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.

Vanguard Real Estate ETF

This is an update to an article we published on the REIT sector about 1 year ago. The article uses the Schwab U.S. REIT ETF and the Vanguard Real Estate ETF to represent the REIT sector. This update article will upgrade our ratings on both funds from “HOLD” to “BUY”.

SCHH And VNQ: Ratings Upgraded To Buy

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

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

SPDR Dow Jones REIT ETF

Seven Hills Realty Trust

ProShares UltraShort Real Estate

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

ProShares Ultra Real Estate

iShares Core U.S. REIT ETF

A lot of investors appear to think that REITs will drop lower. They believe that their valuations aren't low enough. Do they have a point? We take a closer look and issue a warning to those REIT investors who are trying to time the market.

Important Warning For REIT Investors

Alexandria Real Estate Equities

AvalonBay Communities

EastGroup Properties

Mid-America Apartment Communities

Whitestone REIT

The ways in which higher interest rates hurt commercial real estate and the REITs that own it are obvious and well known. But the ways in which higher interest rates paradoxically benefit REITs in the long run are less well known.

Fed Rate Hikes Create Short-Term Pain But Long-Term Gain For REITs

Ashford Hospitality Trust

Diversified Healthcare Trust

Invesco S&P 500 Equal Weight Real Estate ETF

Franklin Street Properties Corp.

Goldman Sachs Future Real Estate And Infrastructure Equity ETF

Home Appreciation US REIT ETF

Pacer Benchmark Industrial Real Estate SCTR ETF

Janus Henderson U.S. Real Estate ETF

NETLease Corporate Real Estate ETF

Nuveen Short-Term REIT ETF

Office Properties Income Trust

PotlatchDeltic

Strategic Residential & Apartment Real Estate ETF

iShares Residential Real Estate ETF

Hoya Capital High Dividend Yield ETF

ETFB Green SRI REITs ETF

IQ US Real Estate Small Cap ETF

iStar Inc

SL Green Realty

Global X SuperDividend REIT ETF

Virtus Real Asset Income ETF

WisdomTree New Economy Real Es

Real Estate Select Sector SPDR Fund

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

Alerian MLP ETF

iShares Core High Dividend ETF

iShares National Muni Bond ETF

SPDR S&P Dividend ETF

Vanguard Tax-Exempt Bond Index ETF

Global X S&P 500 Covered Call ETF

Understanding how ETF distributions are categorized can alleviate a lot of hassle and potential headaches come tax season. ETF distributions are varied, as are their tax treatments, and there are several exceptions to each category.

Understanding ETF Distributions: An Investor's Guide

Invesco DB Agriculture Fund

VanEck Vectors Agribusiness ETF

Industrial Select Sector SPDR Fund

The Colorado River is now at the point where it cannot provide the required level of water for the 7 states that rely on it. This is a significant macroeconomic event that negatively changes the economic picture for both producers and consumers in these 7 states.

The Colorado River Water Shortages: What They Mean For Investors Long-Term

Apple Hospitality REIT

Brookfield Asset Management

CBL & Associates Properties

Cousins Properties

Innovative Industrial Properties

Macerich

With recent distress across office markets seizing the headlines, Mall REITs are no longer the "Problem Child" of the REIT sector, particularly after weaker players and lower-tier malls closed shop. Following three years of rental rate and occupancy declines, the supply-demand dynamic has recently favored retail landlords, rewarding many retail REITs with some long-elusive pricing power.

Mall REITs: Only The Strong Shall Survive

Is real estate back in play for ETF investors? Recent ETF flows data, backed by a surge in pending home sales, suggests that mortgage rate issues may have leveled off and that the tight supply of housing in the U.S. may have reinvigorated the asset class and real estate investment trusts (REITs).

Play REIT Rebound With Active, Passive Real Estate ETFs

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

iShares MSCI USA ESG Optimized ETF

iShares U.S. Treasury Bond ETF

VanEck Mortgage REIT Income ETF

iShares MSCI USA Quality Factor ETF

ProShares Ultra VIX Short-Term Futures ETF

Vanguard Dividend Appreciation ETF

Vanguard Total Stock Market ETF

iPath S&P 500 VIX Short-Term Futures ETN Class A

Tried to buy a house lately? You wouldn't be the only one – despite buyers waving goodbye to 3% and even 4% mortgage rates that were available over the last three years or so, pending home sales have surged.

Equities ETFs Tumble, Real Estate ETFs Flow Back Up

REITs are popular with income investors because of their high dividend yields. They are also an asset for growth investors because the market value of REITs increases as their assets. Schwab U.S. REIT ETF is an ETF with an exposure to 128 American REITs.

SCHH: Buy The Correction, 3 Must-Have REITs To Own

The dip in the Schwab U.S. REIT ETF's share price does not appear to be a buying opportunity because the real estate sector is expected to perform poorly in 2023. Risk factors such as the banking crisis, rising interest rates, and the impending recession have yet to fully impact the financial and share price performance of real estate companies.

SCHH: Tough Time Ahead

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

Blackstone Group

iShares CMBS ETF

Indus Realty Trust Inc

Life Storage

iShares MBS ETF

Amid intensifying concerns over the potential fallout from several major tech-focused bank failures, this report examines high-level REIT fundamentals to chart the likely path forward for the real estate industry. Real estate equities have been slammed particularly hard as investors draw parallels to the early stages of the 2008 financial crisis when locked-up credit markets created a cascade of distress.

This Time Is Different

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

Certain businesses are better than others at a strategic level. A good underlying strategy is essential to long-term profitability.

Determining The Viability Of A REIT's Business Model

Vanguard Total World Bond ETF

Invesco QQQ

Vanguard S&P 500 ETF

Vanguard High Dividend Yield ETF

Build a portfolio with ETFs to comfortably enjoy your golden years.

These 5 ETFs Are a Retiree's Best Friends

The market as a whole performed poorly last year, this is well known. What is surprising is how much worse Real Estate did by comparison. SCHH was part of this drawdown. The reality is that rapidly rising rates can hurt the Real Estate sector, but its long-term relation with higher rates is actually mixed.

SCHH: Bottom-Feeding With Real Estate

Schwab U.S. REIT ETF invests primarily in specialized real estate investment trusts, residential REITs, retail REITs, and industrial REITs. Under the current economic condition, specialized REITs and industrial REITs have performed much better than other REITs. The top holdings of SCHH have performed quite well over the long run, and despite a low yield, the fund has consistently generated high total returns.

SCHH: Generating Steady Long-Term Returns, Investing In The Right REITs

Although the change in public REIT equity prices over the past 12 months would not suggest it, 2022 actually saw earnings growth arrive above our initial expectations. We forecast total returns for REITs in 2023 to be between +8% to +12%.

2023 Chilton REIT Forecast

Buying individual REITs and diversifying holdings is a challenge for the average investor buying individual stocks. Closed-end funds and exchange-traded funds are a great way to make sure you are building a balanced portfolio.

RNP Vs. VNQ Vs. SCHH: Which REIT Fund Should You Hold?

Hoya Capital Housing ETF

iShares U.S. Home Construction ETF

Direxion Daily Homebuilders & Supplies Bull 3X Shares

Invesco Dynamic Building & Construction ETF

iShares Mortgage Real Estate ETF

SPDR S&P Homebuilders ETF

If I had to distill my current macro outlook down into a sentence or two it would be “watch everything housing related”. The CPI is still showing rents rising.

3 Things I Think I Think - Housing Risks

Pennsylvania Real Estate Investment Trust

Tanger Factory Outlet Centers

Seritage Growth Properties

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

Invesco Real Assets ESG ETF

Janus Henderson Mortgage-Backed Securities ETF

First Trust Low Duration Opportunities ETF

SPDR Portfolio Mortgage Backed Bond ETF

Vanguard Mortgage-Backed Securities 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

Healthcare Realty Trust Inc

LTC Properties

Medical Properties Trust

National Health Investors

Omega Healthcare Investors

Sabra Health Care

Ventas

Healthcare REITs have lagged over the past quarter as sharply higher labor costs, a sluggish post-COVID recovery in patient volumes, and the waning of government fiscal support have pressured operators. Hospital operators have been slammed particularly hard as elective surgeries continue to be either delayed or pushed to outpatient facilities, amplifying a broader industry shift towards low-cost healthcare settings.

Healthcare REITs: Staffing Shortage Stumble

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