Cypress Point Ups Its Global Real Estate Exposure

Cypress Point Wealth Management bought 65,258 shares in Vanguard Global ex-U.S. Real Estate ETF worth around $3.06 million. After the trade, Cypress Point holds 126,814 VNQI shares, valued at $6.05 million.

The Motley Fool • Oct 29, 2025

VNQI Vs. VNQ: International REITs Offer Higher Current Income

The internationally focused VNQI ETF has outperformed its U.S.-focused VNQ peer so far in 2025, benefiting from low starting valuations and a weak U.S. dollar.. Both ETFs have shown weak (or even negative) dividend growth over the past decade, impacted by elevated interest rates. Looking ahead, I estimate VNQI should outperform the VNQ by about 2% annually, buoyed by a higher current yield and a currency tailwind from a weaker U.S. dollar.

Seeking Alpha • Sep 21, 2025

VNQI: This International REIT ETF Provides Good Diversification For A Portfolio

VNQI offers US investors broad, low-cost exposure to international REITs, enhancing diversification and reducing concentration risk in US real estate. The ETF is attractively valued versus US REITs, with a much lower P/E and P/B ratio, and avoids problematic countries, focusing on developed markets. VNQI's performance has been mediocre long-term but has outperformed peers recently; its low expense ratio is a key advantage over alternatives.

Seeking Alpha • Jul 7, 2025

VNQI: International REITs Offer A 10.55% Return To U.S. Investors

The Vanguard Global ex-U.S. Real Estate Index Fund ETF Shares invests in international real estate stocks, primarily in Japan, Australia, and the United Kingdom. VNQI has outperformed the VNQ so far in 2025, helped by a weak U.S. dollar. I estimate VNQI offers a total return close to 9% before factoring in currency moves.

Seeking Alpha • Apr 19, 2025

These 3 Vanguard ETFs Have Left the S&P 500 in the Dust. They All Have Dividend Yields Above 3%

When it comes to the markets, U.S. exceptionalism reigned supreme for more than two years, as the broader benchmark S&P 500 outpaced most markets around the world. Recent weakening economic data, concerns about rising inflation, and President Donald Trump's efforts to initiate multiple trade wars have stalled this market run (at least for now).

The Motley Fool • Mar 19, 2025

These 3 Simple Real Estate ETFs Could Turn $500 a Month Into $1 Million

Real estate has been one of the worst-performing stock market sectors in recent years, mainly thanks to interest rate headwinds. While this hasn't exactly been a great catalyst for real estate investment trust (REIT) returns lately, it has created opportunities for long-term investors to add top-quality real estate exchange-traded funds (ETFs) at relatively cheap valuations.

The Motley Fool • Mar 9, 2025

Foreign Stocks, Commodities Lead Major Asset Classes This Year

Global equities ex-US are the leaders, along with a broad measure of commodities, based on a set of ETFs through Friday's close. Vanguard FTSE Developed Markets ETF has rallied 7.2% so far this year.

Seeking Alpha • Feb 24, 2025

VNQ Vs. VNQI: Why International Real Estate Looks More Appealing Right Now

U.S. REITs have outperformed global peers significantly, driven by valuation multiple expansion, stronger dollar, and higher real GDP growth. U.S. REITs benefited from stronger real GDP growth, supported by population increases and productivity gains, while international REITs faced challenges like weaker growth and demographic issues in certain regions. VNQI trades at significantly lower valuation multiples than VNQ, despite a comparable return on equity, suggesting potential undervaluation of international real estate.

Seeking Alpha • Nov 20, 2024

Emerging Markets Stocks Tied With U.S. Equities Year To Date

Exclude China and broadly defined EM stocks are posting substantially softer results, based on a set of ETFs through Friday's close. US shares are effectively neck and next with EM so far in 2024.

Seeking Alpha • Oct 7, 2024

VNQI: International REITs May Play Catch-Up To U.S. Peers

The Vanguard Global ex-U.S. Real Estate Index Fund ETF invests in global real estate stocks, mainly in the Pacific (49.3% of net assets), Europe (25.7%), and Emerging markets (20.2%). So far in 2024, the VNQI has lagged its US-focused peer, the VNQ, resulting in both ETFs trading at similar dividend yields. I think VNQI offers a higher total return potential as overseas currencies should appreciate driven by interest rate differentials, resulting in larger capital gains.

Seeking Alpha • Sep 17, 2024