Welltower

Public Storage

Extra Space Storage

AvalonBay Communities

Equity Residential

Ventas

Alexandria Real Estate Equities

Invitation Homes

Essex Property Trust

Mid-America Apartment Communities

iShares Residential Real Estate ETF

REZ tracks a market cap-weighted index of US residential, health care, and specialized REITs.

JPMorgan BetaBuilders MSCI US REIT ETF

Fidelity MSCI Real Estate ETF

iShares Cohen & Steers REIT ETF

iShares U.S. Real Estate ETF

SPDR Dow Jones REIT ETF

Schwab U.S. REIT ETF

iShares Core U.S. REIT ETF

Vanguard Real Estate ETF

Real Estate Select Sector SPDR Fund

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

Vanguard Global ex-U.S. Real Estate ETF

You don't need to buy individual REITs to benefit from their growth and income potential.

3 Rock-Solid REIT ETFs for Generational Wealth Creation

Inflation appears to be easing in the US, and there are many reasons to be optimistic about the economy. While the market has perhaps not acknowledged, but heard the Fed talk about a longer rate cycle, we worry that China recovering could actually lengthen things further.

REZ Could Get Hit By Rate Cycles Lasting Longer Than Expected

Home Appreciation US REIT ETF

The non-traded REIT industry has made news in recent years due to the large sums of retail investor capital which has poured into the space. Investors have several ways of owning publicly traded REITs.

Traded Vs. Non-Traded REITs

First Trust S&P REIT Index Fund

Hoya Capital Housing ETF

iShares U.S. Home Construction ETF

Janus Henderson U.S. Real Estate ETF

Invesco KBW Premium Yield Equity REIT ETF

Direxion Daily Homebuilders & Supplies Bull 3X Shares

Invesco Dynamic Building & Construction ETF

Invesco Active US Real Estate

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

American Homes 4 Rent

Tricon Residential

There was a fair degree of commonality amongst the three single-family rental (SFR) REITs this past reporting season. Higher operating expenses impacted the SFR industry in similar ways as the line item affected the broader rental housing sub-sectors.

Single Family Rental REITs: Operating Expenses Are Up, But Business Still Performing

Strategic Residential & Apartment Real Estate ETF

Virtus Real Asset Income ETF

iShares International Developed Property ETF

Pressured by the broader housing cooldown, Apartment REITs have been among the weaker-performing property sectors over the past quarter despite achieving record-setting rent growth throughout the summer. While the era of 20% rent increases on new leases is over, there remains significant “embedded” rent growth in below-market renewals that should power impressive FFO growth into 2023.

Apartment REITs: From Record Rents To Rent Control

Invesco S&P 500 Equal Weight Real Estate ETF

Pacer Benchmark Industrial Real Estate SCTR ETF

Invesco Real Assets ESG ETF

Janus Henderson Mortgage-Backed Securities ETF

First Trust Low Duration Opportunities ETF

iShares MBS ETF

VanEck Mortgage REIT Income ETF

NETLease Corporate Real Estate ETF

Nuveen Short-Term REIT ETF

US Diversified Real Estate ETF

iShares Global REIT ETF

ALPS Active REIT ETF

IQ US Real Estate Small Cap ETF

SPDR Portfolio Mortgage Backed Bond ETF

Global X SuperDividend REIT ETF

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

We just had the latest Fed meeting where Chairman Powell remained steadfast in the fight against inflation. We believe that the Fed will have reason to turn or stop rate increases quite soon as supply side pressures are easing.

REZ's Medium Term Is A Question Of Rates

Camden Property

Equity LifeStyle Properties

Sun Communities

Let's shed some light on the balance sheet characteristics of the top 10 holdings (constituting roughly 70% of the total portfolio) within HAUS. The coastal apartment companies within the top 10 represent just over 32% of the portfolio, and all four names have investment grade credit ratings of BBB+/Baa1 or higher.

Residential REITs: Balance Sheets Built To Last

The pandemic caused a surge in household formation, driven in part by remote work and low-interest rates. This is likely to result in an extended period of weak growth in the number of households, with a flow-through impact on the rest of the economy.

Accelerated Household Formation Could Result In A Protracted Downturn

Smaller scale real estate and real estate related to C can be interesting in an environment like ours. Office REITs are still a dangerous zone. Don't count out WFH's staying power.

REZ Isn't My Favourite Set Of REITs

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

The National Association of Realtors blamed the decline on poor housing affordability.

Housing ETFs Stay Depressed Amid Falling Sales

Hoya Capital High Dividend Yield ETF

REITs can play critical roles in a long-term focused investment portfolio. We discuss some of the best REIT ETFs to buy now depending on your chosen portfolio strategy.

8 REIT ETFs to Buy Now

Home sales fell for the third-straight month in April.

Housing ETFs Cool Off With Home Sales

ProShares Short Real Estate

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

Signs of weakness have emerged in the housing market.

REZ: The Rent Has Come Due

Apple

Ethan Allen Interiors

Alphabet

Microsoft

Williams-Sonoma

We discuss the outlook for real estate markets.

Best Stocks & ETFs to Play the Hot Housing Market

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

More people are flipping homes, but they are making less of a profit.

What it takes to make money flipping homes in a crazy real estate market

The price of housing has a special importance because housing is both a basic necessity and a key component of wealth.

Econofact: Where are house prices rising the most? And why are they going up so fast?

China is facing an economic crisis after a real estate boom ended with a bang last year, according to investor George Soros.

George Soros warns that the country's troubled real estate industry could devastate its economy

This article is reprinted by permission from The Escape Home , a newsletter for second homeowners and those who want to be. Subscribe here.

The Escape Home: Here's what real estate agents say to expect about the market in 2022

Residential real estate investment trusts-related exchange traded funds could continue to outperform as rents rise at record rates and many Americans are forced to rent for longer in a pricey housing market environment. Rental building owners have capitalized on strong apartment demand over the coronavirus pandemic.

News for iShares Residential Real Estate ETF ETF (REZ)