mapo/iStock via Getty Images Thesis I last wrote about the Vanguard Real Estate ETF (NYSEARCA:NYSEARCA:VNQ) back in August 2023 (see the next chart below). In that article, I argued for a buy thesis on the ticker based on its attractive yield spread relative to the risk-free rates (approximated by the 10-year treasury rates). Seeking Alpha…
FangXiaNuo Summary Real Estate can be a great business, REITs make it simpler and more diversified and an ETF of REITS even more diversified. However, are REIT ETFs superior long-term investments? The last 20 years of performance data suggest they are not. I took an in-depth look at Vanguard Real Estate Index Fund ETF (NYSEARCA:VNQ)…
sommart Dear readers, I was quite bullish on REITs for most of last year and invested a third of my total net worth in the sector through a diversified portfolio of about 10 REITs. Just as an example, below is a snap shot of what my portfolio looked like last fall (this was shared with…
Third Eye Images/The Image Bank via Getty Images Will Rogers once said, “don’t wait to buy real estate, buy real estate and wait.” It is a great quote that highlights the importance of diligence in long term investing. Life rarely presents an opportunity to buy the highest quality assets at a reasonable price. However, 2024…
kaetana_istock The Funds JPMorgan BetaBuilders MSCI US REIT ETF (BATS:BBRE) has been around since June 2018. This exchange-traded fund, passively tracks the performance of the MSCI US REIT Custom Capped Index. This index comprises publicly traded U.S. REITs and includes entities from various real estate sub-sectors, like health care, hotel & resort, industrial, office, retail,…
tadamichi Introduction I have a love-hate relationship with the Vanguard Real Estate ETF (NYSEARCA:VNQ) – although I would replace hate with somewhat dislike. As most of my readers know, I do not usually buy ETFs. I prefer to buy single stocks, as it’s way more fun. I also believe that I can outperform most benchmark…