State Street Real Estate Select Sector SPDR ETFXLRENYSEARCA

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seekingalpha.com

2026 Could Be The Year REITs Rip: Two 6% Yielding Picks I Like

REITs are poised for potential outperformance in 2026, driven by anticipated lower interest rates and investor rotation from growth to value. Getty Realty (GTY) and VICI Properties (VICI) offer attractive valuations, strong fundamentals, and yields near 6%, supporting double-digit total return potential. GTY trades at a forward P/AFFO of 12.77x with 99.7% occupancy, while VICI has diversified assets and achieved 5.1% AFFO growth in 2025.

etftrends.com

Do More for Your Core: A Tactical Roadmap for Sector Investing

Sector investing — it's a typical strategy for advisors if their clients are looking beyond broad market exposure by targeting a specific sector. The concept is fairly straightforward, but implementing the strategy is not as simple as it sounds.

seekingalpha.com

How REITs Became The Safe Haven Trade In The Tech Wreck

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.

247wallst.com

XLRE Trails the S&P 500 by 5% Despite Lower Interest Rates That Were Supposed To Help

Real estate ETFs promise two things: exposure to property markets without the hassle of being a landlord, and steady income from REIT dividends.

seekingalpha.com

Why More BDCs Are Likely To Cut Their Dividends

Business Development Companies (BDCs) face headwinds from declining interest rates, which pressure yields and dividend coverage across the sector. Lower rates reduce BDC income as loan yields fall, increasing the risk of dividend cuts—recently seen with GBDC and CION. I favor avoiding most BDCs in 2026, except for high-quality names like CSWC and ARCC, which offer relative resilience due to premium valuations and scale.

fool.com

ICF vs. XLRE: Real Estate ETFs That Can Build Up Your Portfolio

Both funds are concentrated in large-cap U.S. REITs, with nearly identical top holdings and sector exposures. XLRE charges a lower expense ratio and has a higher dividend yield compared to ICF.

seekingalpha.com

The Market Hates REITs - But You Can Collect A 5.5% Yield From These 3 While You Wait For The Turnaround

REITs, after years of underperformance, are now attractively valued and poised for strong returns over the next 12–18 months. VICI Properties, NNN REIT, and Agree Realty offer robust yields, improving fundamentals, and raised guidance despite sector headwinds. VICI and NNN face tenant-specific risks, but their balance sheets, liquidity, and long-term growth prospects support a bullish outlook.

247wallst.com

JPMorgan's 5% Bond ETF Looks Like A Coiled Spring Right Now

If you're hunting for yield in 2026, emerging market bonds just became more interesting.

seekingalpha.com

Why This 'Goldilocks' Setup For REITs Has Completely Failed

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.

fool.com

XLRE vs. VNQ: a Targeted Sector Approach or Broad Real Estate Exposure

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 ›

youtube.com

Commercial real estate leaders expect higher expenses in 2026

CNBC's Diana Olick reports on the outlook for commercial real estate in 2026.

youtube.com

Why commercial real estate outlook for 2026 is slightly less optimistic

CNBC's Diana Olick reports on how commercial real estate may fair in 2026 as interest rates begin to come down.

247wallst.com

Real Estate ETF Poised For Breakout As Treasury Yields Drop And Cap Rates Compress

The Real Estate Select Sector SPDR Fund ( NYSEARCA:XLRE ) has spent 2025 in the penalty box and looks poised to close the year

seekingalpha.com

Approach REIT ETFs Cautiously

I am initiating coverage of Real Estate Select Sector SPDR Fund ETF with a Sell rating due to ongoing sector headwinds. XLRE underperforms equities and bonds, with concentrated exposure and limited diversification compared to VNQ and IYR. Rising rates, inflation risk, and potential economic weakness present significant downside for XLRE, with a projected 15.7% price decline possible.

seekingalpha.com

The State Of REITs: December 2025 Edition

The REIT sector returned to positive territory in November (+1.02%) after back-to-back months in the red. Mid caps (+3.53%) led the REIT sector in November followed by small caps (+3.38%) and large caps (+0.32%); micro caps (-8.76%) badly underperformed. 68.15% of REIT securities had a positive total return in November.

etftrends.com

State Street Now Distributor for Select Sector SPDR ETFs

State Street Investment Management (SSIM) has been the investment advisor for the Select Sector SPDR ETFs since 1998. It will now take over the distribution and marketing for these funds.

seekingalpha.com

When Markets Bleed, Dividends Lead: 2 Stocks With Strong Upside Long-Term

Otis Worldwide Corp and Build-A-Bear Workshop offer attractive long-term dividend growth opportunities amid recent market pullbacks. OTIS remains fundamentally strong, with raised EPS guidance, aggressive share buybacks, and expectations for double-digit growth as economic headwinds dissipate. BBW impresses with robust year-over-year earnings growth, a debt-free balance sheet, ongoing share repurchases, and strategic expansion, supporting future dividend growth.

3 REIT ETFs That Could Be Red Hot in 2026

fool.com

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