Annaly Capital

AGNC Investment

Starwood Property

Rithm Capital Corp

Arbor Realty Trust

Blackstone Mortgage Trust

Hannon Armstrong Sustainable Infrastructure Capital

Ladder Capital

Ready Capital Corp

Chimera Investment

VanEck Mortgage REIT Income ETF

MORT tracks a market-cap-weighted index of mortgage REITs.

Mortgage REITs are highly popular with investors looking for income. This fund seems to underperform both in terms of share price appreciation and total return.

MORT: Little Reason To Expect Strong Returns In The Future

Alpine Global Premier Properties Fund

Cambria Global Real Estate ETF

Blackstone Group

CBRE Group

Americold Realty

EastGroup Properties

Invesco S&P 500 Equal Weight Real Estate ETF

First Industrial Realty Trust

Fidelity MSCI Real Estate ETF

First Trust S&P REIT Index Fund

FlexShares Global Quality Real Estate Index Fund

Xtrackers International Real Estate ETF

Hoya Capital Housing ETF

iShares Cohen & Steers REIT ETF

iShares International Developed Real Estate ETF

CBRE Global Real Estate Income Fund

Industrial Logistics Properties

Pacer Benchmark Industrial Real Estate SCTR ETF

Indus Realty Trust Inc

iShares U.S. Real Estate ETF

Jones Lang LaSalle

Nuveen Real Estate Income Fund

Invesco KBW Premium Yield Equity REIT ETF

Lexington Realty

No slowdown here. After the worst year of performance on record in 2022, Industrial REITs have rebounded this year after earnings results showed a surprising re-strengthening of property-level fundamentals. Recent earnings results showed that demand continues to substantially outpace available supply. Rent growth reaccelerated in early-2023, with rental spreads averaging over 40%, while occupancy rates climbed to fresh record.

Industrial REITs: We Love Logistics

AGNC Investment Corp - FXDFR PRF PERPETUAL USD 25 - Ser D 1/1000th int

AGNC Investment Corp. Deposit Shs Repr 1/1000th Cum Conv Red Pfd Registered Shs Series C

New York Mortgage Trust

New York Mortgage Trust, Inc. Cum Conv Perp Red Pfd Registered Shs Series D

iShares Preferred and Income Securities ETF 

Vanguard Real Estate ETF

The big yields in these shares will draw in many investors. Huge dividend increases may be required when floating rates kick in. We're including my largest position.

5 Dividend Yields From 7% To 16%

CubeSmart

Extra Space Storage

Home Appreciation US REIT ETF

iShares U.S. Home Construction ETF

Life Storage

Direxion Daily Homebuilders & Supplies Bull 3X Shares

Neuberger Berman Real Estate Securities Income Fund Inc

National Storage Affiliates Trust

Nuveen Short-Term REIT ETF

InfraCap REIT Preferred ETF

Storage REITs are the best-performing property sector this year after lagging in late 2022, lifted by surprisingly solid earnings results and a thawing of the previously icy-cold housing market. Storage demand is driven largely by housing activity – specifically, home sales and rental market turnover - and the recent moderation in mortgage rates has eased concern of a deepening housing recession.

Storage Wars

Ellington Financial

MFA Financial

PennyMac Mortgage Investment

Wild swings in relative share prices leads to a dramatic change in relative values. Exploiting these opportunities enhances total returns and dividend income over time.

Extreme Market Failure In The Mortgage REIT Sector

iShares MSCI USA ESG Optimized ETF

iShares U.S. Treasury Bond ETF

iShares MSCI USA Quality Factor ETF

Schwab U.S. REIT 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

Alexandria Real Estate Equities

AvalonBay Communities

Camden Property

Essex Property Trust

Tired of hearing "rates up, REITs down?" Same here. There are more factors to consider. Treasury yields are falling as more investors recognize the death of inflation and call for rates to be cut by the end of the year.

Yields Plunge, REITs Crater

Broadmark Realty Capital Inc.

Dynex Capital

Big discounts to book value are delivering large dividend yields. The plunge in the market since early February created far more opportunities.

12% To 16% Dividend Yields At 17% To 64% Below Book Value

The MORT ETF provides exposure to mortgage REITs. MREITs primarily invest in mortgages and mortgage-backed securities. MREITs typically hedge interest rate exposure and provide levered returns to mortgage spreads.

MORT: 2 Headwinds Facing Mortgage REITs

Ares Capital

ARMOUR Residential REIT

Cherry Hill Mortgage

Capital Southwest

Ellington Residential Mortgage REIT

Franklin BSP Realty Trust Inc

FS KKR Capital Corp

Gladstone Investment

Golub Capital BDC

Granite Point Mortgage Trust

Invesco Mortgage Capital

Main Street Capital

MidCap Financial Investment Corp

AG Mortgage Investment Trust

Oaktree Specialty Lending

The massive beatdown in mortgage REITs and BDCs triggered a wave of upgrades. It was quite a while since we had so many bullish outlooks for the sector.

Big Opportunity For Big Yields

ACRES Commercial Realty Corp.

Jerome Powell swings a wrecking ball into the markets. Even assets that would normally benefit from higher rates are down because of economic risk.

High Yield Carnage Begins

Invesco KBW Bank ETF

VanEck Vectors Steel ETF

With an ever-growing list of similar-sounding ETFs to choose from, finding the best is an increasingly difficult task. My report shows the top-rated ETF for each sector.

How To Find The Best Sector ETFs 1Q23

Despite delivering the strongest earnings growth of any property sector in 2022, Self-Storage REITs have stumbled of late amid a post-pandemic demand normalization and pressure from elevated supply growth. Storage demand is driven largely by housing activity – specifically home sales and rental market turnover. Rental market turnover finished 2022 near historic-lows while home sales also dipped to decade-lows.

Storage REITs: Downsized Demand

Short and simple questions can be the key to unlocking promising investment or trade ideas. My technical analysis framework based on Trend Flow, Support/Resistance Location, and False Breakout Traps suggests a bearish outlook for the MORT ETF and underperformance vs the S&P 500.

Credit Spreads Flash Warning Signals On MORT (Technical Analysis)

JPMorgan BetaBuilders MSCI US REIT ETF

Invesco Real Assets ESG ETF

Janus Henderson Mortgage-Backed Securities ETF

Janus Henderson U.S. Real Estate ETF

First Trust Low Duration Opportunities ETF

iShares MBS ETF

NETLease Corporate Real Estate ETF

Invesco Dynamic Building & Construction ETF

US Diversified Real Estate ETF

Invesco Active US Real Estate

iShares Global REIT ETF

ALPS Active REIT ETF

iShares Mortgage Real Estate ETF

iShares Residential Real Estate ETF

IQ US Real Estate Small Cap ETF

SPDR Dow Jones REIT ETF

SPDR Portfolio Mortgage Backed Bond ETF

Global X SuperDividend REIT ETF

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

iShares Core U.S. REIT ETF

Vanguard Mortgage-Backed Securities ETF

SPDR S&P Homebuilders ETF

Real Estate Select Sector SPDR Fund

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

Among the highest-yielding assets in the real estate realm or otherwise, it's not surprising that mortgage real estate investment trusts (mREITs) are enduring punishment as interest rates rise this year.

Mortgage REITs Could Be Income Hideouts Amid Rising Rates

Global X Blockchain ETF

iPath Global Carbon ETN

Dividend Performers ETF

ETF Series Solutions-Carbon Etf

Kraneshares European Carbon Allowance ETF

KraneShares Global Carbon ETF

Credit Suisse S&P MLP Index ETN 

Valkyrie Bitcoin Miners ETF

Top Performing Unleveraged ETFs Last Week These were last week's top-performing ETFs. We've excluded funds that use leverage or make inverse bets on their underlying assets.

This Week's Top Performing ETFs: 10/30/2022

Apollo Commercial Real Estate Finance

Along with most of the market, these top mortgage REITs to buy have been trounced. Most of this can be traced back to rising interest rates.

7 Mortgage REITs to Dig Out of the Dumpster Fire

mREITs focus on leveraged mortgage investments and are extremely high-yielding securities. MORT is an mREIT index ETF, providing cheap, diversified exposure to said asset class.

MORT: mREIT Index ETF, Fully-Covered 13.4% Dividend Yield, Excessive Risk

Alerian MLP ETF

InfraCap MLP

VanEck Vectors BDC Income ETF

Global X SuperDividend US ETF

Invesco KBW High Dividend Yield Financial ETF

Global X MLP ETF

Invesco S&P SmallCap High Dividend Low Volatility ETF

U.S. equity ETFs exposed to highest yield are beating broader markets.

Dividend ETFs Ease the Pain of a Down Year

Pending home sales in the U.S. declined a whopping 8.6% in June from the month prior as the red-hot housing market cools down, but ETFs focused on housing appear on track to continue to outperform the broader real estate sector.

Housing ETFs Hold As Pending Home Sales Tumble

ProShares Short Real Estate

Virtus Real Asset Income ETF

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

VanEck Vectors Agribusiness ETF

VanEck Vectors Oil Services ETF

VanEck Merk Gold Trust

VanEck Inflation Allocation ETF

With high inflation persisting, a clear lesson is emerging for investors: It takes a variety of assets to buffer a portfolio against rising consumer prices. Those include commodities, real estate, and Treasury Inflation Protected Securities (TIPS), among others.

When Fighting Inflation, Diversification Matters

With an almost 9% dividend yield, the VanEck Vectors Mortgage REIT Income ETF appears attractive to many income-oriented investors.

MORT And The Macro Credit Cycle

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

News for VanEck Mortgage REIT Income ETF ETF (MORT)