- You can't eat relative performance, but nevertheless the FTSE/NAREIT All REIT Index fell 3.5% in January vs. the S&P 500's 5% decline. The end-of-month dividend yield of the REIT index is 4.47% vs. the S&P's 2.34%.
- Among the leading REIT subsectors in January were the shopping center names with a 3% gain. Self-storage added 2.7%. Data center REITs gained 3.8%.
- ETFs: IYR, VNQ, DRN, URE, RQI, SCHH, SRS, ICF, RWR, RNP, JRS, KBWY, RFI, NRO, DRV, RIT, REK, RIF, FRI, DRA, FTY, PSR, FREL, LRET, WREI, IARAX, XLRE