VNQI: Easy Gains Made As International REITs Now Trade At A P/B Of 1x
Seeking Alpha·2026-02-16 02:37

Core Viewpoint - The Vanguard Global ex-US Real Estate Index ETF (VNQI) is experiencing a strong performance in 2026, attributed to declining bond yields and a weakening U.S. dollar [1] Group 1: Market Performance - VNQI is benefiting from a decline in bond yields, which typically enhances the attractiveness of real estate investments [1] - The further weakness in the U.S. dollar is also contributing positively to the performance of VNQI [1] Group 2: Investment Strategy - The investment approach focuses on fundamental long-term perspectives, particularly in sectors like REITs, preferred stocks, and high-yield bonds [1] - The strategy includes combining long stock positions with covered calls and cash secured puts to optimize returns [1]