FRI News and Press, First Trust S&P REIT Index Fund From 08/15/22

Long-term investors need to have a strategy they can stick with no matter what happens, a strategy that keeps them on an even keel. Investing is hard and determining your risk tolerance is far from an exact science. There are a lot of people these days who seem to want the market ...

Those looking for a deep value “contrarian play” need not look much further than the homebuilders, which are perhaps the most unloved industry group across the entire equity market. This sharply bearish sentiment comes on the heels of a historically strong year of operat...

A simple linear regression shows that changes in mortgage rates have an inverse relationship with changes in new home sales. The correlation between changes in mortgage rates and new home sales isn't as strong as you might think. There's still quite a lot of noise in the underlyin...

Realty Income’s long lease durations provide stability during uncertain times, but the downside is that rent raises are slow. Simon Property Group, in contrast, is more cyclical given the discretionary nature of its mall properties. Both feature strong balance sheets and he...

Given our outlook that the chance of a recession occurring has increased, we are making appropriate asset allocation adjustments to include more defensive positions. Real estate is an area we believe is well-positioned to provide a degree of downside risk management. Medical offic...

Huge insider selling combined with massive net fund inflows are two clear signals that U.S. equities are headed much lower, regardless of what they do in the short run. Whenever VIX goes below 20 it is safe to add to your short positions. The lower it goes below 20, the more aggressiv...

Persistently elevated rates of price increases and an intensifying Fed tightening cycle are impacting economic activity. Real final sales to private domestic purchasers have shown greater resilience. Initial claims remain at a very low level by historical comparison, but a clear u...

The era of 15-20% rent increases may be coming to an end, but renters shouldn't expect significant relief anytime soon. The inflationary effects will be felt for years to come. Despite a stellar slate of earnings results from the apartment sector in which all ten REITs raised their fu...

Mortgage balances jumped by 9% in Q2 from a year ago, as prices spiked year over year, while people bought far fewer homes. HELOCs’ decline has ended and balances ticked up in Q2 to $319 billion, from the low in the prior quarter. This has occurred as mortgage rates have spiked...

Rithm Capital still trades at a wide book value discount. The company recently completed internalization. The dividend is well-covered by Rithm's distributable earnings. Rithm Capital Corp. ( RITM ), formerly known as New Residential Investment Corporation, repor...