This summary was created by AI, based on 1 opinions in the last 12 months.
The experts believe that the real estate sector's performance is closely tied to interest rates, with a potential trigger for increased demand if the 30-year rate falls below 6.0%. They also highlight the significant shortage of homes in the U.S. over the past 14 years, indicating pent-up demand in the market. Overall, the consensus is that the real estate sector is poised for potential growth and recovery.
Likes the sector now. Delinquencies have been confined to office real estate, and we're near the end of interest rate hikes.
Good momentum. Basket of commercial, residential, storage, and so on. Issue is the expensive valuation. Another way to play it is to look at the US homebuilders, such as ITB, his preference, which also has a home renovation component. Supply/demand dynamics speak to years and years of home building.
Crown Castle and American Tower represent 20% of this ETF; this is the whole 5G craze, since they own the towers needed for 5G. No problems holding this. He has no worries.
He would stay away from AT&T. He is not into the telco theme. There is a better way to get yield. He would like to see wireless competition stabilize -- it is a cut throat business. For yield, he likes real estate or utilities instead. He would hold XLRE -US as the ETF to hold for a yield of 3.1%.
The Real Estate Select Sector SPDR Fund is a OTC stock, trading under the symbol XLRE-US on the (). It is usually referred to as or XLRE-US
In the last year, 1 stock analyst published opinions about XLRE-US. 1 analyst recommended to BUY the stock. 0 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for The Real Estate Select Sector SPDR Fund.
The Real Estate Select Sector SPDR Fund was recommended as a Top Pick by on . Read the latest stock experts ratings for The Real Estate Select Sector SPDR Fund.
Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.
1 stock analyst on Stockchase covered The Real Estate Select Sector SPDR Fund In the last year. It is a trending stock that is worth watching.
On , The Real Estate Select Sector SPDR Fund (XLRE-US) stock closed at a price of $.
It's all about interest rates. Probably we need to see the 30-year fall below 6.0% to trigger pent-up demand and will likely get it. We're 5 million homes short in the U.S. and have been underproducing for 14 years.