Currently unloved and historically low vol. Both features make Real Estate an attractive exposure to us given the potential for continued rotation within equities.
ETFSector.com December Outlook: Real Estate Read More »
We’ve gone tactically long the Real Estate Sector as a defensive hedge for our Tech Sector Long.
ETFSector.com November Outlook: Real Estate Read More »
Low vol. stocks remain out of favor. We start October with a market weight position in Real Estate to help cushion any corrective action in AI and Growth trades we’re exposed to in the Elev8 portfolio.
ETFSector.com October Outlook: Real Estate Read More »
We’re expecting rotation into lagging names if the AI theme pauses. With the Fed signaling a dovish policy initiative, that is a supportive setup for the Real Estate Sector in the near-term.
ETFSector.com September Outlook: Real Estate Read More »
Real Estate stocks remain impaired at the sector level with Office REITs remaining a drag and sticky high interest rates preventing the level of credit needed to change the asset mix.
ETFSector.com August Outlook: Real Estate Read More »
Investor preference for high beta exposures and structural headwinds from higher rates have us out of the Real Estate sector in July
ETFSector.com July Outlook: Real Estate Sector Read More »
One of our zero weight sectors this month due to improving investor risk appetite and firming interest rates.
ETFSector.com June Outlook: Real Estate Read More »
Real Estate is one of our three zero weight sectors for May
ETFSector.com May Outlook: Real Estate Sector Read More »
Please click the link below for our views on technical, fundamental and economic developments driving the S&P 500 Information Technology Sector as we start April. Real Estate Sector April Outlook
ETFSector.com April Outlook: Real Estate Sector Read More »
The stocks related to NYSE:SUI are…
A class action has been initiated against Sun Communities, Inc. Read More »
Stay updated with the latests analysis and insights fromm etfsector.com