(SCHH)

Since my last writings, I now see far higher odds of persisting high borrowing rates ahead due to various issues. These issues include inflation, trade disputes, and also the recent downgrade of the U...

Passive cash flow makes it easier for investors to cover their living expenses without selling their shares.

REITs saw a month of recovery in May (+2.08%), but still have a long way to go to get back into the black in 2025 with an average -7.33% return. Micro cap REITs (-0.73%) continued to struggle, while s...

REITweek 2025 highlighted a massive disconnect between public REIT prices and private real estate values, with most sectors trading at steep NAV discounts. Management teams are aggressively pursuing s...

This post takes a closer look at the underlying mechanics that allow Realty Income and other high-quality REITs to grow their distributions over decades without compromising sustainability. While Real...

The REIT sector saw another month of red in April (-6.45%) and REITs now average a -9.10% return over the first 4 months of the year. Microcap (-8.87%) and small-cap REITs (-8.69%) endured bigger aver...

Share prices for US equity real estate investment trusts lost ground alongside the broader market during the week ending May 9. The Dow Jones Equity All REIT closed the recent week down 0.61%, while t...

Evaluating Schwab U.S. REIT ETF as an investment option at its current market price, focusing on U.S. real estate investment trusts classified as equities. Historically cautious on the Real Estate sec...

The Dow Jones Equity All REIT index closed the recent week up 3.31%, compared with a 2.92% increase for the S&P 500 and a 3.00% gain for the Dow Jones Industrial Average. The self-storage REIT index j...

US equity markets erased their post-Liberation Day sell-off this week - notching their best winning streak in two decades - as investors parsed surprisingly solid corporate earnings and employment dat...