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iREIT Daily

What’s the Plan, Powell?

This week, Jerome Powell and the rest of the Federal Reserve crew are meeting in Jackson Hole, Wyoming. It’s their annual retreat, and they’ll have something to say at the end of it. The markets aren’t quite waiting with bated breath. But they are most definitely waiting with significant antic...

Read more August 25, 2022
iREIT Daily

The Global Economy Isn’t Looking So Hot

In the wake of our Covid economy, the private sector has had an extremely difficult time getting back to business. Supply chain chaos… runaway inflation… geopolitical sanctions… inflation… It’s all been a mess. Of course though, many areas of our economy are showing signs of life. The trav...

Read more August 24, 2022
iREIT Daily

China Isn’t Feeling Well

Usually, I focus on what’s going on in the U.S. since that’s where I am… that’s where I invest… and that’s what I usually recommend. However, today we’re turning to China, and with very good reason. Actually, scratch the word “good.” Economic growth has slowed across much o...

Read more August 23, 2022
Dividend Champions List

Dividend Growth Stock of the Week: Broadridge Financial Solutions

Recently, Broadridge Financial Solutions (BR) raised its dividend by 13.3%. This brings the company’s dividend growth streak to a solid 16 years. Though you may not realize it, if you own stocks, you’ve probably read material that was handled by Broadridge Financial Solutions. You see, this comp...

Read more August 22, 2022
iREIT Daily

Climate vs. Economic Climate: Which One Wins?

For over two years now, our global economy has had to handle some really unfortunate circumstances. As Covid-19 swept through and everyone reacted, international trade was hit by shipping delays and resource scarcities. We’re also looking at geopolitical tensions, decreased energy exports, increas...

Read more August 22, 2022
iREIT Daily

More Retail Numbers And How to Read Them

The Census Bureau  released its data on retail spending through July this week.  With so many mixed signals flying around, strong retail numbers could help clarify a thing or two. So I was hoping we might see another strange surge in shopping, but…  Sadly, the data fell rather ...

Read more August 18, 2022
iREIT Daily

Back-to-School Blues

For many American school children, this week signals the inevitable.  As the dog days of summer wind to a close a new semester is about to begin – if it hasn’t already. This year, many kids across the country get to experience regular, maskless, in-class instruction again. But what hasn’t...

Read more August 17, 2022
iREIT Daily

Go Out And Save Some Money

Our current economic climate is nothing if not weird.  As I outlined yesterday, there are so many conflicting data points out there. It’s therefore difficult to determine exactly where we are and where we’re headed. For instance, after this month’s Consumer Price Index (CPI) was released,...

Read more August 16, 2022
iREIT Daily

Let’s Get Ready for Retail Week

This summer’s economy has seen more highs and lows than… Well, cliché as it is, a roller coaster. It seems each day, new data is released to show either some perplexing trend in economic activity or an incredible miracle via some bizarre market correction. Since the pandemic, we’ve seen robus...

Read more August 15, 2022
iREIT Daily

Low Inventory Leads to High Home Prices

This is going to be one of those “most obvious statements ever” openings. But I still have to say it on the very small chance that someone has been living under a rock for a while. The housing market has been incredibly hot in the last couple of years. In the wake of our Covid […]...

Read more August 12, 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