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Here’s Some Data Behind the Employment Headlines

In the midst of the “are we in a recession or not” debate… And as earnings keep coming in to support one side or the other… There’s one sector of our economy that’s proven resilient and perhaps even kept the whole house of cards from crumbling. I’m talking about the job market. Through...

Read more August 9, 2022
iREIT Daily

Energy vs. Inflation

Inflation and energy are inextricably linked. That’s not rocket science. As the price of energy goes up, so does the cost of everything from production to shipping. And then retailers pass on the costs they incur to customers. Almost instantly, higher energy costs reach consumers with just about e...

Read more August 4, 2022
iREIT Daily

We Might Be Seeing Made in America Again

The international shipping strains that came with the Covid shutdowns were truly eye-opening for the American industrial sector. Suddenly fully aware of our overseas manufacturing partners, we found ourselves dealing with shipping backlogs and product scarcities across nearly every segment of the Am...

Read more August 3, 2022
iREIT Daily

Don’t Mess With the IRS

Big pharma has a reputation for being one of the most dominant sectors in the American marketplace. With trillions of dollars in annual revenue – and some of the highest advertising budgets in the world – this industry is absolutely enormous.    Of course, with great power c...

Read more August 2, 2022
Dividend Champions List

Dividend Growth Stock of the Week: American States Water Company

Last week, American States Water Company (AWR) increased its dividend by 8.9%. This brings the company’s dividend growth streak to an incredible 68 years – that’s the longest running dividend growth streak on the market! American States Water is a water and electric utility that provides servi...

Read more August 1, 2022
iREIT Daily

Good News in the Grocery Department

For the last several years, we’ve seen some concerning trends in the commodities market. During the pandemic, food shortages and supply chain disruptions caused significant strain on many American shoppers. And now the war between Russia and Ukraine has further levied stress on our global food sup...

Read more August 1, 2022
iREIT Daily

Have We Reached the Recession?

Q2 data from the Commerce Department confirmed yesterday that our GDP contracted for the second straight quarter – indicating that we have officially reached the definition of a legitimate recession....

Read more July 29, 2022
iREIT Daily

A Hopeful Day On Wall Street

Well, it’s official.  After months of cost increases and a record 9.1% rise in inflation during the month of June, the Fed has now upped its benchmark interest rate by 0.75% for the second straight month. CNBC reports:  “To combat untamed inflation, the Federal Reserve raised its key interest...

Read more July 28, 2022
Featured Article, iREIT Daily

The Great Housing Market Migration Is VERY Interesting

As the cost of living and mortgage rates increase, the housing market is seeing a swift slowdown in certain segments. Big cities like San Francisco and New York seem to have lost their allure in this post-pandemic era.  Now, low-cost cities with strong economies seem to be outshining their big ...

Read more July 27, 2022
iREIT Daily

Little Wavering Despite Weak Earnings (So Far)

It’s earnings season again. And things are shaping up the way you might expect given everything we’ve been dealing with.  Earlier this month, I reported on dismal earnings declines from JPMorgan Chase (JPM) and Morgan Stanley (MS). Both big banks shed major percentage points in their Q2 rev...

Read more July 26, 2022
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REIT Mutual Funds

REIT Mutual Fund Symbol
Alpine Realty Income and Growth Fund AIGYX, AIAGX
American Century Real Estate Fund REAIX, REACX, AREEX, AREWX, ARYCX, AREDX
Real Estate Securities Fund MRESX
AR Capital Real Estate Income Fund ARIAX, ARICX, ARIPX
AssetMark Real Estate Securities Fund AFREX
Aston/Harrison Street Real Estate Fund AARIX, ARFCX
Baron Real Estate Fund BREIX, BREFX
BlackRock Real Estate Securities BIREX, BAREX, BCREX
Brookfield U.S. Listed Real Estate Fund BRUAX, BRUCX, BRUIX, BRUYX
CGM Realty Fund CGMRX
West Loop Realty Fund REIIX, REIAX, REICX
Cohen & Steers Institutional Realty Shares CSRIX
Cohen & Steers Realty Income Fund CSEIX, CSDIX, CSBIX, CSCIX
Cohen & Steers Realty Shares CSRSX
Columbia Real Estate Equity Fund CREAX, CREIX, CRRVX, CRERX, CREEX, CRRFX, CREWX, CRECX, CREBX
Compass EMP REC Enhanced Volatility Weighted Fund CWRAX, CWRIX, CWRTX, CWRCX
Davis Real Estate Fund RPFRX, DREYX, DRECX, DREBX
Delaware Real Estate Investment Trust Portfolio II DPRTX, DPRBX
Delaware Real Estate Investment Trust Portfolio DPREX, DPRSX, DPRRX, DPRCX
DFA Real Estate Securities Portfolio DFREX
Dunham Real Estate Stock Fund DAREX, DNREX, DCREX
DWS RREEF Real Estate Securities Fund RRRRX, RRREX, RRRAX, RRRSX, RRRBX, RRRCX
DWS RREEF Real Estate Securities Income Fund REFAX, REFCX, REFIX, REFSX
Eaton Vance Real Estate Fund EAREX, EIREX
EII Realty Securities Fund EIIRX
Fidelity Advisor Real Estate Fund FHEIX, FHEAX, FHETX, FHECX, FHEBX
Fidelity Advisor Real Estate Income Fund FRIRX, FRIQX, FRINX, FRIOX
Fidelity Real Estate Income Fund FRIFX
Fidelity Real Estate Investment Portfolio FRESX
Fidelity Spartan Real Estate Index Fund FSRNX, FRXIX, FSRVX
Fidelity Series Real Estate Equity Fund FREDX, FREFX
Fidelity Series Real Estate Income Fund FSREX, FSRWX
Forward Real Estate Long/Short Fund KSRYX, FRLSX, FFSRX, KSRAX, KSRCX, KSRBX
Forward Real Estate Fund FPREX, FFREX, KREAX, KRECX
Forward Select Income Fund KIFYX, FSIMX, FFSLX, KIFAX, KIFBX, KIFCX
Franklin Real Estate Securities Fund FREEX, FRLAX, FRRSX, FSERX
GMO Real Estate Fund GMORX
Goldman Sachs Real Estate Securities Fund GREIX, GRETX, GREAX, GRESX, GRERX, GREBX, GRECX
Great-West Real Estate Fund MXREX
Heitman REIT Fund OARTX, OBRTX
ING Real Estate Fund CRARX, IREWX, IDROX, CLARX, CRWRX, CRCRX, CRBCX
INVESCO Real Estate Fund REINX, IARFX, IARIX, IARYX, IARAX, IARRX, IARCX, AARBX
Ivy Real Estate Securities Fund IRSAX, IREIX, IRSYX, IRSRX, IREEX, IRSCX, IRSBX
John Hancock Real Estate Securities Fund JIREX
Johnson Realty Fund JRLTX
J.P.Morgan Realty Income Fund URTLX, JRIRX, URTAX, URTBX, URTCX
J.P. Morgan Security Capital U.S. Core Real Estate Securities Fund CEEAX, CEERX, CEEFX, CEESX, CEECX
J.P. Morgan U.S. Real Estate Fund SUSIX
Lazard U.S. Realty Equity Portfolio LREIX, LREOX
Lazard U.S. Realty Income Portfolio LRIIX, LRIOX
Manning & Napier Real Estate Series MNRIX, MNREX
Morgan Stanley Institutional U.S. Real Estate Portfolio MSUSX, MUSDX, MSULX, MURSX
Natixis AEW Real Estate Fund NRFAX, NRFYX, NRFBX, NRFCX, NRFNX
Neuberger Berman Real Estate Fund NBRIX, NBRFX, NREAX, NRERX, NRECX, NRREX
Nuveen Real Estate Securities Fund FREAX, FARCX, FRSSX, FREBX, FRLCX, FREGX
Oppenheimer Real Estate Fund OREAX, OREIX, OREYX, ORENX, OREBX, ORECX
PHOCAS Real Estate Fund PHREX
PIMCO RealEstateRealReturn Strategy Fund PRRSX, PETPX, PETAX, PETDX, PETCX, PETBX
Pioneer Real Estate Shares PWREX, PYREX, PCREX, PBREX
Principal Real Estate Securities Fund PIREX, PIRPX, PREPX, PRETX, PREJX, PRRAX, PRERX, PRENX, PRAEX, PRCEX, PRLEX
ProFunds Real Estate UltraSector ProFund REPIX
Prudential Select Real Estate Fund SREAX
Prudential U.S. Real Estate Fund PJEAX, PJEZX, PJECX, PJEBX
REMS Real Estate Income 50/50 Portfolio RREIX
REMS Real Estate Value-Opportunity Fund HLRRX, HLPPX
Rydex Real Estate Fund RYREX, RYHRX, RYCRX
SA Real Estate Securities Fund SAREX
SEI Institutional Mgd Real Estate Fund SETAX, SEIRX
Spirit of America Real Estate Income & Growth Fund SOAAX
SSgA Clarion Real Estate Fund SSREX
Stratton Real Estate Fund STMDX
T.Rowe Price Real Estate Fund TRREX, PAREX
TIAA-CREF Real Estate Securities Fund TIREX, TRRPX, TRRSX, TCREX
Vanguard REIT Index Fund VGSNX, VGRSX, VGSLX, VGSIX
Virtus Real Estate Securities Fund PHRAX, PHRIX, PHRCX, PHRBX

Source: NAREIT

REIT ETFs

REIT ETF Symbol
Flex Shares ASET
Wisdom Tree Global Ex-US DRW
S&P 500 Equal Weight EWRE
iShares FTSE Industrial/Office FNIO
MSCI Real Estate Index FREL
S&P REIT Index FRI
First Trust S&P REIT FRI
iShares Real Estate 50 FTY
Flexshares Global GQRE
iShares Cohen & Streers ICF
iShares International Developed RE IFGL
iShares US RE IYR
Premium Yield Equity REIT KBWY
ETRACS Monthly Pay 2x Leverage MORL
Market Vector Mortgage MORT
iShares Global REIT REET
iShares FTSE Mortgage REM
iShares Residential REZ
IQ US Real Estate Small Cap ROOF
iShares FTSE NAREIT Retail RTL
DOW Jones Global RE RWO
SPDR Dow Jones RWR
Schwab US REIT SCHH
Super Dividend REIT SRET
ProShares Ultra RE URE
Vanguard REIT VNQ
Vanguard Global ex-US VNQI
iShares International Developed WPS
Wilshire US REIT WREI
Pacer Benchmark Data & Infrastructure RE SRVR
Pacer Benchmark Industrial RE INDS
Pacer Benchmark Retail RE RTL
Hoya Capital Housing HOMZ
NetLease Corporate RE NETL

 

Not All Dividends Are the Same

REIT Name Ticker Annual Increases/yr
Federal Realty FRT 51
Universal Health Realty UHT 33
National Retail Properties NNN 29
Realty Income O 27
Tanger Outlets SKT 26
Urstadt Biddle UBA 25
Essex Property Trust ESS 25
W.P.Carey WPC 22
National Health Investors NHI 17
Equity Lifestyle ELS 15
Digital Realty DLR 15

Source: www.dripinvesting.org