Franklin Street Properties Corp.

Macerich

Kilroy Realty

SL Green Realty

One Liberty Properties

Park Hotels & Resorts

Douglas Emmett

Retail Opportunity Investments

Gladstone Commercial

Acadia Realty Trust

Cambria Global Real Estate ETF

BLDG is actively-managed to provide exposure to the real estate sector and its related industries. Stocks are selected using Cambrias multi-factor algorithm.

Avantis Real Estate ETF

Invesco Active US Real Estate

ALPS Active REIT ETF

Investor interest in real estate ETFs surged last month. Real estate has historically been embraced because of its ability to deliver excess returns during bull markets and low correlation with traditional stock and bond investments.

Check Out These 4 Active ETFs for REIT Exposure

JPMorgan BetaBuilders MSCI US REIT ETF

CBL & Associates Properties

CyrusOne

CorePoint Lodging Inc

Direxion Daily Real Estate Bear 3x Shares

First Trust FTSE EPRA/NAREIT Developed Markets Real Estate

Farmland Partners

First Trust S&P REIT Index Fund

Goldman Sachs Future Real Estate And Infrastructure Equity ETF

Invesco KBW Premium Yield Equity REIT ETF

Gladstone Land

Nuveen Short-Term REIT ETF

Pennsylvania Real Estate Investment Trust

InfraCap REIT Preferred ETF

iShares Global REIT ETF

Strategic Residential & Apartment Real Estate ETF

ETFB Green SRI REITs ETF

SPDR Dow Jones REIT ETF

iStar Inc

Global X SuperDividend REIT ETF

Seritage Growth Properties

After back-to-back negative return months at the start of the year, REITs began the recovery process in March with a +4.93% total return.

The State Of REITs: April 2022 Edition

Ashford Hospitality Trust

Ashford

American Tower

Bluerock Residential Growth REIT

Blackstone Group

Condor Hospitality Trust

Diversified Healthcare Trust

Direxion Daily Real Estate Bull 3x Shares

iShares Cohen & Steers REIT ETF

InnSuites Hospitality Trust

Industrial Logistics Properties

Office Properties Income Trust

RMR Group

2021 was a very strong year for REITs, which had positive total returns in 10 out of the 12 months, including December's +8.73% average return. Large cap (+49.35%) and small cap REITs (+47.34%) surged in 2021, while micro caps (+22.36%) significantly underperformed.

The State Of REITs: January 2022 Edition

Alpine Global Premier Properties Fund

Beazer Homes USA

Century Communities

CatchMark Timber Trust

Invesco MSCI Global Timber ETF

D.R. Horton

WisdomTree Global ex-US Real Estate Fund

Invesco S&P 500 Equal Weight Real Estate ETF

Fidelity MSCI Real Estate ETF

FlexShares Global Quality Real Estate Index Fund

Xtrackers International Real Estate ETF

Hoya Capital Housing ETF

Hovnanian Enterprises

Hovnanian Enterprises, Inc. Pfd Shs Series A

iShares International Developed Real Estate ETF

CBRE Global Real Estate Income Fund

iShares U.S. Home Construction ETF

iShares U.S. Real Estate ETF

Nuveen Real Estate Income Fund

KB Home

Across the land, there are few better inflation hedges than land itself. Timber REITs own nearly 30 million acres of land, more acreage than the smallest U.S. five states combined. Truly an "organic growth" sector, Timber REITs - which were initially slammed at the outside of the pandemic - have come roaring back to life over the last twelve months.

Timber REITs: Renewable Dividends

Aurora Cannabis

AFC Gamma

Agrify

Arena Pharmaceuticals

Canopy Growth

Clever Leaves Holdings Inc

Amplify Seymour Cannabis ETF

Cardiol Therapeutics

Cronos Group

Charlotte's Web Holdings, Inc.

Direxion Daily CSI China Internet Index Bull 2X Shares

Greenlane Holdings

GrowGeneration Corp

High Tide

Hydrofarm Holdings Group

High on Growth: Cannabis REITs are far-and-away the best-performing REIT sector of the past half-decade as the budding industry thrives in the murky and often contradictory regulatory framework of legalized marijuana. Joining Innovative Industrial, Power REIT, and AFC Gamma, a pair of newcomers will soon enter the pot party - Chicago Atlantic Real Estate Finance and Freehold Properties - both operating as mortgage REITs.

Cannabis REITs: When They Go Low, We Get High

Saul Centers

Brixmor Property Group

Cedar Realty Trust

CoStar Group

Federal Realty Investment Trust

InvenTrust Properties Corp

Kimco Realty

Kite Realty Group

Bouncing back from punishing pandemic-related declines, Shopping Center REITs are on the cusp of a full recovery across all critical metrics but Omicron introduces fresh uncertainty and also potential opportunity. The retail landscape has improved dramatically this year. Retail sales are on-pace to rise over 15% this year while store closings are on pace for the lowest level in a decade.

Shopping Center REITs: Bargain Hunting

EastGroup Properties

Extra Space Storage

Rexford Industrial Realty

Schwab U.S. REIT ETF

iShares Core U.S. REIT ETF

Vanguard Real Estate ETF

Global X Data Center REITs & Digital Infrastructure ETF

REITs have achieved positive returns in 9 of the first 10 months of 2021, including a +4.25% average return in October. Large cap (+7.60%) and Mid cap REITs (+4.88%) surged in October while micro caps (-1.35%) badly underperformed.

The State Of REITs: November 2021 Edition

The real estate sector and publicly listed real estate investment trusts (REITs) are favored destinations for income investors, but many of those investors focus solely on domestic fare. That's limiting from the perspectives of geographic diversification and income opportunities, but the Cambria Global Real Estate ETF (BLDG) is an example of an exchange traded fund [.

Go Global in the Hunt for Real Estate Income

City Office REIT

GEO Group

New York City REIT Inc

QTS Realty Trust

Tanger Factory Outlet Centers

REITs continue to achieve positive total returns in every single month of 2021 with +0.87% average return in August. Large cap REITs (+2.3%) continued to outperform their smaller peers in August. Micro caps (-2.49%) underperformed again.

The State Of REITs: September 2021 Edition

Albertsons Companies

Agree Realty

American Fin Tr Inc - Ordinary Shares - Class A

American Fin Tr Inc - 7.50% PRF PERPETUAL USD 25 - Ser A

Amazon

Bed Bath & Beyond

Best Buy

Broadstone Net Lease

Brookfield Property REIT

Costco

CVS Health

DoorDash

Dick's Sporting Goods

EPR Properties

Essential Properties Realty Trust Inc

Big Box Is Back: The COVID pandemic has radically transformed consumer spending habits - perhaps permanently - shifting spending towards goods over services and towards larger-format retailers over smaller shops. While enclosed regional malls face a long and uncertain road to recovery, the outlook for open-air Shopping Center REITs has brightened considerably this year. Recent earnings results have been impressive.

Shopping Center REITs: Big Box Boom

iShares Residential Real Estate ETF

Housing is an important long leading indicator for the economy, with a downturn in sales and construction typically leading a recession by 12 to 24 months. Through July, housing sales are down over 30% from their peak in January, and important construction metrics are down close to 20%.

Housing Hoists A Yellow (But Not Red) Flag Beginning In Q2 2022

CIM Commercial Trust

CoreCivic

DigitalBridge Group

New Senior Investment Group

Ventas

The REIT sector has achieved a positive total return in every single month of the first half of 2021, including a +2.97% average return in June. Micro cap REITs (+6.05%) led in June, outperforming their larger peers in back to back months. Mid caps (+1.70%) underperformed again in June.

The State Of REITs: July 2021 Edition

American Homes 4 Rent

Gaming and Leisure Properties

Pebblebrook Hotel Trust

Postal Realty Trust

RLJ Lodging Trust

Sotherly Hotels

Service Properties Trust

Uniti Group

The REIT sector has achieved gains in every month of 2021 thus far, including a +1.77% average total return in May. Micro cap REITs (+12.2%) rebounded in May after a couple of rough months to significantly outperform their larger peers. Mid caps (-0.03%) narrowly failed to extend their gains.

The State Of REITs: June 2021 Edition

Despite low interest rates, a scenario that historically favors the group, real estate stocks and exchange-traded funds are struggling this year.
 What Happened: Struggles hastened by the demise of brick-and-mortar stores and the work from home theme punishing commercial office space firms are among the factors weighing on old school real estate ETFs.

New ETF Could Be Better Real Estate Bet

News for Cambria Global Real Estate ETF ETF (BLDG)