Tag - portfolio diversification

Active portfolio management for REIT investment strategy at Sheaff Brock Investment Advisors

You Can’t “Peanut Butter” REIT Diversification

Sure, diversification is key when selecting holdings for a Real Estate Investment Trust portfolio, Sheaff Brock Director Jim Murphy acknowledges. But you can’t just take a “peanut butter” approach to the real estate market, he cautions, spreading resources evenly among different sectors and assuming investment magic will ensue. After all, he reminded our SheaffBriefs editor, different sectors perform differently in different economic times. In times of high population growth and high job creation, for example, it may make sense to [...]

apartment reits in diversified real estate & income portfolio sheaff brock investment advisors

Make Room for REITs in Your Portfolio

Real estate investment trusts, or REITs, are companies that own, and in most cases manage, income-producing real estate. In today’s environment, REITs may make a lot of sense for investors seeking diversification and yield. Perhaps you’ve avoided owning income-producing real estate because you’re uncomfortable losing liquidity. Since REITs trade on major exchanges like stocks, they offer the potential for a more liquid stake in real estate. In fact, as Investopedia explains, the three primary advantages of REITs include: active [...]

Sheaff Brock REITs portfolio investment strategy

The Importance of REITs in a Diversified Portfolio

A real estate investment trust (REIT) is a company that owns, and in most cases operates, income-producing real estate. In today’s environment, Sheaff Brock Managing Director Ron Brock explains, REITS can make a lot of sense for investors searching for diversification and yield. While direct ownership of income-producing real estate typically means loss of liquidity, REITS trade on major exchanges like stocks and can provide investors with an extremely liquid stake in real estate. In fact, the three primary advantages [...]

Sheaff Brock Investment Advisors tax harvesting investment strategies portfolio gains

Harvesting Losses can be about More than Taxes

Tax loss harvesting is the practice of selling a security that has experienced a loss. By realizing, or “harvesting” that loss, investors are able to offset taxes on both gains and income. The sold security might be replaced by a similar one to maintain the same asset allocation strategy. How does tax loss harvesting work? An advantage of taxable accounts is the ability to use the losses that inevitably occur in some years to lower your tax bill. There are three [...]