As of October 2026, the State Street SPDR Dow Jones REIT ETF (RWR) has significantly outperformed the S&P 500, marking a turning point for real estate investment trusts (REITs) after a challenging few years. The shift in sentiment follows a period where REITs lagged due to factors like the pandemic and high interest rates.
The Cohen & Steers Total Return Realty Fund (RFI) has demonstrated exceptional performance, yielding 8.4% while delivering a 693% total return over the past 20 years, significantly outpacing the S&P 500’s 375%. Notably, RFI’s net asset value (NAV) rose by 12.6% in the past year, with its current discount to NAV at 4.9%, down from a historical average premium of 0.4%.
This change in investor perception positions RFI as a compelling option for those seeking stable payouts and potential price gains, along with additional opportunities in other high-dividend closed-end funds averaging a 9.9% yield.
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