Advisors and income investors have long leaned into passive strategies when it comes to accessing listed real estate investment trusts (REITs). But this is a space where active management can be advantageous over the long haul.
In addition to high levels of income, investors often target the real estate sector for predictability and steadiness. Those are sensible approaches when considering real estate investment trusts (REITs) often ink long-term contracts with tenants featuring inflation escalators.
A checklist comprising above-average income, attractive valuations, and positive correlations to possible interest rate cuts may sound daunting. But it is possible for investors to check all those boxes with various sector-level plays.
Tepid gains notched by the real estate sector are largely viewed as the result of tariff turbulence. But some market observers believe real estate investment trusts (REITs) could prove sturdy if trade tensions are renewed.
With the S&P 500 up 6.13% for the month ending June 9, some market participants may think the worst of the pain inflicted by the White House's tariff policy is in the rearview mirror. That can change on a dime.
For all the ups and downs (mostly downs) AI equities have subjected investors to this year, there are some constants. For instance, some of the largest economies are pledging massive AI-related expenditures over the next several years.
Last week, U.S. stocks were thrashed as the White House unleashed reciprocal trade tariffs against an array of countries. Investors are scrambling to identify shelter from the storm assets with decent-by-comparison volatility traits.
Real estate investment trusts (REITs) and related ETFs are living up to their defensive billing in the first quarter. That's because a broad swath of the category's passive ETFs are outpacing the S&P 500 to start the year.
Real estate investment trusts (REITs) are considered a rate-sensitive asset class, and the group confirmed as much in 2022. When the Federal Reserve set out on one of its most intense tightening campaigns in recent memory, broad gauges of real estate stocks tumble, some by as much as 20% or more on an annual basis.
Artificial intelligence (AI) stocks are currently navigating turbulent waters. Last week, news that China's DeepSeek made significant AI advances at a low price point and with outdated technology prompted a sell-off by U.S. technology stocks.
In 2025, the real estate sector could be at inflection point. The Federal Reserve might not lower interest rates as aggressively as hoped.
The commercial real estate market suffered significant setbacks at the hands of the coronavirus pandemic. This hampered shares of the related listed real estate investment trusts (REITs).