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.

Agree Realty

AGNC Investment

Apple Hospitality REIT

iShares CMBS ETF

Dynex Capital

Equity LifeStyle Properties

Farmland Partners

First Industrial Realty Trust

Hannon Armstrong Sustainable Infrastructure Capital

iShares MBS ETF

Medical Properties Trust

Orchid Island Capital

Alpine Income Property Trust

iShares Mortgage Real Estate ETF

Rexford Industrial Realty

Rithm Capital Corp

Sculptor Capital Management

Seven Hills Realty Trust

Tanger Factory Outlet Centers

SL Green Realty

Sun Communities

Terreno Realty

U.S. equity markets remained turbulent while benchmark interest rates retreated as investors weighed shocking geopolitical developments in the Middle East against inflation data showing an energy-driven reacceleration in price pressures. Posting a second week of modest gains following a four-week skid, the S&P 500 advanced 0.5%, but gains remained "top-heavy." The Mid-Cap 400 and Small-Cap 600 each posted weekly declines.

Different World, Same Problems

Alexandria Real Estate Equities

Invesco QQQ

SPDR S&P 500 ETF Trust

REITs have sold off to their lowest valuations in a decade. Stocks, on the other hand, remain priced at high valuations. I explain why REITs should pummel stocks going forward.

Why REITs Will Likely Beat Other Stocks In 2024

Extra Space Storage

Mid-America Apartment Communities

Vici Properties

W. P. Carey

The best buying opportunities often require going against the crowd or the prevailing wisdom, which inherently feels unnatural for most people. Interest rates are likely to come down in 2024, which could be a catalyst for REITs to shift from underperformance to outperformance.

Buy REITs Before Everyone Else Does

Alerian MLP ETF

Ares Capital

VanEck Vectors BDC Income ETF

Blackstone Secured Lending Fund

FS KKR Capital Corp

Main Street Capital

Global X MLP & Energy Infrastructure ETF

Blue Owl Capital Corp

Utilities Select Sector SPDR Fund

Business Development Companies enjoy tax advantages and pay out big dividend yields. We take a look at the five biggest BDCs.

Passive Income: 7-13% Well-Covered Yields From The 5 Biggest BDCs

REITs are priced at the lowest valuations in years, but investors aren't buying them. Many are avoiding them simply because they believe that money market funds offer an attractive alternative. We explain why this makes little sense.

REITs Vs. 5%+ Yielding Money Markets

Schwab U.S. REIT ETF

Real Estate Select Sector SPDR Fund

Real Estate Investment Trust (REIT) ETF stocks have bounced back in the past few days as investors attempt to buy the dip. The Schwab US REIT ETF (SCHH) rose to a high of $17.87, a few points above the year-to-date low of $17.00.

SCHH, VNQ, XLRE: REIT ETFs are rising but risks remain

Plymouth Industrial REIT

The Fed's hawkish rhetoric suggests fewer rate cuts in 2024 and a possible rate hike in 2023, leading to a sell-off in REITs. However, historical data shows that REITs have performed well in rising interest rate environments. The COVID era cuts and the resulting free money environment have negatively impacted REITs, but rising rates are the cure for the unhealthy conditions.

REITs Fundamentally Like Higher For Longer

Brandywine Realty

Cibus Inc

Granite Point Mortgage Trust

Highwoods Properties

Office Properties Income Trust

Most REITs have strong balance sheets. But there are exceptions that are heavily overleveraged. I highlight 5 REITs that are risky.

5 REITs That Are Overleveraged

NextEra Energy

National Retail Properties

Mr. Buffett shares his wisdom on how interest rates impact stock valuations. We look at the forces driving the recent rise in long-term interest rates and their impact on several key sectors. We also share our long-term outlook for interest rates and some of our top picks of the moment.

Buffett Says Rising Interest Rates Are Gravity To Asset Prices - Our Picks

Blackstone Mortgage Trust

VanEck Mortgage REIT Income ETF

Annaly Capital

Starwood Property

I am bullish on REITs. But not all REITs. Mortgage REITs are a good example of that. I present 5 reasons why I tend to avoid mortgage REITs.

I Sold My Mortgage REITs

SPDR Dow Jones Industrial Average ETF

Enterprise Products Partners

Billionaire investor Ray Dalio recently predicted that a debt crisis will occur in the United States. We discuss how to prepare your income portfolio to weather such a storm should it occur. We also share two of our top high-yield SWAN picks of the moment.

Billionaire Ray Dalio Warns Of Debt Crisis: Prepare Your Income Portfolio

Brookfield Renewable Partners

Clearway Energy

Enbridge

Energy Transfer LP Unit

MPLX

Schwab US Dividend Equity ETF

TC Energy

High yield stocks are a great way to build a passive income snowball and achieve financial independence. We discuss the two key macroeconomic themes that are poised to drive markets as we head into October 2023. We share two top high-yield stocks to profit from these trends.

Top High Yield Stocks To Buy In October 2023

Today, you are offered a rare chance to win big with REITs. They are priced at their lowest valuations since 2008-2009. I explain why this is a historic opportunity for contrarian investors.

There Might Not Be Another REIT Opportunity Like This For Years

Blackrock Inc

iShares U.S. Treasury Bond ETF

Tricon Residential

The U.S. government appears headed for a shutdown. I look at four ways that this could disrupt the REIT sector. I also share my approach to REITs right now and share my top picks.

How The U.S. Government Shutdown Could Impact REITs

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

The S&P 500 closed September with a monthly loss of 4.93%, after a loss of 1.71% in August.

Moving Averages: S&P Finishes September Down 4.9%

VNQ is currently trading at a discounted price due to negativity surrounding REITs, making it an attractive option for value investors. VNQ's top holdings include high-quality players in industries with pricing power, such as Prologis, American Tower, Equinix, and Public Storage. With an attractive dividend yield, diversification, and low expense ratio, VNQ could potentially provide meaningful long-term returns from here.

VNQ: A Solid 'Buy' For Yield, Value, And Diversification

The real estate sector, particularly REITs, has been underperforming for the past two years. The bond market strongly influences REITs' performance due to the impact on property market capitalization rates. VNQ is overvalued compared to inflation-indexed bonds and may face further declines due to negative trends in REIT operating incomes.

VNQ: REIT Crash May Continue As Inflation Rebounds

Legendary investors advise buying assets when market sentiment is at its worst. REITs have experienced a significant decline in value recently, causing many to panic sell their holdings. We discuss why investors should buy the panic in REITs and share our top picks.

Billionaire Investors Buy When There Is Blood In The StREITs

American Homes 4 Rent

Boston Properties

EastGroup Properties

InvenTrust Properties Corp

REITs experienced a significant selloff after the Federal Reserve indicated that high interest rates will persist for a while. Despite the market panic, or rather because of it, dividend investors should take this opportunity to buy shares in high-quality yet attractively valued REITs. I discuss why it does not make sense to talk about how "REITs" will do this or that (despite doing it all the time myself), because the average isn't representative.

The REIT Meltdown Accelerates: Long-Term Investors Should Rejoice

AvalonBay Communities

iShares Core U.S. REIT ETF

Entry point alone, with VNQ down 30% could beat the market in the next decade with the current massive, growing dividend yield. REITs are the most interest rate sensitive sector of the economy, and the government will eventually need to lower rates to fuel their own expansion. Vanguard is my favorite ETF operator and the one private asset manager without the pressure of corporate profitability.

3 REIT ETFs: A Call On A Rate Cut Next Year

For Healthcare REITs - the physical epicenter of the pandemic - the road to recovery has remained inconsistent across its distinct sub-sectors. Senior Housing has emerged as a leader while others regress. For Senior Housing REITs, the long-awaited recovery is finally taking hold. Robust rent growth is being fueled by rising resident incomes from record-high Cost-of-Living-Adjustments (“COLA”) to Social Security benefits. Public-pay segments - Hospital and Skilled-Nursing - have seen a re-intensification of tenant operator issues amid pressure from soaring labor costs and waning government support, triggering some missed rents and lease renegotiations.

Healthcare REITs: Recovery And Relapse

Brixmor Property Group

City Office REIT

Franklin Street Properties Corp.

Hudson Pacific Properties

Invesco KBW Premium Yield Equity REIT ETF

Wheeler Real Estate Investment Trust

Many high-quality equity REITs are trading at substantial discounts on price-to-NAV ratios. REITs with good management teams should be able to gain a premium to NAV, but very few are achieving this currently. The amount of new apartment construction poses a risk, but some REITs are trading at unusually cheap price-to-NAV ratios.

6 Stellar REITs At Big Discounts To NAV

iShares U.S. Real Estate ETF

Consumer Staples Select Sector SPDR Fund

REITs have dropped by about 30% since early 2022, much more than other defensive, debt-utilizing sectors like utilities and consumer staples. Interest rates are unlikely to increase significantly further from here, while REIT fundamentals remain strong, aside from the notable exception of office buildings. I highlight 6 of my favorite blue-chip REITs with investment-grade credit ratings, low-leveraged balance sheets, and strong long-term growth prospects.

REIT Crash: The More They Drop, The More I Buy

Blackstone Group

Camden Property

Global Net Lease

REITs are offering a historic opportunity. You could profit from them by buying an ETF or individual REITs. I present 5 reasons why I won't buy a REIT ETF.

Why I Won't Buy REIT ETFs

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

Nuveen Real Estate Income Fund

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

ProShares UltraShort Real Estate

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

ProShares Ultra Real Estate

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

News for Vanguard Real Estate ETF ETF (VNQ)