Prologis

Equinix

Welltower

Digital Realty Trust

Simon Property Group

Public Storage

Realty Income Corp

Extra Space Storage

Iron Mountain

AvalonBay Communities

iShares Core U.S. REIT ETF

USRT tracks a market-cap-weighted index of US-listed REITs. It excludes mortgage, timber and infrastructure REITs.

The Real Estate sector, including REITs, is currently undervalued compared to other sectors. The iShares Core U.S. REIT ETF offers a cost-effective way to access a diversified portfolio of domestic REITs. USRT has underperformed the S&P 500 and faces challenges due to a weak dividend payout and poor price action.

USRT: Wait For Better Momentum And Relative Strength

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

Schwab U.S. 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

Vanguard Real Estate ETF

Amidst the bearish sentiment towards real estate, a compelling opportunity to own REITs has emerged. The deeply discounted REIT market has largely priced in the challenges for real estate of higher rates and tighter credit markets. Areas of concern for real estate - office properties or too much leverage - are well-contained in public REIT markets. REITs generally possess high-quality balance sheets and have minimal exposure to traditional office space.

Opportunities In Listed REITs Today

I hold a significant allocation towards quality REITs. In this article, I share my bullish thesis for investing in the sector. I also highlight catalysts that could take quality REITs to new all-time highs in as little as 12 months.

My Bullish REIT Thesis And Catalysts That Could Take Us To New ATHs

iShares Mortgage Real Estate ETF

Data extracted from all of VettaFi's digital properties from the data and analytics tool Explorer indicate that investor interest in real estate ETFs has remained steady in the past three months. VettaFi's LOGICLY tool allows us to examine some of the leading ETFs in the U.S. real estate space.

Real Estate ETFs: The Top Funds in the Sector

InfraCap MLP

Advisorshares Hotel ETF

Advisorshares Restaurant ETF

Fidelity MSCI Energy Index ETF

Fidelity MSCI Financials Index ETF

Gabelli Financial Services Opportunities ETF

Invesco Dynamic Media ETF

Invesco S&P SmallCap Consumer Staples ETF

Invesco S&P SmallCap Financials ETF

Invesco S&P SmallCap Materials ETF

Invesco S&P 500 Equal Weight Communication Services ETF

Spear Alpha ETF

SPDR S&P Aerospace & Defense ETF

SPDR S&P Health Care Equipment ETF

I leverage my firm's data to identify three red flags you can use to avoid the worst ETFs.

How To Avoid The Worst Sector ETFs 3Q23

Allow me to utilize 2 overused quotes: Buy when there is blood in the streets. Be greedy when others are fearful.

Peak Bear Has Arrived In Real Estate

90% of USRT's investments are made in five sectors - specialized REITs, industrial REITs, retail REITs, residential REITs and healthcare REITs. Price growth generated by industrial & specialized REITs is getting offset by residential and retail REITs. Price growth of healthcare REITs is not stable. USRT has been able to deliver a consistent yield of 3 to 4 percent, irrespective of the economic scenario, but its total return has been disappointing.

USRT: Diversified Equity REIT Fund With Decent Yield, But Poor Price Growth

Invesco S&P 500 Equal Weight Real Estate ETF

Pacer Benchmark Industrial Real Estate SCTR ETF

VanEck Mortgage REIT Income ETF

NETLease Corporate Real Estate ETF

Nuveen Short-Term REIT ETF

iShares Residential Real Estate ETF

IQ US Real Estate Small Cap ETF

Global X SuperDividend REIT ETF

Virtus Real Asset Income ETF

Real Estate Select Sector SPDR Fund

U.S. equity markets climbed to their highs of the year as investors took positions ahead of a critical slate of inflation data and an anticipated "pause" in the Fed's rate hike cycle.

Fed Looms Over New 'Bull Market'

Wall Street experts differ in their outlooks for America's housing market.  Wharton professor Jeremy Siegel, real estate tycoon Jeff Greene, and others have warned that home prices will drop, while others like "Shark Tank" star Barbara Corcoran are more optimistic.

Wall Street is divided on the outlook for US house prices. Here's what 6 experts have recently said.

In recent years, specialized technology-adjacent property types such as towers, data centers and industrial have gained prominence in the real estate market due to changes in consumer behavior, technological advancements, and their critical role in supporting the modern economy. The REIT universe looks much different today, appropriately reflecting the changes that are happening all around us. REITs are not just constrained to malls and offices; quite the contrary, the REIT sector is a dynamic one, with exposure to both secular growth dynamics and sources of bulwark stability.

REITs: Ever Changing, Ever Valuable

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

Real Estate Investment Trusts (REITs) have underperformed this year as the industry comes under substantial headwinds. The Vanguard Real Estate ETF (VNQ) and the iShares Core US RET ETF (USRT) stocks have all crashed by over 15% from their highest levels this year.

REIT ETFs VNQ and USRT have bottomed: buy the dip now?

Ashford Hospitality Trust

Diversified Healthcare Trust

Franklin Street Properties Corp.

Goldman Sachs Future Real Estate And Infrastructure Equity ETF

Home Appreciation US REIT ETF

Janus Henderson U.S. Real Estate ETF

Office Properties Income Trust

PotlatchDeltic

Strategic Residential & Apartment Real Estate ETF

Hoya Capital High Dividend Yield ETF

ETFB Green SRI REITs ETF

iStar Inc

SL Green Realty

WisdomTree New Economy Real Es

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

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

USRT invests in a variety of REITs in the United States, most of which are specialized or residential in nature. USRT is susceptible to the effects of private REITs reporting incomplete results and possibly prompting investor speculation.

USRT: Risks Against The Market Make This ETF Unworthy

USRT invests in U.S. REITs. The fund is sensitive to changes in the economy.

USRT: More Downside Risk Than The Broader Market In 2023

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

Braemar Hotels & Resorts Inc

Gaming and Leisure Properties

Pennsylvania Real Estate Investment Trust

Power REIT

Vici Properties

The REIT sector ended a brutal 2022 on a low note, with a -7.72% total return in December. Large cap (-4.89%), mid cap (-6.03%) and small cap (-8.21%) REITs all averaged single-digit declines December, but micro caps (-15.21%) fell much more sharply.

The State Of REITs: January 2023 Edition

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

Residential housing is a decent play considering demographic dynamics in the US, but the markets are more volatile and sensitive to mortgage rates. The leases of specialised REITs are going to be seeing rent and more value growth compared to residential properties right now which are seeing falling rates and values.

USRT: Specialty REIT Exposures Insulated From Residential Issues

Brookfield Asset Management

CBL & Associates Properties

Macerich

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

Hoya Capital Housing ETF

iShares U.S. Home Construction ETF

Invesco Real Assets ESG ETF

Janus Henderson Mortgage-Backed Securities ETF

First Trust Low Duration Opportunities ETF

iShares MBS ETF

Direxion Daily Homebuilders & Supplies Bull 3X Shares

Invesco Dynamic Building & Construction ETF

SPDR Portfolio Mortgage Backed Bond ETF

Vanguard Mortgage-Backed Securities ETF

SPDR S&P Homebuilders 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

Bluerock Homes Trust Inc

Bluerock Residential Growth REIT

NETSTREIT Corp

Sunstone Hotel Investors

Service Properties Trust

The REIT sector achieved only its 3rd month in the black out of the first 10 months of 2022 with a +8.69% total return in October. Large cap REITs (+2.92%) averaged small gains, micro caps (+7.36%) and mid caps (+8.11%) had moderate gains and small caps (+12.85%) surged.

The State Of REITs: November 2022 Edition

News for iShares Core U.S. REIT ETF ETF (USRT)