Investors favor REITs and InvITs amid weak IPOs

REIT and InvIT issuances are drawing strong investor interest as they outperform traditional IPOs in volatile equity markets. These trusts deliver stable income from operational assets.

REIT and InvIT issuances are attracting significant investor interest. They are outperforming traditional IPOs amid equity market volatility. These trusts offer stable, annuity-like income from operational assets. They provide predictable cash flows and attractive returns to investors seeking resilience and steady income.

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A Seeking Alpha article argues that the Vanguard Real Estate ETF (VNQ) underperforms broader equity markets, making it unsuitable for income investors. Published on March 17, 2026, the analysis reports VNQ's 354% total return since 2004, lagging RSP's 458% before dividends. It assigns a Strong Sell rating to VNQ.

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Investors are increasingly favoring dividend-paying companies as a safer option amid uncertainty in capital gains and market volatility. These stocks provide attractive yields and regular returns based on past performance. However, future dividends may be influenced by economic factors and government policies.

Seven mutual fund NFOs and three SIFs are currently available for investors to subscribe. The offerings include a mix of ETFs, index funds and one contra fund along with specialized long-short strategies.

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The Western Asset Inflation-Linked Opportunities & Income Fund (WIW) delivered a 13.09% market price return over the past year, despite fixed-income market volatility in the fourth quarter of 2025. Its NAV return stood at 9.34% for the same period.

Ijumaa, 20. Mwezi wa tatu 2026, 23:08:35

Seeking Alpha analyst endorses JEPQ ETF for retiree income

Ijumaa, 20. Mwezi wa tatu 2026, 20:04:55

Energy and Israel ETFs gain amid war in Iran

Ijumaa, 20. Mwezi wa tatu 2026, 10:55:53

Analyst recommends passive income buffer as recession risks rise

Jumatano, 18. Mwezi wa tatu 2026, 01:41:40

Dalal Street newcomers use IPOs to reduce debt

Jumatano, 11. Mwezi wa tatu 2026, 23:54:37

Indian firms pause IPO plans due to market volatility

Jumanne, 10. Mwezi wa tatu 2026, 07:05:20

US REIT indexes decline with broader markets in early March

Jumapili, 8. Mwezi wa tatu 2026, 16:00:40

Private credit evolves into core portfolio component

Jumamosi, 7. Mwezi wa tatu 2026, 22:48:39

CLO equity funds cut distributions amid tight CEF discounts

Ijumaa, 6. Mwezi wa tatu 2026, 09:08:02

Five companies to launch IPOs worth Rs 6,500 crore next week

Jumatano, 25. Mwezi wa pili 2026, 17:28:34

Endowments eye crypto allocations amid weaker traditional returns

 

 

 

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