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.

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 Total Stock Market ETF

Vanguard FTSE Emerging Markets ETF

SPDR FTSE International Government Inflation-Protected Bond ETF

Nearly all major asset classes experienced gains in the week through June 2, except for commodities, which saw a fractional decline. Vanguard Real Estate Index Fund rose 3.4% last week, marking its first weekly increase in over a month.

U.S. REITs Led Last Week's Broad-Based Rallies In Global Markets

Real estate ETFs have become a popular investment option for investors who want to gain exposure to the real estate market without owning physical properties. However, with some experts predicting a real estate recession, advisors may be wondering if such funds remain a good option.

Real Estate ETFs: A Good Investment Amidst Predicted Recession?

JPMorgan Ultra-Short Income ETF

IQ Hedge Multi-Strategy Tracker ETF

It's been a rough year for high net worth investors. And they're starting to act scared with their money.

Crazy Rich Investors Dump Stocks And Buy This Instead

Diversified Healthcare Trust

Industrial Logistics Properties

Omega Healthcare Investors

Office Properties Income Trust

RMR Group

Service Properties Trust

UMH Properties

Whitestone REIT

REIT investments have been very rewarding on average. But not all REITs are worth buying. In fact, a lot of them should be avoided at all cost.

The Untold Truth About REITs

Agree Realty

Alexandria Real Estate Equities

Camden Property

Vici Properties

I put together the "dream team" list below of some spectacular REITs that I'm encouraging you to gobble up. I own all of these, and I plan to meet with all of their management teams next week at REIT Week (in NYC). I'll check back with you in 12 months to see how this list of "dream team" REITs is holding up. I like the odds!

A Year From Now, You'll Be Happy You're A REIT Investor

Cousins Properties

Commercial real estate valuations are under pressure due to increased cap rates and the risk of foreclosure, but public REITs have already seen valuations fall and offer better investment opportunities. Office sector valuations already reflect serious distress, limiting downside risk, and public REITs are well-positioned to acquire under-capitalized properties and companies. Public REITs offer defensive characteristics, high dividend yields, and the potential for double-digit returns, making them an attractive investment option in the current market.

The Bull Case For Active REIT Management

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

SPDR S&P 500 ETF Trust

Vanguard FTSE All-World ex-US Index Fund

Vanguard S&P 500 ETF

Valid until the market close on June 30, 2023  The S&P 500 closed May with a monthly gain of 0.25%, after a gain of 1.46% in April.

Moving Averages: S&P Finishes May Up 0.25%

Schwab U.S. REIT ETF

This is an update to an article we published on the REIT sector about 1 year ago. The article uses the Schwab U.S. REIT ETF and the Vanguard Real Estate ETF to represent the REIT sector. This update article will upgrade our ratings on both funds from “HOLD” to “BUY”.

SCHH And VNQ: Ratings Upgraded To Buy

Arbor Realty Trust

Blackstone Mortgage Trust

Cummins

Costco

Ladder Capital

Modiv

Northrop Grumman

InfraCap REIT Preferred ETF

Starwood Property

Many preferred stocks are now heavily discounted and offer high yields. Since real estate is well-known for its cash generation capabilities, REIT preferreds often offer better risk-to-reward. We discuss two REIT preferreds with yields above 8% for your consideration.

8% Yielding 'Strong Buy' REIT Preferred Shares

The Vanguard Real Estate ETF has struggled in recent years, but its average annual return over the past decade is 7.98%. Timing is crucial for VNQ investments, with a clear relationship between 1-year returns and prior 1-year performance. Investors can consider a mean reversion strategy or a hedged bet to capitalize on VNQ's potential future returns.

VNQ: Playing Mean Reversion In The Real Estate Sector

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

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

A lot of investors appear to think that REITs will drop lower. They believe that their valuations aren't low enough. Do they have a point? We take a closer look and issue a warning to those REIT investors who are trying to time the market.

Important Warning For REIT Investors

SPDR S&P Bank ETF

SPDR S&P Regional Banking ETF

United States Natural Gas Fund LP

Energy Select Sector SPDR Fund

Financial Select Sector SPDR Fund

Real Estate Select Sector SPDR Fund

Banks are tightening lending practices, which has historically been predictive of recessions. Commercial real estate loans are coming due, with many properties being valued below the amount owed, potentially causing issues for banks.

Bank Tightening, Commercial Real Estate And Natural Gas Demand

Blackstone Group

Equity LifeStyle Properties

Equity Commonwealth

Equity Residential

Sam Zell was known as the "Grave Dancer" for buying distressed but quality assets for pennies on the dollar and selling them later at the tippy top of the market. Zell was a master value investor, applying standard value investing principles to the world of commercial real estate.

Dividend Investing Like The Legendary Sam Zell

Real Estate Investment Trusts (REITs) have underperformed this year as the industry comes under substantial headwinds. The Vanguard Real Estate ETF (VNQ) and the iShares Core US RET ETF (USRT) stocks have all crashed by over 15% from their highest levels this year.

REIT ETFs VNQ and USRT have bottomed: buy the dip now?

Real estate stocks now trade well below the cost to build it. The incentive to develop is removed when one can buy for cheaper.

REITs Are Demonstrably Cheap In 5 Graphs: A Simple Analysis Of Replacement Cost

AvalonBay Communities

EastGroup Properties

Mid-America Apartment Communities

National Retail Properties

STAG Industrial

There are certainly some issues facing REITs right now. REITs also enjoy many advantages and strengths that the market seems to be ignoring.

Buy REITs When There's Blood In The Streets

Global Net Lease

Medical Properties Trust

SL Green Realty

W. P. Carey

REITs have sold off lately, creating numerous attractive opportunities for long-term, value-oriented high-yield investors. However, not all high-yield REITs that have sold off lately are good buys.

Dividend Cut Alert: 3 High-Yield REITs At Risk

Boston Properties

Macerich

Tanger Factory Outlet Centers

REITs have sold off lately. We believe there are a number of increasingly attractive opportunities in the sector.

Buy Alert: 3 Blue Chip High Yield REITs To Buy On The Dip

Global Medical REIT

SPDR Portfolio Short Term Treasury ETF

Walmart

Treasuries now offer a 5.5% yield. Many investors are turning to Treasuries for safety.

Why I Stopped Buying Treasuries To Buy REITs Instead

Americold Realty

First Industrial Realty Trust

Indus Realty Trust Inc

Lexington Realty

Plymouth Industrial REIT

Rexford Industrial Realty

Terreno Realty

Demand for Industrial REIT space continues to substantially outpace supply, resulting in astonishing rental spreads averaging over 40%, while occupancy rates and same-store NOI have reached record highs. The five major industrial REITs raised full-year guidance this quarter, growing FFO much faster than the next closest major property sector.

Picking A Winner In Industrial REITs

Columbia Research Enhanced Real Estate ETF

iShares Russell 1000 ETF

Before becoming an ETF analyst, I spent approximately a decade as a fundamental stock research analyst. For me, the success of the Columbia Threadneedle ETFs is indeed worthy of celebration.

Stock Research-Driven ETFs Warrant Attention

City Office REIT

Essex Property Trust

Necessity Retail REIT

In the past decade, many REITs have become complacent and devised aggressive financing strategies that were underpinned by low interest rates. The sudden shift in the interest rates and a probability of a "higher-for-longer" scenario can put a notable share of REITs in a "nuclear winter" territory in my view.

Getting Ready For A 'Higher-For-Longer' Scenario For REITs

First Trust NASDAQ Global Auto Index Fund

iShares Global Clean Energy ETF

iShares U.S. Consumer Services ETF

iShares U.S. Healthcare ETF

SPDR S&P Insurance ETF

VanEck Vectors Agribusiness ETF

Consumer Staples Select Sector SPDR Fund

Health Care Select Sector SPDR Fund

SPDR S&P Transportation ETF

The annual inflation rate in the United States dropped to 4.9% in April 2023, the lowest since April 2021.

Sector ETFs Likely to Gain on April Inflation Data

Steve Schwartzman and John Gray are self-made billionaires. They are buying REITs through Blackstone Inc.

Billionaire Investors Buying REITs With Both Hands

The ways in which higher interest rates hurt commercial real estate and the REITs that own it are obvious and well known. But the ways in which higher interest rates paradoxically benefit REITs in the long run are less well known.

Fed Rate Hikes Create Short-Term Pain But Long-Term Gain For REITs

News for Vanguard Real Estate ETF ETF (VNQ)