Prologis

American Tower

Equinix

Welltower

Digital Realty Trust

Simon Property Group

Public Storage

Realty Income Corp

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.

Financial Select Sector SPDR Fund

Technology Select Sector SPDR Fund

Utilities Select Sector SPDR Fund

Consumer Discretionary Select Sector SPDR Fund

Cooling inflation triggered the possibility of a less-hawkish Fed, going forward.

5 Sector ETFs to Tap in Falling Rate Environment

JPMorgan BetaBuilders MSCI US REIT ETF

Direxion Daily Real Estate Bull 3x Shares

Direxion Daily Real Estate Bear 3x Shares

Fidelity MSCI Real Estate ETF

First Trust S&P REIT Index Fund

iShares Cohen & Steers REIT ETF

iShares U.S. Real Estate ETF

Nuveen Real Estate Income Fund

Invesco KBW Premium Yield Equity REIT ETF

Neuberger Berman Real Estate Securities Income Fund Inc

US Diversified Real Estate ETF

Invesco Active US Real Estate

ALPS Active REIT ETF

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

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

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

AvalonBay Communities

Federal Realty Investment Trust

National Retail Properties

REITs have experienced multiple expansion in their valuations, but recent market conditions have caused some of this expansion to be undone. The future pricing of REITs will depend on interest rates and cap rates as much or more than on economic performance. Across the range of plausible futures, dividend-based investment approaches such as REITs are far more robust than total return approaches.

Assessing How Much REITs Will Come Back

Apple

Alerian MLP ETF

Cisco Systems

Microsoft

Oracle

iShares Mortgage Real Estate ETF

Schwab U.S. Large-Cap Growth ETF

SPDR S&P Dividend ETF

SPDR S&P 500 ETF Trust

Stock prices and returns are in part determined by net cash on the balance sheet and future expectations of free cash flow. Dividends are not a driver of valuation and actually decrease the value of a company because cash is paid out to investors. Over the past decade, dividend-paying stocks have underperformed compared to "growth" stocks with strong free cash flow generation and balance sheets.

The Underperformance Of Dividend-Only-Focused Strategies

VanEck Vectors BDC Income ETF

Enterprise Products Partners

Main Street Capital

STAG Industrial

REITs, MLPs, and BDCs are very popular among income investors. Each has unique pros and cons. Overall, REITs are likely the most opportunistic today. Here's why.

REITs Vs. MLPs Vs. BDCs: Comparing 3 High Yield Income Vehicles

Apollo Global Management

Brookfield Asset Management

Blackstone Group

Carlyle Group

Camden Property

Macerich

Barry Sternlicht is very bullish on REITs. Valuations are the lowest in years, and he is buying. We present three of our Top Picks to profit.

Billionaire Investor Says 'Buy REITs': Our Top Picks

Alexandria Real Estate Equities

iShares iBoxx High Yield Corporate Bond ETF

iShares iBoxx $ Investment Grade Corporate Bond ETF

iShares Preferred and Income Securities ETF 

Schwab US Dividend Equity ETF

Vanguard Dividend Appreciation ETF

Vanguard High Dividend Yield ETF

There are lots of opportunities for income investors right now. Treasuries and bonds are attracting a lot of capital, but they are riskier than you may think. Dividend-paying stocks and ETFs offer better risk-to-reward for most income investors. Here's why.

How To Invest $100,000 For Huge, Inflation-Beating Passive Income

Mid-America Apartment Communities

REITs are often seen as "bond alternatives." But they really aren't. I expect REITs to earn far higher returns over time. Here's why.

Forget Bonds, Buy REITs

Brandywine Realty

Granite Point Mortgage Trust

iStar Inc

Interest rates have surged like rarely before. Some REITs will be fine, but others could face significant pain. We discuss three REITs that could suffer a lot.

3 REITs That Should Suffer In Higher For Longer

Hoya Capital Housing ETF

Pacer Benchmark Industrial Real Estate SCTR ETF

iShares U.S. Home Construction ETF

Janus Henderson U.S. Real Estate ETF

VanEck Mortgage REIT Income ETF

Direxion Daily Homebuilders & Supplies Bull 3X Shares

Nuveen Short-Term REIT ETF

Invesco Dynamic Building & Construction ETF

iShares Global REIT 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

Real Estate Select Sector SPDR Fund

Alpine Global Premier Properties Fund

DoubleLine Commercial Real Estate ETF

First Trust Alerian Disruptive

iShares International Developed Real Estate ETF

CBRE Global Real Estate Income Fund

Invesco Real Assets ESG ETF

NETLease Corporate Real Estate 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

Global X Cloud Computing ETF

iShares MSCI Emerging Markets ETF

Global X FinTech ETF

iShares Russell 2000 ETF

Investing areas like small-caps, technology, fintech, real estate and emerging markets gained materially on softer U.S. jobs data as it strengthened chances of a dovish Fed, going forward.

5 Winning ETF Areas on Soft Jobs Data

The Vanguard Real Estate ETF invests based on the MSCI US Investable Market Real Estate 25/50 Index. The Fidelity MSCI Real Estate Index ETF (FREL) invests based on the MSCI US Investable Market Real Estate 25/25 Index. This article reviews both indices and ETFs and compares the ETF current allocations and performance history.

VNQ Vs. FREL: Similar REIT Indexes, Similar Results

Agree Realty

Tricon Residential

REITs are priced as if they were facing an existential crisis. But the reality paints a very different picture. We think that this is a once-in-a-decade opportunity, and we highlight some of our Top REIT Picks.

There May Not Be Another Chance Like This For REITs In A Decade

T-Mobile US

REITs are now priced at their lowest valuations in a decade. Even high-quality REITs are heavily discounted. We highlight 5 REITs that we are buying hand over fist.

5 REITs We're Buying Hand Over Fist

Vici Properties

When the market sells off, people get gloomy and scared and want the pain to stop. The biggest gains, the life-changing opportunities, and safe yields can only be found when the sentiment is darkest. Being greedy when others are fearful sounds easy until it's time to do it. Now is the time to buy REITs with both hands. The sector is down 34%. That's tied for the worst bear market in history outside the Great Financial Crisis and pandemic.

3 No-Brainer Sweet REIT Bargain Buys Yielding Up To 7%

Real estate investment trusts have been negatively impacted by rising inflation and increasing interest rates. The Vanguard Real Estate Index Fund has experienced a significant sell-off and is down 8.31% since October 2020. The fund is vulnerable to a recession due to its exposure to commercial and industrial sectors, and rising rates make it less appealing for income-seeking investors.

VNQ: A Weakening Economy And Rising Inflation Data Create Significant Additional Risks

Invesco DB Commodity Index Tracking Fund

iShares 7-10 Year Treasury Bond ETF

Vanguard FTSE All-World ex-US Index Fund

Vanguard Total Stock Market ETF

Valid until the market close on November 30, 2023 The S&P 500 closed October with a monthly loss of 2.20%, after a loss of 4.93% in September.

Moving Averages: S&P Finishes October Down 2.2%

Brookfield Renewable Partners

Brookfield Infrastructure Partners L.P.

Brookfield Infrastructure

Enbridge

NextEra Energy

iShares 0-3 Month Treasury Bond ETF

Dividend stocks are traditionally viewed as more conservative investments due to the stability of income, historical performance, and risk mitigation attributes. Dividend stocks provide a steady stream of income through dividends, acting as a cushion during market downturns. However, Mr. Market is now sending a stern warning to dividend investors.

An Important Warning To Dividend Investors From Mr. Market

Amazon

Atlantica Sustainable Infrastructure

Energy Transfer LP Unit

NVIDIA

Invesco QQQ

Tesla

Vanguard S&P 500 ETF

Leading market valuation metrics indicate that the stock market is overvalued right now. Peter Lynch, however, believes that there are abundant bargains in the current stock market. We share where he thinks the bargains are to be found and what our top picks are.

Peter Lynch Says This Is Where The Bargains Are Right Now

Modiv

RCI Hospitality

My investment strategy is rather boring. Most of the time, I am just buying more shares of the same companies. I highlight two of my largest holdings.

2 Of My Biggest Investments

REIT valuations are hammered as investors worry about a higher for longer scenario. I show why this scenario isn't risky at all as quality REITs will still be able to grow their cash flows. Moreover, I go over my reasoning why 5% interest rates are unsustainable over the long term.

VNQ: Why Higher For Longer Is Not A Risk Scenario

Vanguard Real Estate ETF has underperformed the S&P 500 significantly. Despite that, the battering is expected to continue. The surge in long-term bond yields has negatively impacted VNQ and other rate-sensitive sectors. I assessed that the bullish momentum in bond yields is expected to carry on. Notwithstanding the hammering, VNQ's top holdings are not significantly undervalued. As such, the margin of safety is not sufficient to justify the surge in bond yields at the current levels.

VNQ: The Harsh Dose Of Reality For REIT Investors Has Arrived (Rating Downgrade)

American Electric Power Company

Burke & Herbert Financial Services Corp

Cullen/Frost Bankers

EastGroup Properties

Medtronic

Summit Financial Group

Whirlpool

The current bear market presents excellent buying opportunities for high-quality dividend stocks. Many stocks, especially dividend stocks, have dropped due to fear and uncertainty, creating attractive discounts and higher dividend yields. Investors should take advantage of the current market conditions to buy dividend stocks at higher yields and benefit from future dividend growth.

Use This Bear Market As A Passive Income Accelerator

Innovative Industrial Properties

Gladstone Land

Rexford Industrial Realty

The market appears to be treating all REITs the same: as debt-burdened alternatives to fixed income. But there is a wide world of diversity across the landscape of REITs, including on the balance sheet side. I highlight five REITs with balance sheets that are well-positioned to withstand high interest rates with almost no floating rate exposure or upcoming debt maturities.

5 REITs With No Near-Term Debt Maturities And Virtually No Floating Rate Debt

EPR Properties

There are several REITs that pay monthly dividends. And since REITs are on sale, quite a few now offer high dividend yields. I highlight three of my favorite monthly-paying REITs to buy today.

3 REIT Stocks That Pay Monthly Dividends

News for Vanguard Real Estate ETF ETF (VNQ)