NEOS Real Estate High Income ETF is rated "Buy", offering nearly 12% yield from a covered call strategy on oversold REITs. Higher short-term rates have pressured IYRI's NAV, but most rate impact appears priced in, creating a potential entry point for long-term income investors. IYRI combines diversified REIT holdings with active call writing, delivering consistent monthly distributions and outperforming the sector and RQI in total return since inception.
The NEOS Real Estate High Income ETF remains a buy for income-focused investors, offering a 10.8% annualized yield with monthly distributions. IYRI's portfolio is positioned for growth via data centers (DLR, EQIX, PLD) and senior housing (WELL), sectors resilient to higher interest rates. Option writing on the Dow Jones U.S. Real Estate Index enhances income, with higher volatility potentially boosting future distributions.
NEOS Real Estate High Income ETF offers a 10.90% yield, but 91% of its latest distribution is a return of capital, complicating the income story. IYRI is rated HOLD, with a 5% to 8% total return expected over the next 6–12 months, as monthly income justifies holding but not new buying. REIT fundamentals remain strong, but IYRI's options strategy and recent underperformance versus its benchmark limit upside in sector recoveries.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 4,758 | $233,670 | $216,536.58 | -$17,133.42 | -7.33% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 21 | $1,043.91 | $955.71 | -$88.2 | -8.45% |
| MA mason adams PVG ASSET MANAGEMENT Corp. | 12,532 | $615,687.13 | $575,344.12 | -$40,343.01 | -6.55% |
| WDW William Dudley Webb Jr. WORLD EQUITY GROUP Inc. | 4,513 | $225,268.34 | $207,598 | -$17,670.34 | -7.84% |
| SK Samira Kadam Cherry Creek Investment Advisors Inc. | 43,432 | $2.06M | $2.01M | -$49,552.12 | -2.41% |