We are live on ! Find out more

iShares US Real Estate ETF

IYR

Market cap $4.02B

100.90 USD

+1.24

1.24%

At close Updated Nov 2, 4:00 PM EST

Pre-market

After hours

100.91

+0.01

0.01%

1 day

1.24%

5 days

2.52%

1 month

6.47%

3 months

-4.11%

6 months

-0.72%

Year to date

7.35%

1 year

6.7%

5 years

-8.66%

10 years

36.37%

News

Positive

Neutral

Negative

Sentiment 3-Months

Positive 30.8%

Neutral 38.5%

Negative 30.8%

AI Cracks Fuel REIT Comeback

U.S. equities were mixed in another volatile week as renewed weakness across AI and mega-cap technology stocks raised fresh concerns about the durability of the AI investment boom. The Fed held rates steady following September's hike, with two dissenters favoring another increase, while upgrading its assessment of economic activity from a "solid" to "strong" pace. Despite the hawkish vote, Chair Warsh struck a relatively dovish tone, declining to pre-commit to December as Treasury yields retreated for a fourth straight week.

AI Cracks Fuel REIT Comeback

IYRI: Unpacking This Covered Call REIT ETF

iShares US Real Estate ETF offers an 11.7% distribution rate, but most of this is return of capital, not income. The fund uses covered call strategies on large-cap REITs, generating modest option premiums (~4-5% annually) while capping upside potential. IYRI's distributions have declined about 15% since early 2025, and its 0.68% expense ratio creates a persistent drag versus VNQ.

IYRI: Unpacking This Covered Call REIT ETF

REITs Snap The Slide

U.S. equities reached fresh record highs as strong earnings expectations outweighed elevated energy prices, high long-term rates, and geopolitical risks, while sticky inflation kept the Fed biased toward further tightening. Bond markets calmed after several turbulent weeks, with Treasury yields edging lower and volatility retreating as strong auctions stabilized the long end, while markets continued to expect another hike by year-end. Energy markets were comparatively stable despite renewed Middle East tensions and Gulf hurricane disruptions, while gasoline and diesel prices eased modestly from recent highs.

REITs Snap The Slide

These 3 ETFs Could Benefit From the Parts of Inflation That Won't Go Away

It's not just the cost of goods that is rising, although inflation remains a persistent source of consumer frustration. The U.S. services sector saw growth cool in September, even as domestic demand remains robust, while supply chains have become stretched, and prices continued to be elevated.

These 3 ETFs Could Benefit From the Parts of Inflation That Won't Go Away

The Rate Shock That Didn't Break REITs

REITs are refusing to break despite another rate shock: the 10-Year Treasury reached 5%, yet REITs remain higher by roughly 7% in 2026 as the once-dominant rate correlation weakens further. Solid fundamentals are increasingly doing the heavy lifting, with healthy property-level cash flows, improving earnings visibility, strong dividend coverage, and better balance sheets helping REITs absorb the rate shock. Cooling supply increasingly reinforces fundamentals: excluding Data Centers, REIT development pipelines are roughly 40% below their 2022 peak and 2019 levels; Data Centers remain the exception at seven times 2019 levels.

The Rate Shock That Didn't Break REITs

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

See News Rankings

Price charts implemented using Lightweight Charts™