Equinix

Prologis

Welltower

American Tower

Digital Realty Trust

Simon Property Group

Public Storage

Realty Income Corp

Crown Castle International

AvalonBay Communities

iShares Cohen & Steers REIT ETF

ICF tracks an index of large-cap REITs selected by a committee.

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

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

Real Estate Select Sector SPDR Fund

House-hunters, rejoice: The wild real estate market might finally be getting better, particularly for anyone looking for a small house.

More small houses are starting to hit the market, and it's another sign that the bonkers housing market is starting to get a little better

Aberdeen Standard Physical Palladium Shares ETF 

Invesco Water Resources ETF

First Trust NASDAQ Clean Edge Green Energy Index Fund

Schwab US Dividend Equity ETF

VanEck Vectors Semiconductor ETF

First Trust NASDAQ Technology Dividend Index Fund

Vanguard Health Care ETF

August has been a historically low month for Wall Street. Still, these ETFs could prove to be winning ones.

8 ETFs to Buy in Historically Low August

Direxion Daily Real Estate Bull 3x Shares

Direxion Daily Real Estate Bear 3x Shares

Janus Henderson U.S. Real Estate ETF

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

ProShares UltraShort Real Estate

ProShares Ultra Real Estate

We present the top six reasons to add REITs to your portfolio today. The lack of yield around the world and in most asset classes has made REITs and other yield alternatives a ‘hot' asset class.

REITs: This Cycle Is Just Getting Started

Low interest rates are one reason that the housing market has taken off. They are far from the only one.

Home Prices Are Soaring. Is That the Fed's Problem?

Blackstone Group

GEO Group

Kimco Realty

Lamar Advertising

OUTFRONT Media

PotlatchDeltic

Healthpeak Properties

QTS Realty Trust

VEREIT

Ventas

Weingarten Realty

Weyerhaeuser

Real estate earnings season kicks off this week. We'll see results from more than 175 equity REITs, 40 mortgage REITs, and dozens of housing industry companies over the next month. REITs enter second-quarter earnings season as the best-performing asset class this year with total returns over 25%. 69 equity REITs and 19 mortgage REITs have raised their dividends this year.

Short On Supply, High On Demand: REIT Earnings Preview

Cambria Global Real Estate ETF

Condor Hospitality Trust

CIM Commercial Trust

CoreCivic

DigitalBridge Group

First Trust FTSE EPRA/NAREIT Developed Markets Real Estate

InfraCap REIT Preferred ETF

iShares Global REIT ETF

ALPS Active REIT ETF

New Senior Investment Group

Global X Data Center REITs & Digital Infrastructure ETF

The REIT sector has achieved a positive total return in every single month of the first half of 2021, including a +2.97% average return in June. Micro cap REITs (+6.05%) led in June, outperforming their larger peers in back to back months. Mid caps (+1.70%) underperformed again in June.

The State Of REITs: July 2021 Edition

Ashford Hospitality Trust

American Homes 4 Rent

Gaming and Leisure Properties

InnSuites Hospitality Trust

Pebblebrook Hotel Trust

Postal Realty Trust

RLJ Lodging Trust

Sotherly Hotels

Service Properties Trust

Uniti Group

The REIT sector has achieved gains in every month of 2021 thus far, including a +1.77% average total return in May. Micro cap REITs (+12.2%) rebounded in May after a couple of rough months to significantly outperform their larger peers. Mid caps (-0.03%) narrowly failed to extend their gains.

The State Of REITs: June 2021 Edition

Getty Realty

National Retail Properties

Spirit Realty Capital

STORE Capital

Vici Properties

We dive into net lease REITs and how their unique business strategy allows them to generate impressive earnings growth, despite some of the lowest organic cash flow growth among subsectors.

More To Net Lease REITs Than Interest Rates

Eaton Vance Tax-Managed Buy-Write Income Fund

In the 12 calendar years since 1991 when inflation was less than 2%, the average return of the REITs Index was 7.4%. Returns to the REITs Index were positive in 85% of the 12-month periods when the two-year yield rose, and the average return was 15.1%, almost five percentage points higher than when the yield moved lower.

REITs, Inflation, And Rates

American Assets

Alexander & Baldwin

Boston Properties

Americold Realty

Healthpeak Properties Inc

EastGroup Properties

Extra Space Storage

Howard Hughes

Kite Realty Group

Life Storage

Corporate Office Properties Trust

Ryman Hospitality Properties

Rithm Property Trust Inc

Sabra Health Care

We provide the takeaways from almost 40 meetings with REIT management from a recent conference. Almost all business updates were positive, and most attributable to the successful vaccine distribution.

REIT Sub-Sector Roundup

In the premium editions of my newsletters, you know that I have been consistently touting the iShares Cohen & Steers REIT ETF (ICF) as a potential hedge against inflation. In this REIT Special Edition, I will break down the WHY.

The REIT Special - An Inflation Hedge

CyrusOne

Douglas Emmett

Healthcare Realty Trust Inc

SBA Communications

We highlight recent performance between the 'COVID' and 'Vaccine' REITs, looking for REITs that may have swung too far in one direction.

Rotation Creates Long-Term REIT Buying Opportunity

Apartment Income REIT Corp

Apartment Investment and Management

Centerspace REIT

Power REIT

Taubman Centers

Washington Prime Group

The average REIT had a negative monthly return in 7 of the 12 months of 2020, with a 3.48% total return in December. Mid cap (+4.5%) and micro cap REITs (+3.45%) outperformed in December, while small caps (+2.43%) saw smaller gains. 75% of REIT securities had a positive total return in December.

The State Of REITs: January 2021 Edition

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

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

ProShares Long Online/Short Stores ETF

Proshares Online Retail ETF

Technology Select Sector SPDR Fund

Consumer Discretionary Select Sector SPDR Fund

Consumers shelled out about $9 billion (a new record) on the web on Black Friday, up 21.6% year over year, according to data from Adobe Analytics.

Online Holiday Shopping Hit Records: ETFs to Win & Lose

The best REIT ETFs for Q1 2021 are INDS, XLRE, and ICF.

Best REIT ETFs for Q1 2021

Amplify Seymour Cannabis ETF

Innovative Industrial Properties

Amplify Alternative Harvest ETF

Global X Cannabis ETF

AXS Cannabis ETF

Beyond The Tipping Point (Podcast)

Never Let A Good Crisis Go To Waste

Good News And Bad News For All REIT Investors

U.S. equity markets snapped a four-week losing streak on a frenetic week of economic data and political developments that culminated with the hospitalization of the President of the United States.

REITs Rally Despite October Surprise

National Storage Affiliates Trust

While it was the second worst-performing sector in 2019 and fundamentals for 2020 were projected to be the worst in years, it has been a huge outperformer in 2020.

Essential REIT Evaluation: Self Storage

Arbor Realty Trust

American Campus Communities

Agree Realty

AGNC Investment

Great Ajax

Great Ajax Corp. 7.25 % Convertible Notes 2017-30.04.24 Global

ARMOUR Residential REIT

Alpine Global Premier Properties Fund

Black Knight

CBL & Associates Properties

SPDR Dow Jones Industrial Average ETF

Ellington Financial

First Industrial Realty Trust

FlexShares Global Quality Real Estate Index Fund

Xtrackers International Real Estate ETF

iShares iBoxx High Yield Corporate Bond ETF

iShares 7-10 Year Treasury Bond ETF

iShares International Developed Real Estate ETF

Tech wreck: The "unofficial end" of summer came with one final "splash" in its final days as volatility returned to U.S. equity markets following several months of relative tranquility.

REITs Unfazed By Tech Wreck

iShares U.S. Home Construction ETF

SPDR S&P Homebuilders ETF

Mortgage rates have been on a declining trend with the 30-year fixed mortgage average rate now slipping deeper to below 3%.

Mortgage Rates At Record Lows: Buy Homebuilder & REIT ETFs

Exchange-traded funds with exposure to malls slumped Wednesday even after New York Gov. Andrew Cuomo said shopping centers could open starting Friday, with some restrictions.

Mall ETFs fall even as New York eyes some re-openings

News for iShares Cohen & Steers REIT ETF ETF (ICF)