The Real Estate Select Sector SPDR Fund…

The Real Estate Select Sector SPDR Fund (XLRE-US)

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PAST TOP PICK

(A Top Pick Jul 11/18, Up 19%) This was a more defensive pick. He would continue to hold it. Slow growth is fine for the economy and is good for this. Lower interest rates are favorable as well for income generating properties. He names this a Top Pick again today.

TOP PICK

About 40% of the portfolio is in specialized REITs, which includes more defensive data centres. Yield 3.22%

TOP PICK

US real estate focused in the REIT space with an overweight into large towers and data centres. Great tail wind from rates and real estate. Pays a nice dividend. Yield 3.2%

TOP PICK

A US REIT ETF that benefits from a slower growth economic outlook. Steady interest rates help its value. A defensive holding with some growth. Yield 3.33%

TOP PICK

With a cap on interest rates, he thinks the profitability of the space will be predictable both in Canada and the US. It is over-weighted to data centres and towers. Yield 3.26%

TOP PICK

Interest rates are stabilizing in Canada and US, which benefits real estate and XLRE. If we're going into recession, focus on multi-family and data centres, and this ETF focuses on those defensive real estate areas.

DON'T BUY

REITs tend to trend in channels. He would be careful with all REITs at the moment. They just got out of CGR-T. He thinks that the idea that you have to own 5% Real Estate in your portfolio at all times is nonsense. Expensive.

TOP PICK

A defensive holding, with more pro-cycle play. A good yield for the space. Yield 3.4%

TOP PICK

Their real estate exposure is US: Industrial, healthcare, office and digital data centers. He prefers this one because it has a bigger share of the specialized REIT sector.

TOP PICK

Rumours of the demise of real estate have been greatly exaggerated. If you believe interest rates may pause as the economy slows, this will be a good life jacket for your portfolio. He thinks this is the right time to get in as many others are getting out. It has a broad diversification of holdings.

TOP PICK

There are two ways to play real estate. He likes this one better than the IYR ETF because it is more narrowly focused, pays a little more yield, and is a little more defensive. If things slow down, this will do well. This is a significant component of his portfolio. (Analysts’ price target was not provided)

TOP PICK

He likes the concentration of the specialized real estate holdings – including hospitals, multi-residential, high rises, etc. He sees this as a bond proxy that is better than telcos and utilities.

Showing 16 to 27 of 27 entries

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The Real Estate Select Sector SPDR Fund (XLRE-US)