Prologis

American Tower

Equinix

Welltower

Digital Realty Trust

Simon Property Group

Public Storage

Realty Income Corp

Crown Castle International

Extra Space Storage

Schwab U.S. REIT ETF

SCHH tracks a market-cap-weighted index of US real estate investment trusts, excluding mortgage REITs and hybrid REITs.

Schwab US Dividend Equity ETF

SCHD has one flaw. It has no exposure to real estate. SCHH can fill this void, but it also some issues.

SCHD Vs. SCHH: Complementary ETFs, But You Can Do Better

REITs have underperformed so far in 2024 amid a roller coaster ride in interest rates. SCHH features a low cost, high liquidity, and a new uptrend. With a decent valuation, the current pullback, caused by a rise in interest rates, is an opportunity when looking through 2025.

SCHH: The Rate-Rise Scare Is A Buying Opportunity

Dimensional US Real Estate ETF

Dimensional Global Real Estate ETF

Fidelity MSCI Real Estate ETF

iShares Cohen & Steers REIT ETF

iShares U.S. Real Estate ETF

Lennar

PotlatchDeltic

SPDR Dow Jones REIT ETF

iShares Core U.S. REIT ETF

Vanguard Real Estate ETF

Weyerhaeuser

Real Estate Select Sector SPDR Fund

Residential real estate supply is limited due to construction costs relative to NOI. In 2025 and 2026, housing will be increasingly undersupplied. The undersupply should drive up property revenues until such a point that development becomes viable.

An Inflection Point In Residential Real Estate

JPMorgan BetaBuilders MSCI US REIT ETF

Direxion Daily Real Estate Bull 3x Shares

Direxion Daily Real Estate Bear 3x Shares

First Trust S&P REIT Index Fund

Nuveen Real Estate Income Fund

Invesco KBW Premium Yield Equity REIT ETF

Neuberger Berman Real Estate Securities Income Fund Inc

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

Seven Hills Realty Trust

ProShares UltraShort Real Estate

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

ProShares Ultra Real Estate

Public REITs have benefited from a great rotation within equity markets since the end of June, with U.S. REITs returning 13.2% vs. S&P 500 3.7%. Clear evidence of a growth slowdown and moderating inflation has increased the market's conviction Fed rate cuts are imminent. REITs in sectors such as senior housing, single-family rental, cold warehouse storage, and wireless towers are a compelling opportunity with visible, defensive cash flows that offer attractive growth under a variety of economic outcomes.

Perspectives: Listed REITs - Fall Edition

Sun Communities

The Federal Reserve's rate cuts should benefit the real estate market. Lower interest rates mean lower mortgage costs for buyers and an added incentive to sell for homeowners not eager to trade in a low-rate mortgage for a higher one.

REITs on the Rise After Rate Cuts: Where to Invest Now

Schwab US REIT ETF offers exposure to real estate sector with low expense ratio, modest dividend yield, and diverse holdings strategy. The dividend yield sits at a modest 3%. However, dividend growth has historically been lacking. SCHH may benefit from future interest rate cuts as the underlying assets will be able to access debt capital at more affordable rates.

SCHH: Diverse Exposure To Real Estate But Lacks Dividend Growth

Over 200 U.S. REITs and homebuilders have reported second-quarter earnings results over the past six weeks, providing critical information on the state of the commercial and residential real estate industry. In this report, we highlight some quick incremental positives and negatives we've observed across each of the major property sectors. Next week, we'll publish our detailed "Winners & Losers" Report. Of the 96 equity REITs that provide full-year FFO guidance, 57 (59%) raised their outlook, while 13 (14%) lowered - well above the historical second-quarter average "raise rate" of 40-45%.

The REIT Comeback: Earnings Recap

We're at the halfway point of another consequential real estate earnings season, with 75 of the roughly 150 equity REITs and 19 of 38 mortgage REITs now having reported results. Amid an otherwise underwhelming earnings season across the broader equity market, REIT earnings results thus far have been materially better than anticipated, providing an added tailwind to rate-related optimism. Of the 65 equity REITs that have provided full-year guidance for Funds from Operations ("FFO"), 44 (68%) have raised their full-year outlook, while just 6 (8%) have lowered their outlook.

REIT Earnings Halftime Report

Industrial Logistics Properties

Rexford Industrial Realty

iStar Inc

REITs are surging in value right now. Some REITs have a lot more upside potential than others. Here are three types of REITs that will soar.

3 REIT Types Poised To Soar

Avantis Real Estate ETF

VanEck Office and Commercial REIT ETF

Xtrackers International Real Estate ETF

NETLease Corporate Real Estate ETF

Vanguard Global ex-U.S. Real Estate ETF

Real estate stocks have taken a hefty beating this year, with REITs having the sole distinction of being the lone S&P 500 group in the red for much of 2024 and only just turning positive last week.

Real Estate ETFs: Performance Perking Up

Virtus Real Asset Income ETF

Rate cuts have finally arrived, but why hasn't it benefitted REITs? What's needed to lift the REITs market. Why REITs are still struggling.

Why More Rate Cuts May Be Needed To Help Lift REITs

Hudson Pacific Properties

Pacer Benchmark Industrial Real Estate SCTR ETF

Summit Hotel Properties

JPMorgan Realty Income ETF

Office Properties Income Trust

OUTFRONT Media

Power REIT

iShares Residential Real Estate ETF

IQ US Real Estate Small Cap ETF

Global Self Storage

Global X SuperDividend REIT ETF

Terreno Realty

UMH Properties

Uniti Group

After a rough start to the year, REITs partially bounced back in May with a +2.51% average total return. Small-cap REITs (-0.48%) averaged a negative return in May, but micro caps (+5.09%), large caps (+4.28%) and mid caps (+3.35%) were solidly in the black. 74.03% of REIT securities had a positive total return in May.

The State Of REITs: June 2024 Edition

U.S. equity markets posted mixed performance as investors parsed a perplexing slate of employment data, showing clear signs of cooling across essentially all metrics except for the "headline" payrolls print. The BLS reported that the U.S. economy added a robust 272k jobs in May, but prior months were revised substantially lower while the twin Household Survey showed a half-million job losses. The conflicting - and perhaps erroneous - employment data delayed the expected timeline for the Federal Reserve's rate-cutting cycle, while also raising the prospects of a data-driven policy error.

Jobs Data Dilemma

American Healthcare REIT Inc

ARMOUR Residential REIT

AvalonBay Communities

Blackstone Group

Chatham Lodging Trust

iShares CMBS ETF

Camden Property

CTO Realty Growth

Easterly Government Properties

Douglas Emmett

Diversified Healthcare Trust

Ellington Financial

Equity Residential

Franklin Street Properties Corp.

Host Hotels & Resorts

InvenTrust Properties Corp

iShares MBS ETF

AG Mortgage Investment Trust

VanEck Mortgage REIT Income ETF

Medical Properties Trust

Alpine Income Property Trust

Strawberry Fields REIT Ltd

U.S. equity and bond markets staged a late-week rebound, erasing early-week declines prompted by disappointing Eurozone inflation data, after the crucial PCE inflation gauge posted its smallest increase of 2024. Posting a second week of modest declines following four-straight weekly gains, the S&P 500 finished lower by 0.4% on the week, but still notched its best month since February. Real estate equities also rebounded following steep declines in the prior week as a handful of REITs provided positive business updates ahead of the annual REITweek industry conference.

Eyes On The ECB

SBA Communications

REITs are historically cheap right now. They also offer significant tax benefits. Here are 8 REIT tax advantages that are underappreciated.

8 Surprising Reasons REITs Will Save You Big On Taxes

REIT FFO/share growth in 2023 was stalled due to increased insurance premiums and property taxes. Property taxes jumped from $170B to almost $200B in 2023, while insurance costs doubled as a percentage of revenue. Higher insurance premiums reduced FFO margins by nearly 100 basis points, impacting FFO/share growth.

Why REIT's Didn't Grow In 2023

REITs are the weakest sector in 2024, with the Real Estate Select Sector SPDR Fund ETF down 3.84% for the year. The shift in rate expectations and rally in long-term yields have contributed to the weakness, but the trend is shifting back due to softer inflation and a dovish Fed. The Schwab U.S. REIT ETF is a potential buy, offering diversification, decent returns, and a bullish pattern on its chart.

SCHH: A Solid Fund For The REIT Catch Up

Technology Select Sector SPDR Fund

Utilities Select Sector SPDR Fund

In April, inflationary pressures showed signs of easing, with the Consumer Price Index on a "core" basis rising 3.6% year over year, in line with expectations.

3 Sector ETFs to Play on Renewed Fed Rate Cut Hopes

Active managers typically underperform their passive benchmarks. REITs are an exception in which stock-picking can be lucrative. I explain why this is.

Why I'm Steering Clear Of REIT ETFs

REITs experienced a 26% drop in prices due to rising interest rates, creating opportunities for investors. Despite the overall decline, many REIT sectors, such as industrial, multifamily, and manufactured housing, showed strong FFO/share growth. The market pricing of REITs did not align with their fundamental performance, creating mispricing in sectors like retail, towers, and self-storage.

2 Years Of Gloom Have Done Interesting Things To REIT Valuation

Procter & Gamble

Vanguard High Dividend Yield ETF

REITs provide steady income with a few notable drawbacks. Dividend stocks can generate bigger long-term total returns than REITs.

REITs vs. Dividend Stocks: What's a Better Investment?

Schwab Fundamental International Large Co. Index ETF

Schwab U.S. Large-Cap Growth ETF

Schwab U.S. Large-Cap ETF

Investing in a broad swath of American companies has long been a powerful move. You might diversify your portfolio, though -- perhaps into international stocks or real estate.

5 Charles Schwab ETFs That Could Help You Retire a Millionaire

The Schwab U.S. REIT ETF has under-performed the broader market and cash since last January. The ETF's performance has been less than impressive, making a "hold" rating accurate. I recommend moving beyond passive ETF investing for Real Estate and taking a more active and/or individualized approach.

SCHH: Limited Value In Real Estate In This Macro-Environment (Rating Downgrade)

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

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

News for Schwab U.S. REIT ETF ETF (SCHH)