XLRE Trails the S&P 500 by 5% Despite Lower Interest Rates That Were Supposed To Help

Real estate ETFs promise two things: exposure to property markets without the hassle of being a landlord, and steady income from REIT dividends.

24/7 Wall Street • Feb 17, 2026

How REITs Became The Safe Haven Trade In The Tech Wreck

REITs, as measured by VNQ, have outperformed in 2026, emerging as a safe haven amid tech and market declines. REITs offer reliable, contractual cash flows and dividend yields (3.8%) far exceeding the S&P's 1.15%, with FFO yields at 7.24%. Current REIT valuations (13.8x FFO) are historically cheap relative to the S&P (29.3x earnings), creating a compelling cash flow yield spread.

Seeking Alpha • Feb 17, 2026

Energy Leads This Year As Tech And Financials Fall Behind

Energy, basic materials, and defensive consumer stocks are in. Tech and financials are out.

Seeking Alpha • Feb 11, 2026

Why More BDCs Are Likely To Cut Their Dividends

Business Development Companies (BDCs) face headwinds from declining interest rates, which pressure yields and dividend coverage across the sector. Lower rates reduce BDC income as loan yields fall, increasing the risk of dividend cuts—recently seen with GBDC and CION. I favor avoiding most BDCs in 2026, except for high-quality names like CSWC and ARCC, which offer relative resilience due to premium valuations and scale.

Seeking Alpha • Feb 10, 2026

The Market Hates REITs - But You Can Collect A 5.5% Yield From These 3 While You Wait For The Turnaround

REITs, after years of underperformance, are now attractively valued and poised for strong returns over the next 12–18 months. VICI Properties, NNN REIT, and Agree Realty offer robust yields, improving fundamentals, and raised guidance despite sector headwinds. VICI and NNN face tenant-specific risks, but their balance sheets, liquidity, and long-term growth prospects support a bullish outlook.

Seeking Alpha • Jan 10, 2026

ICF vs. XLRE: Real Estate ETFs That Can Build Up Your Portfolio

Both funds are concentrated in large-cap U.S. REITs, with nearly identical top holdings and sector exposures. XLRE charges a lower expense ratio and has a higher dividend yield compared to ICF.

The Motley Fool • Jan 10, 2026

JPMorgan's 5% Bond ETF Looks Like A Coiled Spring Right Now

If you're hunting for yield in 2026, emerging market bonds just became more interesting.

24/7 Wall Street • Jan 7, 2026

Why This 'Goldilocks' Setup For REITs Has Completely Failed

Everything says REITs should be soaring — but they aren't. A hidden headwind is quietly holding returns back. One overlooked niche is where I am pouring my REIT capital.

Seeking Alpha • Jan 7, 2026

XLRE vs. VNQ: a Targeted Sector Approach or Broad Real Estate Exposure

VNQ holds over five times more assets under management than XLRE and owns a much broader mix of real estate stocks Both ETFs delivered identical 1-year returns and saw similar growth of $1,000 over five years VNQ yields 0.5 percentage points more than XLRE and has an expense ratio of 0.13%, compared to XLRE's 0.08%. These 10 Stocks Could Mint the Next Wave of Millionaires ›

The Motley Fool • Jan 6, 2026

Here's what to expect for commercial real estate in 2026

With a slower economy and higher unemployment, construction took a hit in 2025. Experts and research firms forecast a year of stabilization and recovery for commercial real estate in 2026.

CNBC • Dec 30, 2025