Tag: REITs

Posted on

4 Best Long-Term Performance Real Estate Sector ETFs 1.5

  • Asset Class: Real Estate Sector

  • Long-Term Performance: 9.80% CAGR

  • Correlation to U.S. Markets: 0.60

  • U.S. Large Cap Blend Performance: 10.58% CAGR

  • Back test timeframe: January 1994 – August 2021

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

  • Long-Term Performance: 9.94% CAGR

  • Correlation to U.S. Markets: 0.67

  • S&P 500 Performance: 7.49% CAGR

  • Back test timeframe: July 2000 – August 2021

  • Number of ETFs available in this asset class: 30

  • Number of ETFs in this asset class that are 10-years old or older: 14

REITs vs U.S. Large Cap Blend: January 1994 – August 2021

IYR vs SPY: July 2000 – August 2021

IYR vs SPY: June 19, 2000 – September 3, 2021

Continue reading “4 Best Long-Term Performance Real Estate Sector ETFs 1.5”

Posted on

iShares Residential & Multisector Real Estate ETF (REZ) 12/11/2020 declared dividend $0.7092/sh (yield 3.23%)

iShares Residential & Multisector Real Estate ETF/iShares Trust (NYSE:REZ) on 12/11/2020 declared a dividend of $ 0.7092 per share payable on December 18, 2020 to shareholders of record as of December 15, 2020. Dividend amount recorded is an increase of $ 0.2385 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 3.2262907028% and has increased its dividends for 0 successive years.

Source: https://www.dividendinvestor.com/dividend-news/20201211/ishares-residential–multisector-real-estate-etf-ishares-trust-nyse-rez-declared-a-dividend-of-$0.7092-per-share/

Posted on

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/

Posted on

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”

Posted on

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

Posted on

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”

Posted on

REZ Should Continue To Outperform Thanks To Several Favorable Demographic Trends

Summary
  • REZ invests in mid and large-cap residential, healthcare, and specialized REITs in the United States.
  • The fund should benefit from the trend of declining homeownership and an ageing U.S. population.
  • REZ’s fund performance is inversely correlated to the U.S. treasury yield.

Read the full article at Seeking Alpha right here: https://seekingalpha.com/article/4277199-rez-continue-outperform-thanks-several-favorable-demographic-trends

 

Posted on

iShares Residential Real Estate ETF Dividend Announcement (REZ) 2.90% Yield

DIVIDEND ANNOUNCEMENT: iShares Residential Real Estate ETF/iShares Trust (NYSE:REZ) on 06/14/2019 declared a dividend of $0.5002 per share.

iShares Residential Real Estate ETF/iShares Trust (NYSE:REZ) has paid dividends since 2007, has a current dividend yield of 2.90% and has increased its dividends for 1 successive years.

Dividend Declaration Date: June 14, 2019
Dividend Ex Date: June 17, 2019
Dividend Record Date: June 18, 2019
Dividend Payment Date: June 21, 2019
Dividend Amount: $ 0.5002

Source: https://www.dividendinvestor.com/dividend-news/20190614/dividend-announcement-ishares-residential-real-estate-etf-ishares-trust-nyse-rez-on-06-14-2019-declared-a-dividend-of-$0.5002-per-share/

Posted on

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

 

Posted on

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

Posted on

REIT ETFs That Can Help You Sleep Well At Night (REZ)

Summary

  • ETFs are so simple, as they limit the amount of career risk for advisors, who can blame the movements of broad indices, not their own stock-picking ability.
  • The ability to mimic the indices, without the risk of deviating far from them, has been a boon for financial advisors.
  • I can hear the advisor now: “We’ll just put you in a REIT ETF like VNQ and be done with it.”
  • For DIY investors, it’s important to maintain tactical diversification, to take advantage of property sectors and sub-sectors with the most upside.

Continue reading at Seeking Alpha right here:   https://seekingalpha.com/article/4238816-reit-etfs-can-help-sleep-well-night

 

 

Posted on

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