As most investors know, inflation is the enemy of fixed income. When inflation accelerates, bond yields tend to rise, denting the value of fixed income holdings within a portfolio. But what if you could get fixed income like exposure, with protection against inflation and a growth component? The REIT market offers exposure to multiple types…
Month: October 2019
Q3 REIT Recap: Value Awakens, Employment Weakens
In September the prog-rock band Tool blasted their way back into the music world with the release of a new album “Fear Inoculum.” It had been 13 years since the release of their last record. It is rare for a rock band to make headlines these days, which is why it was shocking to see…
5 Reasons You Should Seriously Consider a REIT Investment
REITs historically have delivered competitive total returns, based on high, steady dividend income and long-term capital appreciation. Their comparatively low correlation with other assets also makes them an excellent portfolio diversifier that can help reduce overall portfolio risk and increase returns. These are the characteristics of real estate investment. REITs are total return investments. They…
Outlet Malls Making the Move to Online
It was inevitable. Once you invent the ship, you also invent the shipwreck. It will be interesting to watch the continuing evolution of outlet malls in an online world. We will certainly be keeping a weather eye on this issue. Outlet stores had long been immune to pressures weighing on traditional malls, including the shift…
Owning REITs in a Hedge Fund: The New Frontier
The investing landscape has changed meaningfully over the last 20 years. Gone are the days of calling your broker to buy or sell shares or looking up stock quotes in the daily newspaper. In the modern era, you can invest in almost any asset class, across any global market simply with the click of a…