Neuberger Berman Real Estate Securities Income Fund Inc

Neuberger Berman Real Estate Securities Income Fund, Inc. operates as closed-end investment fund or investment trust company. Its objective is to seek capital appreciation and current income. The company was founded on August 28, 2003 and is headquartered in New York, NY.

JPMorgan BetaBuilders MSCI US REIT ETF

Direxion Daily Real Estate Bull 3x Shares

Direxion Daily Real Estate Bear 3x Shares

Fidelity MSCI Real Estate ETF

First Trust S&P REIT Index Fund

iShares Cohen & Steers REIT ETF

iShares U.S. Real Estate ETF

Nuveen Real Estate Income Fund

Invesco KBW Premium Yield Equity REIT ETF

US Diversified Real Estate ETF

Invesco Active US Real Estate

ALPS Active REIT ETF

ProShares Short Real Estate

Cohen And Steers Total Return Realty Fund

Cohen & Steers Reit And Preferred Income Fund Inc

Cohen & Steers Quality Income Realty Fund

SPDR Dow Jones REIT ETF

Schwab U.S. REIT ETF

Seven Hills Realty Trust

ProShares UltraShort Real Estate

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

How REITs have fared through high interest rate environment. Takeaways from REITs earnings season so far. When rate cuts do come, some REIT sectors may stand to benefit.

Why Lower Rates Could Lead To Opportunities In REITs This Year

ProShares Ultra Real Estate

iShares Core U.S. REIT ETF

Vanguard Real Estate ETF

The yield on 10-year Treasury Inflation-Protected Securities TIPS fell significantly from ~2.5% to ~1.7% in the last two months of 2023. How does this affect real estate? As long-lived, fixed assets with inflation-protective characteristics, quality real estate can be viewed as an equivalent to TIPS plus a risk premium.

An Opportunity For REITs To Shine In 2024

Alpine Global Premier Properties Fund

CBRE Group

Cohen & Steers

CBRE Global Real Estate Income Fund

Principal Real Estate Income Fund

Vanguard Global ex-U.S. Real Estate ETF

REIT closed-end funds, or CEFs, are offering historically high dividend yields. Some yield as much as 14% right now. Is this an opportunity? We highlight various REIT CEFs and explain which is our favorite today.

Earn Up To 14% Dividend Yield From REIT CEFs

Neuberger Berman Real Estate Securities Income Fund offers an 11.11% yield, higher than most other closed-end funds, which could be due to concerns about the real estate sector. The fund's share price is up 12.33% since August 2023, outperforming the S&P 500 Index and iShares U.S. Real Estate ETF. The fund has increased its weighting to office buildings over the past few months, which is curious because these are the buildings at the center of the real estate carnage.

NRO: Maintaining Hold Rating, But This CEF's Distribution Is Looking Challenged

AGNC Investment

Boston Properties

Crown Castle International

iShares CMBS ETF

Dynex Capital

Equity LifeStyle Properties

Empire State Realty Trust

Jones Lang LaSalle

iShares MBS ETF

Medical Properties Trust

Orchid Island Capital

U.S. equity markets notched another week of gains after a busy slate of economic data and corporate earnings results were broadly consistent with a "soft landing" trend for the domestic economy. Ahead of the Federal Reserve's first policy meeting of 2024, the FOMC's favored inflation gauge - Core PCE - showed a "2-handle" for the first time in nearly two years. Notching a series of record highs through the week, the S&P 500 advanced 1.2%, extending its impressive rally since late October to 12 of the past 13 weeks.

Fed Looms As Earnings Begin

After lagging equities for the past two years, REITs offer an attractive investment opportunity in 2024. Peaking or falling yields have historically been a catalyst for strong REIT market outperformance.

2024 Listed REITs Outlook

American Tower

Prologis

Real estate earnings season kicked into gear this week, and over the next month, we'll hear results from 175 equity REITs, 40 mortgage REITs, and dozens of housing industry companies. The sector with perhaps the most to gain from moderating inflation and a normalization in Fed monetary policy, REITs enter earnings season with upside momentum after a dismal eighteen-month stretch. Sentiment and macroeconomic conditions have improved significantly in the past quarter, fueled by several months of encouraging inflation data pointing once again towards a "soft landing" for the domestic economy.

REIT Earnings Preview: Animal Spirits Revived?

Don't buy into the fear around office real estate investment trusts (REITs). Truth is, this is our moment to buy strong REIT dividends.

This 11% Dividend Is A Top January 2024 Buy

CubeSmart

Extra Space Storage

National Storage Affiliates Trust

Public Storage

Global Self Storage

Self-Storage REITs delivered incredible growth early in the pandemic driven by surging housing market activity, but have been victims to their own success of late amid a supply-driven cooldown. Robust double-digit rent growth and relatively low operational barriers to entry prompted a wave of new development, with a roughly 12% expansion in total supply expected between 2022 and 2024. This supply boom - twice the magnitude of the multifamily sector - has reignited fierce "storage wars" between competing facilities, which has led to double-digit dips in new lease rates since mid-2022.

Storage REITs: Victims Of Own Success

Apartment Income REIT Corp

AvalonBay Communities

Clipper Realty

Camden Property

Centerspace REIT

Elme Communities

Equity Residential

Essex Property Trust

Independence Realty Trust

Mid-America Apartment Communities

NexPoint Residential Trust

Apartment REITs were among the weakest-performing property sectors for a second-straight year in 2023 - lagging even the battered office sector - despite delivering another year of mid-single-digit earnings growth. Following two years of record-setting rent growth, residential rents decelerated in 2023 alongside a broader cooling of inflationary pressures, with multifamily rents seeing a particularly sharp cooldown amid supply headwinds. The wave of pandemic-era development - started at a time when rents were rising double-digits - resulted in a record year of new deliveries in 2023 with similarly elevated supply levels.

Apartment REITs: A Renter's Market

Arlington Asset Investment

Arbor Realty Trust

ACRES Commercial Realty Corp.

Apple Hospitality REIT

Alexandria Real Estate Equities

Builders FirstSource

COPT Defense Properties

Americold Realty

Ellington Financial

Invesco Mortgage Capital

Annaly Capital

U.S. equity markets notched a fifth-straight week of gains as benchmark interest rates continued a decisive retreat after economic data and comments from Fed officials fueled bets on a pending pivot. Advancing for a fifth-straight week since dipping into "correction territory" at the end of October, the S&P 500 gained another 0.8% on the week, while Mid-Caps and Small-Caps gained 2%. Lifted by the rate retreat, real estate equities were again the leaders this week. The Equity REIT Index rallied 5.0% this week, extending their rebound since late-October to nearly 20%.

Pivot Pending

Cambria Global Real Estate ETF

First Trust Alerian Disruptive

Xtrackers International Real Estate ETF

iShares International Developed Real Estate ETF

Nuveen Real Asset Income & Growth Fund

iShares Global REIT ETF

REIT index performance can be a leading indicator for the asset class as a whole. Our latest Asset Allocation recorded a strong quarter for listed real estate, showing signs of long-awaited resurgence. REITs send encouraging signals. A deeper analysis of sectoral returns since the Great Financial Crisis reveals no clear pattern, vindicating broad sectoral exposure.

Listed Real Estate: Searching For Positive Signals While Reviewing The Case For REITs

Brookfield Asset Management

Blackstone Group

Major private equity groups are investing in the REIT sector. They are buying apartment REITs at 60-70 cents on the dollar. So am I and here's why.

I Am Buying Apartment REITs Hand Over Fist

Cherry Hill Mortgage

CTO Realty Growth

Digital Realty Trust

EastGroup Properties

Federal Realty Investment Trust

Gaming and Leisure Properties

Kimco Realty

AG Mortgage Investment Trust

Realty Income Corp

U.S. equity markets continued their November rally into the Thanksgiving week, while benchmark interest rates held steady around two-month lows as investors weighed easing geopolitical tensions alongside mixed economic data. Gaining for a fourth straight week since dipping into "correction territory" at the end of October, the S&P 500 gained another 1.0% this week, while the tech-heavy Nasdaq 100 advanced 0.9%. Following a nearly 5% surge in the prior week, real estate equities also finished modestly higher this week. The Equity REIT Index advanced another 0.8%, but Mortgage REITs slipped 0.2%.

A November To Remember

Ellington Residential Mortgage REIT

Lument Finance Trust

U.S. equity markets extended their rebound to a third-straight week as benchmark interest rates dipped on economic data and corporate earnings reports showing a more distinct cooldown in economic activity. Gaining for a third-straight week and extending its rebound to nearly 10% since dipping into "correction territory" at the end of October, the S&P 500 gained another 2.4% this week. Lifted by the retreat in benchmark interest rates, real estate equities have roared back to life over the past three weeks. Equity REITs and Mortgage REITs each gained another 4.7%.

Disinflation Is Back

The S&P 500 has massively outperformed REITs in recent years. But we expect this outperformance to soon reverse. I explain why I expect REITs to easily beat the S&P 500 going forward.

Why REITs Will Likely Pummel The S&P 500

Neuberger Berman Real Estate Securities Income Fund Inc is a REIT common and preferred equity CEF. The fund has outperformed its peers in 2023 but has still posted a negative total return so far this year. The fund's 14% yield is unsupported, with a high ROC utilization. Unless the wider markets recover in the next few months expect a cut here.

NRO: Not Yet Time For This REIT CEF Despite Its -14% Discount

Why Warren Buffett And Charlie Munger Don't Like REITs But You Should

REITs are currently facing widespread dislike among investors. The negative sentiment towards REITs is due to the high-interest rates. I explain why I believe that most investors are misguided and highlight some opportunities to consider.

Urgent Warning To REIT Investors

Amidst the bearish sentiment towards real estate, a compelling opportunity to own REITs has emerged. The deeply discounted REIT market has largely priced in the challenges for real estate of higher rates and tighter credit markets. Areas of concern for real estate - office properties or too much leverage - are well-contained in public REIT markets. REITs generally possess high-quality balance sheets and have minimal exposure to traditional office space.

Opportunities In Listed REITs Today

The Neuberger Berman Real Estate Securities Income Fund Inc provides a high level of current income and acts as a store of wealth against inflation. The fund's portfolio consists primarily of common stock and preferred securities, which offer higher yields than other investments. The fund has a low exposure to the struggling commercial office sector and employs leverage to boost its effective yield.

NRO: Real Estate At A Discount With A Very High Yield

NAREIT has developed a financial metric called Funds From Operations, or FFO, that investors in REITs can use to better evaluate their financial performance. Dividend income plays a big role in why investors would seek to own stocks in REITs. What makes the FFO information valuable to investors is its correlation with the dividends paid out by REITs.

Connecting FFO To DPS For REITs

I hold a significant allocation towards quality REITs. In this article, I share my bullish thesis for investing in the sector. I also highlight catalysts that could take quality REITs to new all-time highs in as little as 12 months.

My Bullish REIT Thesis And Catalysts That Could Take Us To New ATHs

Apple

Amazon

AST SpaceMobile

Altice USA

Charter Communications

Comcast

DigitalBridge Group

DISH Network

Cell Tower REITs have been the weakest-performing property sector since the start of 2022 - lagging even the battered office sector - amid a telecommunications industry-wide slump inflamed by tight monetary conditions. Cellular carriers have curbed their capital-intensive network expansion plans in recent quarters following a significant wave of investment and tower equipment upgrades from 2019-2022 to deploy nationwide 5G networks. The latest selloff was intensified by an expose alleging that century-old abandoned phone lines owned by AT&T and Verizon are leaching toxic lead into drinking water, potentially requiring costly remediation.

Cell Tower REITs: Toxic Telecom?

KKR Real Estate Finance Trust

Life Storage

Healthpeak Properties

Regency Centers

iShares Mortgage Real Estate ETF

Real estate earnings season kicks into gear this week, and over the next month, we'll hear results from 175 equity REITs, 40 mortgage REITs, and dozens of housing industry companies. Real estate equities - the sector with perhaps the most to gain from a moderation in inflation and normalization in Fed monetary policy - enter earnings season with wind in their sails. Obscured by macro headwinds, REITs delivered a solid first quarter of earnings results fueled by buoyant rent growth. This report discusses the major high-level themes we'll be watching across second quarter results.

REIT Earnings Preview: Here's What We're Watching

News for Neuberger Berman Real Estate Securities Income Fund Inc ETF (NRO)