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.

Alexandria Real Estate Equities

Blackstone Group

Boston Properties

Essex Property Trust

Global Medical REIT

Billionaire Barry Sternlicht is buying REITs. He explains that there are "unbelievable bargains" in REITs.

Billionaire Investor Says 'Buy REITs'

Diamondback Energy

Fidelity Stocks for Inflation ETF

Horizon Kinetics Inflation Beneficiaries ETF

Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF

United States 12 Month Oil Fund LP

Vanguard Short-Term Inflation-Protected Securities ETF

These stocks and ETFs are some of the best inflation-proof investments and could continue to shine as price growth cools.

The 9 Best Inflation-Proof Investments for Your Portfolio

Invesco DB Agriculture Fund

VanEck Vectors Agribusiness ETF

Schwab U.S. REIT ETF

Industrial Select Sector SPDR Fund

The Colorado River is now at the point where it cannot provide the required level of water for the 7 states that rely on it. This is a significant macroeconomic event that negatively changes the economic picture for both producers and consumers in these 7 states.

The Colorado River Water Shortages: What They Mean For Investors Long-Term

Ellington Financial

Invesco KBW Premium Yield Equity REIT ETF

MFA Financial

VanEck Mortgage REIT Income ETF

Annaly Capital

iShares Preferred and Income Securities ETF 

PennyMac Mortgage Investment

Rithm Capital Corp

Wild swings in relative share prices leads to a dramatic change in relative values. Exploiting these opportunities enhances total returns and dividend income over time.

Extreme Market Failure In The Mortgage REIT Sector

Vici Properties

While private real estate investors couldn't help themselves from buying a record amount of property at peak prices in 2021-2022, the public REITs were actually net sellers. Instead of financing purchases with short-term floating rate debt like many private players, public REITs used the low interest rate environment to reduce floating rate exposure and extend fixed maturities.

Arbitrage Opportunity Available In Public REITs

American Homes 4 Rent

Camden Property

CubeSmart

EastGroup Properties

Essential Properties Realty Trust Inc

First Industrial Realty Trust

Innovative Industrial Properties

Invitation Homes

Independence Realty Trust

Mid-America Apartment Communities

PotlatchDeltic

Rexford Industrial Realty

Terreno Realty

Weyerhaeuser

A FROG is a REIT that shows a Fast Rate of Growth and a strong balance sheet. This article discusses how to identify a FROG, and lists all the FROGs as we head deeper into 2023.

17 Fast-Growing REITs With 17 Strong Balance Sheets

Skyrocketing inflation has led to sharply higher interest rates. Higher rates have important implications for investment markets and securities.

Cap Rates, Real Estate Prices And VNQ: What Investors Need To Know

Whitestone REIT

REITs get a bad rep these days. Investors fear that REITs will vanish as they face a perfect storm.

Your REITs Will Vanish

Simplify Commodities Strategy No K-1 ETF

iShares iBoxx High Yield Corporate Bond ETF

iShares Cohen & Steers REIT ETF

Pacer Benchmark Industrial Real Estate SCTR ETF

Janus Henderson U.S. Real Estate ETF

Real Estate Select Sector SPDR Fund

Hello! This week's ETF wrap looks at real estate funds with exposure to commercial properties, an area of the market under pressure as investors worry lending is tightening after this month's stress in the banking sector.

Commercial real-estate worries weigh down property ETFs — but a ‘durable' corner holds up relatively well

SPDR S&P 500 ETF Trust

From calendar year 2016 to 2022, the S&P 500 Trust has dramatically outperformed the Vanguard Real Estate Index Fund. Over that seven-year stretch, the total return of the SPY was 106% or a 10.8% CAGR, whereas the VNQ total return was only 33% or a 4.2% CAGR.

The S&P 500 Has Dramatically Outperformed REITs Over The Last 7 Years

Materials Select Sector SPDR Fund

Energy Select Sector SPDR Fund

Consumer Staples Select Sector SPDR Fund

The global economy has been struggling with high price inflation for more than a year. These sectors and their ETFs tend to perform better in a high inflationary environment.

4 Inflation-Proof Sector ETFs to Play

AvalonBay Communities

Chimera Investment

Tired of hearing "rates up, REITs down?" Same here. There are more factors to consider. Treasury yields are falling as more investors recognize the death of inflation and call for rates to be cut by the end of the year.

Yields Plunge, REITs Crater

Invesco QQQ

REIT underperformance over the past 10 years has been the result of multiple contraction while broader market multiples expanded. This leaves REITs relatively cheap.

A 10-Year Misconception Leaves REITs Cheap Like 1999

CBL & Associates Properties

EPR Properties

Office Properties Income Trust

SL Green Realty

REITs can be very rewarding. But they can also be very punishing if you pick the wrong ones.

10 REIT Investor Mistakes: Avoid Them At All Costs

VNQ is a wildly popular low-cost REIT index fund. However, we believe that investors are setting themselves up for long-term disappointment with this fund.

Forget VNQ, Buy These 3 High Yield Blue-Chip REITs Instead

iShares U.S. Treasury Bond ETF

iShares 7-10 Year Treasury Bond ETF

SPDR S&P Regional Banking ETF

iPath S&P 500 VIX Short-Term Futures ETN Class A

As the bank crisis hots up for the U.S. ETF market, the contagion may now be impacting mortgages. The average rate on the 30-year fixed dropped to 6.

Real Estate ETFs Take Bank Hit, Volatility ETFs Ride

AGNC Investment

Broadmark Realty Capital Inc.

Blackstone Mortgage Trust

Dynex Capital

Ready Capital Corp

Big discounts to book value are delivering large dividend yields. The plunge in the market since early February created far more opportunities.

12% To 16% Dividend Yields At 17% To 64% Below Book Value

Farmland Partners

Gladstone Land

REITs are better investments than rental properties in most cases. But there are exceptions.

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

iShares Core U.S. Aggregate Bond ETF

SPDR Gold Trust

iShares S&P GSCI Commodity Indexed Trust

iShares 3-7 Year Treasury Bond ETF

Schwab US Dividend Equity ETF

SPDR S&P Dividend ETF

iShares 20+ Year Treasury Bond ETF

Vanguard Dividend Appreciation ETF

Vanguard Total Stock Market ETF

In this article, we discuss a dividend-focused ETF portfolio aimed to provide consistently satisfying returns with subdued volatility. We start by assessing the theory behind ETF diversification, using some background of Ray Dalio's all-weather portfolio.

The All-Weather Dividend ETF Portfolio

JPMorgan BetaBuilders MSCI US REIT ETF

Fidelity MSCI Real Estate ETF

iShares U.S. Real Estate ETF

iShares Residential Real Estate ETF

SPDR Dow Jones REIT ETF

iShares Core U.S. REIT ETF

The two recent bank collapses could cause the Federal Reserve to take a break from raising rates, benefiting the real estate sector.

Real Estate ETFs Up as Investors Anticipate Fed Easing on Interest Rates

We find most opportunities in the small-cap segment of the REIT market. They often trade at large discounts to their larger peers.

Buy The Dip: 2 REITs For 2023

The bad news is that interest rates are headed even higher. The good news is that REIT cash flows will still keep on rising.

Good News And Bad News For REIT Investors

Agilent Technologies

Barnes Group

Bank of America

Citigroup

Credit Suisse

JPMorgan Chase & Co

SBA Communications

Yesterday, Chairman Powell signaled more rate hikes are required to tame this stubborn spell of inflation. The entire yield curve has moved up, and notably, during FY 2023. On December 13, 2022, Howard Marks penned a compelling piece - Sea Change. His chief argument is the era of cheap money was the driver of the robust equity returns.

If Howard Marks' Sea Change Memo Is Correct, REITs And High Yield Stocks Look Unattractive

Vanguard Global ex-U.S. Real Estate ETF

You don't need to buy individual REITs to benefit from their growth and income potential.

3 Rock-Solid REIT ETFs for Generational Wealth Creation

REITs are priced at the lowest valuations in years. Even high-quality REITs trade at large discounts to net asset values.

5 Years From Now, You'll Probably Wish You Grabbed These REITs

News for Vanguard Real Estate ETF ETF (VNQ)