Tag: REZ

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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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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

 

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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/

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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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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

 

 

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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”