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iREIT Daily

The Trade World Tightens to an Even More Frightening Degree

For the last several years, global trade has taken a hit in multiple ways. During the pandemic, many economies experienced shipping delays, labor scarcities, and logistics restrictions. Before that, trade disputes between the U.S. and China put a squeeze on supply chain movement. And now the Russian...

Read more May 26, 2022
iREIT Daily

The Social Media Company That “Snapped” the Markets

It’s no secret that the social ad space that launched platforms like Twitter, Facebook, and Pinterest into billion-dollar territory is now having a tough go of it. Nearly every major name in the sector has reported sluggish first-quarter growth. Nearly every major name in the sector missed the mar...

Read more May 25, 2022
iREIT Daily

Some Bullish Moves Worth Mentioning in a Bearish Market

May has been another anemic month for every equity index from Nasdaq to the Dow. As a few too many Q1 earnings reports miss their marks, each day seems to bring more uncertainty, underperformance, and incremental losses. And as the tickers slant down, many wonder where the bottom will be.  Hone...

Read more May 24, 2022
Durable Dividends

Retirement Recipe: An Ounce of Preparation is Worth a Pound of Cure

The S&P 500 recently dipped (for a few hours) below the -20% threshold (relative to its recent highs of 4,818.62).   Personally, I’d been hoping this would happen.  As I said at the start of the year (when the negative volatility began to rear its ugly head) I have a plan for success in...

Read more May 24, 2022
iREIT Daily

Congress Cracks Down on Crude

As inflation soars at incredible rates and the war rages on in Russia, crude oil prices are predicted to climb even higher. Sorry to tell you this if you haven’t already heard… But this summer, Americans could face an average pump price of $6.20 per gallon of gas. So expect to keep feeling the p...

Read more May 23, 2022
Dividend Champions List

Dividend Growth Stock of the Week: Lennox International

Last week, Lennox International (LII) increased its dividend by 15%. This raises the company’s dividend growth streak to a solid 13 years. Summer is approaching and it’s getting hot. Is your air conditioner working? If not, you might soon be buying a new system from Lennox, one of the major HVAC...

Read more May 23, 2022
iREIT Daily

Off Target: The Truth About Consumer Trends

If this hasn’t been one of the most whirlwind quarters on Wall Street, I don’t know what would be. In the last few months, we’ve seen earnings upsets through a range of organizations from Alphabet (GOOG) to Amazon (AMZN) – with some companies missing the mark by vast margins. And while I rec...

Read more May 20, 2022
iREIT Daily

It Could Be Worse (Unless You’re in the U.K.)

For the last several months, it seems concerns over inflation have infiltrated every economic news headline here at home. With so many factors influencing the American economy – from post-pandemic stress to geopolitical sanctions – it’s difficult to assess exactly how we got into this situatio...

Read more May 19, 2022
iREIT Daily

Retail Roars on Despite Runaway Inflation: Here’s How You Can Play It

It’s no secret that Americans love to shop. Whether it’s clothes or cars, shopping malls or supermarkets, we seem to consume at a rate unmet by other countries. Add to that our recent Covid economy, and we only saw an increase in the purchasing prowess of many Americans thanks to the influx of s...

Read more May 18, 2022
iREIT Daily

McDonald’s Exits and Biden Addresses

As I reported a few weeks ago, McDonald’s (MCD) executives have been wracking their brains over what to do with their Russian business. This iconic symbol of American capitalism has been operating in eastern Europe since the fall of the Iron Curtain. With over 800 restaurants and 62,000 employees ...

Read more May 17, 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