Real estate stocks have held up even as yields soar. One ETF manager explains why

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Real estate stocks have held up even as yields soar. One ETF manager explains why. (via ETFEdgeCNBC). Sponsored by InvescoUS

"Typically higher interest rates are a headwind for REITs as folks can get more reliable income elsewhere. But interestingly enough prior to [Monday], REITs were actually beating the S&P. We've had more than a $1.5 billion come into real estate ETFs so far this year," Michael Arone, chief investment strategist at State Street Global Advisors, told CNBC's "Arone says two factors are driving those gains – the first is the reopening trade.

"The second thing is inflation so values of rental property rents and the value of real estate increases as prices increase, and this provides reliable income above inflation, right now more than double both the S&P dividend yield and 10-year Treasury yields."

 

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ETFEdgeCNBC InvescoUS

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ETFEdgeCNBC InvescoUS jimcramer can you better clarify this video for a simple minded retail investor like myself? Sure seems like straight market manipulation....

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