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.

CorEnergy Infrastructure Trust

iShares iBoxx High Yield Corporate Bond ETF

InnSuites Hospitality Trust

Invesco KBW Premium Yield Equity REIT ETF

NETLease Corporate Real Estate ETF

National Retail Properties

iShares 20+ Year Treasury Bond ETF

W. P. Carey

You won't find much fundamental analysis here. Just snark.

Dumb Things People Say About REITs

REITs could outperform in the coming months, as heightened inflation boosts real estate prices and returns. VNQ is a simple U.S. REIT index ETF, and could benefit from current economic trends.

VNQ: U.S. REIT Index ETF, Inflation Exposure, Strong Buying Opportunity

While 2021 was the year of rising inflation, early evidence shows 2022 is likely to be the year of rising interest rates. As the Federal Reserve accelerates its tapering timeline to combat inflation, mortgage rates and real rates are spiking at a fast pace.

VNQ: Commercial Property Prices May Plummet As Interest Rates Rise

First Trust NASDAQ Global Auto Index Fund

Advisorshares Restaurant ETF

iShares U.S. Healthcare Providers ETF

The annual inflation rate in the United States accelerated to 7% in December of 2021, marking a new 40-year high.

U.S. Inflation Stands Tall: 4 Sector ETFs to Win

JPMorgan BetaBuilders MSCI US REIT ETF

Invesco S&P 500 Equal Weight Real Estate ETF

Fidelity MSCI Real Estate ETF

First Trust S&P REIT Index Fund

iShares Cohen & Steers REIT ETF

Pacer Benchmark Industrial Real Estate SCTR ETF

iShares U.S. Real Estate ETF

VanEck Mortgage REIT Income ETF

Nuveen Short-Term REIT ETF

US Diversified Real Estate ETF

Invesco Active US Real Estate

ProShares Short Real Estate

iShares Mortgage Real Estate ETF

iShares Residential Real Estate ETF

IQ US Real Estate Small Cap ETF

SPDR Dow Jones REIT ETF

Schwab U.S. REIT ETF

Global X SuperDividend REIT ETF

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

iShares Core U.S. REIT ETF

Virtus Real Asset Income ETF

Real Estate Select Sector SPDR Fund

This article is reprinted by permission from The Escape Home , a newsletter for second homeowners and those who want to be. Subscribe here.

The Escape Home: Here's what real estate agents say to expect about the market in 2022

Rising inflation, uptick in home prices, rising mortgage rates, a hawkish Fed and handsome yield in real estate securities may help REIT or real estate ETFs to outpace homebuilding ETFs in 2022.

Why Real Estate ETFs are Likely to Beat Homebuilding in 2022

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

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

ProShares Ultra Real Estate

In the January 2022 REIT Outlook, we assess 2021's historical calendar year total return as compared to our initial 2021 forecast, as well as provide our 2022 forecast. We were too conservative on our growth and multiple assumptions for 2021, though our bullish top end of the forecast at +19% was the highest we observed among our peers. For 2022, we expect total returns to be positive, though muted compared to 2021.

2022 Chilton REIT Forecast

WisdomTree Europe SmallCap Dividend Fund

Franklin FTSE Europe Hedged ETF

ProShares High Yield-Interest Rate Hedged ETF

iShares Russell 2000 ETF

Invesco KBW Bank ETF

ProShares Inflation Expectations ETF

SPDR S&P Dividend ETF

Materials Select Sector SPDR Fund

Industrial Select Sector SPDR Fund

Technology Select Sector SPDR Fund

After a great 2021 (for stocks), investors will now be mulling over what's in store this year. These ETF forecasts should help investors to take positions before hand.

7 ETF Predictions for 2022

Alerian MLP ETF

SPDR Dow Jones Industrial Average ETF

Global X SuperDividend US ETF

Enbridge

Enterprise Products Partners

Energy Transfer LP Unit

iShares U.S. Treasury Bond ETF

Kinder Morgan

Magellan Midstream Partners

ProShares S&P 500 Dividend Aristocrats ETF

Plains All American Pipeline

Invesco QQQ

SPDR S&P 500 ETF Trust

Utilities Select Sector SPDR Fund

With inflation soaring, interest rates still stuck near historic lows, and macroeconomic and geopolitical uncertainties abounding, income investing is harder than ever. However, there are still a few small windows of opportunity remaining.

Energy Midstream: The Best High Yield Opportunity Of 2022

Invesco Dynamic Energy Exploration & Production ETF

Vanguard Energy ETF

Vanguard Information Technology ETF

Financial Select Sector SPDR Fund

Let's take a look at ETFs belonging to the top-performing S&P 500 sectors in 2021.

Take a Look at Top-Performing ETF Sectors of 2021

Dimensional International Core Equity Market ETF

iShares MSCI Emerging Markets ex China ETF

iShares Fallen Angels USD Bond ETF

iShares Global Financials ETF

JPMorgan Equity Premium Income ETF

Vanguard S&P 500 ETF

Vanguard Total Stock Market ETF

Investors favored these funds during a wild year.

ETFs With The Largest Asset Gains In 2021

Boston Properties

Kilroy Realty

MGM Growth Properties

NewLake Capital Partners, Inc.

NETSTREIT Corp

Omega Healthcare Investors

Phillips Edison & Co Inc

Power REIT

Ramco-Gershenson Properties

Sachem Capital

STORE Capital

Vici Properties

One of the biggest lessons I've learned during my 30-plus year real estate investing career is to maintain adequate diversification. Almost all billionaires have experienced losses before they became ultra-wealthy.

My No. 1 REIT Pick(s) In 2022 May Surprise You

Target

We continue to allocate heavily to retail stocks because we believe that omnichannel will win ultimately.

Buy Alert: Retail Stocks Are Cheap Going Into 2022

iShares U.S. Home Construction ETF

The U.S. real estate sector is in the pink this year due to high inflation. Rentals and occupancy are also at the record levels.

Will Real Estate ETFs Beat Homebuilding in 2022?

Residential real estate investment trusts-related exchange traded funds could continue to outperform as rents rise at record rates and many Americans are forced to rent for longer in a pricey housing market environment. Rental building owners have capitalized on strong apartment demand over the coronavirus pandemic.

Residential REITs ETFs Are Well-Positioned for 2022

BRT Apartments

STAG Industrial

Whitestone REIT

Real estate is generally a good investment, but even better when bought at a discount. Consensus estimates from analysts are not yet caught up to recent changes in the private market.

Buying 3 REITs For Far Less Than Their Properties Are Worth

Hoya Capital Housing ETF

Invesco Real Assets ESG ETF

Janus Henderson U.S. Real Estate ETF

Direxion Daily Homebuilders & Supplies Bull 3X Shares

Janus Detr Strt Shs Long-Term Care

Invesco Dynamic Building & Construction ETF

iShares Global REIT ETF

ALPS Active REIT ETF

SPDR S&P Homebuilders ETF

Total housing starts rose to a 1.679 million annual rate in November from a 1.502 million pace in October, an 11.8 percent increase. Starts of multifamily structures with five or more units increased 12.1 percent to 491,000 and are up a robust 39.1 percent over the past year while starts for the two- to four-family-unit segment were up 50.0 percent at a 15,000-unit pace versus 10,000 in October.

Housing Construction Performed Well In November

Invesco S&P 500 Equal Weight Consumer Staples ETF

SPDR S&P Oil & Gas Exploration & Production ETF

The CPI jumped at its fastest annual pace in nearly 40 years in November in the United States. The datapoints were almost in line with market expectations.

4 Sector ETFs to Win From About a 40-Year High Inflation

Many real estate ETFs have hit new highs in the latest trading session and are exhibiting strong momentum.

Real Estate ETFs Scaling New Highs: Here's Why

The real estate ETF VNQ hit a 52-week high. Can it soar further?

Real Estate ETF (VNQ) Hits New 52-Week High

With Assets Under Management of $45.57B, VNQ is the largest Real Estate ETF on the market. The 3.02% yield the fund currently offers does not impress.

VNQ: Not Very Appealing At The Moment

CubeSmart

Extra Space Storage

Life Storage

National Storage Affiliates Trust

Global Self Storage

This is a great time to increase your exposure to the storage REIT sector. There are several good choices in storage REITs.

Picking A Winner In The Storage REIT Sector

AMC Entertainment

EPR Properties

Host Hotels & Resorts

iStar Inc

SL Green Realty

iStar

The newly-discovered Omicron variant poses a significant threat to a number of REITs.

Omicron: Very Bad News For REITs

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

SPDR Gold Trust

VanEck International High Yield Bond ETF 

SPDR Bloomberg High Yield Bond ETF

Invesco International Corporate Bond ETF

iShares Short Treasury Bond ETF

iShares TIPS Bond ETF

United States Oil Fund LP

Invesco DB US Dollar Index Bullish Fund

Vanguard FTSE Developed Markets ETF

Vanguard Global ex-U.S. Real Estate ETF

Vanguard FTSE Emerging Markets ETF

SPDR FTSE International Government Inflation-Protected Bond ETF

Inflation-indexed Treasuries (TIP) topped performance list in November with a 0.9% gain. A broad measure of US bonds (BND) was in second place with a 0.2% return.

Major Asset Classes: November 2021 Performance Review

Armada Hoffler Properties

AvalonBay Communities

Camden Property

Independence Realty Trust

Mid-America Apartment Communities

Armada Hoffler owns mostly apartment communities and they are performing remarkably well.

5% Yield And 30% Upside From Armada Hoffler

News for Vanguard Real Estate ETF ETF (VNQ)