FRI News and Press, First Trust S&P REIT Index Fund From 07/02/22

The most rewarding thing about being a net-lease landlord is collecting the rent checks. They’re as predictable as it gets in real estate investing and the reason many landlords sleep well at night. Charlie Munger once said, "It is remarkable how much long-term advantage pe...

AGNC Investment’s book value declined 16% in 1Q-22. Interest rates are now rising faster than expected, which creates higher interest costs for the trust. AGNC, given its history as a dividend cutter, should trade at a larger discount to book value. AGNC Investm...

Compound interest accelerates the growth of your savings and investments over time. When investors figure out how to wait it out, they can create a mountain of wealth for their efforts. I'm launching a new REIT portfolio for my grandson called "The Big Daddy REIT Portfolio." ...

Back in January, I said inflation had peaked. This morning’s Core PCE data seals the deal for me – it looks like inflation peaked in February. Another big theme of mine in recent years was that the Fed was behind the curve both ways. So, defining inflation as an incr...

Simon Property Group declined steeply in the last few months while reporting solid quarterly results so far. The business will be hit by a recession - as it has been in the past recessions - but will manage, in my opinion. Due to several dividend increases and a declining stock pr...

IVR’s dividend yield has historically been exceptionally high, supported by its earnings, and seems sustainable. IVR’s total return was in the range of 15 to 20 percent, despite a huge price loss. Interest rate hikes may be beneficial for IVR due to an increase in sp...

As mortgage rates rise, more income must be devoted to the monthly payment. If household income lags the increase in housing prices, price eventually exceed what the bottom 95% can afford once mortgage rates rise. It's clear that the source of the current housing bubble is the explosi...

Despite the pandemic easing out, unemployment, high inflation, and looming recession tend to continue having negative impacts on ESRT’s properties. Investors of ESRT have to rely upon the rental revenue of its office and retail spaces, including Empire State Building office and...

An analysis of Postal Realty's growth strategy does not paint a favorable picture for the long-term, dividend-growth-oriented investor. The weighted average rent per square foot has been trending downwards. Property operating expenses and real estate taxes are growing faster than reve...

Manufactured Housing REITs - one of the most "recession-resistant" property sectors given their countercyclical demand profile - have rebounded over the past month following uncharacteristic underperformance in early 2022. MH REITs have remarkably delivered nine consecutive years of o...