ALPS Active REIT ETF

REIT

Market cap $53.5M

Confirming there are benefits when active management is applied in the real estate sector, the ALPS Active REIT ETF (REIT) is up more than 13% year-to-date and is beating the largest passive ETF in the category by about 500 basis points since the start of the year.

REITs, BDCs, and MLPs are structured to be powerful income machines. I detail a REIT, BDC, and MLP that I think are ideal for retiring on dividends. I also share some risk factors to keep in mind for each of them.

Real estate investment trust (REIT) distributions do not qualify for preferential dividend tax rates.

WELL plans a 15% quarterly dividend hike to 85 cents per share, signaling strong cash flow, low payout ratios and confidence in future growth.

Owning rental property promises income but delivers tenants, maintenance calls, vacancies, and property tax surprises.

Despite the lack of help from the Federal Reserve in the form of interest rate cuts this year, real estate stocks and the related ETFs are performing well. Just look at the ALPS Active REIT ETF (REIT).

Real estate investment trusts, or REITs, track the broader economy more closely than many investors realize. In fact, a research framework published by SS&C ALPS Advisors maps out exactly what drives that connection.

Surging oil prices and hotter inflation reports reignited rate-hike concerns, sending Treasury yields to one-year highs as the Iran conflict remained stalemated despite the highly anticipated Trump-Xi summit.

Semiconductors and software have largely overshadowed the electrification ETF trade. Paul Baiocchi, head of fund sales and strategy at SS&C ALPS Advisors, says most investors are missing the sectors that actually power the AI buildout.

U.S. equity markets advanced for a fifth straight week - their longest winning streak since 2024 - as strong earnings, resilient data, and hopes for lasting Iran peace fueled optimism. Investors looked through another oil-price surge and inflationary pressure, focusing instead on corporate resilience and economic strength despite a complex macro backdrop shaped by geopolitical and policy uncertainty. The Fed held rates steady in an unusually fractured 8-4 vote, while Powell's plan to remain on the Board broke precedent and raised politically charged succession questions.