Prologis

American Tower

Equinix

Welltower

Public Storage

Simon Property Group

Realty Income Corp

Digital Realty Trust

Crown Castle International

CBRE Group

Vanguard Real Estate ETF

VNQ tracks a market-cap-weighted index of companies involved in the ownership and operation of real estate in the United States.

Mid-America Apartment Communities

iStar Inc

Recently, the REIT market has suffered steeper declines than the S&P 500 itself, primarily due to rising long-term financing yields. In practice, it is difficult to forecast whether or when these yields will go down. It might be so that due to expanding deficits, we will actually experience even higher yields. For REITs that are already walking on thin ice, this could bring severe consequences.

Negative News For Real Estate Investors: 1 REIT To Buy And 1 To Avoid

Dimensional US Real Estate ETF

Dimensional Global Real Estate ETF

Fidelity MSCI Real Estate ETF

iShares Cohen & Steers REIT ETF

iShares U.S. Real Estate ETF

Lennar

PotlatchDeltic

SPDR Dow Jones REIT ETF

Schwab U.S. REIT ETF

iShares Core U.S. REIT ETF

Weyerhaeuser

Real Estate Select Sector SPDR Fund

Residential real estate supply is limited due to construction costs relative to NOI. In 2025 and 2026, housing will be increasingly undersupplied. The undersupply should drive up property revenues until such a point that development becomes viable.

An Inflection Point In Residential Real Estate

Invesco DB Commodity Index Tracking Fund

iShares 7-10 Year Treasury Bond ETF

SP Plus

SPDR S&P 500 ETF Trust

Vanguard FTSE All-World ex-US Index Fund

Vanguard Total Stock Market ETF

This article provides an update on the monthly moving averages we track for the S&P 500 and the Ivy Portfolio after the close of the last business day of the month. The Ivy Portfolio The Ivy Portfolio is based on the asset allocation strategy used by endowment funds from Harvard and Yale.

Moving Averages: S&P Finishes October 2024 Down 1.0%

American Electric Power Company

Atlantic Union Bankshares Corp

Armstrong World Industries

Brown & Brown

Community Healthcare Trust

Hess Midstream Partners

IDACORP

Murphy USA

Mueller Water

NextEra Energy

Pinnacle West Capital

Cohen & Steers Reit And Preferred Income Fund Inc

Republic Services

SB Financial Group

Schwab US Dividend Equity ETF

S&T Bancorp

Standex

Tompkins Financial

Texas Instruments

Waste Connections

Waste Management

All stocks have at least five fiscal years of dividend growth history and come from the U.S. Dividend Champions List. They have an average increase of 5.2% and a median increase of 4.2%. There are sixteen increases for next week, up from six last week.

16 Upcoming Dividend Increases

Camden Property

Essential Properties Realty Trust Inc

Farmland Partners

REITs have surged by nearly 40% on average. But some specific REITs missed out on this rally. I highlight 2 REITs that still present significant upside potential.

2 REITs That Remain Undervalued

Over the past 15 years, higher returns have come from multiples and earnings strategies, not dividends. REITs underperform in falling interest rate cycles, raising concerns about VNQ's opportunity cost. VNQ trades at P/B with no margin of safety, questioning its investment value.

VNQ: There Is A Problem Called Opportunity Cost

Rexford Industrial Realty

The REIT market is very volatile right now. It is leading to a lot of new investment opportunities. I highlight two of my favorite new investments.

My 2 Newest Investments

American Homes 4 Rent

Artesian Resources

Brookfield Asset Management

Comcast

iShares Core High Dividend ETF

Global X MLP & Energy Infrastructure ETF

Permian Resources Corp

Trinity Capital

Vanguard High Dividend Yield ETF

Verizon

Utilities Select Sector SPDR Fund

I emphasize refocusing on my core competency in real estate and diversifying through dividend ETFs, avoiding the overvalued S&P 500. Current S&P 500 valuations are historically high, suggesting poor future returns; insider buying is low, indicating a potential downturn ahead. Market leadership is shifting from growth to dividend stocks, particularly in real estate and utilities, which have outperformed since July.

5 Stocks I'm Buying As I Reexamined My Sphere Of Competence

The REIT sector has recently outperformed the SP500 by a large margin. However, VNQ's most recent dividend payouts suggest its price advancements have yet to catch up with earnings growth. VNQ's latest quarterly dividend distribution made in October translates into a 50% YOY growth when returned capital is excluded and 27% growth on a TTM basis.

VNQ: This Chart Shows It's Not Too Late To Buy REITs

Agree Realty

Easterly Government Properties

Innovative Industrial Properties

Modiv

NewLake Capital Partners, Inc.

National Retail Properties

Vici Properties

W. P. Carey

Interest rates are now headed to lower levels. But REITs still offer up to 9% dividend yields. I highlight three of my favorite high yielding REITs for 2025.

Yields Up To 9%: 3 REITs To Buy For 2025

PIMCO Active Bond ETF

iShares 20+ Year Treasury Bond ETF

The Federal Reserve's recent rate cut and potential future cuts are expected to benefit bonds, real estate, and dividend stocks by lowering borrowing costs and increasing asset values. We revisit the four ETF portfolio, focusing on near-term rate cuts. The portfolio of these ETFs yields an average of 4.1% with a low expense ratio, positioning investors to capitalize on anticipated rate cuts.

How To Build A Portfolio With 4 ETFs: Part V

AvalonBay Communities

Boston Properties

Cousins Properties

EastGroup Properties

First Industrial Realty Trust

SL Green Realty

REIT investors must pay close attention to real estate trends. The office sector remains a mess and likely will for a long time to come. Multifamily is suffering temporarily, but 2025 could be a lot better.

Important Trends For REIT Investors

Armada Hoffler Properties

Alibaba

Baidu

CoreCivic

Hudson Pacific Properties

JD.com

Michael Burry is one of the best investors of our time. Just recently, he heavily invested in an office REIT. We review this investment and share our thoughts on it.

'The Big Short' Michael Burry Buys Real Estate And Chinese Tech

Apple

iShares Core U.S. Aggregate Bond ETF

AMC Entertainment

Alexandria Real Estate Equities

CBL & Associates Properties

EPR Properties

NETLease Corporate Real Estate ETF

Essential Utilities

Industrial Select Sector SPDR Fund

Disinflationary trends persist, with CPI showing a steady decline, despite media drama over slightly higher-than-expected figures; energy stocks remain attractive for long-term investors. Realty Income should consider breaking into smaller REITs for better growth. Protectionist tariffs hurt US manufacturing, and labor shortages loom globally.

8 Dividend Stocks On My Buy List As Inflation Keeps Dropping

Kimco Realty

Falling interest rates could create a tailwind for REITs, and these could be great ways to invest.

Real Estate Could Soar in 2025. Here Are 2 Great Stocks You Can Buy Right Now

Vanguard Small-Cap ETF

These funds aren't doing well this year, but they could be great buys heading into 2025.

2 Vanguard ETFs That Could Take Off As Rates Come Down

iShares Core Dividend Growth ETF

iShares U.S. Home Construction ETF

iShares Russell 1000 Value ETF

JPMorgan U.S. Quality Factor ETF

iShares MSCI USA Quality Factor ETF

Schwab U.S. Large-Cap Value ETF

Invesco S&P 500 Quality ETF

Invesco S&P 500 Low Volatility ETF

iShares Edge MSCI Min Vol USA ETF

Vanguard Dividend Appreciation ETF

Vanguard Value ETF

Financial Select Sector SPDR Fund

Consumer Discretionary Select Sector SPDR Fund

SPDR S&P Telecom ETF

We have highlighted some investing strategies that could be extremely beneficial for investors heading into the fourth quarter.

5 ETF Strategies to Follow in Q4

Cohen & Steers Real Estate Opportunities and Income Fund

Cohen & Steers Infrastructure Fund Inc

Reaves Utility Income Fund

Closed-end funds or CEFs that offer high yields usually come with notable external leverage, and in some cases, even with investment positions that have above-average risk profiles. Yet, the current stance assumed by the Fed has opened a wide opportunity set in the CEF segment. In this article, I elaborate more on the CEF outlook and underscore critical criteria that have to be in place for high-yield investors to access truly sustainable distributions.

Happy Days For High-Yield CEF Investors

Brookfield Renewable Partners

Brookfield Infrastructure Partners L.P.

Brookfield Infrastructure

VanEck Vectors BDC Income ETF

Brookfield Corp

FS KKR Capital Corp

High-yield stocks have surged in recent months. However, recently, news hit that threatens to end the rally in much of the sector. We share which part of the high-yield space is likely going to benefit from this bad news, as well as how we are positioning our portfolio overall.

Bad News For High Yield Stocks

Vanguard Total Bond Market ETF

SPDR Bloomberg International Treasury Bond ETF

VanEck J.P Morgan EM Local Currency Bond ETF

WisdomTree Continuous Commodity Index Fund

VanEck International High Yield Bond ETF 

SPDR Bloomberg High Yield Bond ETF

Invesco International Corporate Bond ETF

iShares TIPS Bond ETF

Vanguard FTSE Developed Markets ETF

Vanguard Global ex-U.S. Real Estate ETF

Vanguard FTSE Emerging Markets ETF

SPDR FTSE International Government Inflation-Protected Bond ETF

Exclude China and broadly defined EM stocks are posting substantially softer results, based on a set of ETFs through Friday's close. US shares are effectively neck and next with EM so far in 2024.

Emerging Markets Stocks Tied With U.S. Equities Year To Date

Cullen/Frost Bankers

Global Medical REIT

iShares 0-3 Month Treasury Bond ETF

Sila Realty Trust Inc

The ongoing debate on whether the economy will face a recession or achieve a soft landing continues, with mixed opinions from experts. Despite my longstanding recession prediction, the economic expansion has been extended due to delayed deployment of pandemic-era savings. Tariffs have not benefited American manufacturing, leading to higher input costs, disrupted supply chains, and a slump in manufacturing jobs and output.

7 Dividend Stocks I'm Buying As The Recession Debate Rages

Caesars Entertainment

Gaming and Leisure Properties

Medical Properties Trust

We have recently identified some new opportunities. Real estate businesses remain undervalued. We present 2 of our newest top picks.

2 New Top Picks Revealed

This article provides an update on the monthly moving averages we track for the S&P 500 and the Ivy Portfolio after the close of the last business day of the month. The Ivy Portfolio The Ivy Portfolio is based on the asset allocation strategy used by endowment funds from Harvard and Yale.

Moving Averages: S&P Finishes September 2024 Up 2.0%

Vanguard Utilities ETF

Learn which two Vanguard ETFs provide retirees with a suitable mix of growth and income.

These 2 Vanguard ETFs Are a Retiree's Best Friend

Sunbelt markets are experiencing rapid growth. It is resulting in rising rents and property values. Here are 3 REITs that are poised to benefit from this.

3 Sunbelt REITs With Rapid Growth Prospects

News for Vanguard Real Estate ETF ETF (VNQ)