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Quarter-End Insights

Lots of Opportunities in Yield-Rich Real Estate Sector

A fourth of the real estate sector trades in 5-star territory.

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The Morningstar US Real Estate Index fell 14.3% over the trailing 12 months and is underperforming the broader U.S. equity market by 24.6%, as the sector has not shown the same recovery in the second and third quarters as the broader equity market. However, we have seen significant divergence in real estate performance by subsector.

Real estate is down and has underperformed the global equity index. - source: Morningstar

Kevin Brown does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.