iShares Mortgage Real Estate ETF (REM)
Rate Cuts Are Finally Here and These 3 Real Estate ETFs Pay Up to 10 Percent
The Federal Reserve has now cut its target rate three times since September 2025, bringing the upper bound down to 3.75% as of July 28, 2026.
Why Mortgage REIT Dividends Just Got Safer After Three Fed Cuts
The iShares Mortgage Real Estate ETF (NYSEARCA:REM) is the go-to vehicle for investors who want concentrated exposure to mortgage REITs and the double-digit distribution yield that comes with them. REM holds $531.5 million in net assets across 37 positions, and almost every dollar of its distribution flows up from the dividends those underlying mREITs pay.... Why Mortgage REIT Dividends Just Got Safer After Three Fed Cuts
REM and MORT Pay Over 9% Yields, But Both Have Lost Money Over Five Years
There are variations in some asset class categories that can vary widely.
REM's Mortgage REIT Portfolio Rallies 19% as Fed Easing Lifts Income Safety
The iShares Mortgage Real Estate ETF (NYSEARCA:REM) gives income investors exposure to roughly two dozen mortgage REITs in a single ticker, smoothing out the cuts and surprises that routinely hit individual mREITs.
Melco Resorts: Undervalued With Catalysts Coming
Melco Resorts & Entertainment will open the rebranded REM hotel in Macau in 2H26, targeting premium customers. REM will offer 150 suites averaging 1,000 square feet, emphasizing avant-garde design for high-end clientele. MLCO is among three Macau gaming operators introducing new or refurbished premium hotel capacity this year.
Why This High-Yield ETF Recovered 28% While Most Income Investors Slept
iShares Mortgage Real Estate ETF (NYSEARCA:REM) pays a yield that stops most income investors in their tracks.
REM's 9.6% dividend yield faces a test as mortgage spreads narrow in 2026
iShares Mortgage Real Estate ETF (NYSEARCA:REM) carries a 9.22% dividend yield and $545 million in net assets, making it one of the more accessible ways to own a basket of mortgage REITs.
Why Annaly and AGNC make REM's 9.55% yield more durable than it looks
The iShares Mortgage Real Estate ETF (NYSEARCA:REM) offers investors a 9.55% dividend yield through a portfolio that is 100% concentrated in mortgage REITs.
REM: Mortgage REIT Risks Outweigh High Dividends
iShares Mortgage Real Estate ETF (REM) receives a Sell rating due to high leverage, rate sensitivity, and declining dividend growth among top holdings. REM's top three holdings—NLY, AGNC, and STWD—comprise over 45% of the fund and face significant risks from interest rate volatility and liquidity constraints. Despite an 8.99% yield, REM's 10-year annualized return is just 3.90%, with negative dividend growth and higher volatility than diversified REIT ETFs like VNQ.
REM: Favorable Macro Outlook For Mortgage REITs In 2026
mREIT holdings of the iShares Mortgage Real Estate Capped ETF benefited from lower funding costs in 2025, with incremental Fed rate cuts likely to provide further relief in 2026. U.S. GDP growth is projected to accelerate to 2.3% in 2026, providing a tailwind for mREITs focused on commercial mortgages. This should allow for REM's 8.65% dividend to return to growth, as indicated by its higher SEC yield.
Otis Delivers Vertical Mobility for Montreal's REM Light Metro Transit
Customized elevator and escalator solutions designed to deliver safe and reliable access to this one-of-a-kind driverless transit system MONTREAL , Dec. 22, 2025 /PRNewswire/ -- Otis (NYSE: OTIS), the world's leading elevator and escalator manufacturing, installation and service company, has completed a landmark installation at the Réseau Express Métropolitain (REM) light metro transit in Montréal. This transformative project was designed to connect communities across Greater Montréal and offer safe, reliable and accessible transportation across the city.
REM: Robust Total Return Outlook
The iShares Mortgage Real Estate Capped ETF invests exclusively in mREITs, exhibiting a 69.17% allocation to its top ten positions. REM's ten largest positions are projected to deliver capital gains of about 4.5% over the next twelve months. The ETF's ~9.3% current yield remains its main appeal, although weakness in commercial mREITs has delayed an anticipated return to dividend growth.
REM: Solid Choice Unless A Recession Hits
REM is one of those ETFs I am always tracking, even if I don't currently own it (I don't). The mortgage REIT industry is often a steady source of above-average dividend yield, enough to not be too concerned about earning much more than the dividend provides. However, REM has a history of performing very poorly in recessions, which gives me pause, since we might be heading into one soon.
REM: Not Worth The Expense
The iShares Mortgage Real Estate ETF is heavily skewed towards a few large-cap mortgage REITs, limiting diversification benefits. REM's 0.48% expense ratio is high and unnecessary, as similar exposure can be achieved by holding key constituent REITs directly. Employment outlook is crucial for REM's performance; current economic signals suggest stability, but the expense ratio remains unjustifiable.
S&P 500's Dividend Growth Needs To Pick Up To Beat REM's 9.35% Yield
The iShares Mortgage Real Estate Capped ETF invests in 33 US mREITs but holds a significant 65% concentration in its top ten holdings. Muted year-to-date performance has resulted in REM trading at a significantly higher dividend yield relative to the SPY. REM's dividend is well-covered considering the valuations of its top ten holdings.
Kintara Therapeutics Provides Update on Corporate Developments and REM-001 Clinical Study
SAN DIEGO , Sept. 11, 2024 /PRNewswire/ -- Kintara Therapeutics, Inc. (Nasdaq: KTRA) ("Kintara"), a biopharmaceutical company focused on the development of new solid tumor cancer therapies, today provided a corporate and REM-001 clinical study update.
REM: A Likely Beneficiary From The Fed Pivot
The iShares Mortgage Real Estate Capped ETF has substantially underperformed the SPDR S&P 500 ETF in 2024. Top ten holdings account for about 65.47% of REM's net assets. The ETF offers a well-covered ~9% yield even after the 0.48% expense ratio.
REM: Focus On Maturity Walls
iShares Mortgage Real Estate Capped ETF contains US mortgage REITs with a focus on residential mortgages. Some REITs in REM are facing issues in the office real estate sector. We are glad that the office exposure isn't too high here. Otherwise, we'd consider it a problem. We think that what the Fed has been waiting for in order for its policy to work is the maturity walls, that will affect the real economy through unemployment.
REM ETF: Not The Best Play For Equity mREIT Exposure
The iShares Mortgage Real Estate Capped ETF is a safer way to get exposure to mREITs, but its returns have been outpaced by CDs since COVID. REM is a passive ETF that invests based on the FTSE Nareit All Mortgage Capped Index, which caps the weights of stocks to achieve diversification. Other Seeking Alpha contributors have given REM a sell rating, with no buy ratings since 2021. Investors should consider other options in the mREIT market segment.
REM: It Just Isn't Durable Income
The iShares Mortgage Real Estate ETF is a sell for investors seeking dependable income over time. The fund has generated lower total returns compared to the market, and its dividends have declined significantly over the past decade. The fund lacks diversification, with a majority of its portfolio concentrated in just ten companies, some of which have experienced declining dividends.