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.