>>22595857I'll help cause I'm a nerd about this. It's a sector that isn't in dividend etf's like SCHD because it's tax inefficient and needs to be separately placed in a roth ira.
There's only about 120 equity reits. I.e. companies that actually own physical property and are set up as trusts You can then break down this sector into sub categories. And the way things work out, you can own the entire index with only 1-3 reits because they tend to just eat each other to get bigger,
>Industrial 99% of this sub sector is just Prologis PLD. It recently acquired Duke Realty and is just this global behemoth with dividend growth consistently averaging over 10%. And it didn't even flinch with the pandemic
>Cell TowersNo one seems to know that 80% of all cell towers in America are owned by three companies AMT, CCI, and SBAC. They seem to grow faster than even PLD because the maintenance of cell towers is next to nothing but they are critical infrastructure. They are expanding overseas like crazy because there is nothing left here to buy
>Self StorageAmerica being America has a huge demand for public storage to put all our junk. It's consistently at 90% capacity and can't grow fast enough. Owning PSA and EXR will get you over 80% of the market
>RetailO and SPG are only about 80% of the entire group but consistently out perform the others. And O keeps buying all the competition as well. It's been growing slower mainly because it's reinvesting into a ton of properties.
>Data CentersEQIX and DLR are the entire sector. I avoid DLR because its been growing slower but EQIX is almost twice it's size and growing like crazy
>Single Family HomesINVH and AMH are the entire sector
>ApartmentsCan't do the above strat but MAA is the largest and best
>CasinosVICI exists and it's apparently incredibly profitable to be the tenant for big casinos
