Tag: REIT

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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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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”

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Accumulated Some More REIT Equities Today (REZ)

There’s not much left in the market today that’s on sale. So, I went back to the old trusty iShares Residential Real Estate Capped ETF (REZ : $REZ) It’s currently sporting a 3.59% yield, but it is only 6.16% off it’s all-time-high. Folks, you gotta buy this stuff when it’s on sale.  I wrote about REZ in January 2017 right here: Discovering Value in the Top 3 REIT ETF Very little has changed in the REIT sector since January, so please take a look.

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Avoid The Mall With This REIT ETF – iShares Residential Real Estate Capped ETF (NYSEARCA:REZ) | Seeking Alpha

The Deep Value ETF Accumulator invests in The iShares Residential Real Estate Capped ETF REZ. $REZ This ETF is the featured ETF of this article. This article supports just one of many reasons I choose to own this ETF in our Retirement accounts.

I examine the iShares Residential Real Estate Capped ETF, which excludes retail REITs.The iShares Residential Real Estate Capped ETF only includes residential, health-care and self-storage REITs.The i

Source: Avoid The Mall With This REIT ETF – iShares Residential Real Estate Capped ETF (NYSEARCA:REZ) | Seeking Alpha

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The Best REIT ETFs For Your IRA (Seeking Alpha article)

The Deep Value ETF Accumulator invests in REZ

The full article can be read at Seeking Alpha right here: http://seekingalpha.com/article/3975128-best-reit-etfs-ira

Here’s the punchline of this article that was published on May 15, 2016:

The Winners

Here we have what we consider the best REIT ETFs for your IRA:

Conclusion

REITs are providing some of the market’s best yield, and should have a place in your IRA. ETFs can help diversify away the risk of individual stocks, and a REIT ETF in an IRA is an especially good idea in this low interest rate environment. We think the best three REIT ETFs for your IRA are the Vanguard REIT ETF, iShares Residential Real Estate Capped ETF, and PowerShares KBW Premium Yield Equity REIT Portfolio ETF.

 

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Discovering Value in the Top 3 REIT ETF’s 1.1

Do you own an IRA, 401k or other tax sheltered Retirement Savings Account? If so, you would be wise to consider adding a Real Estate Investment Trust (REIT) ETF to your portfolio. The two main reasons I recommend REIT ETF’s are 1.) they have a relatively low correlation to the US Stock Market (0.57 over the last 22 years) and 2.)  they have outperformed the S&P 500 during that same time by 68 basis points (CAGR Compounded Annual Growth Rate). Continue reading “Discovering Value in the Top 3 REIT ETF’s 1.1”