REITs and Inflation: An Income-Focused ETF Approach

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REITs and Inflation: An Income-Focused ETF Approach

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The NEOS Real Estate High Income ETF (IYRI) is an actively managed exchange-traded fund that seeks to generate high monthly income with the potential for equity appreciation. The fund, which launched on January 14, 2025, aims to achieve its objective by investing at least 80% of its net assets in securities of real estate companies included in the Dow Jones U.S. Real Estate Capped Index. Additionally, IYRI employs a call options strategy, primarily by selling call options on ETFs that track the same index, to provide enhanced monthly income.

IYRI currently offers a trailing-twelve-month distribution yield of 11.33% and makes monthly distributions to shareholders. As of September 12, 2026, the fund had total net assets of $306 million. Its expense ratio is 0.68%, which is considered below average compared to other funds in the derivative income category.

Real Estate Investment Trusts (REITs) are often considered a potential buffer against inflation, as property values and lease payments tend to increase when overall price levels rise. Historically, REITs have shown a tendency to perform well during periods of elevated inflation. IYRI’s portfolio includes significant holdings in companies such as Welltower, Prologis, Digital Realty Trust, and Equinix. The fund’s strategy positions it with exposure to sectors like data centers and senior housing, which are considered resilient to higher interest rates. However, the use of an options strategy also means that IYRI exposes investors to amplified downside risk and partial upside growth.

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