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.

The Vanguard Real Estate ETF has underperformed the S&P 500 over the past year, making it a potential value investment in the real estate sector. The real estate sector has struggled due to rising interest rates, but the Federal Reserve's hiking cycle is nearing an end. VNQ is a diversified REIT ETF with a low expense ratio and a dividend yield of 4.7%, and it includes top holdings such as Prologis, American Tower, and Equinix.

VNQ: The Good, The Bad, And The Ugly

Medical Properties Trust

Weyerhaeuser

Vanguard Real Estate ETF is down but poised to rise as interest rates moderate or even fall. Medical Properties Trust recently took a big step to improve its financial health.

See You in September? 3 Dividend Stocks to Consider Buying This Fall

Apple

Alerian MLP ETF

Alphabet

Microsoft

iShares Mortgage Real Estate ETF

Schwab U.S. Large-Cap Growth ETF

SPDR S&P 500 ETF Trust

A myopic focus on dividends may be costing investors 2%-4% in returns per year. Dividend Aristocrats and high-yielding companies have trailed the market-cap weighted S&P 500 in the past 10 years. Understanding the cash-based sources of intrinsic value and focusing on total return rather than just dividends can lead to better investment outcomes.

You Trailed The Market Betting On REITs, Now What?

Agree Realty

Alexandria Real Estate Equities

Mid-America Apartment Communities

SPDR S&P Midcap 400 ETF Trust

SPDR Portfolio Small Cap ETF

Vici Properties

Larger REITs have outperformed small- and mid-sized REITs in the last five years, thanks partially to their concentration in high-growth sectors. Modestly leveraged REITs can still grow their bottom-line profits even with rapidly rising interest expenses because revenue is growing as well. I highlight five high-quality, larger market cap REITs that are currently trading at reasonable (or better-than-reasonable) valuations. I'm buying for the long haul.

Bloodshed On REIT Street: 5 High-Quality Landlords I'm Buying For The Long Haul

The Vanguard Real Estate ETF is the largest real estate ETF in the world, but its performance has been poor compared to other ETFs. Rising interest rates have made REITs less attractive to investors, causing VNQ to be 21% below its 52-week high. An alternative to VNQ is building a six-stock REIT portfolio with mature REITs that have decent yields, dividend growth, and financial health.

VNQ ETF: I'm Building My Own Market-Beating ETF

With the 10-year treasury rates hovering above 4%, almost all equity sectors are expensive in comparison. The REIT sector, represented by the Vanguard Real Estate ETF, offers a very attractive valuation comparatively. Moreover, the fund offers a 30%+ valuation discount to its 4-year track record too in terms of dividend yields.

VNQ Offers Shelter Amid An Expensive Market

AvalonBay Communities

Brookfield Renewable Partners

EastGroup Properties

Invesco QQQ

Vanguard Utilities ETF

Vanguard High Dividend Yield ETF

Famous investors' quotes about buying the dip are easy to agree with in theory, but investors often don't follow their advice in real market downturns. Buying stocks during market selloffs requires fortitude, but historically, those who held on through the chaos and bought more have seen huge returns. Buying the dip in dividend stocks leads to higher starting dividend income as well as higher future dividend income, especially when reinvesting dividends.

Buy The Dip: It's Time To Supercharge Your Dividend Snowball

Extra Space Storage

National Retail Properties

Rexford Industrial Realty

Today, you have a rare opportunity to win big with REITs. REITs have crashed even as their cash flows rose. Let others panic. I explain why this is an opportunity.

There Might Not Be Another Chance Like This For Years

Atlantica Sustainable Infrastructure

Brookfield Infrastructure Partners L.P.

Clearway Energy

NextEra Energy

Utilities Select Sector SPDR Fund

Rising long-term interest rates are causing a sell-off in rate-sensitive stocks like REITs. The sell-off is driven by increased borrowing costs, falling asset values, and competition from attractive bond yields. Despite the sell-off, the fundamentals of real estate remain strong, and the long-term benefit of higher interest rates is a reduction in new construction projects.

Nightmare On REIT Street - Briefly Explaining The Bloodshed

American Homes 4 Rent

D.R. Horton

Invitation Homes

Lennar

Tricon Residential

Warren Buffett recently loaded up on home builder stocks. We look at why Buffett is likely bullish on the sector as well as the general outlook for the housing sector. We also share our top pick.

Buffett Bets On Housing: Our Top Pick

Essential Properties Realty Trust Inc

iStar Inc

Uniti Group

Walgreens

Walmart

REITs are currently undervalued. And insiders are buying millions worth of shares. I highlight three REITs with significant insider purchases.

Insider Buys: 3 REITs With $1+ Million Investments

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

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

Data extracted from all of VettaFi's digital properties from the data and analytics tool Explorer indicate that investor interest in real estate ETFs has remained steady in the past three months. VettaFi's LOGICLY tool allows us to examine some of the leading ETFs in the U.S. real estate space.

Real Estate ETFs: The Top Funds in the Sector

REITs are far better investments than rental properties, in my opinion. But investors keep buying rental properties because of misconceptions. I explain why these investors are wrong.

Why I Stopped Buying Rental Properties To Buy REITs Instead - Part 2

Advisorshares Restaurant ETF

iShares U.S. Medical Devices ETF

SPDR S&P Transportation ETF

The consumer price index rose 3.2% year over year in July, falling shy of 3.3% forecast.

Sector ETFs Likely to Gain on July Inflation Data

American Express

Global X FinTech ETF

Amplify Mobile Payments ETF

SPDR S&P Bank ETF

Mastercard

Visa

Consumer Staples Select Sector SPDR Fund

Consumer Discretionary Select Sector SPDR Fund

The surge in credit card balances reverberates through various sectors of the economy, each facing unique challenges and opportunities.

ETF Areas in Focus as US Credit Card Balance Crosses $1T

Arbor Realty Trust

Ares Capital

VanEck Vectors BDC Income ETF

Capital Southwest

Hercules Capital

Main Street Capital

W. P. Carey

REITs and BDCs are complementary assets that work well together in a dividend-focused portfolio. REITs are borrowers of debt, while BDCs are lenders of debt. Rising interest rates benefit BDCs and are a headwind for REITs, while falling interest rates have the opposite effect.

REITs Vs. BDCs: A Lesson In Contrarian Investing

Enterprise Products Partners

FS KKR Capital Corp

High yield investing can be an extremely effective way to compound wealth over the long term. I share some of our favorite quality 7-14% yielding picks of the moment. I also share why high yield investing is such a great approach to long-term investing.

Quality 7%-14% Yields I Am Buying Hand-Over-Fist

Dycom Industries

HCA Healthcare

Marriott

Annaly Capital

Invesco Dynamic Leisure and Entertainment ETF

Invesco Dynamic Building & Construction ETF

The U.S. economy added 187, 000 jobs in July of 2023, below market expectations of 200, 000.

4 Sector ETFs & Stocks to Play Despite Soft July Jobs Data

Chatham Lodging Trust

Americold Realty

Diversified Healthcare Trust

Elme Communities

Hersha Hospitality Trust Class A

Iron Mountain

NewLake Capital Partners, Inc.

Pebblebrook Hotel Trust

Ryman Hospitality Properties

Sotherly Hotels

Service Properties Trust

Terreno Realty

Veris Residential

Most REIT investors prioritize high dividends, while I focus on growth and healthy companies. This article identifies 17 REITs expected to have double-digit FFO per share growth this year or next, and to grow FFO at a 2-year CAGR of 7.5% or better. This article then evaluates the balance sheet strength of those 17, to winnow the list down to 12.

12 Sturdy REITs Expected To Grow Revenues By Double Digits

Enbridge

Schwab US Dividend Equity ETF

Williams

Fitch Ratings downgraded the US Federal Government from AAA to AA+, causing the stock market to roil. Real estate investment trusts (REITs) have fared better than tech stocks in the day after the downgrade announcement, as REITs were already relatively cheap. While the downgrade itself is virtually meaningless, it does spur us to look at the US Government's finances.

Government Finances Are A Mess: Focus On Quality

Tanger Factory Outlet Centers

Most REITs are today priced at historically low valuations. But that does not mean that all REITs are worth buying. I highlight one REIT that I would sell and a superior alternative.

One REIT To Sell And One REIT To Buy

Invesco DB Commodity Index Tracking Fund

iShares 7-10 Year Treasury Bond ETF

iShares Core S&P 500 ETF

SPDR Portfolio S&P 500 ETF

Vanguard FTSE All-World ex-US Index Fund

Vanguard S&P 500 ETF

Vanguard Total Stock Market ETF

Valid until the market close on August 31, 2023 The S&P 500 closed July with a monthly gain of 3.11%, after a gain of 6.47% in June.

Moving Averages: S&P Finishes July Up 3.1%

I own 18 individual REITs and believe that all of them are great real estate businesses with strong growth prospects. I'd argue that diversification is not the main goal of owning multiple REITs, but rather conviction in each individual company. That said, if I could only own a handful of REITs, there are some truly top-tier, best-in-class names that I could narrow it down to if I had to.

If I Could Only Own 7 REITs, It Would Be These

Brookfield Asset Management

Blackstone Group

Self-made billionaire Barry Sternlicht just issued a serious warning. He thinks that real estate is confronting a hurricane "category 5." I explain what this all means for REIT investments.

Billionaire Investor's Dire Warning: There's A 'Hurricane Over Real Estate'

News for Vanguard Real Estate ETF ETF (VNQ)