New Fortress Energy

ICL-Israel Chemicals

GeoPark

Fresh Del Monte Produce

TXNM Energy Inc.

Enel Chile

Retail Opportunity Investments

NiSource

Tanger Factory Outlet Centers

Viper Energy Partners LP

Virtus Real Asset Income ETF

VRAI tracks an equal-weighted index of US-listed real estate, infrastructure and natural resources equities. The index selects stocks using fundamental factors primarily dividend growth.

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

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

iShares Core U.S. REIT ETF

Vanguard Real Estate ETF

Rate cuts have finally arrived, but why hasn't it benefitted REITs? What's needed to lift the REITs market. Why REITs are still struggling.

Why More Rate Cuts May Be Needed To Help Lift REITs

American Healthcare REIT Inc

ARMOUR Residential REIT

AvalonBay Communities

Blackstone Group

Chatham Lodging Trust

iShares CMBS ETF

Camden Property

CTO Realty Growth

Easterly Government Properties

Douglas Emmett

Diversified Healthcare Trust

Ellington Financial

Equity Residential

Franklin Street Properties Corp.

Host Hotels & Resorts

Industrial Logistics Properties

InvenTrust Properties Corp

iShares MBS ETF

AG Mortgage Investment Trust

VanEck Mortgage REIT Income ETF

Medical Properties Trust

Office Properties Income Trust

Alpine Income Property Trust

ALPS Active REIT ETF

Rexford Industrial Realty

Strawberry Fields REIT Ltd

Real Estate Select Sector SPDR Fund

U.S. equity and bond markets staged a late-week rebound, erasing early-week declines prompted by disappointing Eurozone inflation data, after the crucial PCE inflation gauge posted its smallest increase of 2024. Posting a second week of modest declines following four-straight weekly gains, the S&P 500 finished lower by 0.4% on the week, but still notched its best month since February. Real estate equities also rebounded following steep declines in the prior week as a handful of REITs provided positive business updates ahead of the annual REITweek industry conference.

Eyes On The ECB

Alexandria Real Estate Equities

Broadstone Net Lease

CareTrust REIT

Ellington Residential Mortgage REIT

Empire State Realty Trust

Highwoods Properties

Independence Realty Trust

LTC Properties

Realty Income Corp

Public Storage

U.S. equity markets declined this week while benchmark interest rates jumped to the highest level since November after stronger-than-expected employment data showed robust hiring trends in early 2024. Stagflation has crept back into the economic discussion over the past several weeks amid a resurgence in oil prices alongside economic data showing stubbornly lukewarm inflationary trends. Following two straight weeks of gains which had lifted the benchmark to record-highs, the S&P 500 declined by 0.9% this week. Real estate equities were among the laggards this week.

A Crude Problem

Invesco S&P 500 Equal Weight Real Estate ETF

Pacer Benchmark Industrial Real Estate SCTR ETF

NETLease Corporate Real Estate ETF

Nuveen Short-Term REIT ETF

iShares Mortgage Real Estate ETF

iShares Residential Real Estate ETF

IQ US Real Estate Small Cap ETF

Global X SuperDividend REIT ETF

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.

Ashford Hospitality Trust

Goldman Sachs Future Real Estate And Infrastructure Equity ETF

Home Appreciation US REIT ETF

Janus Henderson U.S. Real Estate ETF

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

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

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

Brookfield Asset Management

CBL & Associates Properties

Macerich

Pennsylvania Real Estate Investment Trust

Simon Property Group

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

Vanguard Global ex-U.S. Real Estate 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

Armada Hoffler Properties

EPR Properties

Federal Realty Investment Trust

Global Medical REIT

Prologis

Welltower

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

Apple Hospitality REIT

Choice Hotels Int.

Hyatt Hotels

Hilton Worldwide Holdings

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

American Tower

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.

Charlotte's Web 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

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

The Virtus Real Asset Income ETF seeks to track the performance of the Indxx Real Asset Income Index, which includes common stock, real estate investment trusts, master limited partnerships, and ADRs. To compensate for VRAI's short history, the Index review includes back-tested results to 2013.

First Look At The 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

Invesco Aerospace & Defense ETF

Invesco S&P SmallCap Energy ETF

SPDR S&P Metals & Mining ETF

While most of the sectors are being beaten badly from Russia-Ukraine crisis, a few are thriving and scaling new 52-week highs.

4 Sector ETFs Flying High Amid Market Turmoil

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

News for Virtus Real Asset Income ETF ETF (VRAI)