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.

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

Alexandria Real Estate Equities

AvalonBay Communities

Chimera Investment

Camden Property

Essex Property Trust

Invesco KBW Premium Yield Equity REIT ETF

VanEck Mortgage REIT Income ETF

iShares Preferred and Income Securities ETF 

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

Real Estate Select Sector SPDR Fund

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

Annaly Capital

Ready Capital Corp

Rithm 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

Weyerhaeuser

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 Cohen & Steers REIT ETF

iShares U.S. Real Estate ETF

iShares Residential Real Estate ETF

SPDR Dow Jones REIT ETF

Schwab U.S. 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

EastGroup Properties

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

American Homes 4 Rent

Mid-America Apartment Communities

REITs have sold off hard recently because of rising interest rates. But for multiple reasons, REITs are not nearly as hurt by rising interest rates as the panicky market seems to think.

Best Time In Years To Buy Quality REITs - Top Picks In 5 Sectors

REITs have gotten opportunistically cheap again as they trade down on interest rates. While rising rates hurt all market sectors, a high absolute rate level is good for REITs.

VNQ: REIT ETF Is Moving Opposite Its Long-Term Fundamentals

Highwoods Properties

As the dust settles and markets digest a dire realization, housing markets - which seemed to be the focus for investors and home buyers alike during the 2020-2022 period - are becoming an area of peril for some residents following the largest decline in value since 2008.

REITS to Consider as U.S. Housing Market Tumbles

Ashford Hospitality Trust

Acadia Realty Trust

Bed Bath & Beyond

First Trust S&P REIT Index Fund

Home Appreciation US REIT ETF

InnSuites Hospitality Trust

Nuveen Short-Term REIT ETF

New York City REIT Inc

InfraCap REIT Preferred ETF

iShares Global REIT ETF

ETFB Green SRI REITs ETF

Sotherly Hotels

Global X Data Center REITs & Digital Infrastructure ETF

The REIT sector sharply rebounded from a tough 2022 with an +11.77% total return in January 2023. Micro cap REITs (+16.16%) saw disproportionately strong gains in January, followed by double-digit returns for small caps (+11.79%), mid caps (+11.50%) and large caps (+10.07%).

The State Of REITs: February 2023 Edition

Blackstone Group

Industrial Logistics Properties

There May Not Be A REIT Opportunity Like This In Years

VNQ offers investors automatic diversification to a well-rounded basket of REITs. Its top holdings are industry leaders with strong balance sheets, and may be able to take advantage of price dislocations in the market.

VNQ: Worried About Inflation? Buy Hard Assets

AMC Entertainment

AMC Preferred Equity Unit

GameStop

Real estate investing can be very rewarding. So can REIT investing, especially if you invest with a landlord's mindset.

REIT Investing With A Landlord's Mindset

It checks the boxes for passive income and long-term performance.

How to Invest In the Housing Market? Try This REIT

Direxion Daily Real Estate Bull 3x Shares

Direxion Daily Real Estate Bear 3x Shares

Nuveen Real Estate Income Fund

Neuberger Berman Real Estate Securities Income Fund Inc

US Diversified Real Estate ETF

Invesco Active US Real Estate

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

Seven Hills Realty Trust

ProShares UltraShort Real Estate

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

ProShares Ultra Real Estate

Virtus Real Asset Income ETF

Certain businesses are better than others at a strategic level. A good underlying strategy is essential to long-term profitability.

Determining The Viability Of A REIT's Business Model

News for Vanguard Real Estate ETF ETF (VNQ)