Prologis

American Tower

Equinix

Welltower

Digital Realty Trust

Simon Property Group

Public Storage

Realty Income Corp

Crown Castle International

CBRE Group

Vanguard Real Estate ETF

VNQ tracks a market-cap-weighted index of companies involved in the ownership and operation of real estate in the United States.

SPDR Bloomberg High Yield Bond ETF

iShares iBoxx $ Investment Grade Corporate Bond ETF

Investors should re-examine any fixed income allocations in their portfolios. The traditional 60/40 portfolio looks more expensive than ever, which has created a risk-reward scenario that is in favor of other asset classes.

REITs Are Finally Ready To Be A Fixed Income Alternative

Automatic Data Processing

Cardinal Health

Kimberly-Clark

PepsiCo

Procter & Gamble

Utilities Select Sector SPDR Fund

ProShares S&P MidCap 400 Dividend Aristocrats ETF

Looking to build a portfolio that balances income and growth through your retirement? Consider these retirement stocks.

The 9 Best Retirement Stocks to Buy if You're Over 50

SPDR Dow Jones REIT ETF

Like VNQ, RWR is a relatively broad-based real estate ETF with over 100 holdings. However, unlike the very wide net cast by VNQ which includes some real estate-related non-equity REIT companies, RWR includes only equity REITs.

VNQ Vs. RWR: Broad Real Estate Index Vs. Equity REITs Only

SPDR S&P Midcap 400 ETF Trust

iShares Mortgage Real Estate ETF

SPDR S&P 500 ETF Trust

Real estate earnings season kicks off this week with more than 175 equity REITs, 40 equity REITs, and dozens of housing industry companies reporting earnings over the next five weeks. While missed rents and dividend cuts were the prevailing themes in the REIT sector in mid-2020, the vaccine-driven sector rotation has been the dominant theme over the past quarter.

REIT Earnings Preview: Rents Paid, Dividends Raised

Equity LifeStyle Properties

VanEck Mortgage REIT Income ETF

iShares Preferred and Income Securities ETF 

SBA Communications

Sun Communities

ELS, AMT, and CCI are the monsters of dividend growth. They've delivered enormous growth for years and are positioned to continue providing huge growth. Each of these REITs has a great history of driving growth in FFO per share to support growth in dividends per share.

Monsters Of REIT Dividend Growth

Medical Properties Trust

Vici Properties

W. P. Carey

We first discuss the likely pattern of price inflation in the US, whenever it occurs. We also discuss how to think about what interest rates will do in response.

Which REITs Will Survive Inflation

Cohen & Steers

iShares 7-10 Year Treasury Bond ETF

Macerich

STORE Capital

Interest rates are back on the rise and it is causing a lot of volatility in the REIT market. The common perception is that REITs underperform during times of rising interest rates.

An Important Update For REIT Investors

Apartment Income REIT Corp

Apartment Investment and Management

JPMorgan BetaBuilders MSCI US REIT ETF

Centerspace REIT

Direxion Daily Real Estate Bull 3x Shares

Direxion Daily Real Estate Bear 3x Shares

First Trust FTSE EPRA/NAREIT Developed Markets Real Estate

First Trust S&P REIT Index Fund

iShares Cohen & Steers REIT ETF

Invesco KBW Premium Yield Equity REIT ETF

Nuveen Short-Term REIT ETF

InfraCap REIT Preferred ETF

Power REIT

iShares Global REIT ETF

Schwab U.S. REIT ETF

Global X SuperDividend REIT ETF

Taubman Centers

iShares Core U.S. REIT ETF

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

CMO still trades at a large discount to projected book value. We're estimating the current price-to-book is around 0.84. That's a 16% discount. We frequently find trading opportunities in the common shares of the mortgage REITs where the market is applying different valuations to similar REITs.

Rare 16% Discount To Book Remains

Alpine Global Premier Properties Fund

CBRE Global Real Estate Income Fund

Nuveen Real Estate Income Fund

Neuberger Berman Real Estate Securities Income Fund Inc

Principal Real Estate Income Fund

Cohen And Steers Total Return Realty Fund

Cohen & Steers Reit And Preferred Income Fund Inc

Cohen & Steers Quality Income Realty Fund

"Cheap REITs Got Cheaper" was a prevailing theme of 2020. High-yield real estate ETFs and CEFs underperformed in 2020 on average, but there were a few strategies that proved resilient. High-Yield ETFs typically include a collection of misfits, outcasts, small-caps, and recent underachievers. CEFs add another dimension by utilizing leverage. Understanding the source of excess yield is essential.

High-Yield REIT CEFs And ETFs: No Free Lunch

Gladstone Commercial

Gladstone Commercial Corp 7% Cum Red Pfd Shs Series D

Postal Realty Trust

The REIT market is vast and versatile. While some offer great potential, many others aren't worth buying. In today's market, we favor a very specific type of REIT, and avoid most others.

Top REITs To Buy For 2021

VanEck J.P Morgan EM Local Currency Bond ETF

WisdomTree Continuous Commodity Index Fund

Vanguard FTSE Developed Markets ETF

Vanguard Global ex-U.S. Real Estate ETF

Vanguard Total Stock Market ETF

Vanguard FTSE Emerging Markets ETF

Vanguard US Real Estate popped 1.9% last week, the fund's strongest weekly gain since mid-November. The Global Markets Index retreated last week for the first time this year.

U.S. Property Shares Led Returns For Major Asset Classes Last Week

We regularly cover preferred shares as a way for investors to find a steady yield. They still carry risk, but less than common shares. The preferred shares from mortgage REITs can offer great opportunities. When prices get inefficient, we get nice opportunities.

Similar Shares Duel

The Vanguard Real Estate ETF is the most popular REIT ETF. Unfortunately, it invests heavily in overpriced large-cap REITs and challenged sectors.

Don't Buy The Vanguard Real Estate ETF

Big Steady Yields From These Preferred Shares

Leading REIT ETFs are highly concentrated ETFs which do not represent the US real property sector. This creates tremendous opportunity for individual investors to find bargains. In particular, apartment and office REITs are significantly under represented in ETF weightings versus their real property weighting.

Taking Advantage Of Index/ETF Distortions: Undervalued Apartment REITs

Emerging markets shares topped last week's gains for the major asset classes, based on a set of exchange-traded funds as of Friday's close. Equities in developed markets ex-US were a close second-place weekly performer.

Foreign Stocks Led Mixed Run For Global Markets Last Week

Some of the best-managed REITs have efficiently issued new equity at premium valuations. They use the cash to continue growing the portfolio in a manner that drives further returns for existing shareholders.

When Issuing Shares Drives Wealth

CoreCivic

GEO Group

Gaming and Leisure Properties

Lamar Advertising

OUTFRONT Media

SL Green Realty

Urstadt Biddle Properties

In most cases, I prefer to buy REITs than private real estate.

Why I Buy Real Estate Instead Of REITs

Real Estate Select Sector SPDR Fund

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

SPDR Dow Jones Industrial Average ETF

Invesco QQQ

Stocks and index ETFs are plummeting on Monday, to commence the first trading day of 2021, after reaching new highs last year, in a tumulutuous but lucrative year for stock investors. After hitting a record high at the open, the Dow Jones Industrial Average tumbled 620 points, or 2.05%, while the S&P 500 fell 1.9%, [.

Stock ETFs Struggle on First Trading Day of 2021

Alexandria Real Estate Equities

First Industrial Realty Trust

Federal Realty Investment Trust

Invitation Homes

Kilroy Realty

Life Storage

Mid-America Apartment Communities

This is a review of my top REITs for 2020 and my top REITs for 2021. In 2020 my REIT picks performed inline with VNQ.

Top 10 REITs For 2021

Alerian MLP ETF

VanEck Vectors BDC Income ETF

Flaherty & Crumrine Dynamic Preferred & Income Fund

Cohen & Steers Closed-End Opportunity Fund

John Hancock Preferred Income Fund

Nuveen Preferred & Income Securities Fund

You can fund your retirement in many ways. Low rates are like an annoying roommate, they aren't going away.

Light Up 2021 With The Power Of Dividends

Investors frequently have questions about ex-dividend dates. This should be one of the simplest parts of investing, yet investors are often starved for information.

Ex-Dividends Should Be Easy

Can we income seekers safely get back into REITs next year?

21 REITs For 2021: What To Buy, Hold And Sell

News for Vanguard Real Estate ETF ETF (VNQ)