Section
REITs
23 posts
Inflation-Fighting Properties
by Matthew Kaplan, Head of Almanac, Neuberger Berman Real estate has tended to get a prominent page in…
Will the pandemic threaten the future of big cities?
by Jared Franz, Economist & Lisa Thompson, Equity Portfolio Manager, Capital Group You might think where you buy…
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
Real Estate & Infrastructure: Compelling Alternatives for Superior Diversification
When it comes to alternative assets, real estate and infrastructure have long been a staple for pension plans and foundations. Tom Dicker and Frank Latshaw discuss the compelling diversification benefits provided by the two asset classes.
Evolution of Canadian REITS
by Smita Chirputkar, Director, Global Research & Design, S&P Dow Jones Indices The Canadian REITs industry will mark…
SIA Equity Leaders Weekly: How are Canadian and U.S. Real Estate Sectors Doing?
SIA Equity Leaders Weekly: How are Canadian and U.S. Real Estate Sectors Doing? by SIACharts.com For this week’s…
Looking for Stable Income? Consider US Real Estate
Looking for Stable Income? Consider US Real Estate by Gershon Distenfeld, Director, High Yield, AllianceBernstein July 15, 2016…
REITs Rising Up
REITs Rising Up by David Blitzer, Chairman of the Index Committee, S&P Dow Jones Indices REITs used to…
SIA Equity Leaders: Canadian and U.S. Real Estate Show Strength
SIA Weekly: Canadian and U.S. Real Estate Going Strong by SIACharts.com For this week’s edition of the Equity…
SIA Weekly: A Look at Canadian REITs (ZRE.TO) and U.S. Real Estate (IYT)
by SIACharts.com For this week's Equity Leaders Weekly, we will take a look at the real estate sector,…
Why Every Investor Should Own REITs
Why Every Investor Should Own REITs by Charles Sizemore, Sizemore Capital Management If you don’t have REITs as…
Utilities (and REITs) Were Standouts Last Week
by John Murphy, Stockcharts.com An early January message (January 11) talked about the need to do some rotating…
Why Rebalancing Has Become Even More Important for Investors
REITs, Asset Allocation, & The Correlation Headwind by Capital Spectator Morningstar’s Samuel Lee warns “that REITs' diversification powers…
BCA Blog: REITs are on Sale
The 10-year Treasury yield has jumped 30bps from its late-October trough, and is still below the 3% hit…
U.S. Equity Market Radar (October 28, 2013)
U.S. Equity Market Radar (October 28, 2013) The S&P 500 moved to a new high this week as…
Many Investors Are Still Under-Diversified
by Capital Spectator The Crucial Connection: Asset Allocation & Rebalancing The link between asset allocation and rebalancing is…