iShares Core U.S. REIT ETF

USRT tracks a market-cap-weighted index of US-listed REITs. It excludes mortgage, timber and infrastructure REITs.

JPMorgan BetaBuilders MSCI US REIT ETF

Fidelity MSCI Real Estate ETF

iShares Cohen & Steers REIT ETF

iShares U.S. Real Estate ETF

iShares Residential Real Estate ETF

SPDR Dow Jones REIT ETF

Schwab U.S. REIT ETF

Vanguard Real Estate ETF

Real Estate Select Sector SPDR Fund

The two recent bank collapses could cause the Federal Reserve to take a break from raising rates, benefiting the real estate sector.

Real Estate ETFs Up as Investors Anticipate Fed Easing on Interest Rates

USRT invests in a variety of REITs in the United States, most of which are specialized or residential in nature. USRT is susceptible to the effects of private REITs reporting incomplete results and possibly prompting investor speculation.

USRT: Risks Against The Market Make This ETF Unworthy

USRT invests in U.S. REITs. The fund is sensitive to changes in the economy.

USRT: More Downside Risk Than The Broader Market In 2023

Ashford Hospitality Trust

Acadia Realty Trust

Bed Bath & Beyond

First Trust S&P REIT Index Fund

Home Appreciation US REIT ETF

InnSuites Hospitality Trust

Invesco KBW Premium Yield Equity REIT ETF

Nuveen Short-Term REIT ETF

New York City REIT Inc

InfraCap REIT Preferred ETF

iShares Global REIT ETF

ETFB Green SRI REITs ETF

Sotherly Hotels

Global X Data Center REITs & Digital Infrastructure ETF

The REIT sector sharply rebounded from a tough 2022 with an +11.77% total return in January 2023. Micro cap REITs (+16.16%) saw disproportionately strong gains in January, followed by double-digit returns for small caps (+11.79%), mid caps (+11.50%) and large caps (+10.07%).

The State Of REITs: February 2023 Edition

Direxion Daily Real Estate Bull 3x Shares

Direxion Daily Real Estate Bear 3x Shares

Nuveen Real Estate Income Fund

Neuberger Berman Real Estate Securities Income Fund Inc

US Diversified Real Estate ETF

Invesco Active US Real Estate

ProShares Short Real Estate

Cohen And Steers Total Return Realty Fund

Cohen & Steers Reit And Preferred Income Fund Inc

Cohen & Steers Quality Income Realty Fund

Seven Hills Realty Trust

ProShares UltraShort Real Estate

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

ProShares Ultra Real Estate

Virtus Real Asset Income ETF

Certain businesses are better than others at a strategic level. A good underlying strategy is essential to long-term profitability.

Determining The Viability Of A REIT's Business Model

Braemar Hotels & Resorts Inc

Gaming and Leisure Properties

Goldman Sachs Future Real Estate And Infrastructure Equity ETF

Pennsylvania Real Estate Investment Trust

Power REIT

Global X SuperDividend REIT ETF

Vici Properties

The REIT sector ended a brutal 2022 on a low note, with a -7.72% total return in December. Large cap (-4.89%), mid cap (-6.03%) and small cap (-8.21%) REITs all averaged single-digit declines December, but micro caps (-15.21%) fell much more sharply.

The State Of REITs: January 2023 Edition

Although the change in public REIT equity prices over the past 12 months would not suggest it, 2022 actually saw earnings growth arrive above our initial expectations. We forecast total returns for REITs in 2023 to be between +8% to +12%.

2023 Chilton REIT Forecast

Residential housing is a decent play considering demographic dynamics in the US, but the markets are more volatile and sensitive to mortgage rates. The leases of specialised REITs are going to be seeing rent and more value growth compared to residential properties right now which are seeing falling rates and values.

USRT: Specialty REIT Exposures Insulated From Residential Issues

Brookfield Asset Management

CBL & Associates Properties

Macerich

Tanger Factory Outlet Centers

Simon Property Group

Seritage Growth Properties

Mall REITs - which endured a dismal stretch of underperformance from 2015-2020 - enter the critical holiday season on surprisingly stable footing as resilient consumer spending has offset broader macro-headwinds. The momentum from the stimulus-fueled ‘spending spree' appears likely to carry retailers through the holiday season. Store openings continue to outpace store closings in 2022 by the widest-margin in decades.

Mall REITs: The Bleeding Has Stopped

Invesco S&P 500 Equal Weight Real Estate ETF

Hoya Capital Housing ETF

Pacer Benchmark Industrial Real Estate SCTR ETF

iShares U.S. Home Construction ETF

Invesco Real Assets ESG ETF

Janus Henderson Mortgage-Backed Securities ETF

Janus Henderson U.S. Real Estate ETF

First Trust Low Duration Opportunities ETF

iShares MBS ETF

VanEck Mortgage REIT Income ETF

Direxion Daily Homebuilders & Supplies Bull 3X Shares

NETLease Corporate Real Estate ETF

Invesco Dynamic Building & Construction ETF

ALPS Active REIT ETF

iShares Mortgage Real Estate ETF

IQ US Real Estate Small Cap ETF

SPDR Portfolio Mortgage Backed Bond ETF

Vanguard Mortgage-Backed Securities ETF

SPDR S&P Homebuilders ETF

Mortgage rates have not been this high since before the housing crisis. And while the housing market is slowing, prices are still high.

High Mortgage Rates And High Inflation

Bluerock Homes Trust Inc

Bluerock Residential Growth REIT

NETSTREIT Corp

Prologis

Sunstone Hotel Investors

Service Properties Trust

The REIT sector achieved only its 3rd month in the black out of the first 10 months of 2022 with a +8.69% total return in October. Large cap REITs (+2.92%) averaged small gains, micro caps (+7.36%) and mid caps (+8.11%) had moderate gains and small caps (+12.85%) surged.

The State Of REITs: November 2022 Edition

Alexandria Real Estate Equities

Healthcare Realty Trust Inc

LTC Properties

Medical Properties Trust

National Health Investors

Omega Healthcare Investors

Sabra Health Care

Ventas

Welltower

Healthcare REITs have lagged over the past quarter as sharply higher labor costs, a sluggish post-COVID recovery in patient volumes, and the waning of government fiscal support have pressured operators. Hospital operators have been slammed particularly hard as elective surgeries continue to be either delayed or pushed to outpatient facilities, amplifying a broader industry shift towards low-cost healthcare settings.

Healthcare REITs: Staffing Shortage Stumble

Armada Hoffler Properties

EPR Properties

Federal Realty Investment Trust

Global Medical REIT

REITs are trading at the lowest valuation in years. Yet, few seem to be buying them due to fears of rising rates.

Important Warning To REIT Investors

CubeSmart

Extra Space Storage

Life Storage

National Storage Affiliates Trust

Public Storage

Global Self Storage

Self-Storage REITs have defied expectations to the upside as comprehensively as any real estate sector since the start of the pandemic, delivering earnings growth of over 50% since 2019. Incremental storage demand is driven by change- particularly home moving rates and household formations. Surging mortgage rates have had a "lock-in" effect among existing homeowners while also pricing-out new formations.

Storage REITs: Locked-In And Sticky

Airbnb

Apple Hospitality REIT

Choice Hotels Int.

Chatham Lodging Trust

Hyatt Hotels

Hilton Worldwide Holdings

Host Hotels & Resorts

Hersha Hospitality Trust Class A

Marriott

Pebblebrook Hotel Trust

Park Hotels & Resorts

Xenia Hotels & Resorts

Hotel REITs have held up surprisingly well throughout the recent market turmoil and remain one of the top-performing property sectors this year following a solid summer of operating performance. Several years of pent-up leisure demand from COVID delays helped to offset a slow business travel recovery. STR recently reported that profitability levels were above 2019 levels throughout the summer.

Hotel REITs: Winter Is Coming

Today, you have a “once in a decade” chance to win big with REITs. REITs have dropped heavily despite enjoying strong fundamentals.

This Is Your Once-In-A-Decade Chance To Win Big

American Tower

W. P. Carey

The REIT crash is largely related to rapidly rising interest rates. Market pundits have a variety of theories suggesting REITs are susceptible to interest rates.

REITs Got Clobbered: Examining The Bear Thesis

Aurora Cannabis

AFC Gamma

Canopy Growth

Amplify Seymour Cannabis ETF

Cronos Group

GrowGeneration Corp

Hydrofarm Holdings Group

Innovative Industrial Properties

ETFMG Alternative Harvest ETF

AdvisorShares Pure US Cannabis ETF

Global X Cannabis ETF

Chicago Atlantic Real Estate Finance

Scotts Miracle-Gro

Tilray Brands

Cambria Cannabis ETF

Village Farms International

Pure Cannabis ETF

The previously high-flying cannabis REITs have been slammed this year on concerns over rent payment from their cannabis cultivator tenants, which have been struggling amid a plunge in wholesale cannabis prices. The 30-50% plunge in pot prices comes amid a flood of new entrants to the cannabis retail and cultivation industry and as institutional capital to multi-state operators has driven production-efficiencies.

Cannabis REITs: Too Cheap To Get High

USRT is a REIT ETF that has lots of specialised exposures. REITs in general work in uncertain markets, and specialised REITs even more so.

USRT Is Solid, But Self-Storage And Staffed Care Could Disappoint

CatchMark Timber Trust

Farmland Partners

Gladstone Land

PotlatchDeltic

Rayonier

West Fraser Timber Co. Ltd.

Weyerhaeuser

While still outperforming the REIT Index this year, timber and farmland REITs have pulled back amid cooling inflation expectations, slumping global commodity demand, and regional weather complications. A hedge on chaos? Amid indications that the Russia-Ukraine conflict may drag on indefinitely, we expect continued global market share gains for North American producers of the disrupted agricultural products.

Land REITs: Hedge Inflation - And Chaos

The S&P 500 Real Estate sector has struggled this year amid recession concerns and rising bond yields.

It's time to buy REITS to hedge against inflation, even though the real estate sector has struggled so far this year, says investment research firm

A new report from researchers at Florida Atlantic University and Florida International University examined which housing markets nationwide are most overvalued.

‘Wealth Creation Through Housing Is Not Guaranteed': Here Are the Most Overvalued Housing Markets in America

More people are flipping homes, but they are making less of a profit.

What it takes to make money flipping homes in a crazy real estate market

The price of housing has a special importance because housing is both a basic necessity and a key component of wealth.

Econofact: Where are house prices rising the most? And why are they going up so fast?

China is facing an economic crisis after a real estate boom ended with a bang last year, according to investor George Soros.

George Soros warns that the country's troubled real estate industry could devastate its economy

News for iShares Core U.S. REIT ETF ETF (USRT)