AG Mortgage Investment Trust

Global Medical REIT

InfraCap REIT Preferred ETF

PFFR tracks a modified market-cap-weighted index of US-listed preferred securities issued by real estate investment trusts (REITs).

iShares Preferred and Income Securities ETF 

VanEck Preferred Securities ex Financials ETF

Principal Spectrum Preferred Secs Active ETF

Global X SuperIncome Preferred ETF

The best preferred stock ETFs allow you to reduce your risk by investing in baskets of preferred stocks.

5 of the Best Preferred Stock ETFs for High and Stable Dividends

Alpine Global Premier Properties Fund

Cambria Global Real Estate ETF

Xtrackers California Municipal Bond ETF

Fidelity MSCI Real Estate ETF

First Trust S&P REIT Index Fund

FlexShares Global Quality Real Estate Index Fund

Home Appreciation US REIT ETF

Xtrackers International Real Estate ETF

Hoya Capital Housing ETF

iShares Cohen & Steers REIT ETF

iShares International Developed Real Estate ETF

CBRE Global Real Estate Income Fund

Pacer Benchmark Industrial Real Estate SCTR ETF

IREIT - Marketvector Quality REIT Index ETF

iShares U.S. Home Construction ETF

iShares U.S. Real Estate ETF

Nuveen Real Estate Income Fund

Invesco KBW Premium Yield Equity REIT ETF

VanEck Mortgage REIT Income ETF

Direxion Daily Homebuilders & Supplies Bull 3X Shares

NETLease Corporate Real Estate ETF

Neuberger Berman Real Estate Securities Income Fund Inc

Nuveen Short-Term REIT ETF

For income-focused investors willing to venture outside the United States, Canadian REITs offer appealing qualities as a potential portfolio diversifier alongside their larger and more established U.S. peers. Canadian REITs, on average, offer higher monthly dividend yields and trade at lower P/FFO multiples compared to their U.S. counterparts, but typically have weaker balance sheets with higher debt ratios. In this report, we take a quick look at 30 Canadian REITs and break down the industry on a sector-by-sector level. We also take a deep dive into H&R REIT.

Canadian REITs: Higher Yield Up North

REIT preferred shares offer higher returns and lower volatility than common REIT stocks, making them attractive in the current market cycle. The InfraCap REIT Preferred ETF provides a diversified mix of preferred securities from various REIT sub-categories, with a 30-Day SEC Yield of 6.92%. This ETF stands out by focusing on preferred securities, offering higher yields, less volatility, and a higher claim on assets compared to common REIT ETFs.

PFFR: A Unique Part Of The REIT Landscape

Alerian MLP ETF

Brookfield Renewable Partners

VanEck Vectors BDC Income ETF

Enterprise Products Partners

Energy Transfer LP Unit

Golub Capital BDC

JPMorgan Nasdaq Equity Premium Income ETF

MPLX

Morgan Stanley Direct Lending Fund

Schwab US Dividend Equity ETF

Cohen & Steers Infrastructure Fund Inc

Investing in high-yield dividend stocks can provide a stable passive income in retirement, reducing sequence-of-return risk compared to index funds. We share a model portfolio for how you can do this. The model portfolio yields a weighted average 8% while also growing its payouts at a rate that should meet or even beat inflation over the long term.

8%-Yielding Portfolio For Retirement Passive Income

PIMCO Dynamic Income Fund

Global X NASDAQ 100 Covered Call ETF

High-yield funds offer retirees passive income, diversification, and reduced need for active management, allowing them to avoid selling stocks during market downturns. However, not all high-yield funds are created equal. We discuss two that we think should be avoided right now and two that are worth buying.

2 Very Overrated And 2 Very Underrated Big Dividend Funds

PFFR invests in REIT preferred shares. These are high-yield securities, with the fund itself sporting a 7.9% dividend yield. Dividends have remained stable for years, although there were significant price losses during the past downturns.

PFFR: REIT Preferreds ETF - Strong, Stable 7.9% Yield

Elkhorn S&P High Quality Preferred ETF

First Trust Preferred Securities & Income ETF

First Trust Institutional Preferred Securities & Income ETF

Fidelity Preferred Securities & Income ETF

Virtus InfraCap U.S. Preferred Stock ETF

Global X U.S. Preferred ETF

Global X Variable Rate Preferred ETF

AAM Low Duration Preferred and Income Sec ETF

Invesco Financial Preferred ETF

Invesco Preferred ETF

Pimco Preferred And Capital Securities Active ETF

SPDR Wells Fargo Preferred Stock ETF

We take a look at the action in preferreds and baby bonds through the second week of April and highlight some of the key themes we are watching.

Preferreds Weekly Review: Bond Interest Deferral Worries Investors

Ares Capital

Brookfield Asset Management

Brookfield Infrastructure Partners L.P.

Blackstone Secured Lending Fund

Enbridge

Mid-America Apartment Communities

Realty Income Corp

SPDR S&P 500 ETF Trust

Vanguard Dividend Appreciation ETF

Vanguard Real Estate ETF

W. P. Carey

Utilities Select Sector SPDR Fund

A recent study shows that those nearing retirement believe they need a $1.5 million nest egg. While numerous macro factors make planning for retirement harder than ever, fortunately living on dividends is easier than ever. We discuss why this is and share a dividend portfolio that can make living on a $1.5 million portfolio a reality.

A $1.5 Million Inflation-Resistant Portfolio For Retiring With Dividends

We take a look at the action in preferreds and baby bonds through the fourth week of March and highlight some of the key themes we are watching. Preferreds had a good week as Treasury yields fell on the back of the Fed's more dovish than expected stance. We take a look at how stocks with different spreads over SOFR could react to Fed's cuts.

Preferreds Weekly Review: Keep An Eye On The Spread Of Floating-Rate Preferreds

We take a look at the action in preferreds and baby bonds through the third week of March and highlight some of the key themes we are watching. Preferreds were down for the week due to rising Treasury yields, but most preferred CEF sectors remain positive for the month. Albemarle issued a new preferred stock with a mandatory convertible feature, offering upside participation with less downside than the common and a higher coupon.

Preferreds Weekly Review: Mandatory Convertibles Offer High-Beta Preferred Exposure

SPDR Gold Trust

Building a dividend income snowball for retirement provides clarity and reduces sequence of returns risk. This article provides a sample portfolio of seven funds that can easily fund a retirement with a $1.5 million nest egg. The portfolio should generate around $6,500 per month in sustainable passive income along with a hedge against bad times hitting.

A Strategy For $6500 Monthly Dividends From A 7-Fund Portfolio

Synchrony Financial

We take a look at the action in preferreds and baby bonds through the fourth week of February and highlight some of the key themes we are watching. Preferreds had a strong week with a 1%+ return, driven by a drop in Treasury yields and compression in credit spreads. Different preferreds sectors have different drawdown profiles, offering investors an opportunity to tilt to more resilient securities in anticipation of the next drawdown.

Preferreds Weekly Review: Historic Drawdowns Are Relevant Again

John Hancock Preferred Income ETF

Invesco Variable Rate Preferred ETF

PFFA is a well-diversified and consistently top-performing preferred stock ETF, enabled by management's bold allocation strategy.

U.S. Preferred Stocks Look Attractive And PFFA Is A Top-Performing Preferred Stocks ETF

We take a look at the action in preferreds and baby bonds through the second week of February and highlight some of the key themes we are watching. Preferreds were flat on the week as higher Treasury yields were offset by tighter credit spreads. A high yield-to-call is not a sufficient reason to buy a given preferred.

Preferreds Weekly Review: A High Yield-To-Call Is Not Enough

We take a look at the action in preferreds and baby bonds through the fourth week of January and highlight some of the key themes we are watching. Preferred stock and baby bond market had a good week with most sectors finishing in the green. The article discusses the curious case of Aspen insurer preferred AHL.PR.C and how the coupon conversion worked on the first call date.

Preferreds Weekly Review: AHL Preferred Gets Stuck Near Libor Peak

InfraCap MLP

NEW YORK--(BUSINESS WIRE)--The InfraCap MLP ETF (NYSE Arca: AMZA) (the “Fund”) has declared a monthly distribution of $0.26 ($3.12 per share on an annualized basis). The distribution will be paid January 30, 2024 to shareholders of record as of the close of business January 23, 2024. AMZA Cash Distribution: Ex-Date: Monday, January 22, 2024 Record Date: Tuesday, January 23, 2024 Payable Date: Tuesday, January 30, 2024  The Virtus InfraCap U.S. Preferred Stock ETF (NYSE Arca: PFFA) (the “Fund”).

Virtus InfraCap ETFs (AMZA/PFFA/PFFR) Declare Monthly Distributions

SPDR Bloomberg 1-3 Month T-Bill ETF

iShares Floating Rate Bond ETF

Invesco AAA CLO Floating Rate Note ETF

ProShares Investment Grade-Interest Rate Hedged

FolioBeyond Rising Rates ETF

iShares Short Treasury Bond ETF

The bets over imminent Fed rate cuts weakened on central banks' cues. These ETFs that offer protection against rising rates are at a 52-week high currently.

Fed Rate Cut Bets Ease: 5 ETF Areas at a 52-Week High

InfraCap Equity Income Fund ETF

InfraCap Small Cap Income ETF

Infrastructure Capital Advisors is targeting small-cap U.S. companies poised to deliver income and growth potential with its latest active ETF. The InfraCap Small Cap Income ETF (NYSE Arca: SCAP) will place a particular emphasis on small-cap equities considered value stocks.

InfraCap Launches Active Small-Cap Income ETF

Blackstone Group

SPDR Bloomberg High Yield Bond ETF

Vornado Realty Trust

During this Fed tightening cycle, preferred stocks have declined significantly below par value which is normally $25. Buying preferred stocks at below par can represent an excellent total return opportunity as the current dividend yield is high relative to treasuries and other bonds. Also, there's the potential for price appreciation if the securities return to par.

Debunking The Mystery Behind REIT Preferreds

The InfraCap REIT Preferred ETF tracks the performance of preferred shares issued by U.S. equity and mortgage REITs. PFFR offers diversification across the entire U.S. REIT space with very limited allocations into single company preferred instruments. In the past 3-year period, PFFR has underperformed VNQ on a total return basis due to higher duration factor.

PFFR: Attractive 8% Yield With A Defense Component Attached

PFFR offers investors exposure to REIT preferred. It offers investors a strong 8.1% dividend yield but is less diversified than most of its peers. The fund's strong yield makes it a buy, but the fund's niche holdings mean positions should be kept small.

PFFR: REIT Preferred ETF, Strong, Stable 8.1% Yield

Preferreds are fixed income instruments that normally provide strong yield but minimal capital appreciation potential. Recently, however, prices have become dislocated and irrational. They now have around 50% capital appreciation potential on top of outsized dividend yields.

Dislocation Of The REIT Preferred Market - PFFR

The Virtus InfraCap REIT Preferred ETF currently yields a healthy 8.8%, paying a monthly dividend of $0.12 per share. PFFR's dividend rate is expected to rise over the next two to four years due to the Federal Reserve's potential lowering of the Federal Funds Rate. The risks of investing in PFFR are limited, with potential returns outweighing the risks, making it an attractive long-term investment option.

Consider PFFR For Income And Price Appreciation

Arbor Realty Trust

Blackstone Mortgage Trust

Cummins

Costco

Ladder Capital

Modiv

Northrop Grumman

Starwood Property

Many preferred stocks are now heavily discounted and offer high yields. Since real estate is well-known for its cash generation capabilities, REIT preferreds often offer better risk-to-reward. We discuss two REIT preferreds with yields above 8% for your consideration.

8% Yielding 'Strong Buy' REIT Preferred Shares

CubeSmart

Invesco S&P 500 Equal Weight Real Estate ETF

Extra Space Storage

Life Storage

National Storage Affiliates Trust

Storage REITs are the best-performing property sector this year after lagging in late 2022, lifted by surprisingly solid earnings results and a thawing of the previously icy-cold housing market. Storage demand is driven largely by housing activity – specifically, home sales and rental market turnover - and the recent moderation in mortgage rates has eased concern of a deepening housing recession.

Storage Wars

News for InfraCap REIT Preferred ETF ETF (PFFR)