RWR and GQRE are two REIT ETFs with different strengths: RWR offers lower fees (0.25% vs 0.45%) and better one-year returns (21.45% vs 12.97%), while GQRE provides higher dividend yield (4.29% vs 3.35%) and broader global diversification with 205 holdings versus RWR's 98. The choice depends on investor priorities regarding cost, income, and geographic exposure.

Welltower, the world's leading senior housing REIT, trades at a premium valuation (30-40x forward NFFO) compared to healthcare REIT peers, justified by strong growth metrics including 16.4% same-store NOI growth and 23% NFFO growth. However, demographic tailwinds may be offset by seniors' preference to age in place rather than move to managed communities, with 75% of adults 50+ wanting to stay in current homes. The bull case hinges on unavoidable health events driving demand toward professional senior housing when alternatives become scarce.

Senior housing REITs Sabra Health Care and Welltower are bouncing back from pandemic lows, benefiting from strong demographic tailwinds and supply constraints. While Sabra offers a higher dividend yield of 6.14%, Welltower demonstrates superior financial performance with stronger growth metrics, lower debt levels, and a more profitable operating structure that captures operational upside. Welltower's total returns significantly outpace Sabra's over both short and long-term periods.

The article compares two State Street REIT ETFs: RWR (domestic U.S. focus) and RWO (global exposure). RWR offers lower costs (0.25% vs 0.50% expense ratio), stronger 1-year returns (22.80% vs 17.50%), and better 5-year growth, while RWO provides broader international diversification across 224 holdings. For most investors, RWR's cost efficiency and superior performance make it the more attractive option despite RWO's global exposure.

The article compares two real estate ETFs: XLRE, which offers low-cost exposure to large-cap U.S. real estate companies with a 0.08% expense ratio, and RWO, which provides global real estate diversification but at a higher 0.50% expense ratio. Both funds offer identical 3.20% dividend yields, with XLRE being more suitable for cost-conscious investors seeking S&P 500 real estate sector exposure, while RWO appeals to those wanting international property market exposure despite added currency and regional risks.

Real estate investment trusts (REITs) rebounded strongly in June and are up 9.5% in 2026, outperforming the broader market. After years of underperformance due to post-pandemic trends and elevated interest rates, REITs are benefiting from workers returning to offices and malls, data center growth driven by AI, and moderating interest rates. Key performing categories include lodging REITs (up 43%), data center REITs (up 33%), and healthcare REITs (up 20%), while only gaming and telecommunications REITs are down for the year.

While AI concerns create market volatility and the S&P 500 trades at a pricey 25x P/E ratio, the article recommends three closed-end funds offering attractive dividend yields and trading at discounts to their net asset values. These funds provide exposure to bonds, real estate, and regional banks while benefiting indirectly from AI growth.

The article compares two real estate ETFs: Vanguard Real Estate ETF (VNQ) and Schwab U.S. REIT ETF (SCHH). VNQ offers a higher dividend yield of 3.64% but charges a 0.13% expense ratio, while SCHH has a lower 0.07% expense ratio with a 2.78% dividend yield. The choice depends on investor priorities: VNQ suits income-focused investors near retirement, while SCHH appeals to long-term growth investors in accumulation mode.

Schwab U.S. REIT ETF (SCHH) emerges as the more attractive option compared to iShares Select U.S. REIT ETF (ICF), offering a significantly lower expense ratio of 0.07% versus 0.32%, higher dividend yield of 2.8% versus 2.5%, and broader diversification with 120 holdings versus 30. Both funds delivered similar five-year performance, but Schwab's larger asset base of $10 billion provides greater liquidity and slightly better recent returns.

The article compares two REIT ETFs: iShares Global REIT ETF (REET) and State Street SPDR Dow Jones REIT ETF (RWR). While RWR offers higher one-year returns (13.1% vs 9.3%), REET provides lower costs (0.14% vs 0.25% expense ratio), broader diversification with 319 holdings versus 99, and better liquidity. The author recommends REET due to RWR's concentration risk, with its top five holdings comprising 33% of the portfolio.

Resolution Capital sold 2.57 million shares (85% of its stake) in Cousins Properties during Q1 2026, valued at approximately $62.35 million. Despite the fund's exit, the article notes that Cousins Properties remains positioned as a potential office REIT winner due to its focus on premium Class A properties in high-growth Sun Belt markets, strong leasing pipeline, and solid balance sheet metrics.

GSI Capital Advisors fully exited its position in SmartStop Self Storage REIT (SMA) on May 14, 2026, selling 124,919 shares for approximately $4.01 million. Despite the exit, SmartStop's Q1 2026 fundamentals showed improvement with 20% revenue growth and a swing to profitability, though the stock has underperformed the S&P 500 by 38 percentage points over the past year.