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How ETF Investors Might Get In On Single-Family Rentals
Gary Gordon • Fri, Jan 11 • 5 Comments
Used Home Sales Up, Prices Down
Zacks Investment Research • Thu, Sep 22, 2011 • 2 Comments
REZ: Crushing The Real Estate ETF Competition
Eric Dutram • Thu, Sep 15, 2011 • 2 Comments
Homeowners in Denial
Felix Salmon • Wed, Apr 13, 2011 • 26 Comments
Public and Private Real Estate: Pieces of the Same Puzzle
AllAboutAlpha • Wed, Mar 2, 2011
Housing Recovery Potentially Right Around the Corner
Michael James McDonald • Mon, Feb 21, 2011 • 7 Comments
Why Home Price Reports Are Irrelevant
Cullen Roche • Wed, Oct 27, 2010 • 22 Comments
September in Existing Home Sales
Sold At The Top • Mon, Oct 25, 2010 • 2 Comments
New Mortgage Data: The Market Is Deadlier Than Ever
Michael Shulman • Wed, Oct 20, 2010 • 3 Comments
Foreclosures: Did Wall Street Shaft Main Street?
Cullen Roche • Thu, Oct 14, 2010 • 35 Comments
It's Still Very Much a Buyer's Market in Housing
Chad Brand • Wed, Oct 13, 2010 • 3 Comments
Mortgage Applications Increase as Refinancing Jumps
Bondsquawk • Wed, Oct 13, 2010 • 1 Comment
New Foreclosure Crisis Has Much Broader Implications
Daryl Montgomery • Tue, Oct 12, 2010 • 44 Comments
Sifma's Unhelpful Take on the Foreclosure Mess
Felix Salmon • Mon, Oct 11, 2010 • 6 Comments
How to Fix the Housing Market: Forced Foreclosures
Lawrence J. Kramer • Tue, Sep 28, 2010 • 18 Comments
Housing Prediction: Bottom in 2014, Then a Decade of Stagnation
Charles Hugh Smith • Fri, Sep 24, 2010 • 12 Comments
A Dead Cat Bounce in August Existing Home Sales, Initial Jobless Claims Higher
Bondsquawk • Thu, Sep 23, 2010 • 1 Comment
Good News for Housing: 30-Year Fixed Rate Mortgages at Their Lowest Point in History
Calafia Beach Pundit • Wed, Sep 22, 2010 • 18 Comments
Is the Housing 'Walk Away' Crisis About to Start?
Michael James McDonald • Mon, Sep 13, 2010 • 29 Comments
Existing Home Sales Expected to Be Down in the Dumps
Bespoke Investment Group • Tue, Aug 24, 2010 • 3 Comments

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New Residential Construction Report: May 2013
Sold At The Top • Tue, Jun 18
Housing Starts And Building Permits Disappoint
Bespoke Investment Group • Tue, Jun 18 • 2 Comments
Homebuilder Confidence Contradicts Investor Sentiment
Wall Street Strategies • Mon, Jun 17 • 2 Comments
More On The Spike In Mortgage Rates
Bespoke Investment Group • Tue, Jun 11 • 4 Comments
3 ETF Categories Correct 10% Or More
Gary Gordon • Tue, Jun 11 • 1 Comment
Housing Prices Are Being Dangerously Distorted By Big Institutional Money
Chris Martenson • Tue, Jun 4 • 41 Comments
CoreLogic: April Home Prices Posted The Largest Annual Gain In More Than 7 Years
Mark J. Perry • Tue, Jun 4 • 1 Comment
March Case-Shiller Housing Numbers
Bespoke Investment Group • Mon, Jun 3
Construction Spending: April 2013
Sold At The Top • Mon, Jun 3
More Measures Of The Housing Non-Bubble
Hale Stewart • Mon, Jun 3 • 4 Comments
Pending Home Sales: April 2013
Sold At The Top • Thu, May 30 • 1 Comment
No, We're Nowhere Near A Housing Bubble
Hale Stewart • Thu, May 30 • 11 Comments
Is Real Estate Ever A Wise Investment For Retirees?
Dennis Miller • Thu, May 30 • 4 Comments
As The Housing Bubble Inflates: Month 9
Ironman at Political Calculations • Wed, May 29 • 7 Comments
The Housing Recovery Is Real
Calafia Beach Pundit • Tue, May 28 • 10 Comments
New Home Sales: April 2013
Sold At The Top • Fri, May 24
FHFA Monthly Home Prices: March 2013
Sold At The Top • Fri, May 24
Housing Recovery: Average, Median Sales Prices For New Homes Reach All-Time Highs In April
Mark J. Perry • Thu, May 23 • 5 Comments
April Home Sales Highest For The Month In 6 Years, Median Sales Price Highest In 5 Years
Mark J. Perry • Wed, May 22 • 2 Comments
Existing Home Sales Report: April 2013
Sold At The Top • Wed, May 22

There are no Transcripts on REZ.

Best ETFs to Play Housing Boom

at CNBC.com (May 30, 2013)
Weekend Investor: How to buy REITs in a crowded market

at MarketWatch.com (Jun 1, 2012)
REITs Could Have Another Good Year

at CNBC.com (Mar 14, 2011)

REZ vs. ETF Alternatives

REZ Description

The iShares FTSE NAREIT Residential Plus Capped Index Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the FTSE NAREIT All Residential Capped Index.
See more details on sponsor's website

Key Info

In Your Portfolio: A Guide to Sector ETFs, Real Estate [REIT] ETFs
Asset Class Performance: Real Estate

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Monday, June 17, 10:34 AM NAHB Housing Market Index: +8 to 52, vs. consensus of 45. It's the biggest one-month gain since 2002 and the first time above 50 for the index since April 2006. The reports is consistent with the NAHB forecast of a 29% increase in housing starts this year to more than 1M (first time since 2007), according to the group's David Crowe. XHB +1.5%, 3 Comments [U.S. Economy]
Thursday, May 23, 10:07 AM More on New Home Sales: The March print was revised sharply higher - to 444K from 417K. April sales were 2.3% higher than March and 29% higher than a year ago. The median sales price was $271.6K, the average $330.8K. Inventory stands at 156K, representing a supply of 4.1 months. Homebuilders ETF (XHB -0.4%). (full report) Comment! [U.S. Economy]
Thursday, May 16, 8:38 AM SPY -0.3% premarket, giving up small early gains after a big jump in jobless claims and a rather shocking decline in housing starts. Starts were off 16.5% from March, but up 13.1% Y/Y. On a more hopeful note, building permits were up 14.3% from March, up 35.8% Y/Y. Treasurys catch a bid, TLT +0.5% premarket. Homebuilders ETF: XHB -0.2%. Comment!
Wednesday, May 15, 10:09 AM NAHB Housing Market Index: +3 to 44, vs. consensus of 43; 41 in April. "Builders are noting an increased sense of urgency among potential buyers as a result of thinning inventories of homes for sale." Builders' main concerns have little to do with demand, and remain centered on rising costs and lot shortages. The XHB is flat. Comment! [U.S. Economy]
Wednesday, May 8, 3:16 PM The bull story on the homebuilders (XHB) still has years to play out, says Steve Eisman, speaking at Ira Sohn under the topic, "Housing: U.S. vs. Canada." He's especially bullish on the land-rich homebuilders - LEN, PHM, SPF - as there's not enough inventory to support demand and land prices will be heading higher, but the purest land play might be Forestar Group (FOR +5.5%), worth $30/share in his opinion. Comment! [Quick Ideas]
Tuesday, April 30, 11:27 AM Home starts are up by huge amounts in a number of the country's hardest-hit (property-wise) areas, according to an advance look from number-crunchers Metrostudy. More interestingly, builders - without replacement projects to "roll into" - are trying to deliberately slow sales by raising prices. The recent drop in builder confidence, suggests Metrostudy, is more about lot costs and labor shortages than low traffic and sales. XHB -1.1%. Comment! [U.S. Economy]
Thursday, April 25, 3:24 PM The Homebuilder ETF (XHB +1.2%) gains after PulteGroup (PHM +5.5%) reported Q1 closings up 23%, with the average selling price up 10%. Meritage Homes (MTH +1.1%) yesterday reported a 17% increase in prices, while Ryland Group (RYL +6.7%) last night said its average price rose 8.2%. "Housing demand is greater than the supply of homes available for sale in many of the areas where we operate," says Meritage CEO Steven Hilton. Comment! [On the Move]
Tuesday, April 23, 11:24 AM Most notable in the New Home Sales report, says Deutsche, is the convergence of sales with starts. For the last few months starts had raced ahead of sales, but the gap closed in March. Maybe not so great for the builders (XHB +2.4%), it appears as if starts have "caught down" to sales as opposed to the other way around. Investors may still be pricing in too high a rate of sales growth. 2 Comments [U.S. Economy]
Wednesday, April 17, 2:17 PM More from Beige Book: The homebuilders (XHB) might like to know most districts reported strong homebuyer demand with sales being restrained by low inventories. New Jersey noted a "marked reduction" in distressed properties. Home construction is picking up in most districts though tight supplies of building materials are stalling things. The NAHB reported a similar issue. Comment! [U.S. Economy]
Tuesday, April 16, 11:29 AM Homebuilder stocks aren't taking much encouragement off the bigger number in Housing Starts today, as the underlying data doesn't appear to be strong enough to offset yesterday's drubbing: BZH -0.7%, TMHC -0.2%, HOV -0.2%, DHI +0.9%, KBH +0.5%, PHM +1.6%, LEN +0.9%, TOL +1%. Building materials suppliers on the other hand don't care what kind of homes are being built, and are having a much better day on the news: LII +2.3%, WSO +2%, SHW +3.3%, LPX +3.6%). Comment!
Tuesday, April 16, 8:39 AM More on Housing Starts: Offsetting the big headline print a bit are building permits, which fell 3.9% vs. forecasts of a 0.3% gain. The gain in housing starts came from multi-family as single-family starts of 619K were off 4.8% from February. S&P 500 futures are just off session highs, +0.9%. Homebuilders ETF: XHB +1.5% premarket. 1 Comment [U.S. Economy]
Monday, April 15, 10:11 AM More on NAHB: Demand isn't the issue. The slide in confidence instead reflects concerns over rising costs for building materials and "frustration over being unable to respond to the rising demand for new homes" - what your grandfather might have called "high-class worries." The XHB -2.5%, +39% Y/Y. 1 Comment [U.S. Economy]
Wednesday, April 3, 3:22 PM Leading the REIT market in performance with a 17.8% gain in Q1 were the mortgage REITs (REZ), according to NAREIT. The mREITs were pounded in Q4 on worries of narrowing interest margins and (likely unfounded) harping over higher dividend tax rates. The entire REIT sector continues to have little trouble raising capital - $22.6B in Q1, up from $19B in Q4. Comment! [Financials]
Thursday, March 28, 8:25 AM The explosion in assets at mREITs may pose risks, but not all of mortgage investors are created alike. Gary Kain's (AGNC) assembled an all-star team of his former Freddie Mac colleagues used to dealing with far larger amounts of assets, but "others have no business having a balance sheet that big," says Compass Point's Jason Stewart. Armour Residential (ARR) is "pushing the limit of what their infrastructure can support." 15 Comments [Financials]
Tuesday, March 26, 10:09 AM More on New Home Sales: The seasonally-adjusted rate of 411K is off 4.6% from January, but up 12.3% Y/Y. Inventory rises to a 4.4 month supply from 4.1 in January, but down from around 5 months a year ago. The XHB gains 0.4%. (full report) 1 Comment [U.S. Economy]
Friday, March 22, 1:05 PM The mREITs are back in favor after the Fed's QE∞ hit interest margins in Q4. A widening yield curve helps, but managements weren't powerless either. Share buybacks below book and altered business plans - Annaly's purchase of CreXus for one, others upping exposure to non-agency RMBS another - are sitting well with investors. Up 2.1% today, NLY is trading above book for the first time in a long time. 2 Comments [Financials, On the Move]

SA Editor Jonathan Liss
U.S. home prices at new lows - Yikes! REZ, XHB http://bit.ly/yGtC3G
2/28/12
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Ryan Mallory
5 Stocks Gaining Momentum http://bit.ly/tIwsJD RKH REZ OCN LCC HURN
12/14/11
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The_American
RSO , NLY , AGNC , have held well through current market condition and have great yield and have held well as rents have been strong NRF REZ
9/24/11
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richpga: will sec change debt to equity ratios for reits Richpga@aol.com
9/27/11
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The_American: It's possible but u can catch wind with some REITs and banks for a trade especially overseas got hit SCGLY is SocGen, AIBYY.OB , DB , UBS , CS
10/5/11
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Oracle of Yomama
Way to play the disappearance of the mortgage tax credit -- REZ is an apt-focused ETF, should benefit as more people choose to rent vs. buy
7/22/11
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ETFdesk
WaysToPlay: Vacancies Keep Rising, Rents Keep Falling http://bit.ly/6m1RNX $REZ #ETF #MKT #Realestate #Housing #econ
1/7/10
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Lisa
REZ, the US residential REIT etf, is up 25% ytd. Given the state of the housing market, isn't that remarkable?
11/18/09
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ETFdesk
WaysToPlay: Recession Rising Like Phoenix With Area Delinquencies Surging http://bit.ly/JOSom FNIO RTL REM REZ #foreclosure #ETF #MKT
10/1/09
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Lisa
Homeowners' equity has declined from 58.7% back in '05 to around 43% today. REZ BZH DHI HOV KB KBH LEN PHM TOL XHB
9/29/09
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Lisa
7.5m mortgages have defaulted, 7m will foreclose and be sold = 16 months of housing inventory. REZ BZH DHI HOV KB KBH LEN PHM TOL XHB
9/29/09
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ETFdesk
WaysToPlay: There Goes The Housing Rebound http://bit.ly/ytwx0 SRS IYR ITB XRB REZ
9/24/09
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LATEST REPLIES

The_American
RSO , NLY , AGNC , have held well through current market condition and have great yield and have held well as rents have been strong NRF REZ
9/24/11
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richpga: will sec change debt to equity ratios for reits Richpga@aol.com
9/27/11
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The_American: It's possible but u can catch wind with some REITs and banks for a trade especially overseas got hit SCGLY is SocGen, AIBYY.OB , DB , UBS , CS
10/5/11
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REZ iShares FTSE NAREIT Residential Plus Capped Index ETF

REZ

iShares FTSE NAREIT Residential Plus Capped Index ETF