Monthly Income from Real Estate? Meet IYRI

Date: 2025-06-22 13:28:14

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An 11% yield from real estate? That’s what NEOS’s new IYRI ETF is on track to deliver. IYRI uses an options overlay on a broad U.S. real estate index, to generate income far above what you’d get from IYR or other REIT ETFs. In this exclusive interview, I sit down with NEOS co-founder and fund manager Garrett Paolella to break down how IYRI works, its distribution strategy, how it held up during the April correction, and how it compares to the competitor, IYR. We also dig into tax treatment, strike price selection, and the fund’s real estate sector mix. If you’re an income investor looking for diversification and higher yield, IYRI should be on your radar.

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Timestamps:
00:00 Introduction
00:14 Is the 11.8% yield for IYRI sustainable?
00:32 Why do some websites show a lower yield for IYRI?
01:14 Why did you choose this real estate index for IYRI?
01:48 The IYR fund based on the same index as IYRI
02:00 Why do investors buy real estate funds like IYRI?
02:50 Top 10 Holdings for IYRI
03:00 Are investors allocating to real estate to avoid tariff chaos?
03:41 IYRI vs IYR vs S&P 500 performance since IYRI launch in January 2025
04:45 How does IYRI pay 9% more yield than IYR?
05:46 How will IYRI perform compared to IYR?
07:08 Expense ratio
09:00 The options strategy for IYRI explained
12:50 Why are IYRI distributions consistent?
13:53 Tax treatment for IYRI
18:34 This isn’t free money
21:05 Which income funds are coming next?
23:55 Garrett is on the channel more than other fund managers…what’s up with that?
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