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.

Despite the potential for markets to go lower, a lot of bad news has been priced into REITs in general. Despite the common perception of REITs being risky due to their sensitivity to interest rates, several factors make them an attractive investment option right now despite my overall skepticism. It's a common perception that REITs underperform when interest rates rise.

XLRE: REITs Get More Interesting As Pessimism Persists

Commercial real estate faces increasing risks due to tightening monetary policies, rising interest rates, and pandemic-induced structural changes. Access to loans has become more difficult, leading to decreased demand and declining property prices, posing risks to the financial system and regional banks. Despite downside risks, I remain a buyer on weakness, recommending investment in companies with strong balance sheets and secular tailwinds.

Breaking Point: The Looming Crisis In Commercial Real Estate (And A Look At XLRE)

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

Invesco KBW Premium Yield Equity REIT ETF

VanEck Mortgage REIT Income ETF

NETLease Corporate Real Estate 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

Vanguard Real Estate ETF

Virtus Real Asset Income ETF

U.S. equity markets climbed to their highs of the year as investors took positions ahead of a critical slate of inflation data and an anticipated "pause" in the Fed's rate hike cycle.

Fed Looms Over New 'Bull Market'

Wall Street experts differ in their outlooks for America's housing market.  Wharton professor Jeremy Siegel, real estate tycoon Jeff Greene, and others have warned that home prices will drop, while others like "Shark Tank" star Barbara Corcoran are more optimistic.

Wall Street is divided on the outlook for US house prices. Here's what 6 experts have recently said.

Real estate investment trusts (REITs) have become an increasingly popular investment option for those looking to diversify their portfolio and gain exposure to the U.S. real estate market. With the rise of real estate ETFs, investors now have more options than ever before to invest in REITs and gain exposure to the U.S.

A Comprehensive Comparison of Top U.S. Real Estate ETFs

iShares Select Dividend ETF

Vanguard International High Dividend Yield ETF

Schwab US Dividend Equity ETF

Invesco S&P 500 High Dividend Low Volatility ETF

Vanguard Dividend Appreciation ETF

Invesco Variable Rate Preferred ETF

When looking for the best dividend ETFs for retirement, stability often outweighs thrill. Investing in growth stocks can be exciting, but for retirees, the allure lies in investments offering predictable performance and regular profits over the long term.

Top 7 Dividend ETFs for Retirement Income

SPDR S&P Bank ETF

SPDR S&P Regional Banking ETF

United States Natural Gas Fund LP

Energy Select Sector SPDR Fund

Financial Select Sector SPDR Fund

Banks are tightening lending practices, which has historically been predictive of recessions. Commercial real estate loans are coming due, with many properties being valued below the amount owed, potentially causing issues for banks.

Bank Tightening, Commercial Real Estate And Natural Gas Demand

Interest rate hikes and the trillion and a half dollars of commercial real estate debt have both filled the sector with gloom. This pessimism is not justified when dissecting SPDR's XLRE holdings and looking at metrics like debt and revenue growth, while also not forgetting the tools the Fed has put in place to contain liquidity risks.

XLRE: Some Strength Amid Real Estate Gloom, But Wait

Direxion Daily Real Estate Bear 3x Shares

ProShares UltraShort Real Estate

Being the only sector to lag behind the S&P 500, the U.S. real estate market is expected to remain under pressure this year. Against the backdrop of rising interest rates and tightening credit policies of the bank, take a look into some ETFs that can help.

ETFs in Focus as Banking Crisis Scars U.S. Real Estate Sector

Ashford Hospitality Trust

Diversified Healthcare Trust

Franklin Street Properties Corp.

Goldman Sachs Future Real Estate And Infrastructure Equity ETF

Home Appreciation US REIT ETF

Janus Henderson U.S. Real Estate ETF

Office Properties Income Trust

PotlatchDeltic

ALPS Active REIT ETF

Strategic Residential & Apartment Real Estate ETF

Hoya Capital High Dividend Yield ETF

ETFB Green SRI REITs ETF

iStar Inc

SL Green Realty

WisdomTree New Economy Real Es

The REIT sector fell again in March with a -6.11% total return. Large cap (-1.99%) and mid cap (-4.56%) REITs saw modestly negative total returns in March, while small caps (-6.76%) and micro caps (-15.50%) were deeper in the red.

The State Of REITs: April 2023 Edition

Materials Select Sector SPDR Fund

Communication Services Select Sector SPDR Fund

Industrial Select Sector SPDR Fund

Technology Select Sector SPDR Fund

Consumer Staples Select Sector SPDR Fund

Utilities Select Sector SPDR Fund

Health Care Select Sector SPDR Fund

Consumer Discretionary Select Sector SPDR Fund

Companies within the S&P 500 are expected to report the weakest earnings growth in nearly three years.

Consumer, Industrials, Energy ETFs in Focus as Earnings Season Kicks Off

Simplify Commodities Strategy No K-1 ETF

iShares iBoxx High Yield Corporate Bond ETF

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

While so many investors are focusing on the banking system, I'm looking for where the next shoe will drop. I think that next shoe may be in the REIT sector, and XLRE is particularly vulnerable, based on its current holdings.

XLRE: It Looks Bad For REITs And It Could Get Worse

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

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

Acadia Realty Trust

Bed Bath & Beyond

InnSuites Hospitality Trust

New York City REIT Inc

InfraCap REIT Preferred ETF

iShares Global REIT 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

BNY Mellon US Large Cap Core Equity ETF

SoFi Select 500 ETF

SoFi Next 500 ETF

SPDR S&P 500 ETF Trust

Vanguard S&P 500 ETF

Zero-fee exchange-traded funds may be catching on.

Zero Fee ETF Crosses $1B In AUM for First Time

Real Estate sector has been among the top-performing sectors since the market bottom of October 2022. XLRE is the top-performing ETF among real estate peers. We compare it with VNQ, SCHH, and IYR.

XLRE: Real Estate Sector Outperforming Since Market Bottom Of October 2022

It's been a wild ride for the real estate sector and investors. After the covid crash, the stock market perked up and investors grabbed real estate while interest rates were extremely low.

Real Estate Sector (XLRE) Reverses Lower, Warns of Economic Stagnation

Brookfield Asset Management

CBL & Associates Properties

Direxion Daily Real Estate Bull 3x Shares

Nuveen Real Estate Income Fund

Macerich

Neuberger Berman Real Estate Securities Income Fund Inc

Pennsylvania Real Estate Investment Trust

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

Tanger Factory Outlet Centers

Seritage Growth Properties

ProShares Ultra Real Estate

Mall REITs - which endured a dismal stretch of underperformance from 2015-2020 - enter the critical holiday season on surprisingly stable footing as resilient consumer spending has offset broader macro-headwinds. The momentum from the stimulus-fueled ‘spending spree' appears likely to carry retailers through the holiday season. Store openings continue to outpace store closings in 2022 by the widest-margin in decades.

Mall REITs: The Bleeding Has Stopped

Vanguard Global ex-U.S. Real Estate ETF

iShares International Developed Property ETF

Pressured by the broader housing cooldown, Apartment REITs have been among the weaker-performing property sectors over the past quarter despite achieving record-setting rent growth throughout the summer. While the era of 20% rent increases on new leases is over, there remains significant “embedded” rent growth in below-market renewals that should power impressive FFO growth into 2023.

Apartment REITs: From Record Rents To Rent Control

Hoya Capital Housing ETF

iShares U.S. Home Construction ETF

Invesco Real Assets ESG ETF

Janus Henderson Mortgage-Backed Securities ETF

First Trust Low Duration Opportunities ETF

iShares MBS ETF

Direxion Daily Homebuilders & Supplies Bull 3X Shares

Invesco Dynamic Building & Construction ETF

SPDR Portfolio Mortgage Backed Bond ETF

Vanguard Mortgage-Backed Securities ETF

SPDR S&P Homebuilders ETF

Mortgage rates have not been this high since before the housing crisis. And while the housing market is slowing, prices are still high.

High Mortgage Rates And High Inflation

Pressured by the painfully slow “return to the office” with daily utilization rates still 50% below pre-pandemic norms, Office REITs are among the worst-performing property sectors this year. Office leasing activity and REIT earnings results have been surprisingly resilient, but corporations won't pay for half-empty space indefinitely and have been leveraging softening market conditions to extract generous concessions.

Office REITs: Work-From-Home's Recession Reckoning

Real estate has had a historical role as a 3%–5% diversifier within equity and bond portfolios, but in the changing and challenged markets of 2022, real estate investment trusts (REITs) and the real estate sector broadly have proven to be fairly correlated to equities.

Move Over Real Estate: Why Managed Futures Are the New Portfolio Diversifier

Agree Realty

Kroger

Walmart

O is one of the most popular REITs with its monthly dividend that has been on a growing streak with 117 raises. ADC doesn't quite have the same history, but it looks set to mirror O's success.

Realty Income And Agree Realty: Both Showing Attractive Valuations

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