The SPDR Dow Jones REIT ETF (RWR) holds $1.7B in assets with a 4% yield, but only gained 3% year-to-date. Goldman Sachs predicts two more Fed rate cuts in 2026, potentially bringing rates down to 3% to 3.25%. Top holding Welltower trades at 131x earnings despite a 44% decline in quarterly earnings.
Interest rates are crucial for RWR in 2026. Goldman Sachs forecasts two more rate cuts, benefiting REITs by reducing borrowing costs and making dividend yields more attractive. Monitor the Fed’s projections for potential impacts on RWR’s share prices. Welltower and Prologis are top holdings, showing differing valuation dynamics.
RWR’s dividend distributions vary widely, ranging from $0.61 to $0.99 per share in 2025. Check State Street’s quarterly fact sheet for updated distribution trends. The iShares Core U.S. REIT ETF offers a lower expense ratio and similar exposure to RWR’s top holdings. Watch for potential dividend growth and valuation changes in 2026.
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Read more at Yahoo Finance: 2026 Could Be Explosive For The SPDR Dow Jones REIT, And It’s 4% Dividend
