VNQ ETF: I'm Building My Own Market-Beating ETF

The author presents a well-diversified six-stock REIT portfolio that has consistently outperformed the Vanguard Real Estate ETF (VNQ) since 2005, with a 14.1% annual return and a lower standard deviation, suggesting that building a REIT portfolio tailored to individual preferences can beat VNQ's performance without elevated risk.

seekingalpha.com

Relevant topic timeline:

8/31/2023

Beating The Market With Just Five REITs

A portfolio consisting of five diversified REITs has historically outperformed the market with subdued volatility and steadily rising income.

9/7/2023

Realty Income's Share Price Drops to 1-Year Low Despite Strong Fundamentals and 5.6% Dividend Yield

Realty Income's shares have hit a one-year low, but the REIT's strong operating performance, dividend coverage, and diverse real estate portfolio make it an attractive investment with a 5.6% dividend yield.

9/9/2023

REITs Outperform Broader Markets Despite Weekly Losses

REITs fell slightly but still outperformed broader markets, with the FTSE Nareit All Equity REITs declining 1.20%, the Dow Jones Equity All REIT Total Return Index down 1.13%, and the S&P 500 decreasing 1.29% on a weekly basis. U.S. REITs also saw a decline in share repurchases in Q2, although the hotel subsector saw a 2.01% increase in performance.

9/17/2023

Strong Balance Sheets and Long Leases Help Large REITs Withstand Rising Rates

REIT investors should focus on companies with fortress balance sheets, well-laddered debt maturity profiles, and distant lease terms to protect dividends and ensure stability in a higher interest rate environment.