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Real Estate Improvers

Tradestie Score Based
54 Score

Real estate stocks portfolio for dividend income and 2026 growth

The Real Estate Improvers portfolio offers a focused approach to value investing in the real estate sector as a compelling sector ETF alternative for 2026. With a strategy centered on score-based selection, it targets dividend income through holdings in EastGroup Properties Inc (EGP) at 50%, Saul Centers Inc (BFS) at 25%, and Broadstone Net Lease Inc (BNL) at 25%, all positioned for resilience amid shifting property markets and potential rate cuts. These real estate stocks stand out for their strong net lease structures and industrial exposure, making them attractive picks in a 2026 market outlook where undervalued REITs could deliver steady cash flows beyond typical growth stocks.

Ideal for passive income seekers building a retirement portfolio, this concentrated real estate allocation appeals to beginner investors seeking simplicity over broad diversification. The portfolio's Tradestie Score of 62.9 highlights its balanced yet specialized appeal, emphasizing companies with reliable tenant bases and growth potential in logistics and retail properties. However, investors should weigh key considerations like sector-specific risks from interest rate volatility and economic downturns that could impact property values.

In Q1 2026, this setup provides an efficient way to gain targeted real estate exposure without the overhead of individual stock picking, though its low diversification score of 2.8 signals higher concentration risk compared to broader market options.

Total Return
5.92%
YTD Return
3.60%
Daily Return
-0.58%
Holdings
3
Initial Value
$10000
Current Value
$10592
Tracking Since
Dec 26, 2025
Diversification
3
Sector Allocation
Real Estate
100%

Performance (30 Days)

Holdings

Ticker Weight Price Change 7DTD Total Return Score Alert Info Chart
EGP 50.0% $200.00 -0.39% -0.50% +11.14% 54
BFS 25.0% $33.45 -0.68% -0.80% -3.88% 49
BNL 25.0% $21.13 -0.84% +0.05% -0.84% 60

Rebalance History

2026-08-26
2026-08-14
2026-08-04
IVT dropped Return: +18.75%
CBL dropped Return: +6.18%
ALX dropped Return: -2.72%
2026-07-31
CWK dropped Return: -4.48%
2026-07-20
HOUS dropped Return: +0.00%
2026-07-20
2026-07-16
2026-07-15
CLDT dropped Return: +23.95%
2026-06-29
2026-06-24
APLE dropped Return: +13.58%
2026-06-01
2026-05-27
LANDO dropped Return: +1.34%
2026-05-21
2026-05-20
ALX dropped Return: +1.94%
2026-04-01
2026-03-30
DHCNL dropped Return: -4.88%
2026-03-13
2026-03-12
MDV dropped Return: -4.84%
2026-03-09
HASI (+4.5%) DHCNL (Score: 61)
2026-02-23
2026-02-18
AHH dropped Return: -11.62%
2026-02-06
FTHM dropped Return: -17.58%
2026-02-01
BNL (+2.5%) HASI (Score: 65)
GOOD dropped Return: +4.02%
2026-01-30
BFS (-1.7%) AHH (Score: 66)
2026-01-26
ALBT (-28.6%) FTHM (Score: 60)
2026-01-22
COLD (-2.3%) EGP (Score: 70)
2026-01-10
INN (-0.1%) BFS (Score: 59)
CWK (+0.5%) IVT (Score: 63)
DBRG (-0.2%) ALBT (Score: 62)

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