In The Intelligent REIT Investor Guide, senior analyst and renowned real estate investment commentator, Brad Thomas, delivers a comprehensive exploration of equity REITs. Drawing on insights gleaned from over 30 years of industry analysis and commentary, Thomas explains the lucrative world of real estate investment trust investments, walking readers through the basic and advanced topics necessary to make profitable trading decisions with this asset class.
| REIT Mutual Fund | Symbol |
|---|---|
| Alpine Realty Income and Growth Fund | AIGYX, AIAGX |
| American Century Real Estate Fund | REAIX, REACX, AREEX, AREWX, ARYCX, AREDX |
| Real Estate Securities Fund | MRESX |
| AR Capital Real Estate Income Fund | ARIAX, ARICX, ARIPX |
| AssetMark Real Estate Securities Fund | AFREX |
| Aston/Harrison Street Real Estate Fund | AARIX, ARFCX |
| Baron Real Estate Fund | BREIX, BREFX |
| BlackRock Real Estate Securities | BIREX, BAREX, BCREX |
| Brookfield U.S. Listed Real Estate Fund | BRUAX, BRUCX, BRUIX, BRUYX |
| CGM Realty Fund | CGMRX |
| West Loop Realty Fund | REIIX, REIAX, REICX |
| Cohen & Steers Institutional Realty Shares | CSRIX |
| Cohen & Steers Realty Income Fund | CSEIX, CSDIX, CSBIX, CSCIX |
| Cohen & Steers Realty Shares | CSRSX |
| Columbia Real Estate Equity Fund | CREAX, CREIX, CRRVX, CRERX, CREEX, CRRFX, CREWX, CRECX, CREBX |
| Compass EMP REC Enhanced Volatility Weighted Fund | CWRAX, CWRIX, CWRTX, CWRCX |
| Davis Real Estate Fund | RPFRX, DREYX, DRECX, DREBX |
| Delaware Real Estate Investment Trust Portfolio II | DPRTX, DPRBX |
| Delaware Real Estate Investment Trust Portfolio | DPREX, DPRSX, DPRRX, DPRCX |
| DFA Real Estate Securities Portfolio | DFREX |
| Dunham Real Estate Stock Fund | DAREX, DNREX, DCREX |
| DWS RREEF Real Estate Securities Fund | RRRRX, RRREX, RRRAX, RRRSX, RRRBX, RRRCX |
| DWS RREEF Real Estate Securities Income Fund | REFAX, REFCX, REFIX, REFSX |
| Eaton Vance Real Estate Fund | EAREX, EIREX |
| EII Realty Securities Fund | EIIRX |
| Fidelity Advisor Real Estate Fund | FHEIX, FHEAX, FHETX, FHECX, FHEBX |
| Fidelity Advisor Real Estate Income Fund | FRIRX, FRIQX, FRINX, FRIOX |
| Fidelity Real Estate Income Fund | FRIFX |
| Fidelity Real Estate Investment Portfolio | FRESX |
| Fidelity Spartan Real Estate Index Fund | FSRNX, FRXIX, FSRVX |
| Fidelity Series Real Estate Equity Fund | FREDX, FREFX |
| Fidelity Series Real Estate Income Fund | FSREX, FSRWX |
| Forward Real Estate Long/Short Fund | KSRYX, FRLSX, FFSRX, KSRAX, KSRCX, KSRBX |
| Forward Real Estate Fund | FPREX, FFREX, KREAX, KRECX |
| Forward Select Income Fund | KIFYX, FSIMX, FFSLX, KIFAX, KIFBX, KIFCX |
| Franklin Real Estate Securities Fund | FREEX, FRLAX, FRRSX, FSERX |
| GMO Real Estate Fund | GMORX |
| Goldman Sachs Real Estate Securities Fund | GREIX, GRETX, GREAX, GRESX, GRERX, GREBX, GRECX |
| Great-West Real Estate Fund | MXREX |
| Heitman REIT Fund | OARTX, OBRTX |
| ING Real Estate Fund | CRARX, IREWX, IDROX, CLARX, CRWRX, CRCRX, CRBCX |
| INVESCO Real Estate Fund | REINX, IARFX, IARIX, IARYX, IARAX, IARRX, IARCX, AARBX |
| Ivy Real Estate Securities Fund | IRSAX, IREIX, IRSYX, IRSRX, IREEX, IRSCX, IRSBX |
| John Hancock Real Estate Securities Fund | JIREX |
| Johnson Realty Fund | JRLTX |
| J.P.Morgan Realty Income Fund | URTLX, JRIRX, URTAX, URTBX, URTCX |
| J.P. Morgan Security Capital U.S. Core Real Estate Securities Fund | CEEAX, CEERX, CEEFX, CEESX, CEECX |
| J.P. Morgan U.S. Real Estate Fund | SUSIX |
| Lazard U.S. Realty Equity Portfolio | LREIX, LREOX |
| Lazard U.S. Realty Income Portfolio | LRIIX, LRIOX |
| Manning & Napier Real Estate Series | MNRIX, MNREX |
| Morgan Stanley Institutional U.S. Real Estate Portfolio | MSUSX, MUSDX, MSULX, MURSX |
| Natixis AEW Real Estate Fund | NRFAX, NRFYX, NRFBX, NRFCX, NRFNX |
| Neuberger Berman Real Estate Fund | NBRIX, NBRFX, NREAX, NRERX, NRECX, NRREX |
| Nuveen Real Estate Securities Fund | FREAX, FARCX, FRSSX, FREBX, FRLCX, FREGX |
| Oppenheimer Real Estate Fund | OREAX, OREIX, OREYX, ORENX, OREBX, ORECX |
| PHOCAS Real Estate Fund | PHREX |
| PIMCO RealEstateRealReturn Strategy Fund | PRRSX, PETPX, PETAX, PETDX, PETCX, PETBX |
| Pioneer Real Estate Shares | PWREX, PYREX, PCREX, PBREX |
| Principal Real Estate Securities Fund | PIREX, PIRPX, PREPX, PRETX, PREJX, PRRAX, PRERX, PRENX, PRAEX, PRCEX, PRLEX |
| ProFunds Real Estate UltraSector ProFund | REPIX |
| Prudential Select Real Estate Fund | SREAX |
| Prudential U.S. Real Estate Fund | PJEAX, PJEZX, PJECX, PJEBX |
| REMS Real Estate Income 50/50 Portfolio | RREIX |
| REMS Real Estate Value-Opportunity Fund | HLRRX, HLPPX |
| Rydex Real Estate Fund | RYREX, RYHRX, RYCRX |
| SA Real Estate Securities Fund | SAREX |
| SEI Institutional Mgd Real Estate Fund | SETAX, SEIRX |
| Spirit of America Real Estate Income & Growth Fund | SOAAX |
| SSgA Clarion Real Estate Fund | SSREX |
| Stratton Real Estate Fund | STMDX |
| T.Rowe Price Real Estate Fund | TRREX, PAREX |
| TIAA-CREF Real Estate Securities Fund | TIREX, TRRPX, TRRSX, TCREX |
| Vanguard REIT Index Fund | VGSNX, VGRSX, VGSLX, VGSIX |
| Virtus Real Estate Securities Fund | PHRAX, PHRIX, PHRCX, PHRBX |
Source: NAREIT
| REIT ETF | Symbol |
|---|---|
| Flex Shares | ASET |
| Wisdom Tree Global Ex-US | DRW |
| S&P 500 Equal Weight | EWRE |
| iShares FTSE Industrial/Office | FNIO |
| MSCI Real Estate Index | FREL |
| S&P REIT Index | FRI |
| First Trust S&P REIT | FRI |
| iShares Real Estate 50 | FTY |
| Flexshares Global | GQRE |
| iShares Cohen & Streers | ICF |
| iShares International Developed RE | IFGL |
| iShares US RE | IYR |
| Premium Yield Equity REIT | KBWY |
| ETRACS Monthly Pay 2x Leverage | MORL |
| Market Vector Mortgage | MORT |
| iShares Global REIT | REET |
| iShares FTSE Mortgage | REM |
| iShares Residential | REZ |
| IQ US Real Estate Small Cap | ROOF |
| iShares FTSE NAREIT Retail | RTL |
| DOW Jones Global RE | RWO |
| SPDR Dow Jones | RWR |
| Schwab US REIT | SCHH |
| Super Dividend REIT | SRET |
| ProShares Ultra RE | URE |
| Vanguard REIT | VNQ |
| Vanguard Global ex-US | VNQI |
| iShares International Developed | WPS |
| Wilshire US REIT | WREI |
| Pacer Benchmark Data & Infrastructure RE | SRVR |
| Pacer Benchmark Industrial RE | INDS |
| Pacer Benchmark Retail RE | RTL |
| Hoya Capital Housing | HOMZ |
| NetLease Corporate RE | NETL |
| REIT Name | Ticker | Annual Increases/yr |
|---|---|---|
| Federal Realty | FRT | 51 |
| Universal Health Realty | UHT | 33 |
| National Retail Properties | NNN | 29 |
| Realty Income | O | 27 |
| Tanger Outlets | SKT | 26 |
| Urstadt Biddle | UBA | 25 |
| Essex Property Trust | ESS | 25 |
| W.P.Carey | WPC | 22 |
| National Health Investors | NHI | 17 |
| Equity Lifestyle | ELS | 15 |
| Digital Realty | DLR | 15 |
Source: www.dripinvesting.org