Featured On

Forbes
seeking alpha
fox business
US news
Kiplinger
npr
Property Chronicle
Institutional Investor
  • Why Wide Moat?
    • Our Company
    • Our Team
    • Friends of Wide Moat Research
    • Contact Us
  • Research
    • Library
    • Featured Interviews
  • Podcasts
    • The Ground Up
  • Products
    • Research Services
    • Books
  • Free Guides
    • REITs
    • – What Is a REIT?
    • – How To Play It
    • – REIT Property Sectors
    • – REIT Valuation
    • – REIT Capitalization
    • – REIT Dividends
    • – REITs Around the Globe
    • – REIT FAQs
Start Here Sign In
Brad Thomas

  • #1 Real Estate Expert, Forbes
  • Forbes Real Estate Investor, Editor
  • Brad Thomas

    FREE RESOURCES FOR
    INTELLIGENT INVESTING

    SIGN UP NOW!

    1. Home
    2. Home

    Latest Articles and News

    View all
    iREIT Daily

    Will You Be Comfortable in Retirement?

    I keep seeing this ad on Yahoo Finance: “20 Questions to See if You’ll Retire Comfortable.” And while I’m not willing to actually click through it, I do want to address it regardless....

    Read more April 14, 2021
    iREIT Daily

    Mansions, Mistakes, and Mindsets

    I’d say that, when you’re in real estate, you have to know your market. However, that would be a slightly silly (i.e., a nice word for “stupid”) statement considering how that’s true of absolutely anything in life, even outside of regular business propositions....

    Read more April 13, 2021
    iREIT Daily

    Same Scene, Different Perspective

    “Companies are selling their real estate at the fastest pace ever,” reads a Bloomberg headline – setting up the quintessential glass-half-empty or half-full kind of question....

    Read more April 12, 2021
    Dividend Sensei

    Why Investors Don’t Need To Fear Inflation

    Inflation and soaring interest rates that go with it have been a growing concern for investors in 2021. With $6 trillion worth of stimulus already passed and a potential $4 to $5 trillion more on the way, it's understandable why 2021 inflation predictions from reputable economists go as high as 4% t...

    Read more April 9, 2021
    iREIT Daily

    Now We Have to Deal With Dinosaurs Too????

    Let’s learn our lesson about arrogance and limitations now… before we get swallowed whole by something we didn’t pause long enough on when asking, “What could possibly go wrong?”...

    Read more April 9, 2021
    iREIT Daily

    Cryptocurrency Makes Its Commercial Real Estate Debut

    Based in Los Angeles, Caruso Homes’ apartments and retail properties will begin accepting bitcoin as rent payment. The empire’s billionaire founder, Rick Caruso, told CNBC’s Power Lunch yesterday that he and his “believe that cryptocurrency is here to stay.” That’s why the company has in...

    Read more April 8, 2021
    iREIT Daily

    The California/New York and Bubble Debates Continue

    Another day, another professional opinion about whether we’re in a bubble or not. Another report about California and New York – whether positive or negative....

    Read more April 7, 2021
    iREIT Daily

    Baylor’s Win Shows Us the Power of Predictability and Upsets Alike

    Out of all the headlines I’ve seen about last night’s NCAA men’s basketball March Madness championship game, I like CBS’ the best: “Scott Drew Never Let Others Change His Story, Path, or Program. And That’s How He Led Baylor to Its First Title.”...

    Read more April 6, 2021
    iREIT Daily

    Market Bubble or No Market Bubble…

    This weekend included a family conversation about whether there was a stock market bubble and, if so, whether it was going to pop pretty soon. It’s something people are beginning to ask more and more these days, as reported more and more by various news outlets....

    Read more April 5, 2021
    iREIT Daily

    If You’re Part of This “1 in 4,” STOP NOW!

    I’m not going to hesitate about stepping onto my soap box and tell you that – without a shadow of a doubt – you need to know what you’re doing. It’s imperative to understand the risks and rewards, the importance of diversification, and your own personal position and preferences....

    Read more April 2, 2021
    Read More >>
     
     
     

    Testimonials

    An Invaluable Resource

    "I work daily in the net lease real estate industry and WMR is an invaluable resource for me and my firm. The industry knowledge is important to me on my personal portfolio level."
    - Cram NNN

    Learn about Intelligent Dividend Investor

    Solid Stock Picking

    "Very helpful with a lot of solid stock picking ideas! Always strong reasoning for evaluations"
    - Slein Hunter

    Learn about Intelligent Dividend Investor

    Worth Every Penny

    "I have been following Brad Thomas for over 5 years now and he has provided nothing but outstanding coverage and insight. His research is worth every penny!"
    - Bgraham

    Learn about Intelligent Dividend Investor

    Great Product

    "100% recommended to others who are looking to invest in the long term. Great product, client service, really great. Thank you."
    - Matis

    Learn about Intelligent Dividend Investor

    Explore
    • Research Library
    • Research Services
    • Featured Interviews
    • The Ground Up Podcast
    • Books
    • Our Company
    • Our Team
    • Friends of Wide Moat Research
    • Contact Us
    Free Guides
    • What Is a REIT?
    • How To Play It
    • REIT Property Sectors
    • REIT Valuation
    • REIT Capitalization
    • REIT Dividends
    • REITs Around the Globe
    • REIT FAQs
    Terms & Privacy
      • Privacy Policy
      • DMCA
      • Terms Of Use
      • Disclaimer

    Copyright ©2021 Wide Moat Research, LLC. All rights reserved.

    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