Why One Real Estate Fund Dumped $62 Million of Cousins Properties Stock

Resolution Capital sold 2.57 million shares (85% of its stake) in Cousins Properties during Q1 2026, valued at approximately $62.35 million. Despite the fund's exit, the article notes that Cousins Properties remains positioned as a potential office REIT winner due to its focus on premium Class A properties in high-growth Sun Belt markets, strong leasing pipeline, and solid balance sheet metrics.

05/30/2026, 4:12 PM • The Motley Fool

What to Know About This Fund's $4 Million Exit From SmartStop Self Storage

GSI Capital Advisors fully exited its position in SmartStop Self Storage REIT (SMA) on May 14, 2026, selling 124,919 shares for approximately $4.01 million. Despite the exit, SmartStop's Q1 2026 fundamentals showed improvement with 20% revenue growth and a swing to profitability, though the stock has underperformed the S&P 500 by 38 percentage points over the past year.

05/30/2026, 12:09 PM • The Motley Fool

REET vs. GQRE: Which Global Real Estate ETF Is the Better Buy?

The article compares two global real estate ETFs: iShares Global REIT ETF (REET) and FlexShares Global Quality Real Estate Index Fund (GQRE). REET offers a lower expense ratio (0.14% vs 0.45%), broader diversification with 323 holdings, and lower historical drawdown, making it ideal for cost-conscious investors. GQRE provides higher dividend yield (4.3% vs 3.4%) through quality-focused screening but carries higher costs and volatility, appealing to income-focused investors. Both funds hold similar core positions in large-cap REITs like Prologis and Welltower.

05/14/2026, 11:18 AM • The Motley Fool

Is LXP Industrial Trust a Buy or Sell After Pensionfund PDN Dumped Shares Worth $6.4 Million?

Dutch pension fund PDN sold 133,600 shares of LXP Industrial Trust (worth $6.4 million) in Q4 2025, reducing its stake to 1.09% of AUM. Despite a recent revenue decline and underperformance versus the S&P 500, the article suggests LXP remains attractive for income investors due to its 5.91% dividend yield and 97% occupancy rate, making the current lower valuation a better buying opportunity than selling.

03/28/2026, 1:16 PM • The Motley Fool

Broad REIT Exposure or Concentration in Sector Leaders? VNQ vs. ICF

The Vanguard Real Estate ETF (VNQ) offers broad exposure across 158 U.S. REITs with a lower expense ratio (0.13%) and higher dividend yield (3.63%), while the iShares Select U.S. REIT ETF (ICF) concentrates on 30 large-cap REITs with a higher expense ratio (0.32%) and lower yield (2.6%). Despite higher costs, ICF has outperformed VNQ over five years, with $1,117 vs. $1,003 growth on a $1,000 investment, driven by its focus on sector leaders in data centers, cell towers, and healthcare properties.

03/19/2026, 11:20 AM • The Motley Fool

GQRE vs. VNQ: For These Real Estate ETFs, Is a Higher Yield Worth the Extra Cost?

FlexShares Global Quality Real Estate Index Fund (GQRE) and Vanguard Real Estate ETF (VNQ) offer different approaches to real estate investing. GQRE charges higher fees (0.45% vs 0.13%) but provides greater global diversification, higher dividend yield (4.3% vs 3.6%), and outperformed VNQ over the past year (7.6% vs 1.6% return). VNQ offers lower costs, superior liquidity, and focuses on U.S.-listed REITs. The choice depends on investor priorities: cost-conscious investors favor VNQ, while income-focused investors seeking global exposure may prefer GQRE.

03/18/2026, 10:26 AM • The Motley Fool

Real Estate ETFs: REET Has Broader Diversification, VNQ Boasts Higher Yield

Vanguard Real Estate ETF (VNQ) and iShares Global REIT ETF (REET) are compared as diversified real estate investment options. VNQ offers larger assets under management ($69.6B), slightly lower fees, and higher dividend yield (3.7%), making it ideal for income-focused investors. REET provides broader global diversification with 325 holdings across developed and emerging markets, delivering superior one-year returns (6.5% vs 1.3%), appealing to growth-oriented investors seeking international exposure.

03/18/2026, 10:04 AM • The Motley Fool

Domestic REITs or International Real Estate? State Street's RWR and RWX Offer Very Different Answers.

RWR and RWX are two State Street real estate ETFs with distinct strategies: RWR focuses on U.S. REITs with lower fees (0.25% expense ratio) and $1.8B in AUM, while RWX offers international real estate exposure at higher cost (0.59% expense ratio) with $310.5M in AUM. RWR delivered smaller drawdowns over five years, while RWX posted higher one-year returns. The choice depends on whether investors prioritize cost-efficiency and domestic focus (RWR) or geographic diversification (RWX).

03/18/2026, 9:29 AM • The Motley Fool

RWR vs. ICF: Which REIT ETF Is the Better Buy for Income-Focused Investors?

The article compares two U.S. REIT ETFs: RWR and ICF. RWR offers broader diversification with nearly 100 holdings, a lower expense ratio (0.25% vs. 0.32%), and a higher dividend yield (3.4% vs. 2.6%), making it more suitable for most long-term investors. ICF is more concentrated with 30 holdings and heavier exposure to large-cap REITs like Equinix and Welltower, appealing to investors seeking conviction in top names but with higher volatility and costs.

03/18/2026, 9:26 AM • The Motley Fool

Better Real Estate ETF: Vanguard's VNQI vs. iShares' ICF

Vanguard's VNQI and iShares' ICF offer different real estate investment strategies. VNQI provides global diversification across 682 holdings with a lower 0.12% expense ratio and 4.3% dividend yield, while ICF focuses on 30 large U.S. REITs with a higher 0.32% expense ratio and 2.6% yield. VNQI delivered 18.2% returns over one year versus ICF's 8.9%, making it attractive for income-focused investors seeking international exposure, though it carries higher currency and foreign market risks.

03/17/2026, 2:13 PM • The Motley Fool

Building an 8% Income Plan as AI Plays ’Whack-a-Mole’ With Stocks

The article dismisses AI-driven market panic as unfounded, arguing that AI is a productivity tool that will increase job demand rather than eliminate it. The author recommends closed-end funds (CEFs) holding REITs as a way to gain AI exposure through infrastructure plays like data centers and warehouses, while capturing 8%+ dividend yields. The Nuveen Real Estate Fund (JRS) is highlighted as an attractive opportunity due to its widening discount to net asset value despite underlying portfolio gains.

03/05/2026, 2:43 PM • Investing

CEF Faceoff: These 8% Dividends Look the Same, but One Is the Clear Winner

The article compares two REIT-focused closed-end funds (CEFs) with similar 8%+ yields: Cohen & Steers Quality Income Realty Fund (RQI) and Cohen & Steers Total Return Realty Fund (RFI). Despite nearly identical holdings and performance, RFI emerges as the better choice due to its current valuation discount relative to its historical premium, offering potential upside as interest rates decline and REITs' borrowing costs decrease.

03/02/2026, 6:10 AM • Investing

Forget Medical Properties Trust: This Resilient Healthcare Real Estate Giant Is Built to Survive the Next Downturn

Medical Properties Trust faces significant financial challenges with a high 8.5x leverage ratio, making it vulnerable in a downturn despite recent improvements. Welltower, a much larger healthcare REIT with a 3.0x leverage ratio and $145B market cap, is better positioned to weather economic storms through its scale, strong balance sheet, and hands-on operating partnerships with healthcare providers.

02/27/2026, 7:38 AM • The Motley Fool

Real Estate Rebound? The 3X Play for Investors Betting on a Commercial Property Pivot

As the Federal Reserve cuts interest rates, commercial real estate REITs are positioned for a potential rebound. The Direxion Real Estate Bull 3X ETF offers a leveraged way to capitalize on this trend, delivering 3X daily returns of its underlying REIT index. However, this high-risk instrument is designed for short-term trading only, as leverage amplifies both gains and losses.

02/16/2026, 12:05 PM • The Motley Fool

Forget Tech Stocks: The Healthcare REIT Benefiting from AI-Driven Medical Advances

Welltower, a healthcare REIT focused on senior housing, is positioned to benefit from AI-driven medical advances that extend lifespans and increase demand for senior housing. The company operates over 2,000 senior housing communities and uses proprietary AI and machine learning platforms to optimize operations. With 18.8 million aging baby boomers expected to need housing by 2030, Welltower recently announced $14 billion in acquisitions to capitalize on this demographic trend.

02/02/2026, 8:30 AM • The Motley Fool