Hoya Capital's David Auerbach highlights that despite elevated interest rates and global uncertainties, REITs maintain solid fundamentals with rising dividends and increased M&A activity, especially among small and mid-cap REITs. Retail REITs benefit from strong tenant demand and limited new supply, while healthcare and manufactured housing sectors offer long-term growth potential. Management quality and strategic moves like asset sales and buybacks are key to closing valuation gaps. The sector remains resilient and attractive for income-focused investors amid ongoing market volatility.
The Vanguard Real Estate ETF (VNQ) provides a way to invest in U.S. real estate without the challenges of direct property ownership, such as managing tenants or large down payments. VNQ holds a broad mix of real estate investment trusts (REITs) acros...
Real Estate ETFs XLRE and VNQ currently yield about 3-4%, which remains attractive even as 10-year Treasury yields hover around 4.4%. XLRE focuses on about 30 large-cap REITs, heavily weighted in specialized properties like data centers and cell towe...
Investors entered 2026 expecting multiple Federal Reserve rate cuts, but strong May jobs growth and persistent inflation have erased those expectations. The CME FedWatch Tool now shows about a 70% chance of a rate hike by December, marking a sharp re...
