Ten of eleven S&P sectors dropped in September as oil and Treasury yields surged together, yet one corner of the market kept climbing and now sits at its highest concentration in years.
Treasury yields just hit levels the bond market has not seen since before the financial crisis, and the pain is spreading fast into corners of the market most investors assumed were safe.
Energy is the year’s best-performing sector, and on Wednesday the options market bet heavily that it is about to break. Volume in Energy Select Sector SPDR (NYSEARCA:XLE) options ran roughly 70% above…
Gas prices just posted their biggest monthly jump in years, and a Wall Street economist has put a precise dollar figure on the oil price that tips the American consumer into recession…
Building a retirement income sleeve around seven funds sounds like diversification, but the largest position in this blueprint has a quiet habit of inflating its own payout once a year without ever…
Landlords trade midnight repair calls for rental income, but there is a way to collect the checks without ever owning a pipe, a tenant, or a water heater that dies on a…
Realty Income (NYSE:O) just paid investors again. The monthly check dividend landed on schedule, the streak extended and the market continued treating shares like a melting ice cube. That disconnect is the…
The 10-year Treasury still pays 4.4%, making every REIT dividend a question worth asking out loud. Before you trust the 3% to 4% yields from XLRE or VNQ, here is what the…
The Real Estate Select Sector SPDR Fund (NYSEARCA:XLRE) is the cheapest way to own the REIT slice of the S&P 500, with an expense ratio of just 8 basis points and a…
The Real Estate Select Sector SPDR Fund (NYSEARCA:XLRE) trades around $45 with roughly $7.71 billion in assets and a trailing distribution yield of 3.4%. Nine of the top ten holdings are equity…
The Federal Reserve has already trimmed its policy rate by 0.75 percentage points over the past year, leaving the upper bound at 3.75%. The question facing rate-sensitive sectors is what happens if…
Real estate investment trusts are structured around a mandatory income distribution. Federal tax rules require REITs to pay out roughly 90% of taxable income as dividends, which makes property cash flows, rents,…
Real estate ETFs promise two things: exposure to property markets without the hassle of being a landlord, and steady income from REIT dividends. The Real Estate Select Sector SPDR Fund (NYSEARCA:XLRE) delivers…
Michael Williams The Real Estate Select Sector SPDR Fund (NYSEARCA:XLRE) has spent 2025 in the penalty box and looks poised to close the year… exactly where it started. That underperformance may be setting up…
