Prologis

American Tower

Equinix

Welltower

Digital Realty Trust

Simon Property Group

Public Storage

Realty Income Corp

Crown Castle International

CBRE Group

Real Estate Select Sector SPDR Fund

XLRE tracks a market-cap-weighted index of REITs and real estate stocks, excluding mortgage REITs, from the S&P 500.

FedEx

HCA Healthcare

Host Hotels & Resorts

iShares U.S. Oil Equipment & Services ETF

Murphy USA

Health Care Select Sector SPDR Fund

SPDR S&P Transportation ETF

U.S. inflation jumped in March, surpassing expectations primarily due to higher petrol and shelter costs, dashing hopes of a June interest rate cut by the Fed.

4 Sector ETFs & Stocks to Benefit From Hot Inflation

Agree Realty

EPR Properties

Home Depot

Kroger

Starbucks

Vici Properties

Walmart

Investing in REITs is a more attractive alternative to physical real estate currently due to the rapid rise in interest rates and cost associated with owning a home. High interest rates and rising home prices make owning physical properties less feasible in the current market, but have driven REIT prices down in the process, creating great buying opportunities. REITs offer the opportunity to own properties globally and provide regular dividend income, making them an appealing investment option.

Why REITs Are A Better Buy In Today's Market

Real estate lags other asset classes as elevated rates continue to drag on performance. Federal Reserve indicates there is no rush to cut interest rates, creating uncertainty for real estate investors. XLRE is a large real estate ETF with diversified exposure to the sector, focusing on quality operators and excluding mortgage REITs.

XLRE: Quality Beats Quantity Once Again

Advisorshares Restaurant ETF

US Global Jets ETF

The U.S. consumer price index rose 0.4% sequentially in February and 3.2% year over year.

3 Sector ETFs to Win Despite Hot February Inflation Data

Extra Space Storage

Pacer Benchmark Industrial Real Estate SCTR ETF

iShares U.S. Real Estate ETF

Global X SuperDividend REIT ETF

Vanguard Real Estate ETF

Pacer Industrial Real Estate ETF (INDS) is a concentrated play on industrial REITs, focusing on warehouses and self-storage facilities.

INDS: Focused Industrial REIT With Higher Total Return Potential But Somewhat Risky

Apple

Ares Commercial Real Estate

Medical Properties Trust

NVIDIA

Walgreens

Dividend stocks, particularly REITs, have underperformed the broader market due to interest rate hikes. The suppressed share prices of REITs present a short-lived opportunity for dividend investors to take advantage of. Investing in high-quality companies with strong fundamentals is important for long-term success in the dividend investing strategy.

Why Dividend Investors Should Be Smiling

REITs should perform well in 2024 after a challenging 2023 as the Fed is set to cut rates this year. The Real Estate Select Sector SPDR Fund ETF is a way to gain exposure to the REIT sector. XLRE has a small portfolio of 34 stocks and performs well compared to peers.

XLRE: Could You Do Better?

Boston Properties

Chatham Lodging Trust

National Retail Properties

W. P. Carey

REITs have experienced a significant decline so far in 2024, with Triple Net Lease REITs falling more than others. The higher interest rate sensitivity of Triple Net Lease REITs is one reason for their larger decline.

3 Buy Alerts: Triple Net REITs Are Falling Like Ninepins

Xtrackers Harvest CSI 300 China A-Shares ETF

iShares MSCI Hong Kong ETF

iShares MSCI Japan ETF

iShares Russell 2000 ETF

Invesco India ETF

Invesco QQQ

iShares Silver Trust

SPDR S&P 500 ETF Trust

United States Natural Gas Fund LP

United States Oil Fund LP

Communication Services Select Sector SPDR Fund

Consumer Discretionary Select Sector SPDR Fund

The first month of 2024 is already complete, and below is a look at the performance of various asset classes during January using key ETFs that we track closely. The S&P 500 (SPY) finished the month up 1.59% even though the average stock in the index was down 0.84%.

January 2024 Key ETF Performance

Schwab U.S. REIT ETF

Real estate focused ETFs have pulled back this year as investors wait for a wall of maturities in the coming years. The Vanguard Real Estate ETF (VNQ), Schwab US REIT ETF (SCHH), and the SPDR Real Estate Select Sector fund (XLRE) have all pulled back by almost 7% from their highest point this year.

VNQ, SCHH, XLRE ETFs brace for a wall of maturities

ALPS Barron's 400 ETF

iShares Core S&P Small Cap ETF

iShares S&P 500 Value ETF

iShares Russell 1000 Value ETF

iShares MSCI USA Quality Factor ETF

Invesco S&P 500 Quality ETF

Vanguard Financials ETF

Vanguard Dividend Appreciation ETF

Vanguard Value ETF

Given the current market environment, we have highlighted some investing strategies that could prove to be extremely beneficial for investors.

5 ETF Tactics for Your Portfolio in 2024

MicroSectors FANG+ ETN

SPDR Gold Trust

Vanguard Growth ETF

Valkyrie Bitcoin Miners ETF

Given the significance in this season of joy, we have built a tree with the most verdant ETFs of 2023 that could stand tall in 2024.

Putting Up the ETF Tree of Wealth to Brighten 2024

Pacer US Small Cap Cash Cows 100 ETF

Invesco S&P 500 High Dividend Low Volatility ETF

Invesco S&P SmallCap Value with Momentum ETF

The Santa Claus Rally refers to the jump in stock prices in the week between Christmas and New Year's Day.

Has Santa Claus Rally Set In? 5 Best ETF Areas to Explore

Conagra Brands

Mondelez

NextEra Energy

Invesco S&P 500 Equal Weight ETF

Spirit Realty Capital

WEC Energy Group

Utilities Select Sector SPDR Fund

Treasury Rates receded in November, leading to a rebound in equities, particularly in interest rate-sensitive sectors like utilities and real estate. The market anticipates that the Fed will maintain its pause on rate hikes in December and January, with a possibility of rate cuts coming much sooner than originally thought. It's time to make a move to build your passive income in these beaten-down dividend names as November gave us a taste of how hard and swiftly they can rally.

Top 2024 Picks From Beaten Down Sectors To Create Passive Dividend Income

Technology Select Sector SPDR Fund

The great performance of NVDA and sector ETFs in November is appraised from a technical perspective by the Viper Report's Tom Aspray.

Will The Top Sector ETFs Continue To Lead?

iShares Core U.S. REIT ETF

Investing directly in real estate can be hard for many people and impossible for some. Fortunately, you can easily invest in real estate via real estate investment trusts (REITs).

You Don't Have to Pick a Winner In REITs. Here's Why.

Fidelity MSCI Real Estate ETF

First Trust S&P REIT Index Fund

Hoya Capital Housing ETF

iShares Cohen & Steers REIT ETF

iShares U.S. Home Construction ETF

Janus Henderson U.S. Real Estate ETF

Invesco KBW Premium Yield Equity REIT ETF

VanEck Mortgage REIT Income ETF

Direxion Daily Homebuilders & Supplies Bull 3X Shares

Nuveen Short-Term REIT ETF

Invesco Dynamic Building & Construction ETF

US Diversified Real Estate ETF

Invesco Active US Real Estate

iShares Global REIT ETF

iShares Mortgage Real Estate ETF

iShares Residential Real Estate ETF

IQ US Real Estate Small Cap ETF

Invesco S&P 500 Equal Weight Real Estate ETF

SPDR Dow Jones REIT ETF

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

SPDR S&P Homebuilders ETF

Alpine Global Premier Properties Fund

JPMorgan BetaBuilders MSCI US REIT ETF

DoubleLine Commercial Real Estate ETF

First Trust Alerian Disruptive

iShares International Developed Real Estate ETF

CBRE Global Real Estate Income Fund

Invesco Real Assets ESG ETF

NETLease Corporate Real Estate ETF

ALPS Active REIT ETF

SPDR Dow Jones Global Real Estate ETF

SPDR Dow Jones International Real Estate ETF

Vanguard Global ex-U.S. Real Estate ETF

iShares International Developed Property ETF

The history of construction spending since 1993 reveals that this data tends to weaken prior to recessions. For a recent dip in Residential Construction attributed to the rise in mortgage rates, this indicator is charging higher.

Construction Spending Rises

REITs have performed well since November 1 due to the Federal Reserve not raising rates and hinting at a further pause, but this could change. In these conditions, historical performance shows that the Real Estate Select Sector SPDR Fund ETF is better than the Vanguard Real Estate Index Fund ETF. XLRE has outperformed VNQ in both low and high-interest rate environments and has higher exposure to specialized REITs.

XLRE: Better Positioned Than VNQ For A REIT Recovery (Rating Upgrade)

The October jobs report showed weaker-than-expected nonfarm payrolls and private payrolls, with a rise in the unemployment rate. Average hourly earnings growth continues to decline, reaching a new cycle low. US 10yr yield falls after dovish data, impacting the real estate sector and making the XLRE ETF an attractive buy.

Jobs Market Cools In October, Rate Cuts On The Horizon, XLRE A Buy

Real Estate Investment Trust (REIT) ETF stocks have bounced back in the past few days as investors attempt to buy the dip. The Schwab US REIT ETF (SCHH) rose to a high of $17.87, a few points above the year-to-date low of $17.00.

SCHH, VNQ, XLRE: REIT ETFs are rising but risks remain

The two worst performing S&P 500 sectors during the third quarter were utilities and real estate investment trusts, as a jump in Treasury yields made those high-yielding sectors less attractive despite their usual safe-haven status. The Utilities Select Sector SPDR XLU, -0.20% dropped 10.3% since the end of June and the Real Estate Select Sector SPDR ETF XLRE, +0.09% sank 9.9%, while the S&P 500 SPX, -0.45% shed 3.9%.

The 2 highest yielding S&P 500 sector ETFs are Q3's worst performers

AvalonBay Communities

Entry point alone, with VNQ down 30% could beat the market in the next decade with the current massive, growing dividend yield. REITs are the most interest rate sensitive sector of the economy, and the government will eventually need to lower rates to fuel their own expansion. Vanguard is my favorite ETF operator and the one private asset manager without the pressure of corporate profitability.

3 REIT ETFs: A Call On A Rate Cut Next Year

Alexandria Real Estate Equities

Rexford Industrial Realty

Consumer Staples Select Sector SPDR Fund

REITs have dropped by about 30% since early 2022, much more than other defensive, debt-utilizing sectors like utilities and consumer staples. Interest rates are unlikely to increase significantly further from here, while REIT fundamentals remain strong, aside from the notable exception of office buildings. I highlight 6 of my favorite blue-chip REITs with investment-grade credit ratings, low-leveraged balance sheets, and strong long-term growth prospects.

REIT Crash: The More They Drop, The More I Buy

Rising inflation expectations (higher yields, stronger USD) have led to capitulation in investors' positioning in REITs. Curiously, the gold-to-copper ratio is on the verge of breaking out higher, which might spell a top in inflation. While REITs offer a huge opportunity, entry timing is key. I am watching for confluence in correlated charts (bonds, yields, USD) as clues on when the sector is bottoming.

XLRE: Bearish Positioning In REITs At Historical Extremes

Market participants may have positioned in May and gone away, but the analysts have remained active. They continue to update the earnings outlook, and the first few reports from S&P 500 NYSEARCA: SPY have taken a toll.

The 3 Hot Sectors To Watch During The Summer Reporting Season

News for Real Estate Select Sector SPDR Fund ETF (XLRE)