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iShares US Real Estate ETF

IYR

Market cap $4.21B

98.00 USD

-0.94

0.95%

At close Updated Sep 18, 4:00 PM EDT

Pre-market

After hours

97.92

-0.08

0.08%

1 day

-0.95%

5 days

-2.77%

1 month

-5.55%

3 months

-2.44%

6 months

1.2%

Year to date

4.27%

1 year

1.37%

5 years

-7.75%

10 years

22.3%

News

Positive

Neutral

Negative

Sentiment 3-Months

Positive 46.7%

Neutral 20%

Negative 33.3%

My Safest Income Is My Biggest Risk Now

Realty Income and similar income stocks now struggle to deliver inflation-beating returns, with dividend growth lagging recent price increases. In today's higher-rate, post-2020 inflationary environment, traditional income favorites offer little premium over bonds and limited inflation protection. My income safety test reveals that many beloved REITs and dividend stocks fail to preserve purchasing power, making them riskier for retirees.

My Safest Income Is My Biggest Risk Now

Schaeffers Research

Ditch These Historic ETF September Underperformers

Subscribers to Chart of the Week received this commentary on Sunday, Sept.

Ditch These Historic ETF September Underperformers

The Income Trap Is Getting Worse - And Good Options Are Running Out

Yields on high-quality income assets like SCHD and EPD have declined sharply as investor demand drives up prices, compressing risk premiums. Current market conditions offer little compensation for taking additional credit risk, with high-yield spreads near multi-year lows despite pockets of economic stress. Inflation risks and elevated government interest expenses make slow-growing, high-yield stocks and fixed income less attractive for long-term wealth preservation.

The Income Trap Is Getting Worse - And Good Options Are Running Out

Rates Retake The Spotlight

U.S. equity markets pulled back from record highs this week as long-term Treasury yields remained elevated, with renewed fiscal concerns after federal debt crossed $40T. Oil prices extended their rebound as stalled Iran negotiations and severely depressed Strait of Hormuz tanker traffic kept geopolitical risk elevated, pushing WTI crude another 5% higher to nearly $87/barrel. Housing data remained soft as starts, pending sales, and builder sentiment stayed depressed amid mortgage rates near 6.7%, but weak construction continued to reinforce the underlying housing shortage.

Rates Retake The Spotlight

Institutions Are Buying Real Estate Blind

Q2 2026 13F filings show institutions added shares across 95% of 158 US real estate stocks for over $300M, concentrating in mid- and small caps. Only eight names were net sold.

Institutions Are Buying Real Estate Blind

How To Upgrade Your Real Estate Portfolio For The AI Era

Traditional REITs like VNQ and XLRE are likely to underperform as elevated interest rates and AI-driven capital rotation persist. Digital infrastructure ETFs such as IDGT and DTCR offer superior growth potential, benefiting from robust AI infrastructure demand regardless of Fed policy. A tactical approach: allocate to growth-oriented digital REITs, realize capital gains, then rotate into high-income, tax-efficient vehicles like IYRI.

How To Upgrade Your Real Estate Portfolio For The AI Era

Winners Of REIT Earnings Season

REITs concluded a surprisingly strong earnings season, with 83 REITs - or 83% - raising full-year FFO guidance, just 4% lowering, and the average outlook increasing 1.4% from prior guidance. Strong Fundamentals, Weak Tape: REITs slipped modestly during earnings season despite widespread guidance raises, as renewed interest-rate pressure outweighed improving property-level trends and earnings momentum. Upside standouts included Hotel, Industrial, Data Center, Billboard, Office, Senior Housing/Skilled Nursing, and Single-Family Rental REITs, while Self-Storage finally showed a convincing pricing inflection.

Winners Of REIT Earnings Season

REITs Increasingly Favoring At-The-Market Offerings When Issuing Equity

With low valuations for the sector overall, follow-on common equity offerings for US real estate investment trusts have declined significantly in recent years. US equity REITs have largely preferred issuing common stock through at-the-market offering programs as opposed to more standard follow-on equity offerings in recent years. US REITs raised $77.58 billion through common stock sold under their ATM programs between July 1, 2022, and March 31, 2026.

REITs Increasingly Favoring At-The-Market Offerings When Issuing Equity

Real Estate's Penthouse View

The S&P 500 Real Estate sector rallied 2.36% on Friday, its best day since April 9, 2025, and the strongest performance of any sector. Despite having its best day in more than a year, Real Estate has led the index on just six of 140 trading days this year, tied with Financials and Industrials for the fewest.

Real Estate's Penthouse View

The REIT Recovery Broadens Beyond Rates

As REIT earnings season kicks into gear this week, we preview results and major sector trends based on recent operating indicators, company commentary, and real estate market data. REITs enter earnings season with solid momentum, outperforming the market despite elevated Treasury yields and geopolitical volatility, as investors refocus on earnings growth, property fundamentals, dividends, M&A, and capital allocation. Encouraging green shoots have become more plentiful, including resilient hotel demand, robust senior housing growth, improving apartment and industrial fundamentals, and a rebound in retail leasing following a softer Q1.

The REIT Recovery Broadens Beyond Rates

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