{"id":72176,"date":"2019-05-14T19:39:55","date_gmt":"2019-05-14T19:39:55","guid":{"rendered":"https:\/\/stockchase.com\/discover\/?p=72176"},"modified":"2019-10-22T18:55:04","modified_gmt":"2019-10-22T18:55:04","slug":"28-canadian-reit-stocks-etfs-with-expert-predictions-2019","status":"publish","type":"post","link":"https:\/\/stockchase.com\/discover\/28-canadian-reit-stocks-etfs-with-expert-predictions-2019\/","title":{"rendered":"28 Canadian REIT Stocks & ETFs with Expert Predictions (2019)"},"content":{"rendered":"

REITs Overview<\/strong>
\nREIT stocks stand for real estate investment trusts. When an investor buys a REIT, they are buying a share in a commercial real estate portfolio<\/a>. These portfolios own income-producing commercial real estate and pay good dividends. Most of them also operate their properties.<\/p>\n

Usually, REIT stocks will focus on a particular segment of the real estate sector. However, ETFs and other specialty REITs will be a mix of diversified properties. REITs are great for diversifying your portfolio.<\/p>\n

REITs are great high income securities alongside banks<\/a>. Income investors favour this security as they give access to real estate combined with more liquidity than traditional real estate investments.<\/p>\n

How can you buy REITs?<\/strong>
\nREITs can be purchased in any investment portfolio through a portfolio manager or on your own using an online brokerage<\/a>. We recommend Questrade<\/a> if you want to go through an online broker. You can read more about why we think it\u2019s the perfect platform for any Canadian investor<\/a>.<\/p>\n

Certain REITs will focus on a specific part of the real estate market, while others will offer a diversified batch, such as with an ETF.<\/p>\n

REITs and Risk?<\/strong>
\nREITs are considered volatile depending on where we are in the economic cycle. Oftentimes, a downturn in the economy and housing can cause volatility in REIT stocks. Canadian REIT stocks are facing pressure as the housing market in Canada enters less certain times. Real-estate market fluctuations will affect REITs directly. In a recession, these stocks can underperform. In recent years, investors dealing with a low interest rate climate have favoured REITs for income.<\/p>\n

Other things to keep in mind are that there are usually higher management fees than with other investment securities. It\u2019s also important to know that there are tax regulations and there are legal structures that makes it harder for growth in capital appreciation. However, they do offer stable cash flow and diversification for your portfolio if you don\u2019t already own real estate.<\/p>\n

Here is our selection of Canadian REIT Stocks & ETFs…<\/p>\n

You might also like : Gimme Shelter (and a Dividend) : REITs<\/a>.<\/p>\n

💹 ETF<\/strong><\/p>\n

iShares S&P\/TSX Capped REIT (XRE-T)<\/a>
\nA Canadian REIT that is dominated by RioCan (REI.UN-T) and H&R Real Estate (HR.UN-T). RioCan operates many Canadian shopping centres.<\/p>\n

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\n\t\t\t\t\n\t\t\t\t\t\"iShares\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tiShares S&P\/TSX Capped REIT Index ETF (XRE-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
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Opinion about XRE-T: Challenging to own REITs in Canada. The 5-year return is slightly negative, even including dividends. Some names in it make sense, some don't. Cumulative inflation has hurt REI.UN, the second-largest holding. Softness in Canadian economy.\u00a05- and 10-year yields are moving higher, and REITs are very sensitive to higher rates because of their…<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

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Horizons Equal Weight Canada Reit Index Etf (HCRE-T)<\/a>
\nThis Canada focused REIT tries to follow the performance of the Solactive Equal Weight Canada REIT Index. Rates are pausing and traditionally, REIT stocks have done well during this period.<\/p>\n

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\n\t\t\t\t\n\t\t\t\t\t\"Horizons\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tHorizons Equal Weight Canada Reit Index Etf (HCRE-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
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Opinion about HCRE-T: Stockchase Research Editor: Michael O'Reilly We reiterate HCRE, an equal weighted Canadian REIT by Global X as a TOP PICK.\u00a0 This ETF is tax efficient for non-registered accounts as it rolls distributions into the fund for capital gains instead.\u00a0 Lower interest rates will assist this sector going forward.\u00a0 We recommend trailing up…<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

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BMO Equal Weight REITs Index (ZRE-T)<\/a>
\nThey broke out in March and has continued to do well. They have a dividend yield of 4.32%.<\/p>\n

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\n\t\t\t\t\n\t\t\t\t\t\"BMO\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tBMO Equal Weight REITs Index (ZRE-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
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Opinion about ZRE-T: Stockchase Research Editor: Michael O'Reilly We reiterate this ETF holding a basket of Canadian REITs of equal weighting as a TOP PICK.\u00a0 Lower interest rates will benefit this sector going forward.\u00a0 We recommend trailing up the stop (from $20.50) to $22.00, looking to achieve $27.50 -- upside potential of 18%.\u00a0 Yield 4.7%\u00a0\u00a0<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

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Harvest Global REIT Leaders Income ETF (HGR-T)<\/a>
\nThis ETF centres on gold and gold producers. This ETF will benefit from higher gold prices and offer stability. A great choice to hold gold in a different way.<\/p>\n

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\n\t\t\t\t\n\t\t\t\t\t\"Harvest\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tHarvest Global REIT Leaders Income ETF (HGR-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
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Opinion about HGR-T: Centres on the outlook for gold and gold producers. It's been an abandoned sector, but the fundamentals are pointing higher. US dollar has rolled over, starting to see inflation in the US, and it's held in well while markets have gone higher. There's been a move in the commodity in the last…<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

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Vanguard FTSE Cdn Capped REIT (VRE-T)<\/a>
\nThis index fund follows the performance of a broad range of Canadian real estate equity companies. It currently tracks the FTSE Canada All Cap Real Estate Capped 25% Index.<\/p>\n

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\n\t\t\t\t\n\t\t\t\t\t\"Vanguard\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tVanguard FTSE Cdn Capped REIT (VRE-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
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Opinion about VRE-T: CGR vs. ZRE vs. VRE CGR is a global REIT play. ZRE is an equal-weight REIT play. VRE is market-cap weighted.There isn't a right way, one's not better than another. Looking back in history, in Canada the equal weight has been better than market-cap weighted. That's as a result of some of…<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

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🏛 Financials<\/strong><\/p>\n

Canada
\nSmart REIT (SRU.UN-T)<\/a>
\nA retail REIT that operates 60% in Ontario and the rest elsewhere. They have performed very well and pays a good dividend. Their biggest tenant is Walmart. They are also developping aggressively in Toronto.<\/p>\n

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\n\t\t\t\t\n\t\t\t\t\t\"Smart\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tSmart REIT (SRU.UN-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
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Opinion about SRU.UN-T: Dividend close to 7%. Very defensive, and so distribution is high. Flipside of being defensive and with high occupancy rates is that growth of 1-1.5% is below inflation. Higher leverage means income doesn't translate to earnings potential. Better opportunities, especially in necessity-based retail.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

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Choice Properties REIT (CHP.UN-T)<\/a>
\nA spin off company by Loblaws and the properties are leased to Loblaw stores. They have built-in future growth in the redevelopment of urban properties.<\/p>\n

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\n\t\t\t\t\n\t\t\t\t\t\"Choice\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tChoice Properties REIT (CHP.UN-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
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Opinion about CHP.UN-T: Really good company. Main tenant is Loblaw. 70% of business is retail, 25% industrial, and some mixed-use residential. Typically trades at a premium because it's defensive, now getting much closer to NAV of ~$15.25. Great balance sheet, solid management. Nice growth. Safe. Yield is 5.3% or thereabouts.\u00a0<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

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WPT Industrial REIT (WIR.U-T)<\/a>
\nA REIT that focuses on building facilities, mostly warehouses, that are used in traditional and online retail as well as manufacturing. They have a US focus and pay their dividends in USD. A name that can grow with e-commerce.<\/p>\n

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\n\t\t\t\t\n\t\t\t\t\t\"WPT\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tWPT Industrial REIT (WIR.UN-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
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Opinion about WIR.UN-T: (A Top Pick Jan 12\/21, Up 48%) Great-managed REIT. Taken out.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

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Northwest Healthcare Property REIT (NWH.UN-T)<\/a>
\nA trust that runs medical office buildings in Canada, Germany, Brazil and other locations. They are diversified across the world and recently announced a project in Australia. They pay 6.9% yield.<\/p>\n

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\n\t\t\t\t\n\t\t\t\t\t\"NorthWest\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tNorthWest Health Prop Real Est Inv Trust (NWH.UN-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
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Opinion about NWH.UN-T: (A Top Pick Aug 27\/25, Up 3%) (Note the short timeframe.)\u00a0 A lower-beta, higher-dividend choice for the summer when risks were higher than usual.Note that he'll probably be out of this soon, see if it swings up over the next few weeks and then exit.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

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Dream Office REIT (D.UN-T)<\/a>
\nOne of the largest Real Estate Investment Trusts in Canada. They specialize in office buildings. A lot of their operations are focused in Toronto.<\/p>\n

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\n\t\t\t\t\n\t\t\t\t\t\"Dream\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tDream Office REIT (D.UN-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
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Opinion about D.UN-T: Office environment continues to be challenging. B-team assets. Lots of work needs to be done on leasing. To invest, you have to be positive on the Toronto office environment, these assets, use of capital, and these operators. He's not there yet for Toronto.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

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Plaza Retail REIT (PLZ.UN-T)<\/a>
\nThey are developers with tenants like Shoppers Drug Mart. The trust specializes in shopping and retail in Atlantic Canada and Quebec. Analysts see a strong management team and their operations are seen to be best in class.<\/p>\n

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\n\t\t\t\t\n\t\t\t\t\t\"Plaza\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tPlaza Retail REIT (PLZ.UN-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
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Opinion about PLZ.UN-T: Most assets are in Quebec and the Maritimes. Strip plazas in smaller markets. Historically stable, not a lot of growth. Difficult to raise rents in these small markets, but high construction costs have prevented tenants from moving. So cashflow is growing faster than it has in a long time. Low-risk optionality to…<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

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Pure Multi-Family REIT LP (RUF.U-X)<\/a>
\nPeter Imhof sees this REIT as a good defensive play with a good yield. A good play on the US demand on apartments that gives you some exposure to the US market. There was a take-over deal discussed recently and the company has struck a committee to facilitate a possible sale.<\/p>\n

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\n\t\t\n\t\t\tPure Multi-Family REIT LP (RUF.U-X) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
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Opinion about RUF.U-X: He has never really fully understood their business model. There has been a recent take out off for $7.61 US per share. This is a real offer and the money would be there. Prior to that they had worked with a third-party, so it is precluding them from engaging in the current…<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

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InterRent REIT (IIP.UN-T)<\/a>
\nTheir main holdings are apartments in Toronto, Ottawa and Montreal. There are good fundamentals for apartments and dividend increases are expected to be announced in the coming years.<\/p>\n

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\n\t\t\t\t\n\t\t\t\t\t\"InterRent\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tInterRent REIT (IIP.UN-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
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Opinion about IIP.UN-T: Owns shares in business. Current share price a very good time to buy. Would recommend being patient, and holding for the long term.\u00a0<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

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Slate Office REIT (SOT.UN-T)<\/a>
\nThey recently cut dividends to rebalance to buy property in Chicago. There are some vacancies that they are struggling to fill in Toronto. They have a sustainable payout of nearly 10%.<\/p>\n

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\n\t\t\n\t\t\tSlate Office REIT (SOT.UN-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
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Opinion about SOT.UN-T: Trevor Rose\u2019s Insights - Trevor\u2019s most-liked answers from 5i Research It is not looking good, considering more than $900M in debt and cash flow of only $37M in the last 12 months. Interest expenses were $73M, nearly twice cash flow. It does of course have assets, but it is not a seller's…<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

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Boardwalk REIT (BEI.UN-T)<\/a>
\nA well-known REIT that operates multiple communities including Boardwalk Communities, Structures Metropolitaines, and Boardwalk Retirement Community. They were affected by the slow-down in Alberta and are refocusing on Ontario.<\/p>\n

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\n\t\t\n\t\t\tBoardwalk REIT (BEI.UN-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
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Opinion about BEI.UN-T: Bought around $53. Lower-yielding stock by design, and he likes that as it gives them a lot of flexibility. Thinks very highly of management. 72% of net operating income comes from non-rent-controlled markets. Mostly in Alberta, which is affordable for people. Good level to buy today. Yield is 2.4%.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

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Slate Retail REIT (SRT.UN-T)<\/a>
\nA grocery-anchored real estate investment trust in secondary markets in the U.S. midwest. A stable operation that is well-run. Managements are also large shareholders.<\/p>\n

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\n\t\t\t\t\n\t\t\t\t\t\"Slate\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tSlate Retail REIT (SRT.UN-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
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Opinion about SRT.UN-T: This would be a hold for him, if not a sell. It has US grocery stores in small centres. It has an external management contract, which he feels is not in alignment with share holders.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

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Dream Industrial REIT (DIR.UN-T)<\/a>
\nThe industrial warehouse sector in general has been experiencing high demand. DIR.UN-T is well positioned to take advantage of this trend. They are adding value and the technological move will help grow the company.<\/p>\n

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\n\t\t\n\t\t\tDream Industrial REIT (DIR.UN-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
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Opinion about DIR.UN-T: Recent action is pretty positive. Down YOY. Whole real estate market's been choppy, bifurcated. Once we get through any corrective phase, this name will probably be well bid. You could even buy today.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

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Dream Global REIT (DRG.UN-T)<\/a>
\nA lot of their focus is in Europe with lots of regulations. It is one of the top performing REITs that is considered more defensive. They pay a dividend of 5.9%<\/p>\n

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\n\t\t\n\t\t\tDream Global REIT (DRG.UN-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
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Opinion about DRG.UN-T: Really likes it. Agreed to be acquired by Blackstone. Wouldn't recommend it at this point. Doesn't see a higher bidder. Great opportunity to look at other Canadian REITs with global assets. Look at Granite REIT instead.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

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Granite REIT (GRT.UN-T)<\/a>
\nA global real estate operator composed mainly of former holdings of Magna International. Their balance sheet is looking good and they are well-positioned. They have a low payout ratio for a REIT.<\/p>\n

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\n\t\t\n\t\t\tGranite REIT (GRT.UN-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
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Opinion about GRT.UN-T: Offers growth, focusing on industrials and e-commerce. A good growth runway.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

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Allied Properties REIT (AP.UN-T)<\/a>
\nA leader in the industrial space in Canadian cities. One of the highest quality Canadian REITs available. They are trading at a premium but is one of the more defensive securities.<\/p>\n

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\n\t\t\t\t\n\t\t\t\t\t\"Allied\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tAllied Properties REIT (AP.UN-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
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Opinion about AP.UN-T: Attracted by the dividend yield, over 10% when she looked at it a year ago. Likes the downtown locations of its unique assets. Not convinced the worst is over for office space. Back-to-the-office momentum doesn't really encompass Allied's tenants.\u00a0Expectations for the last quarter are really high; more than likely they won't be…<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

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Inovalis REIT (INO.UN-T)<\/a>
\nA leading Canadian REIT stock that focus on owning and managing a portfolio of high-quality assets in Germany and France. They announced a purchase of a building in Germany recently.<\/p>\n

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\n\t\t\n\t\t\tInovalis REIT (INO.UN-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
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Opinion about INO.UN-T: Quirky vehicle that needs to find a better home. Assets in France. Too small to be in the public market. Would be better off privatized, which should happen. Seeing nice recovery in occupancy and valuations in European office.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

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Morguard North American REIT (MRG.UN-T)<\/a>
\nA Canadian REIT stock that focus on high-quality multi-suite residential properties in Canada and the United States. They pay a dividend of 3.85%.<\/p>\n

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\n\t\t\n\t\t\tMorguard North American REIT (MRG.UN-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
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Opinion about MRG.UN-T: Apartments on both sides of the border. Always trades at wide discount to NAV, a good starting point when you invest. Nice portfolio. Keep holding if you own, but better ideas out there. Nice distribution of 5.5%.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

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Agellan Commercial REIT (ACR.UN-T)<\/a>
\nA portfolio with US properties. They also operate in Toronto. Their specialty is acquiring and owning industrial, office and retail properties.<\/p>\n

\n\t\t\t
\n\t\t\t\t\n\t\t\t\t\t\"Agellan\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tAgellan Commercial REIT (ACR.UN-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
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Opinion about ACR.UN-T: A portfolio of US properties. It also has some interesting properties around the DVP area in Toronto. The CEO is one of the few people that not only knows how to buy, but also how to sell. Thinks that at some point, he will sell the entire company if he can, or…<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

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True North Commercial REIT (TNT.UN-T)<\/a>
\nThey announced a strong start to 2019 with an acquisition of Federal government tenant office property in downtown Ottawa. They pay a dividend of 8.93%.<\/p>\n

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\n\t\t\t\t\n\t\t\t\t\t\"True\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tTrue North Commercial REIT (TNT.UN-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
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Opinion about TNT.UN-T: Suffered from exposure to commercial office space. More secondary markets. Suspended distribution entirely, in favour of buying back stock. Consolidated shares. Uphill battle.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

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Melcor REIT (MR.UN-T)<\/a>
\nThey are actively buying back stocks in order to have the present value reflect the intrinsic value. A stable company that remains well-positioned to capitalize on opportunities that are presented while Alberta recovers.<\/p>\n

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\n\t\t\t\t\n\t\t\t\t\t\"Melcor\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tMelcor REIT (MR.UN-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
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Opinion about MR.UN-T: Focused on commercial properties in Edmonton. Faced a lot of pressure as we all started working from home. It appears to be being taken private by the parent company.\u00a0<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

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Partners REIT (PAR.UN-T)<\/a>
\nA Canadian REIT stock that is based in Toronto. They operate in retail and mixed-use retail community and neighbourhood centres. They pay a strong dividend of 10.47%.<\/p>\n

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\n\t\t\t\t\n\t\t\t\t\t\"Partners\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tPartners REIT (PAR.UN-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
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Opinion about PAR.UN-T: It is highly leveraged and the payout ratio is close to 100%, recently they cut the dividend and there was management turnover. There were a lot of complicated transactions, some of which were not arm\u2019s length.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

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Australian REIT Income Fund (HRR.UN-T)<\/a>
\nThe REIT focuses on the Australian market segment. The dividend is at 5.92%.<\/p>\n

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\n\t\t\t\t\n\t\t\t\t\t\"Australian\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tAustralian REIT Income Fund (HRR.UN-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
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Opinion about HRR.UN-T: One of the only REITs that he still holds. He likes Australia. The problem with this one was when they first set it up, the Australian currency took a big hit right off the bat and that\u2019s why it came down. They are now hedged. Great entry point at this level.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

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United States
\nVanguard REIT ETF (VNQ-N)<\/a>
\nThis US REIT ETF follows the general pattern across the industry. It is an extremely well diversified ETF and is one of the largest REIT funds.<\/p>\n

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\n\t\t\t\t\n\t\t\t\t\t\"Vanguard\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tVanguard REIT ETF (VNQ-N) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
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Opinion about VNQ-N: A contrarian call. Up 3.4% in May. She just bought Prologis. Certainly, will improve when rates decline.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

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Market Vectors Mortgage REIT ETF (MORT-N)<\/a>
\nA index fund that follows closely the “Mortgage REITs Index”. They pay a dividend of 7.19%.<\/p>\n

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\n\t\t\t\t\n\t\t\t\t\t\"Market\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tMarket Vectors Mortgage REIT ETF (MORT-N) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
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Opinion about MORT-N: Companies that are public mortgage investment corps. Lots of volatility. There is probably some value in the sector in returning to pre-covid levels. We do not know the extent of bankruptcies that will come once aid and payment relief is gone.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

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Armour Residential REIT (ARR-N)<\/a>
\nThey had a disappointing first quarter but also announced that they are going to keep dividends the same. They focus primarily in fixed rate residential, residential mortgage-backed securities and U.S. Government-sponsored enterprises.<\/p>\n

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\n\t\t\t\t\n\t\t\t\t\t\"Armour\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tArmour Residential REIT (ARR-N) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
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Opinion about ARR-N: Around 14% is pretty typical yield for mortgage REITs. This owns Agency Mortgage REITs, both fixed and adjustable rates. If you look through the results of the capital raise they did recently, it was dilutive, so their book value per share was about $7 which dropped to $6.70-$6.80. He doesn\u2019t like to…<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

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SPDR DJ REIT ETF (RWR-N)<\/a>
\nRWR is one of the oldest real estate ETFs on the market. They follow the Dow Jones U.S. Select REIT Index. They pay a yield of 3.68%.<\/p>\n

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\n\t\t\t\t\n\t\t\t\t\t\"SPDR\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tSPDR DJ REIT ETF (RWR-N) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
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Opinion about RWR-N: US real estate ETF? Well diversified un-levered real estate investment.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

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Partners REIT (PAR.UN-T)<\/a>
\n

\n\t\t\t
\n\t\t\t\t\n\t\t\t\t\t\"Partners\t\t\t\t<\/a>\n\t\t<\/div>\n\t\n\t
\n\t\t\n\t\t\tPartners REIT (PAR.UN-T) \u2014 Stockchase\t\t<\/a>\n\t<\/div>\n\t
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Opinion about PAR.UN-T: It is highly leveraged and the payout ratio is close to 100%, recently they cut the dividend and there was management turnover. There were a lot of complicated transactions, some of which were not arm\u2019s length.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t

\n\t\t\"stockchase.com\"\t\tstockchase.com\t<\/div>\n<\/div> <\/p>\n","protected":false},"excerpt":{"rendered":"

REITs Overview REIT stocks stand for real estate investment trusts. When an investor buys a REIT, they are buying a share in a commercial real estate portfolio. These portfolios own income-producing commercial real estate and pay good dividends. Most of […]<\/p>\n","protected":false},"author":9,"featured_media":72344,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"cwp_meta_box_check":"No","cwp_rev_product_name":"","cwp_rev_product_image":"","wppr_links":[],"cwp_rev_price":"","wppr_options":[],"wppr_pros":[],"wppr_cons":[],"footnotes":""},"categories":[17],"tags":[],"class_list":["post-72176","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-lists"],"wppr_data":{"cwp_meta_box_check":"No"},"_links":{"self":[{"href":"https:\/\/stockchase.com\/discover\/wp-json\/wp\/v2\/posts\/72176","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/stockchase.com\/discover\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/stockchase.com\/discover\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/stockchase.com\/discover\/wp-json\/wp\/v2\/users\/9"}],"replies":[{"embeddable":true,"href":"https:\/\/stockchase.com\/discover\/wp-json\/wp\/v2\/comments?post=72176"}],"version-history":[{"count":0,"href":"https:\/\/stockchase.com\/discover\/wp-json\/wp\/v2\/posts\/72176\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/stockchase.com\/discover\/wp-json\/wp\/v2\/media\/72344"}],"wp:attachment":[{"href":"https:\/\/stockchase.com\/discover\/wp-json\/wp\/v2\/media?parent=72176"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/stockchase.com\/discover\/wp-json\/wp\/v2\/categories?post=72176"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/stockchase.com\/discover\/wp-json\/wp\/v2\/tags?post=72176"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}