Top 10 US Equity REIT ETF Stock Performers YTD as per September 30th 2023

Description

Top 10 US Equity REIT ETF STOCK Performers YTD Sep 30 2023: averaged at 4.34%

Index Stock Performers for this period, all 29 components: averaged at -2.49%

Despite the Ups and Downs we saw in almost every asset class during the last 12 month, eREIT Dividend performance still holding up against all stock performance related volatility. Similar to what we see with mREITs.

Equity REITs stock performance decline in the first six month of 2023 resulting almost entirely from decreasing demand in various office REIT segments and from changes in the interest landscape

REIT Exchange-Traded Funds (ETFs) invest their assets primarily in equity REIT securities and other derivatives (Source: Investopedia). These REIT indexes include a number of different types of REITs as components. By tracking an index – or in case of our bebc ETF index a number of different indexes – an investor can gain exposure to a much larger real estate sector without risking investments on one individual company. Means investments are widely spread and enable for a much higher amount of risk mitigation.

The bebc REIT ETF index currently represents 29 US ETFs, every fund invested in multiple REIT assets. 

US eREITs are part of high performing, non volatile Asset Class and as such to be classified as Asset Backet Securities. Real Assets are the way to go (or to invest) for long term growth and performance. Especially if the investor maintains a buy-and-hold mindset, targeted to long term stable investments … and to high dividend yields.

A real estate investment trust (“REIT”) is a company that owns, operates or finances income-producing real estate. REITs provide an investment opportunity, like a mutual fund, that makes it possible for everyone — not just Wall Street, banks, and hedge funds — to benefit from valuable real estate, present the opportunity to access dividend-based income and total returns, and help communities grow, thrive, and revitalize.

Please feel free to subscribe to the newsletter service at our homepage.