Real Estate Select Sector SPDR Fund (The) (XLRE)

Real Estate Select Sector SPDR Fund (The) (XLRE $41.57)
- $41.57 Fwd P/E: 87.83X Cap: $7.44B
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FirstService Corporation (FSV $243.58)
- $243.58 Fwd P/E: 61.67X Cap: $11.06B
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- View Reports on FSV
Choice Properties Real Estate Investment Trust (CHP.UN $14.74)
- $14.74 Fwd P/E: 8.83X Cap: $10.66B
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Dream Industrial Real Estate Investment Trust (DIR.UN $11.76)
- $11.76 Fwd P/E: 27.35X Cap: $3.43B
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- View Reports on DIR.UN
Real Estate Select Sector SPDR Fund (The) (XLRE $41.57)
- $41.57 Fwd P/E: 87.83X Cap: $7.44B
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Q: Seasons Greetings to all at 5i, and fellow members as well!

Our Real Estate holdings include DIR.UN, FSV (thank you 5i for this stellar pick!), and XLRE. Portfolio Analytics indicates that we should increase weighting. I was considering adding to DIR.UN, or starting a new position in CHP.UN. If this was your portfolio, what would you do, or is there even a better opportunity? Thanks as always.

Read Answer Asked by Jerry on December 16, 2024

Vanguard Real Estate Index Fund ETF (VNQ $89.76)
- $89.76 Fwd P/E: 34.56X Cap: $33.29B
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Vanguard Materials ETF (VAW $202.32)
- $202.32 Fwd P/E: 22.38X Cap: $2.48B
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Financial Select Sector SPDR (XLF $52.16)
- $52.16 Fwd P/E: 42.83X Cap: $49.64B
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Consumer Staples Select Sector SPDR (XLP $80.81)
- $80.81 Fwd P/E: 35.44X Cap: $15.96B
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Health Care Select Sector SPDR (XLV $135.19)
- $135.19 Fwd P/E: 65.56X Cap: $34.40B
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Technology Select Sector SPDR ETF (XLK $255.85)
- $255.85 Fwd P/E: 84.87X Cap: $80.43B
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Consumer Discretionary Select Sector SPDR (XLY $221.43)
- $221.43 Fwd P/E: 54.75X Cap: $23B
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Utilities Select Sector SPDR ETF (XLU $82.45)
- $82.45 Fwd P/E: 54.84X Cap: $19.16B
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Vanguard Energy ETF (VDE $125.09)
- $125.09 Fwd P/E: 14.38X Cap: $6.76B
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Materials Select Sector SPDR (XLB $91.52)
- $91.52 Fwd P/E: 61.73X Cap: $5.54B
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The Energy Select Sector SPDR Fund (XLE $89.13)
- $89.13 Fwd P/E: 58.55X Cap: $28.23B
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Vanguard Information Technology ETF (VGT $670.33)
- $670.33 Fwd P/E: 36.07X Cap: $85.09B
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Vanguard Health Care ETF (VHT $249.12)
- $249.12 Fwd P/E: 27.23X Cap: $14.99B
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Vanguard Industrials ETF (VIS $285.74)
- $285.74 Fwd P/E: 22.62X Cap: $5.51B
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Industrial Select Sector SPDR (XLI $150.20)
- $150.20 Fwd P/E: 22.94X Cap: $22.39B
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iShares U.S. Telecommunications ETF (IYZ $29.27)
- $29.27 Fwd P/E: 17.12X Cap: $414M
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Vanguard Financials ETF (VFH $127.32)
- $127.32 Fwd P/E: 14.37X Cap: $11.77B
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Vanguard Consumer Staples ETF (VDC $218.42)
- $218.42 Fwd P/E: 23.26X Cap: $7.53B
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Vanguard Utilities ETF (VPU $178.04)
- $178.04 Fwd P/E: 20.35X Cap: $6.98B
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Real Estate Select Sector SPDR Fund (The) (XLRE $41.57)
- $41.57 Fwd P/E: 87.83X Cap: $7.44B
- View XLRE Profile
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Vanguard Consumer Discretionary ETF (VCR $369.27)
- $369.27 Fwd P/E: 25.54X Cap: $5.81B
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Q: Which sector ETFs would you recommend. Please give 1-2 for each sector and reasons why you would like them.

Thanks.

Read Answer Asked by Federico on November 18, 2024

BMO Equal Weight REITs Index ETF (ZRE $22.42)
- $22.42 Fwd P/E: 18.18X Cap: $591M
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Real Estate Select Sector SPDR Fund (The) (XLRE $41.57)
- $41.57 Fwd P/E: 87.83X Cap: $7.44B
- View XLRE Profile
- View Questions on XLRE
iShares Global REIT ETF (REET $24.72)
- $24.72 Fwd P/E: 34.49X Cap: $4.16B
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Q: I have noticed that the real estate ETFs have been languishing over the last 10 years. What is your view of the real estate ETFs over the next 5 years? Under what conditions will these ETFs do well? What type of real estate ETFs do you expect to do well (domestic vs international, commercial vs residentical, etc.)?

Please recommend a North American and an international ETF which you feel could do well over the next 5 years. What percent of a portfolio would you recommend include real estate for diversification purposes?

Thank you for this excellent service.

Read Answer Asked by Dale on July 19, 2024