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Global instability is rising fast, but one income strategy may be built for exactly this kind of environment. These overlooked income machines combine bond-like stability with built-in growth most investors underestimate. If you're worried about inflation, AI disruption, and market turmoil, this may be the most dependable place left to hide.
REITs crashed nearly 40% in 2022 and, despite a strong rebound, still trade well below prior highs. Higher rates, oversupply in some sectors, and massive AI-driven flows into tech delayed the recovery. Now, those headwinds may be turning into tailwinds, setting up a potential breakout.
REIT ETFs, like SCHH, are in focus after the 30-year mortgage rate dipped to 5.98%, boosting real estate valuations and dividend appeal.
REITs currently offer compelling value, with average yields near 3.71% and attractive relative valuations versus the S&P 500. VNQ is positioned for a technical rebound, with potential upside of nearly 40% from current levels, supported by sector recovery expectations. This article presents a curated list of 17 high-yield REITs (≥5% yield) with strong dividend safety grades, highlighting opportunities for income investors seeking yields above treasuries.
Aprio Wealth Management LLC purchased a new stake in shares of Vanguard Real Estate ETF (NYSEARCA:VNQ) during the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 75,529 shares of the exchange traded fund's stock, valued at approximately $6,905,000.
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.
Gold has outperformed the S&P 500 for 7 consecutive months, signaling a potential market downturn. This happened before in early 2008, when gold noticed the impending financial crisis before others did. The current outperformance raises concerns about the state of the software sector, which has been seen as insulated but may now be showing signs of fragility.
System-wide BDC dividend cuts are highly likely as base dividend coverage averages 99% and growth is constrained. As a result, many BDC investors have decided to sit on the sidelines until the expected dividend cuts materialize. The idea is that a cut will lead to a negative share price reaction and thus provide a better opportunity to buy at a bargain price.
DecisionPoint Financial LLC grew its stake in shares of Vanguard Real Estate ETF (NYSEARCA:VNQ) by 12.7% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 234,548 shares of the exchange traded fund's stock after acquiring an additional 26,354
Research shows REITs outperform private real estate by 2–4% annually, with less risk and effort. Yet, investors will often favor private real estate due to many misconceptions. Here is what investors get wrong about REITs.
Empirical Financial Services LLC d.b.a. Empirical Wealth Management lifted its holdings in Vanguard Real Estate ETF (NYSEARCA:VNQ) by 3.9% in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 402,241 shares of the exchange traded fund's stock after purchasing an additional 15,172
The REIT sector rebounded from a rough 2025 (-3.57%) by starting off 2026 in the black (+1.09%). Small-cap REITs (+3.27%) outperformed in January, followed by solid gains from mid-caps (+2.65%) and large caps (+2.35%). Microcaps, however, had a dismal start to the year with. 63.46% of REIT securities had a positive total return in January.
2 High-Yield CEFs To Enhance Your Retirement Income
Real estate investment trusts offer one of the simplest ways to add property exposure to a portfolio without managing buildings or dealing with tenants.
Aided by favorable "Goldilocks" macro data trends - cooling inflation alongside "good enough" labor market data - REITs have delivered notable earnings season outperformance thus far over the S&P 500. REIT results have been solid, with no major bombshells and several upside surprises. 51% of REITs reported 2025 FFO beating their full-year outlook, with better trends in underlying property-level metrics. Data Center, Senior Housing, and Retail REITs have been the upside standouts. AI-fueled demand has kept data center fundamentals tight despite record new supply. Senior Housing has remained red-hot.
REITs, as measured by VNQ, have outperformed in 2026, emerging as a safe haven amid tech and market declines. REITs offer reliable, contractual cash flows and dividend yields (3.8%) far exceeding the S&P's 1.15%, with FFO yields at 7.24%. Current REIT valuations (13.8x FFO) are historically cheap relative to the S&P (29.3x earnings), creating a compelling cash flow yield spread.
AI is crushing digital businesses, and capital is starting to rotate out of tech. Meanwhile, many REITs trade at 30% discounts to NAV with ~5% yields. We highlight three anti-AI real asset plays that could rerate sharply higher.
Fifth Third Bancorp lowered its holdings in Vanguard Real Estate ETF (NYSEARCA:VNQ) by 2.4% during the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,526,134 shares of the exchange traded fund's stock after selling 37,568 shares during the period. Fifth Third
CENTRAL TRUST Co raised its position in shares of Vanguard Real Estate ETF (NYSEARCA:VNQ) by 56.4% in the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 37,174 shares of the exchange traded fund's stock after buying an additional 13,403 shares during
Ameritas Advisory Services LLC trimmed its position in Vanguard Real Estate ETF (NYSEARCA:VNQ) by 62.8% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 12,974 shares of the exchange traded fund's stock after selling 21,942 shares during the quarter. Ameritas Advisory