REITs have underperformed over the past five years due to challenges like the pandemic, but their long-term returns remain promising. Current low valuations suggest potential for unusually strong future gains. Additionally, AI disruption could increase the importance of REITs in the coming years. High Yield Investor offers members exclusive access to a real-world portfolio focused on balancing safety, growth, yield, and value in this sector.
Chilton REIT Strategy will change its primary benchmark from the MSCI US REIT Index to the Vanguard Real Estate ETF (VNQ) starting June 1, 2026. This shift reflects the evolving REIT landscape and Chilton's broader investable universe, including cell...
Vanguard's VNQ ETF, which invests in REITs, pays distributions taxed as ordinary income, not at favorable dividend rates, causing a high tax burden in taxable accounts. At a 24% tax bracket, a $500,000 VNQ position yields about $14,250 annually, with...
