|
|
“Before looking at the short-term picture, let’s take a look at another bearish discrepancy – real estate. January new home sales were expected to clock in at 354,000 (at an annual pace). The actual Read more…
ETF BASIC NEWS, ICF, IYR, KBE, KRE, NYSE:DRV, RWR, SRS, VNQ, XLF
Simon Property Group Inc. on Tuesday said it has made an offer to acquire General Growth Properties Inc., the real estate investment trust that filed for bankruptcy last year Read more…
J.P. Morgan analysts said Tuesday they enter 2010 with a “more constructive outlook” for real estate investment trust stocks as they climb a wall of worry, and think the sector could post Read more…
“Robert Toll, the CEO of Toll Brothers, one of the nation’s largest luxury home builder stated that the Federal Housing Authority’s (FHA) lending practices are a definite train wreck that will raise a red flag Read more…
ETF BASIC NEWS, IYR, KBE, KRE, RWR
Brandon Clay From Invest With An Edge talks real estate for 2010: The year 2009 brought a stellar rebound to US equity markets, with all the major sectors gaining ground. The most impressive returns happened in areas hardest hit during the late-2008 Read more…
ETF BASIC NEWS, ICF, RWR, VNQ
“Domestic REIT investors have four ETFs to choose among. Though there are more exchange-traded funds available, the big four offer diversification Read more…
ETF BASIC NEWS, ICF, IYR, RWR, VNQ
“Weak consumer demand and a sluggish economy have been brutal for managers of commercial property. Vacancies are up in many cities as strip malls, office buildings and other property go unrented. The decline in commercial property Read more…
ETF BASIC NEWS, ICF, NYSE:FRI, RWR, VNQ
Investors are always looking for the next ‘big thing.’ In the late 90s, technology was the opportunity of the decade. From 1995 to 2000, the Nasdaq soared from below 800 to above 5,000. From 2002 to 2007 the S&P 500 (SPY) and Dow Jones (DIA) nearly doubled. Real estate prices in some areas more than quadrupled, while broad based real estate ETFs like the SPDR Dow Jones REIT ETF (RWR) and iShares Dow Jones US Real Estate ETF (IYR) nearly tripled from 2000 to 2007
If you missed out on any of the above mega themes, don’t sweat it. The Nasdaq (QQQQ) has since plummeted, as did the Dow and S&P. Real Estate ETFs have given up all of this century’s gains.
Where is the next bull market?
An old Wall Street adage says that there is always a bull market somewhere. As it turns out, this is yet another piece of Wall Street wisdom that has been proven wrong. In 2008, the only bull market to be found was in short ETFs. The key question is whether investors should be looking for the next new bull market, or get used to a prolonged bear market while figuring out how to prosper along the way.
Full Story: http://finance.yahoo.com/news/How-to-Profit-from-New-etfguide-15328779.html?.v=1
ETF BASIC NEWS, IYR, NYSE:DIA, QQQQ, RWR
I plead guilty to treating commercial real estate as a single homogeneous entity in my two previous commercial real estate posts, Commercial Real Estate Problems Piling Up and Moodys/REAL Commercial Property Price Index.
The truth is that while there are a wide variety of REITs out there that span the full range of commercial real estate activity, my focus is mainly on ETFs and when it comes to ETFs, most of the popular real estate ETFs are of the large catchall variety, such as iShares Dow Jones US Real Estate (IYR), iShares Cohen and Steers Realty Majors (ICF), Vanguard REIT Index VIPERS (VNQ) and streetTracks Wilshire REIT (RWR).
While I am not aware of any ETFs that are pure plays on shopping center REITs, office REITs or apartment REITs, there are three commercial real estate sub-sector REIT ETFs that can help sort through various sectoral trends within the REIT universe.
Full Story: http://seekingalpha.com/article/134127-three-commercial-real-estate-sub-sector-etfs-worth-watching
One sector that could be worth watching is the real estate investment trusts, or REITs, which have gotten strong ratings and risen rapidly; exchange traded funds (ETFs) can give investors well-diversified exposure to these investments.
In general, an investor who seeks a REIT is concerned with tax advantages, and a high yield. Jim Abbot of A Dash of Insight says that the REIT must return 90% of income to unit holders to avoid taxation at the trust level. Furthermore, the REIT provides smaller investors the opportunity to add real estate of various types to their portfolios without directly buying properties.
When the properties held within the trust depreciate substantially is when the biggest risk is incurred. Commercial real estate has taken the biggest hit since the economy has taken a beating. As of right now, the potential acquisitions are the reason REIT ETFs may have potential.
Full Story: http://www.etftrends.com/2009/04/why-reits-etfs-acquire-a-good-position.html
As the first-quarter earnings season continues to heat up, more casualties are likely. Some sectors of the market are better positioned than others to survive, but here are three sector-focused ETFs currently in the line of fire.
A Shaky Foundation
Real estate has been a focus of the economic storm for some time. It comes as little surprise that the SPDR Dow Jones Wilshire REIT ETF (NYSE:RWR) now sits 55.8% below its trading price a year ago. This ETF holds 80 stocks and has exposure to commercial, residential and healthcare REITs.
Simon Property Group (NYSE:SPG), which accounts for 8.4% of the fund’s net assets and is its largest component, has said it has been compelled to significantly cut back its development spending. However, the company’s 2008 funds from operations (FFO) actually increased 8.8% on a per-share basis when compared to 2007.
Pressure on occupancy rates and earnings are still likely to plague many names in this fund. Dividend cuts and forecast revisions could also be forthcoming. This earnings season should tell us how much rebuilding lies ahead for this ETF. (For more, see The Risks Of Real Estate Sector Funds.)
Full Story: http://community.investopedia.com/news/IA/2009/Three-ETFs-In-The-Line-Of-Fire-RWR-IHF-XRT0427.aspx
“Real estate and housing ETFs are in the most damaged sector of the American economy and running neck and neck with consumer sectors for the title of worst sector going forward, yet they nonetheless enjoyed a spectacular 
Most Comments