W. P. Carey

National Retail Properties

Realty Income Corp

Agree Realty

Vici Properties

Global Net Lease

EPR Properties

Essential Properties Realty Trust Inc

Getty Realty

STAG Industrial

NETLease Corporate Real Estate ETF

NETL tracks an index that provides current income by investing in net lease US real estate equities weighted by a modified market-cap strategy.

CVS Health

Kohl's

Walgreens

Net lease REITs have historically been solid performers. Elevated interest rates create some headwinds. So does an elevated likelihood of investment grade tenant credit migration.

Net Lease REITs In A New Era

Alexandria Real Estate Equities

JPMorgan BetaBuilders MSCI US REIT ETF

Principal Real Estate Active Opportunities ETF

Dimensional US Real Estate ETF

Diversified Healthcare Trust

Extra Space Storage

Farmland Partners

Fidelity MSCI Real Estate ETF

First Trust S&P REIT Index Fund

Goldman Sachs Future Real Estate And Infrastructure Equity ETF

Home Appreciation US REIT ETF

Host Hotels & Resorts

iShares Cohen & Steers REIT ETF

Industrial Logistics Properties

Pacer Benchmark Industrial Real Estate SCTR ETF

iShares U.S. Real Estate ETF

Janus Henderson U.S. Real Estate ETF

Invesco KBW Premium Yield Equity REIT ETF

Gladstone Land

Nuveen Short-Term REIT ETF

Office Properties Income Trust

PotlatchDeltic

US Diversified Real Estate ETF

After 4 straight months in the red, the REIT sector surged back into the black year to date with a stellar +7.41% total return in June. Small cap REITs (+8.59%) outperformed again in June. Large caps (+5.51%) again underperformed their smaller REIT peers in June. A remarkable 87.34% of REIT securities had a positive total return in June with 49.69% in the black year to date.

The State Of REITs: July 2023 Edition

Vanguard Real Estate ETF

Inflation is rapidly cooling off. This has major implications for investors. We explain what we are buying and why.

3 Reasons Inflation Will Continue To Fall: What To Buy

The Fundamental Income Net Lease Real Estate ETF is a concentrated fund of real estate investment trusts (REITs) owning net leased properties, which have underperformed in the current macroeconomic environment of rising interest rates and high inflation. Despite the underperformance, I remain confident in net lease REITs' ability to grow their portfolios, cash flows, and dividends and survive recessions relatively unscathed. NETL offers an attractive 30-day SEC yield of 5.7% and has historically generated dividend growth in the mid-single-digit range, making it a good investment for long-term dividend growth investors.

NETL: The Net Lease REIT Bear Market Continues

Invesco S&P 500 Equal Weight Real Estate ETF

VanEck Mortgage REIT Income 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

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.

PHOENIX--(BUSINESS WIRE)--Fundamental Income, a Phoenix-based ETF provider and private real estate platform, announced its Net Lease Real Estate ETF (NYSE: NETL) was awarded a 5-star overall rating from Morningstar based on risk-adjusted returns of 233 Real Estate funds as of 3/31/23. NETL ranked 7th among 233 funds for the 3-year period and 7th among 257 funds for the 1-year period in the Real Estate category as of 3/31/23. “We are pleased to see the net lease real estate sector produce strong.

Fundamental Income's Net Lease Real Estate ETF (NETL) Earns 5-Star Overall Rating from Morningstar

Ashford Hospitality Trust

Franklin Street Properties Corp.

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

Brookfield Asset Management

Blackstone Group

Enterprise Products Partners

Energy Transfer LP Unit

Blue Owl Capital

Invesco QQQ

SPDR S&P 500 ETF Trust

Spirit Realty Capital

Vanguard S&P 500 ETF

Rental property investing has been a very popular method for building up a passive income stream in the past. Moving forward, however, we believe that high-yield stocks will generate total returns and deliver risk-adjusted passive income that will pummel offered by rentals.

Passive Income In 2023: Why High Yield Stocks Will Pummel Rentals

Playing mega-trends in non-obvious, second-order effect ways can help capture more inefficient opportunities in the markets. NETL is on my watchlist for this reason. Rising e-commerce sales are a mega-trend tailwind.

NETL: Play The E-Commerce Boom Via Real Estate

In 2021 and for most of 2022, rising inflation and interest rates were a severe headwind to net lease REITs. But in the last quarter of 2022, disinflation finally took hold and should continue for the remainder of 2023.

NETL: Disinflation And Falling Interest Rates Should Drive Strong Performance In 2023

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

iShares Global REIT 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

Net lease REITs are often called "bond proxies" because of long lease terms at contractually fixed rent rates that are similar to bonds' fixed coupons. If net lease REITs are bond proxies, why are they outperforming the broader real estate index this year?

NETL: Net Lease Is Outperforming The Broader Real Estate Index This Year

If inflation has peaked and does actually come down from here, net lease REITs should be a beneficiary. An oncoming recession may actually be a net benefit for NETL.

NETL: Peak Inflation Is A Tailwind For Net Lease REITs

STORE Capital

Since December 2021, the yield on the benchmark 10-Year Treasury Note has nearly doubled, rising from 1.5% to occasionally pierce the 3% barrier. It now stands shy of 3% and Federal Reserve Chairman Jerome Powell has been vocal about rising interest rate expectations to tamp down inflation.

Net Lease REITs: The Ultimate Sleep Well At Night Business Model

Like the market, REITs have seen their share prices fall since the start of 2022 due to macroeconomic fears. However, triple-net lease REITs are a unique subclass which possess superior fundamentals and will be able to come out strong despite worrying economic environments.

NETL: Triple Net Lease REITs, A Safe Asset Class In Current Inflationary Environment

The S&P 500 Real Estate sector has struggled this year amid recession concerns and rising bond yields.

It's time to buy REITS to hedge against inflation, even though the real estate sector has struggled so far this year, says investment research firm

Net lease REITs have sold off this year more than the average REIT in the face of rising interest rates and high inflation.

Net Lease REIT Report: Surprising Momentum Into 2022

A new report from researchers at Florida Atlantic University and Florida International University examined which housing markets nationwide are most overvalued.

‘Wealth Creation Through Housing Is Not Guaranteed': Here Are the Most Overvalued Housing Markets in America

More people are flipping homes, but they are making less of a profit.

What it takes to make money flipping homes in a crazy real estate market

The price of housing has a special importance because housing is both a basic necessity and a key component of wealth.

Econofact: Where are house prices rising the most? And why are they going up so fast?

MGM Growth Properties

Net lease REITs have underperformed in the recent past and become quite opportunistic. We believe that the fears of rising interest rates are overdone and that it's only a question of time before net lease REITs recover.

Top 3 Net Lease REIT Picks For 2022

China is facing an economic crisis after a real estate boom ended with a bang last year, according to investor George Soros.

George Soros warns that the country's troubled real estate industry could devastate its economy

PHOENIX--(BUSINESS WIRE)--Fundamental Income, a Phoenix- based net lease real estate platform, announces its Net Lease Corporate Real Estate ETF (NYSE Arca: NETL), will increase the fixed monthly dividend to $0.095 from $0.09, representing a nearly 6% increase from its current level. NETL pays a monthly dividend with a year-end distribution of any remaining unpaid cash accrued from the underlying holdings. “Increasing NETL's monthly dividend is indicative of the consistent contractual cash flow

Fundamental Income Increases Monthly Cash Dividend for the Net Lease Corporate Real Estate ETF by 6%

News for NETLease Corporate Real Estate ETF ETF (NETL)