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Investor Insights

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.

Consensus
Positive
Valuation
Undervalued
BUY

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.

0
BUY

Likes the sector now. Delinquencies have been confined to office real estate, and we're near the end of interest rate hikes.

0
BUY
Bought it yesterday. Public REITs will see a mean reversion for a discount valuation vs. private markets in 2023. If there's a recession, there will be a lot of M&A, driven by private equity cash wanting to do deals. XLRE will take advantage of this mean reversion. Public REITs have outperformed private RE in the last several recessions and following four quarters of each.
0
PAST TOP PICK
(A Top Pick Mar 21/22, Down 8%) Top holding is AMT. Another big one is PSA. So its offerings are more specialties, which we don't have in Canada. Seasonality is March to September.
0
TOP PICK
Part of rotating to defensive sectors. The real estate sector has done very well. REIT's trade with the state of the economy and are affected by interest rates. The sector is more co-related to the business cycle. It typically does well until September but the upside this time may not last until then.
0
DON'T BUY

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.

0
DON'T BUY
We've seen the bounce from March 23, but they haven't performed well since then. There's lack of visibility on the future. Until we get past Covid, it's not his favourite sector. It has structural headwinds against it. People are out of work, and we haven't had the wave of bankruptcies yet. Better places to look.
0
BUY

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.

0
COMMENT
Seasonal period from April to November. People usually buy REITs for the yield, so it's fine to hold. If you want a faster racehorse, perhaps sell it for something with a higher beta.
0
TOP PICK
The number one performing sector year to date. He loves the sector and is happy to stick with it for now.
0
PAST TOP PICK
(A Top Pick Sep 12/18, Up 20%) He still likes being in this. A real steady grower. If you think 10 year rates stay around 2% this will be good to hold. If interest rates go up, this will be a tough hold. He thinks slow growth or a modest recession is likely, so holding this is good. If economic growth accelerates, selling of real estate will accelerate too and he would be forced to sell out.
0
TOP PICK
The risks will be if interest rates go up or if economic growth accelerates. Otherwise a good holding for a sideways growth market. Yield 3.16%
0
COMMENT

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%.

0
PAST TOP PICK
(A Top Pick Aug 07/18, Up 16%) The 1.5% ten year yield has benefited this one. Rent levels can continue to grow. He continues to be focused here.
0
TOP PICK
He likes the outside exposure to data centres and towers. This opens the door to participate in 5G. Yield 3.27%
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The Real Estate Select Sector SPDR Fund(XLRE-US) Rating

Ranking : 4 out of 5

Bullish - Buy Signals / Votes : 1

Neutral - Hold Signals / Votes : 0

Bearish - Sell Signals / Votes : 0

Total Signals / Votes : 1

Stockchase rating for The Real Estate Select Sector SPDR Fund is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

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

What is The Real Estate Select Sector SPDR Fund stock symbol?

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

Is The Real Estate Select Sector SPDR Fund a buy or a sell?

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.

Is The Real Estate Select Sector SPDR Fund a good investment or a top pick?

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.

Why is The Real Estate Select Sector SPDR Fund stock dropping?

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.

Is The Real Estate Select Sector SPDR Fund worth watching?

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.

What is The Real Estate Select Sector SPDR Fund stock price?

On , The Real Estate Select Sector SPDR Fund (XLRE-US) stock closed at a price of $.