Loading news...
The REIT sector closed out 2025 with a tough December (-1.48%) and finishing the year with a -3.57% total return for 2025. Small caps (+0.51%) eked out a small gain in December, while mid caps (-1.77%), large caps (-2.55%) and micro caps (-3.88%) fell at the close of the year. 42.04% of REIT securities had a positive total return in December with only 38.36% in the black for the full year.
Now is the time to make our picks for the next year. Some REITs enjoy strong near-term catalysts for upside. I highlight 3 such REITs that could surge in 2026.
As time goes on, I've started to focus more on building ETF positions and less on individual stocks. I'm planning to buy shares of two ETFs to capitalize on mispriced small-cap stocks and interest rate tailwinds.
A massive policy shift just sent an unexpected signal to income investors. Some of the biggest winners from Trump's defense budget proposal may not be who everyone thinks they are. My portfolio was built for this, and the market hasn't noticed yet.
Chandler Asset Management Inc. increased its holdings in Vanguard Real Estate ETF (NYSEARCA:VNQ) by 4.6% during the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 397,448 shares of the exchange traded fund's stock after purchasing an additional 17,595 shares during
Not all REITs are worth buying. In fact, some of them are facing severe difficulties. I highlight which REITs to avoid going into 2026.
If you're hunting for yield in 2026, emerging market bonds just became more interesting.
Everything says REITs should be soaring — but they aren't. A hidden headwind is quietly holding returns back. One overlooked niche is where I am pouring my REIT capital.
VNQ holds over five times more assets under management than XLRE and owns a much broader mix of real estate stocks Both ETFs delivered identical 1-year returns and saw similar growth of $1,000 over five years VNQ yields 0.5 percentage points more than XLRE and has an expense ratio of 0.13%, compared to XLRE's 0.08%. These 10 Stocks Could Mint the Next Wave of Millionaires ›
Community Trust and Investment Co. lifted its stake in shares of Vanguard Real Estate ETF (NYSEARCA:VNQ) by 4.8% in the undefined quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 262,406 shares of the exchange traded fund's stock after acquiring an additional 11,977
REITs (MSCI US REIT Index, RMZ) are positioned for multi-year outperformance, with accelerating AFFO growth, healthy balance sheets, and discounted valuations. Despite underperformance versus the S&P 500, REITs offer a credible path to 13-15% annualized total returns via multiple expansion and a 4% dividend yield. Wide NAV discounts create near-term catalysts, as managements deploy asset sales, cost controls, and strategic alternatives to close valuation gaps.
VNQ charges a higher expense ratio but pays a higher dividend yield than SCHH VNQ is much larger in assets, and both funds have similar sector exposures and top holdings Both ETFs saw similar negative 1-year returns and experienced steep five-year drawdowns These 10 Stocks Could Mint the Next Wave of Millionaires ›
Investors have started to question how sustainable BDC dividends are. A lot of this skepticism is logical and justified by valid reasons. My calculus shows that on average BDCs could cut their dividends by 20% in order to avoid NAV erosion.
Last year didn't end up being as pivotal as expected, with the market rallying to even higher highs, and there's plenty of uncertainty surrounding 2026.
This article provides an update on the monthly moving averages we track for the S&P 500 and the Ivy Portfolio after the close of the last business day of the month. The Ivy Portfolio The Ivy Portfolio is based on the asset allocation strategy used by endowment funds from Harvard and Yale.
Active investors have an advantage in the REIT sector. Individual REITs often get mispriced, resulting in opportunities to earn alpha-rich returns. We highlight a clear example of that.
Current market valuations are near dot-com bubble highs, especially in AI leaders, where the P/S are just extreme. The fact that we have entered 2026 with an active 3-year bull run does not help either. However, we have to be also mindful of the risk that comes with such a thinking - i.e., the risk of incurring painful opportunity cost.
Most retirees focus on the wrong metric - and it could cost them everything. This income framework turns volatility into an advantage. A single portfolio shift could dramatically reduce retirement stress.
C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors acquired a new position in shares of Vanguard Real Estate ETF (NYSEARCA:VNQ) in the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 6,235 shares of the exchange traded fund's stock, valued at
REITs belong to the real estate category. Yet, they are not a perfect substitute for real estate investments. I explain why and what this means for REIT investors.