Prologis

American Tower

Equinix

Welltower

Digital Realty Trust

Simon Property Group

Public Storage

Realty Income Corp

Crown Castle International

CBRE Group

ProShares Ultra Real Estate

URE provides 2x leveraged exposure to a market-cap-weighted index of large US real estate companies, including REITs.

URE provides 2x leveraged exposure to a market cap-weighted index of large US real estate companies, including REITs.

Alexandria Real Estate Equities

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

Healthcare Realty Trust Inc

iShares Cohen & Steers REIT ETF

iShares U.S. Real Estate ETF

Nuveen Real Estate Income Fund

Invesco KBW Premium Yield Equity REIT ETF

LTC Properties

Medical Properties Trust

National Health Investors

Neuberger Berman Real Estate Securities Income Fund Inc

Omega Healthcare Investors

US Diversified Real Estate ETF

Invesco Active US Real Estate

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

Sabra Health Care

Schwab U.S. REIT ETF

Seven Hills Realty Trust

ProShares UltraShort Real Estate

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

iShares Core U.S. REIT ETF

Vanguard Real Estate ETF

Ventas

Real Estate Select Sector SPDR Fund

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

Armada Hoffler Properties

EPR Properties

Federal Realty Investment Trust

Global Medical REIT

Virtus Real Asset Income ETF

REITs are trading at the lowest valuation in years. Yet, few seem to be buying them due to fears of rising rates.

Important Warning To REIT Investors

CubeSmart

Extra Space Storage

Life Storage

National Storage Affiliates Trust

Global Self Storage

Self-Storage REITs have defied expectations to the upside as comprehensively as any real estate sector since the start of the pandemic, delivering earnings growth of over 50% since 2019. Incremental storage demand is driven by change- particularly home moving rates and household formations. Surging mortgage rates have had a "lock-in" effect among existing homeowners while also pricing-out new formations.

Storage REITs: Locked-In And Sticky

Airbnb

Ashford Hospitality Trust

Apple Hospitality REIT

Choice Hotels Int.

Chatham Lodging Trust

Hyatt Hotels

Hilton Worldwide Holdings

Host Hotels & Resorts

Hersha Hospitality Trust Class A

Marriott

Pebblebrook Hotel Trust

Park Hotels & Resorts

Sunstone Hotel Investors

Sotherly Hotels

Service Properties Trust

Xenia Hotels & Resorts

Hotel REITs have held up surprisingly well throughout the recent market turmoil and remain one of the top-performing property sectors this year following a solid summer of operating performance. Several years of pent-up leisure demand from COVID delays helped to offset a slow business travel recovery. STR recently reported that profitability levels were above 2019 levels throughout the summer.

Hotel REITs: Winter Is Coming

Today, you have a “once in a decade” chance to win big with REITs. REITs have dropped heavily despite enjoying strong fundamentals.

This Is Your Once-In-A-Decade Chance To Win Big

W. P. Carey

The REIT crash is largely related to rapidly rising interest rates. Market pundits have a variety of theories suggesting REITs are susceptible to interest rates.

REITs Got Clobbered: Examining The Bear Thesis

Aurora Cannabis

AFC Gamma

Canopy Growth

Amplify Seymour Cannabis ETF

Cronos Group

Curaleaf Holdings, Inc.

GrowGeneration Corp

Hydrofarm Holdings Group

Innovative Industrial Properties

Amplify Alternative Harvest ETF

AdvisorShares Pure US Cannabis ETF

NewLake Capital Partners, Inc.

Global X Cannabis ETF

Power REIT

Chicago Atlantic Real Estate Finance

Scotts Miracle-Gro

Trulieve Cannabis Corp.

Tilray Brands

Cambria Cannabis ETF

Village Farms International

AdvisorShares Pure Cannabis ETF 

The previously high-flying cannabis REITs have been slammed this year on concerns over rent payment from their cannabis cultivator tenants, which have been struggling amid a plunge in wholesale cannabis prices. The 30-50% plunge in pot prices comes amid a flood of new entrants to the cannabis retail and cultivation industry and as institutional capital to multi-state operators has driven production-efficiencies.

Cannabis REITs: Too Cheap To Get High

CatchMark Timber Trust

Farmland Partners

Gladstone Land

PotlatchDeltic

Rayonier

West Fraser Timber Co. Ltd.

Weyerhaeuser

While still outperforming the REIT Index this year, timber and farmland REITs have pulled back amid cooling inflation expectations, slumping global commodity demand, and regional weather complications. A hedge on chaos? Amid indications that the Russia-Ukraine conflict may drag on indefinitely, we expect continued global market share gains for North American producers of the disrupted agricultural products.

Land REITs: Hedge Inflation - And Chaos

MicroSectors U.S. Big Banks Index -3X Inverse Leveraged ETN

Direxion Daily MSCI Mexico Bull 3X Shares

Direxion Daily Utilities Bull 3X Shares

Direxion Daily Financial Bear 3X Shares

Direxion Daily S&P Biotech Bull 3X Shares

Direxion Daily Semiconductor Bear 3x Shares

Direxion Daily 20+ Year Treasury Bull 3X Shares

Direxion Daily FTSE China Bull 3X Shares

Top Performing Levered/Inverse ETFs Last Week These were last week's top-performing leveraged and inverse ETFs. Note that because of leverage, these kinds of funds can move quickly.

Top Performing Leveraged/Inverse ETFs: 04/03/2022

Direxion Daily Industrials Bull 3X Shares

MicroSectors Gold Miners 3X Leveraged ETN

Direxion Daily S&P Biotech Bear 3X Shares

Direxion Daily Mid Cap Bull 3x Shares

Direxion Daily Homebuilders & Supplies Bull 3X Shares

Direxion Daily Retail Bull 3X Shares

Top Performing Leveraged/Inverse ETFs: 01/02/2022

In the January 2022 REIT Outlook, we assess 2021's historical calendar year total return as compared to our initial 2021 forecast, as well as provide our 2022 forecast. We were too conservative on our growth and multiple assumptions for 2021, though our bullish top end of the forecast at +19% was the highest we observed among our peers. For 2022, we expect total returns to be positive, though muted compared to 2021.

2022 Chilton REIT Forecast

CoreCivic

GEO Group

Farewell - or perhaps good riddance - to the Prison REIT sector. GEO Group announced last week that it's joining CoreCivic in abandoning the REIT structure, concluding a tumultuous 8-year run as REITs. Prison REITs were the worst-performing property sector since their REIT conversions in 2013 and consistently ranked at the bottom across performance metrics - particularly after their once-lucrative dividends were eliminated.

Prison REITs: The Verdict Is In

National Retail Properties

Historically, REITs have done the worst during times of rising interest rates and slowing economic growth. Well, it appears increasingly likely that that's what we are facing.

Very Bad News For REIT Investors

Janus Henderson U.S. Real Estate ETF

We present the top six reasons to add REITs to your portfolio today. The lack of yield around the world and in most asset classes has made REITs and other yield alternatives a ‘hot' asset class.

REITs: This Cycle Is Just Getting Started

Blackstone Group

Kimco Realty

Lamar Advertising

OUTFRONT Media

Healthpeak Properties

QTS Realty Trust

VEREIT

Weingarten Realty

Real estate earnings season kicks off this week. We'll see results from more than 175 equity REITs, 40 mortgage REITs, and dozens of housing industry companies over the next month. REITs enter second-quarter earnings season as the best-performing asset class this year with total returns over 25%. 69 equity REITs and 19 mortgage REITs have raised their dividends this year.

Short On Supply, High On Demand: REIT Earnings Preview

Eaton Vance Tax-Managed Buy-Write Income Fund

In the 12 calendar years since 1991 when inflation was less than 2%, the average return of the REITs Index was 7.4%. Returns to the REITs Index were positive in 85% of the 12-month periods when the two-year yield rose, and the average return was 15.1%, almost five percentage points higher than when the yield moved lower.

REITs, Inflation, And Rates

CareTrust REIT

Direxion Daily Healthcare Bull 3x Shares

Diversified Healthcare Trust

Healthpeak Properties Inc

Fidelity MSCI Health Care ETF

HCA Healthcare

Healthcare Trust of America

iShares Global Healthcare ETF

iShares U.S. Healthcare ETF

Janus Detr Strt Shs Long-Term Care

Invesco S&P 500 Equal Weight Health Care ETF

New Senior Investment Group

Vanguard Health Care ETF

Senior housing operators have experienced significant losses this year due to COVID-19 as well as the corresponding recession.

Senior Housing In A Pandemic: Challenges And Opportunities

UBS London ETRACS Monthly Reset 2xLeveraged ETN 2015-13.3.45 Sr Lkd to ISE Exclusively Homebldrs Idx Ser A

ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN

UBS London ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN 2015-16.10.42 Lkd to Global Mrtg REITs Indx Series B Var Rt

Credit Suisse X-Links Monthly Pay 2xLeveraged Mortgage REIT ETN

ProShares Ultra Utilities

A rate cut is a boon to rate sensitive and high-yield sectors such as utilities and real estate.

How to Go Long on Rate Sensitive Sectors With ETFs

Real estate sits among the market's top-performing sectors in 2019. Join the momentum by trading a pullback in these real estate ETFs.

Real Estate ETFs Bounce From Key Support

Investors could make a short-term bullish play on the rate-sensitive sectors as these spaces will continue to trade smoothly if interest rates remain steady or decline in future.

Leveraged Rate Sensitive ETFs in Focus Ahead of Fed Meet

UBS London ETRACS Monthly Pay 2xLeveraged MSCI US REIT Index ETN 2015-5.5.45 Sr Lkd to MSCI US REIT Index Series A Var Rt

Investors could make a short-term bullish play on the rate-sensitive sectors as these spaces will continue to trade smoothly if interest rates remain steady.

Go Long on Rate Sensitive Sectors With These ETFs

News for ProShares Ultra Real Estate ETF (URE)