Leveraged Real Estate exchange-traded funds (ETF) aim to generate returns (positive or negative) which are magnified by a specific factor generally denoted by 'x'. For instance, if there is an ETF whose name is '2x Leveraged Mortgage REIT ETF,' then its leverage factor is two. It means that it aims to generate returns which are two times of the underlying index/security/asset which it is tracking. If the underlying goes up by +1.5%, then the ETF will generate double, that is +3% returns, and if the underlying goes down by -2%, then the ETF returns will be -4%. (See list of Real Estate ETFs) Following is the list of all 4 exchange-traded funds that FKnol has in its database for ETFs which belong to the Leveraged Real Estate category:
All Leveraged Real Estate ETFs
List of All Leveraged Real Estate ETFs
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No.
Name (Ticker)
Short Description
Current Price
%YTD Gains
Expense Ratio
No. of Holdings*
Sorted by Ticker. Click on the arrow buttons to sort the table as per the desired column
The Direxion Daily MSCI Real Estate Bull ETF provides 3x leveraged exposure to a market-cap-weighted index of US real estate investment trusts. ...Detailed Profile Dividend Frequency: Quarterly Dividend History
Asset Class: Real Estate-Broad
The Direxion Daily MSCI Real Estate Bear ETF provides 3x leveraged inverse exposure to a market-cap-weighted index of large US real estate investment trusts. ...Detailed Profile Dividend Frequency: Quarterly Dividend History
Asset Class: Real Estate-Broad
The ETF Leveraged Real Estate belonging to the Real Estate category, Real Estate-Broad sub-sector and trading in the US market has the following ETF profile. ...See
The ProShares Ultra Real Estate ETF provides 2x leveraged exposure to a market-cap-weighted index of large US real estate companies, including REITs. ...Detailed Profile Dividend Frequency: Quarterly Dividend History
Asset Class: Real Estate-Broad
$62.86
0.56%
0.95%
117
*Holdings data may be obsolete and of old date
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All Leveraged Real Estate ETFs
USA ETF Screener:
How Leveraged Real Estate ETFs Work?
The Leveraged Real Estate ETFs use the capital collected from the ETF investors and take trading positions in futures, forwards, and other suitable financial instruments of the various assets of the real estate sector. It may be residential, commercial, industrial, office or any other property related financial securities and may also include REITs. One should check the fund profile for such leveraged real estate ETFs to get a clear understanding of its working and fund objectives, as leverage can be achieved in various ways using a variety of assets.
Where do Leveraged Real Estate ETFs Invest?
A long list of companies and different financial instruments exist where the Leveraged Real Estate exchange-traded funds may invest the money collected from the ETF investors. Below is a small sample of companies whose stocks may qualify for investment by Leveraged Real Estate ETFs, though there can be many more businesses and financial instruments where these ETFs can park the capital for returns:
▶ Annaly Capital Management Inc (NLY): Annaly Capital Management, Inc. (Annaly), incorporated on November 25, 1996, is a mortgage real estate investment trust (REIT). The Company owns a portfolio of real estate related investments. The Companys ....Detailed Company Profile....Dividend History
▶ Chimera Investment Corporation (CIM): Chimera Investment Corporation operates as a real estate investment trust in the United States. The company, through its subsidiaries, invests in a portfolio of mortgage assets, including residential ....Detailed Company Profile....Dividend History
▶ PennyMac Mortgage Investment Trust (PMT): PennyMac Mortgage Investment Trust (PMT), incorporated on May 18, 2009, is a specialty finance company that invests primarily in residential mortgage loans and mortgage-related assets. The Company conducts all of ....Detailed Company Profile....Dividend History
▶ Two Harbors Investments Corp (TWO): Two Harbors Investment Corp., incorporated on May 21, 2009, is a real estate investment trust. The Company is focused on investing in, financing and managing residential mortgage-backed securities (RMBS), mortgage ....Detailed Company Profile....Dividend History
▶ iStar Financial Inc. (STAR): iStar (NYSE: STAR) finances, invests in and develops real estate and real estate related projects as part of its fully-integrated investment platform. Building on over two decades of experience and $4....Detailed Company Profile....Dividend History
▶ MFA Financial, Inc. (MFA): MFA Financial, Inc., incorporated on July 24, 1997, is engaged in the real estate finance business. The Companys subsidiaries invest in residential mortgage assets, including Non-Agency mortgage-backed securities (MBS), Agency ....Detailed Company Profile....Dividend History
▶ Capital Trust, Inc. (BXMT): Blackstone Mortgage Trust, Inc., a real estate finance company, originates senior loans collateralized by properties in North America, Europe, and Australia. The company operates as a real estate inve....Detailed Company Profile....Dividend History