Tag: real-estate

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iShares Residential & Multisector Real Estate ETF (REZ) 09/22/2020 declared dividend $0.4707/sh (yield 3.44%)

iShares Residential & Multisector Real Estate ETF/iShares Trust (NYSE:REZ) on 09/22/2020 declared a dividend of $ 0.4707 per share payable on September 29, 2020 to shareholders of record as of September 24, 2020. Dividend amount recorded is an increase of $ 0.0045 from last dividend Paid.

iShares Residential & Multisector Real Estate ETF/iShares Trust (NYSE:REZ) has paid dividends since 2007, has a current dividend yield of 3.4362547398% and has increased its dividends for 0 successive years.

Source: https://www.dividendinvestor.com/dividend-news/20200922/ishares-residential–multisector-real-estate-etf-ishares-trust-nyse-rez-declared-a-dividend-of-$0.4707-per-share/

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4 Best Long-Term Performance Real Estate Sector ETFs 1.4

  • Asset Class: Real Estate Sector

  • Long-Term Performance: 8.88% CAGR

  • Correlation to U.S. Markets: 0.59

  • U.S. Large Cap Blend Performance: 9.87% CAGR

  • Back test timeframe: January 1994 – August 2020

  • Oldest ETF back tested: iShares U.S. Real Estate ETF (IYR)

  • Long-Term Performance: 8.81% CAGR

  • Correlation to U.S. Markets: 0.66

  • S&P 500 Performance: 6.44% CAGR

  • Back test timeframe: July 2000 – August 2020

  • Number of ETFs available in this asset class: 27

  • Number of ETFs in this asset class that are 10-years old or older: 9

REITs vs U.S. Large Cap Blend: January 1994 – August 2020

IYR vs SPY: July 2000 – August 2020

IYR vs SPY: June 19, 2000 – September 9, 2020

Continue reading “4 Best Long-Term Performance Real Estate Sector ETFs 1.4”

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iShares Residential Real Estate Capped ETF: A Moderately Safe Bet (REZ)

Summary
  • iShares Residential Real Estate Capped ETF is focused on the real estate sector with holding companies catering to different types of REITs.
  • The dividend yield is substantial even though the ETF has not managed to post a strong recovery similar to the broader market.
  • Revenue could beat the estimates based on the last quarter.

Continue reading at Seeking Alpha right here: https://seekingalpha.com/article/4357113-ishares-residential-real-estate-capped-etf-moderately-safe-bet

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Crowdfunding Firms Blow Up the Model to Survive in Real Estate

Stick with your plain Jane REIT ETFs and index funds folks.

Here’s a link to some of the best REIT ETFs available: Best Long-Term Performance Real Estate Sector ETFs 1.3

Read the full article at the WSJ right here: https://www.wsj.com/articles/crowdfunding-firms-blow-up-the-model-to-survive-in-real-estate-11578398401?shareToken=sta9ef760ed6214215a704398a369810b1&reflink=share_mobilewebshare&fbclid=IwAR146g7VlQc5Wq8mxNBDOcvUbLQkWAsV9qQQ9JRAvw5-P6qjPbe5PUfmLIs

 

 

 

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4 Best Long-Term Performance Real Estate Sector ETFs 1.3

  • The REIT asset class has had returns comparable to an S&P 500 index fund since 1994 while maintaining a low U.S. Market correlation of 0.57
  • The oldest available Real Estate ETF has outperformed an S&P 500 index fund by 4.13% CAGR over the last 19 years
  • There are currently 28 ETFs available in the Morningstar Real Estate Category. 9 of those ETFs are 10 years old or older

REITs vs US Large Cap Blend (aka S&P 500): January 1994 – August 2019

Source: https://www.portfoliovisualizer.com/

The oldest Real Estate ETF is the iShares U.S. Real Estate ETF (IYR). Its’ inception date was June 12, 2000. Since inception, this ETF has outperformed an S&P 500 index fund by 4.13% CAGR with a relatively low correlation to US Markets of 0.65.

IYR vs S&P 500 Index fund: July 2000 – August 2019

IYR vs SPY: June 19, 2000 – September 13, 2019

Source: https://www.koyfin.com/home Continue reading “4 Best Long-Term Performance Real Estate Sector ETFs 1.3”

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Real Estate Crowdfunding Vs. Real Estate ETFs

Summary

  • Promising efficient and low-cost access to private market real estate, more than 100 online real estate crowdfunding platforms have emerged over the last decade, raising billions of dollars from investors.
  • Fundrise and other real estate crowdfunding firms have begun to offer online non-traded “eREITs” marketed primarily to younger investors as a better alternative to real estate ETFs.
  • Both FINRA and SEC have issued warnings about non-traded REITs, noting their high fees, lack of liquidity, “dividends” coming from return of capital, conflicts of interest, and lack of transparency.
  • Beneath a slick website and marketing materials, these “eREITs” are just your average highly-levered and conflict-ridden non-traded REIT. To be fair, Fundrise spells out these risks on their offering documents.
  • While we love the concept of making private real estate more accessible, these firms make misleading claims when comparing their inefficient and high-fee nontraded REITs to low-cost real estate ETFs.

Read the complete article at Seeking Alpha right here: https://seekingalpha.com/article/4268929-real-estate-crowdfunding-vs-real-estate-etfs

 

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A Simple Way To Avoid Unpopular REIT Segments (REZ)

Summary

  • After reading a recent article about avoiding VNQ because of exposure to retail, office and hotel REITs, I came up with a simple solution.
  • I found three REIT ETFs that cover the other areas of the REIT universe and avoid those segments.
  • As a group, the three ETFs I examined have performed well.

Continue reading at Seeking Alpha right here:  https://seekingalpha.com/article/4261463-simple-way-avoid-unpopular-reit-segments

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REZ: A House Tour Of The iShares Residential REIT ETF

Summary
  • Among the most popular real estate “sub-sector” ETF, the iShares Residential Real Estate Capped ETF offers focused exposure to 44 of the largest rental landlords in the United States.
  • “Renter Nation” has been very good to REZ investors. Residential REITs have outperformed the broader sector over nearly every recent measurement period.
  • This run of outperformance is no coincidence. The effects of the historic underinvestment in new home construction continues to put upward pressure on rent growth and border housing inflation.
  • The mounting housing shortage is amplified by a large demographic wave of young millennials hitting the housing market.  Rent growth was impressive in 2018 despite record apartment supply growth.
  • There are some idiosyncrasies that investors should be aware of. The ETF is quite “top-heavy” and invests in property types not typically associated with “residential”, including hospitals and medical office buildings.

Read the full article at Seeking Alpha right here:  https://seekingalpha.com/article/4233664-rez-house-tour-ishares-residential-reit-etf

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Trimmed Some Profits In Our Real Estate Equities Today (REZ) 11-28-18

Today we trimmed some profits in our Real Estate Investment Trust (REIT) holdings. I don’t see any problems with continuing to invest in REITs at this time; this sell was simply part of our tactical rebalancing process. We prefer and invest in the iShares Residential Real Estate ETF (REZ). You can read why we invest in REZ right here: Best Long-Term Performance Real Estate ETFs 1.2

Price paid $61.56. Price sold $66.02.

 

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Best Long-Term Performance Real Estate ETFs 1.2

  • The oldest available Real Estate ETF has outperformed an S&P 500 index fund by 3.49% CAGR over the last 18 years.
  • The REIT asset class has had great returns since the 1970’s when this asset class started to be tracked.
  • Real Estate funds have been excellent low correlation asset diversifiers for investor’s portfolios
  • Evidence shows us that REIT funds can outperform owning investment real estate directly
  • There are currently 27 ETFs that fall under the Morningstar Category called Real Estate. 8 of those ETFs are 10 years old or older.

IYR vs S&P 500: July 2000 – September 2018

Source: https://www.portfoliovisualizer.com/

Continue reading “Best Long-Term Performance Real Estate ETFs 1.2”