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.

Invesco KBW Premium Yield Equity REIT ETF

VanEck Mortgage REIT Income ETF

iShares Preferred and Income Securities ETF 

CMO still trades at a large discount to projected book value. We're estimating the current price-to-book is around 0.84. That's a 16% discount. We frequently find trading opportunities in the common shares of the mortgage REITs where the market is applying different valuations to similar REITs.

Rare 16% Discount To Book Remains

Alpine Global Premier Properties Fund

CBRE Global Real Estate Income Fund

Nuveen Real Estate Income Fund

Neuberger Berman Real Estate Securities Income Fund Inc

InfraCap REIT Preferred ETF

Principal Real Estate Income Fund

iShares Mortgage Real Estate ETF

Cohen And Steers Total Return Realty Fund

Cohen & Steers Reit And Preferred Income Fund Inc

Cohen & Steers Quality Income Realty Fund

Global X SuperDividend REIT ETF

"Cheap REITs Got Cheaper" was a prevailing theme of 2020. High-yield real estate ETFs and CEFs underperformed in 2020 on average, but there were a few strategies that proved resilient. High-Yield ETFs typically include a collection of misfits, outcasts, small-caps, and recent underachievers. CEFs add another dimension by utilizing leverage. Understanding the source of excess yield is essential.

High-Yield REIT CEFs And ETFs: No Free Lunch

Gladstone Commercial

Gladstone Commercial Corp 7% Cum Red Pfd Shs Series D

Postal Realty Trust

Vici Properties

The REIT market is vast and versatile. While some offer great potential, many others aren't worth buying. In today's market, we favor a very specific type of REIT, and avoid most others.

Top REITs To Buy For 2021

VanEck J.P Morgan EM Local Currency Bond ETF

WisdomTree Continuous Commodity Index Fund

Vanguard FTSE Developed Markets ETF

Vanguard Global ex-U.S. Real Estate ETF

Vanguard Total Stock Market ETF

Vanguard FTSE Emerging Markets ETF

Vanguard US Real Estate popped 1.9% last week, the fund's strongest weekly gain since mid-November. The Global Markets Index retreated last week for the first time this year.

U.S. Property Shares Led Returns For Major Asset Classes Last Week

We regularly cover preferred shares as a way for investors to find a steady yield. They still carry risk, but less than common shares. The preferred shares from mortgage REITs can offer great opportunities. When prices get inefficient, we get nice opportunities.

Similar Shares Duel

The Vanguard Real Estate ETF is the most popular REIT ETF. Unfortunately, it invests heavily in overpriced large-cap REITs and challenged sectors.

Don't Buy The Vanguard Real Estate ETF

Big Steady Yields From These Preferred Shares

Leading REIT ETFs are highly concentrated ETFs which do not represent the US real property sector. This creates tremendous opportunity for individual investors to find bargains. In particular, apartment and office REITs are significantly under represented in ETF weightings versus their real property weighting.

Taking Advantage Of Index/ETF Distortions: Undervalued Apartment REITs

Emerging markets shares topped last week's gains for the major asset classes, based on a set of exchange-traded funds as of Friday's close. Equities in developed markets ex-US were a close second-place weekly performer.

Foreign Stocks Led Mixed Run For Global Markets Last Week

Some of the best-managed REITs have efficiently issued new equity at premium valuations. They use the cash to continue growing the portfolio in a manner that drives further returns for existing shareholders.

When Issuing Shares Drives Wealth

CoreCivic

GEO Group

Gaming and Leisure Properties

Lamar Advertising

OUTFRONT Media

SL Green Realty

Urstadt Biddle Properties

In most cases, I prefer to buy REITs than private real estate.

Why I Buy Real Estate Instead Of REITs

iShares Cohen & Steers REIT ETF

Real Estate Select Sector SPDR Fund

2020 REIT performance of -7.6% compares to our 2020 forecast of +8% to +12%. Divergence in performance between REIT securities approached 10-year highs, making it a fertile ground for active managers.

2021 Chilton REIT Forecast

SPDR Dow Jones Industrial Average ETF

Invesco QQQ

SPDR S&P 500 ETF Trust

Stocks and index ETFs are plummeting on Monday, to commence the first trading day of 2021, after reaching new highs last year, in a tumulutuous but lucrative year for stock investors. After hitting a record high at the open, the Dow Jones Industrial Average tumbled 620 points, or 2.05%, while the S&P 500 fell 1.9%, [.

Stock ETFs Struggle on First Trading Day of 2021

Alexandria Real Estate Equities

First Industrial Realty Trust

Federal Realty Investment Trust

Invitation Homes

Kilroy Realty

Life Storage

Mid-America Apartment Communities

SBA Communications

This is a review of my top REITs for 2020 and my top REITs for 2021. In 2020 my REIT picks performed inline with VNQ.

Top 10 REITs For 2021

Alerian MLP ETF

VanEck Vectors BDC Income ETF

Flaherty & Crumrine Dynamic Preferred & Income Fund

Cohen & Steers Closed-End Opportunity Fund

John Hancock Preferred Income Fund

Nuveen Preferred & Income Securities Fund

You can fund your retirement in many ways. Low rates are like an annoying roommate, they aren't going away.

Light Up 2021 With The Power Of Dividends

Investors frequently have questions about ex-dividend dates. This should be one of the simplest parts of investing, yet investors are often starved for information.

Ex-Dividends Should Be Easy

Can we income seekers safely get back into REITs next year?

21 REITs For 2021: What To Buy, Hold And Sell

iShares Core U.S. REIT ETF

USRT is very similar to SCHH in that it is a low-cost, broad-based ETF that owns equity REITs. USRT excludes mortgage REITs, timber REITs, and infrastructure REITs.

VNQ Vs. USRT: Another Challenger To The REIT ETF King

Arbor Realty Trust

Darden Restaurants

EPR Properties

Essential Properties Realty Trust Inc

Four Corners Property Trust

Hannon Armstrong Sustainable Infrastructure Capital

Ladder Capital

Ventas

I do think it's important to recognize the good that happened in 2020. There was a lot of bad – a lot of horrible, even – but there were some stories worth smiling over too.

A Silver Lining To This Black Swan

Vanguard Total Bond Market ETF

VanEck Vectors Gold Miners ETF

Vanguard Total International Stock ETF

Market moves prove once again to be wildly unpredictable.

2020's Thrilling Financial Ride

Schwab U.S. REIT ETF

Like VNQ, SCHH is a broad-based ETF that seeks to own most American REITs. Unlike VNQ, SCHH excludes non-REIT real estate companies and mREITs.

VNQ Vs. SCHH: Quest For The Best REIT ETF

iShares U.S. Treasury Bond ETF

Vanguard Utilities ETF

Due to COVID-19, interest rates have nearly hit 0%, pushing yield-starved investors into higher-yielding alternative assets. Rapidly aging populations will force pensions and retirees to seek higher yields to meet obligations.

5 Reasons We Will See $50 Trillion Flow Into High Yield

Most REITs have strongly recovered over the past months, but office REITs remain deeply discounted. We believe that the market is overreacting. This is a severe, but temporary, crisis for office REITs.

2 Office REITs To Buy Before They Recover In 2021

ICF is an ETF that owns only the cream of the crop of American REITdom. Meanwhile, VNQ is Vanguard's lower cost, more passive and broad-based ETF that seeks to own basically the entire public REIT market on a capitalization-weighted basis.

REIT ETFs VNQ Vs. ICF: Broad Index Or Cream Of The Crop

SPDR Bloomberg High Yield Bond ETF

A broadly defined, equal-weighted measure of commodities led a mixed run for the major asset classes. The WisdomTree Enhanced Commodity Strategy Fund rose 0.8%, posting its second straight weekly gain.

Commodities Rallied And Emerging Markets Tanked Last Week

News for Vanguard Real Estate ETF ETF (VNQ)