, including REITs.

American Tower

JPMorgan BetaBuilders MSCI US REIT ETF

Crown Castle International

iShares CMBS ETF

Direxion Daily Real Estate Bull 3x Shares

Direxion Daily Real Estate Bear 3x Shares

Equity LifeStyle Properties

Fidelity MSCI Real Estate ETF

First Trust S&P REIT Index Fund

iShares Cohen & Steers REIT ETF

iShares U.S. Real Estate ETF

Jones Lang LaSalle

Nuveen Real Estate Income Fund

Invesco KBW Premium Yield Equity REIT ETF

iShares MBS ETF

Medical Properties Trust

Neuberger Berman Real Estate Securities Income Fund Inc

Prologis

US Diversified Real Estate ETF

Invesco Active US Real Estate

ALPS Active REIT ETF

Cohen And Steers Total Return Realty Fund

Cohen & Steers Reit And Preferred Income Fund Inc

Cohen & Steers Quality Income Realty Fund

Real estate earnings season kicked into gear this week, and over the next month, we'll hear results from 175 equity REITs, 40 mortgage REITs, and dozens of housing industry companies. The sector with perhaps the most to gain from moderating inflation and a normalization in Fed monetary policy, REITs enter earnings season with upside momentum after a dismal eighteen-month stretch. Sentiment and macroeconomic conditions have improved significantly in the past quarter, fueled by several months of encouraging inflation data pointing once again towards a "soft landing" for the domestic economy.

REIT Earnings Preview: Animal Spirits Revived?

CubeSmart

Extra Space Storage

National Storage Affiliates Trust

Public Storage

SPDR Dow Jones REIT ETF

Schwab U.S. REIT ETF

Global Self Storage

Seven Hills Realty Trust

Self-Storage REITs delivered incredible growth early in the pandemic driven by surging housing market activity, but have been victims to their own success of late amid a supply-driven cooldown. Robust double-digit rent growth and relatively low operational barriers to entry prompted a wave of new development, with a roughly 12% expansion in total supply expected between 2022 and 2024. This supply boom - twice the magnitude of the multifamily sector - has reignited fierce "storage wars" between competing facilities, which has led to double-digit dips in new lease rates since mid-2022.

Storage REITs: Victims Of Own Success

Apartment Income REIT Corp

AvalonBay Communities

Clipper Realty

Camden Property

Centerspace REIT

Elme Communities

Equity Residential

Essex Property Trust

Independence Realty Trust

Mid-America Apartment Communities

NexPoint Residential Trust

Apartment REITs were among the weakest-performing property sectors for a second-straight year in 2023 - lagging even the battered office sector - despite delivering another year of mid-single-digit earnings growth. Following two years of record-setting rent growth, residential rents decelerated in 2023 alongside a broader cooling of inflationary pressures, with multifamily rents seeing a particularly sharp cooldown amid supply headwinds. The wave of pandemic-era development - started at a time when rents were rising double-digits - resulted in a record year of new deliveries in 2023 with similarly elevated supply levels.

Apartment REITs: A Renter's Market

Alpine Global Premier Properties Fund

Cambria Global Real Estate ETF

First Trust Alerian Disruptive

Xtrackers International Real Estate ETF

iShares International Developed Real Estate ETF

CBRE Global Real Estate Income Fund

Nuveen Real Asset Income & Growth Fund

iShares Global REIT ETF

REIT index performance can be a leading indicator for the asset class as a whole. Our latest Asset Allocation recorded a strong quarter for listed real estate, showing signs of long-awaited resurgence. REITs send encouraging signals. A deeper analysis of sectoral returns since the Great Financial Crisis reveals no clear pattern, vindicating broad sectoral exposure.

Listed Real Estate: Searching For Positive Signals While Reviewing The Case For REITs

Brookfield Asset Management

Blackstone Group

Major private equity groups are investing in the REIT sector. They are buying apartment REITs at 60-70 cents on the dollar. So am I and here's why.

I Am Buying Apartment REITs Hand Over Fist

Arlington Asset Investment

Arbor Realty Trust

Boston Properties

Digital Realty Trust

Dynex Capital

Ellington Residential Mortgage REIT

Ellington Financial

Gaming and Leisure Properties

Lument Finance Trust

Realty Income Corp

Orchid Island Capital

U.S. equity markets extended their rebound to a third-straight week as benchmark interest rates dipped on economic data and corporate earnings reports showing a more distinct cooldown in economic activity. Gaining for a third-straight week and extending its rebound to nearly 10% since dipping into "correction territory" at the end of October, the S&P 500 gained another 2.4% this week. Lifted by the retreat in benchmark interest rates, real estate equities have roared back to life over the past three weeks. Equity REITs and Mortgage REITs each gained another 4.7%.

Disinflation Is Back

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

Vanguard Real Estate ETF

The S&P 500 has massively outperformed REITs in recent years. But we expect this outperformance to soon reverse. I explain why I expect REITs to easily beat the S&P 500 going forward.

Why REITs Will Likely Pummel The S&P 500

Invesco Senior Loan ETF

iShares Floating Rate Bond ETF

JPMorgan Ultra-Short Income ETF

Simplify Interest Rate Hedge ETF

Invesco Global Short Term High Yield Bond ETF

Global X Interest Rate Hedge ETF

ProShares UltraShort Utilities

Virtus Seix Senior Loan ETF

ProShares UltraShort 20+ Year Treasury

Direxion Daily 20+ Year Treasury Bear 3X Shares

The U.S. jobs market has been hot despite higher rates while U.S. consumers have been resilient despite high inflation.

ETF Strategies to Follow Amid Rising Rates

Why Warren Buffett And Charlie Munger Don't Like REITs But You Should

Alexandria Real Estate Equities

REITs are currently facing widespread dislike among investors. The negative sentiment towards REITs is due to the high-interest rates. I explain why I believe that most investors are misguided and highlight some opportunities to consider.

Urgent Warning To REIT Investors

Amidst the bearish sentiment towards real estate, a compelling opportunity to own REITs has emerged. The deeply discounted REIT market has largely priced in the challenges for real estate of higher rates and tighter credit markets. Areas of concern for real estate - office properties or too much leverage - are well-contained in public REIT markets. REITs generally possess high-quality balance sheets and have minimal exposure to traditional office space.

Opportunities In Listed REITs Today

The notion of an impending housing market crash has been a trending topic on Wall Street for much of the year. With housing affordability at a historic low, interest in how to short real estate has been rising.

Worried About a Housing Market Crash? Here's How to Short Real Estate

Bond yields are spiking lately and investors are worried that the Fed will keep interest rates higher for a longer-than-expected period.

Sector ETFs to Go Short on Higher Rate Worries

ProShares UltraShort 7-10 Year Treasury

Highland iBoxx Senior Loan ETF

The U.S. Treasury yields have been on a surge lately, driven by expectations that the Fed will keep interest rates higher for longer to fight inflation.

ETF Strategies to Fight Rising Rates

NAREIT has developed a financial metric called Funds From Operations, or FFO, that investors in REITs can use to better evaluate their financial performance. Dividend income plays a big role in why investors would seek to own stocks in REITs. What makes the FFO information valuable to investors is its correlation with the dividends paid out by REITs.

Connecting FFO To DPS For REITs

I hold a significant allocation towards quality REITs. In this article, I share my bullish thesis for investing in the sector. I also highlight catalysts that could take quality REITs to new all-time highs in as little as 12 months.

My Bullish REIT Thesis And Catalysts That Could Take Us To New ATHs

Apple

Amazon

AST SpaceMobile

Altice USA

Charter Communications

Comcast

DigitalBridge Group

DISH Network

Cell Tower REITs have been the weakest-performing property sector since the start of 2022 - lagging even the battered office sector - amid a telecommunications industry-wide slump inflamed by tight monetary conditions. Cellular carriers have curbed their capital-intensive network expansion plans in recent quarters following a significant wave of investment and tower equipment upgrades from 2019-2022 to deploy nationwide 5G networks. The latest selloff was intensified by an expose alleging that century-old abandoned phone lines owned by AT&T and Verizon are leaching toxic lead into drinking water, potentially requiring costly remediation.

Cell Tower REITs: Toxic Telecom?

KKR Real Estate Finance Trust

Life Storage

Healthpeak Properties

Regency Centers

iShares Mortgage Real Estate ETF

Real estate earnings season kicks into gear this week, and over the next month, we'll hear results from 175 equity REITs, 40 mortgage REITs, and dozens of housing industry companies. Real estate equities - the sector with perhaps the most to gain from a moderation in inflation and normalization in Fed monetary policy - enter earnings season with wind in their sails. Obscured by macro headwinds, REITs delivered a solid first quarter of earnings results fueled by buoyant rent growth. This report discusses the major high-level themes we'll be watching across second quarter results.

REIT Earnings Preview: Here's What We're Watching

Farmland Partners

Gladstone Land

PotlatchDeltic

One of the hottest "inflation hedges" during the pandemic, land REITs have fallen out-of-favor as rising rates and normalizing supply chains have created disinflationary - and even deflationary - headwinds for commodities. While services sector inflation remains sticky, goods-related inflation has fallen dramatically over the past nine months, with some inflation reports now showing goods deflation levels typically seen only in recessions.

Land REITs: Disinflation Headwinds

SPDR Dow Jones Industrial Average ETF

Invesco QQQ

SPDR S&P 500 ETF Trust

iShares Treasury Floating Rate Bond ETF

iShares 20+ Year Treasury Bond ETF

iShares 20+ Year Treasury Bond BuyWrite Strategy ETF

Matthew Tuttle and Rob Isbitts dissect myths and facts in today's stock market. S&P 500, Dow, and Nasdaq - price is all that matters.

Busting Today's Market Myths With Matthew Tuttle And Rob Isbitts

Allow me to utilize 2 overused quotes: Buy when there is blood in the streets. Be greedy when others are fearful.

Peak Bear Has Arrived In Real Estate

Acadia Realty Trust

Saul Centers

Brixmor Property Group

Federal Realty Investment Trust

InvenTrust Properties Corp

Kimco Realty

Kite Realty Group

Phillips Edison & Co Inc

Strip Center REIT fundamentals have improved materially over the past year and continue to be underappreciated in the market as a decade-long “retail apocalypse” narrative has been tough to shake. The combination of near-zero new development and positive net store openings since 2021 has driven occupancy rates to record-highs and allowed Strip Center REITs to enjoy some long-awaited pricing power. These favorable property-level supply/demand fundamentals have translated into impressive double-digit rent growth spreads since mid-2022 and the best earnings “beat rate” of any property sector during that time.

Strip Center REITs: Retail Apocalypse Is Over

I bought ProShares Short Real Estate ETF in my personal portfolio, to try to profit from a potential near-term decline in public REIT prices. REK's -1X exposure to publicly-traded REIT companies moves in the opposite direction of ETFs like XLRE, so I can short REITs without leverage. REK as a tactical buy. This is a "rental" ETF rather than a "buy and hold it" ETF.

REK: With REITs Looking Awful, This Little ETF Is A Hidden Gem

BRT Apartments

Left for dead in late 2022 on expectations of a "hard landing" across rental markets, Apartment REITs are the third-best-performing property sector this year, lifted by surprisingly buoyant property-level fundamentals. Recent industry data has shown a reacceleration in rental rate and occupancy trends since bottoming in January, with rent growth appearing to stabilize in its typical "inflation-plus" range between 4-5%. This "inflation-plus" level of rent growth was the norm in the pre-pandemic era as housing demand outpaced new home development. Housing is back to being the primary driver of inflation.

Apartment REITs: Rents Are Rising, Again

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 Residential Real Estate ETF

IQ US Real Estate Small Cap ETF

Global X SuperDividend REIT ETF

Virtus Real Asset Income ETF

Real Estate Select Sector SPDR Fund

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'

News for ProShares Short Real Estate ETF (REK)