Schwab U.S. REIT ETF (SCHH) — ()
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Three Companies Control Schwab's US REIT Returns As Debt Maturity Cliff Threatens 2026 Returns
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Sentiment: Neutral ()
The Schwab U.S. REIT ETF (NYSEARCA:SCHH) has gained 1.6% year-to-date, but the real question isn't past performance—it's what comes next.
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The State Of REITs: January 2026 Edition
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Sentiment: Negative ()
The REIT sector closed out 2025 with a tough December (-1.48%) and finishing the year with a -3.57% total return for 2025. Small caps (+0.51%) eked out a small gain …
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Why This 'Goldilocks' Setup For REITs Has Completely Failed
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Sentiment: Negative ()
Everything says REITs should be soaring — but they aren't. A hidden headwind is quietly holding returns back. One overlooked niche is where I am pouring my REIT capital.
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2026 Looks Like An Inflection Point For Schwab's US REIT To Launch Higher | SCHH
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Sentiment: Positive ()
The Schwab U.S. REIT ETF ( NYSEARCA:SCHH ) has spent the last year treading water, down roughly 2% while investors waited for interest rates to cooperate.
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Cap Rates Reveal Opportunistic REIT Property Sectors
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Sentiment: Positive ()
REITs, as represented by VNQ, now trade at a median implied cap rate of 7.7%, offering a compelling spread over Treasuries. Recent REIT underperformance stems from valuation overshoots, not weak …
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SCHH: A Stable Yield
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Sentiment: Positive ()
The Schwab U.S. REIT ETF offers liquid, low-cost exposure to U.S. commercial real estate via equity REITs, not mortgage REITs. I recommend a tactical allocation of 3-4% to SCHH, as …
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The State Of REITs: November 2025 Edition
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Sentiment: Negative ()
The REIT sector has seen back-to-back tough months as it saw a modest average negative total return in September (-0.73%) and fell deeper into the red in October (-4.03%). Small …
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The State Of REITs: October 2025 Edition
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Sentiment: Negative ()
After a strong August, REITs faded slightly in September (-0.73%), pulling the REIT sector's year-to-date average total return down to (-1.74%). Mid-cap REITs (-0.92%) averaged the lowest total return in …
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The State Of REITs: August 2025 Edition
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Sentiment: Negative ()
After a strong June (+2.56%), the REIT sector recovery stalled in July (-1.17%) as REITs fell to a -6.42% year-to-date return. Micro cap REITs (-0.20%) outperformed in July while mid …
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Disinflation Dividend: REIT Earnings Scorecard
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Sentiment: Positive ()
A surprising solid REIT earnings season wrapped up this week. Of the 100 equity REITs that provide full-year FFO guidance, 62% raised their outlook - above the historical 55% average. …
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The State Of REITs: June 2025 Edition
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Sentiment: Neutral ()
REITs saw a month of recovery in May (+2.08%), but still have a long way to go to get back into the black in 2025 with an average -7.33% return. …
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REITweek Conference: Fresh Data On All Things REIT
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Sentiment: Positive ()
REITweek 2025 highlighted a massive disconnect between public REIT prices and private real estate values, with most sectors trading at steep NAV discounts. Management teams are aggressively pursuing share buybacks, …
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The Drivers Behind REIT Dividend Growth
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Sentiment: Positive ()
This post takes a closer look at the underlying mechanics that allow Realty Income and other high-quality REITs to grow their distributions over decades without compromising sustainability. While Realty Income's …
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The State Of REITs: May 2025 Edition
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Sentiment: Negative ()
The REIT sector saw another month of red in April (-6.45%) and REITs now average a -9.10% return over the first 4 months of the year. Microcap (-8.87%) and small-cap …
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SCHH: A Good Option For Investors Worried About Trade Woes (Rating Upgrade)
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Sentiment: Negative ()
Evaluating Schwab U.S. REIT ETF as an investment option at its current market price, focusing on U.S. real estate investment trusts classified as equities. Historically cautious on the Real Estate …
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REIT Replay: REIT Share Prices Rise With Broader Market In Week Ended May 2
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Sentiment: Positive ()
The Dow Jones Equity All REIT index closed the recent week up 3.31%, compared with a 2.92% increase for the S&P 500 and a 3.00% gain for the Dow Jones …
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The State Of REITs: March 2025 Edition
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Sentiment: Positive ()
REITs bounced back (+1.77%) in February and now have a positive year-to-date total return (+0.79%) after the first two months of the year. Large cap (+4.58%), small cap (+2.00%) and …
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The State Of REITs: February 2025 Edition
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Sentiment: Negative ()
After a brutal December (-6.85%), the REIT sector averaged negative total returns again in January (-1.29%). Large cap (+0.30%) and mid cap REITs (+0.09%) averaged small gains in January, whereas …
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