Real Estate
The Motley Fool

1 No-Brainer Vanguard ETF to Invest $1,000 Into This July

July 7, 2025
08:14 PM
4 min read
AI Enhanced
investmentwealthstocksreal estateindustrialtechnologymarket cyclesseasonal analysis

Key Takeaways

In real estate has been a great way to grow wealth over the long term. Real estate tends to steadily appreciate in value, typically at rates above inflation. In addition, real...

Article Overview

Quick insights and key information

Reading Time

4 min read

Estimated completion

Category

real estate

Article classification

Published

July 7, 2025

08:14 PM

Source

The Motley Fool

Original publisher

Key Topics
investmentwealthstocksreal estateindustrialtechnologymarket cyclesseasonal analysis

In real estate has been a great way to grow wealth over the long term

Real estate tends to steadily appreciate in value, typically at rates above inflation

In addition, real estate investments generate income

One of the easiest and most cost-effective ways to invest in real estate is to purchase a real estate investment trust (REIT)

The simplest way to invest broadly in REITs is through an exchange-traded fund (ETF), such as the Vanguard Real Estate ETF (VNQ -0

Those and other features make it a no-brainer to invest $1,000 in the Vanguard ETF this July

Image source: Getty Images

Become a real estate mogul with one fund The Vanguard Real Estate ETF invests broadly across the entire REIT sector

It holds over 150 REITs in all perty sectors

Its biggest holdings are the largest REITs: Vanguard Real Estate II Index Fund Institutional Plus s (14% of its net assets): An index fund that invests in REITs

Logis (6%): The leading industrial REIT focused on logistics perties

American Tower (5. 9%): A leading tower and data center REIT

Welltower (5. 4%): A healthcare REIT primarily focused on senior housing perties

Equinix (4. 4%): A leading data center REIT

Simon perty (3. 1%): A leading mall REIT

Realty Income (2. 94%): A diversified net lease REIT with retail, industrial, gaming, and other perties

Public Storage (2. 7%): A leading self-storage REIT

Crown Castle (2. 6%): A large U

As that group demonstrates, the fund offers investors diversified exposure to commercial real estate

Its largest holdings have excellent records of growing value for investors

For example, Realty Income has increased its monthly dividend 131 times since its public market listing in 1994, including for the past 111 consecutive quarters

The REIT has grown its dividend at a 4. 2% compound annual rate during that period

That growing dividend has helped Realty Income der a robust 13. 6% compound annual total return since its listing three decades ago

Logis has also been a value-creating machine

Despite its massive size, the logistics behemoth has grown its core funds from operations (FFO) per at a 12% compound annual rate over the past five years

That's faster than the S&P 500's 9% and the 6% for other REITs

It has also dered robust compound annual dividend growth during that period of 13% compared to 6% for REITs and 5% for the S&P 500

Solid total returns The Vanguard Real Estate ETF has been a solid performer over the years

The REIT ETF has dered a 7. 4% average annualized total return since its inception in September 2004

At that rate, the fund would have turned a $1,000 investment into over $4,400: VNQ Total Return Level data by YCharts Dividends paid by the REITs and reinvested into the fund have been a big driver of the ETF's total return

The Vanguard Real Estate ETF currently has a 3

A $1,000 investment would generate $36 of annual income at that rate

The combination of value appreciation and income should enable this fund to continue ducing solid returns for investors

If the fund can maintain its current annualized return, it could turn a $1,000 investment made this July into $9,145 in 30 years

There's no guarantee the fund can der that level of return in the future

However, REITs have outperformed stocks over the last 20-plus years

Given that data, the fund could potentially duce even higher returns over the long haul

A wise investment Real estate has historically been a sound long-term investment

Vanguard makes it easy to add real estate to your portfolio through the Vanguard Real Estate ETF

The fund has been a solid performer over the long term, benefiting from the growth and income duced by REITs

Those features make it a no-brainer to invest $1,000 in this ETF this July

Matt DiLallo has positions in American Tower, Crown Castle, Equinix, logis, Public Storage, Realty Income, and Simon perty Group and has the ing options: long January 2026 $170 calls on American Tower and short January 2026 $175 calls on American Tower

The Motley Fool has positions in and recommends American Tower, Crown Castle, Equinix, logis, Realty Income, Simon perty Group, and Vanguard Real Estate ETF

The Motley Fool recommends the ing options: long January 2026 $180 calls on American Tower, long January 2026 $90 calls on logis, and short January 2026 $185 calls on American Tower

The Motley Fool has a disclosure policy.